What the data for this category looks like
Data for professional chain marketing content in the financial, insurance, and wealth management sector comes from chain store financial promotion plans, insurance product training documents, regional customer marketing reports, and compliance marketing materials issued by headquarters. Update schedules are adjusted based on quarterly product update cycles and monthly store activity arrangements. Temporary promotion activity documents are updated weekly. Supported document formats include Excel (multi-sheet promotion budgets, customer conversion data), Word (product scripts, compliance requirements), PPT (store training slides), and PDF (activity notices). Document fields include store ID, product type, promotion budget, customer in-store count, and conversion rate. Units include yuan, person-times, %, and ten thousand yuan.
What constraints do these characteristics impose on the "document parsing and chunking" link?
Financial, insurance, and wealth management professional chain marketing documents are often split into sheets or chapters by store and product type. The parsing process must support batch reading of specified business content ranges to avoid missing cross-store segmented customer data. Mixed document formats and frequent updates require adapting to multi-format parsing logic, while ensuring parsing speed matches the update schedule. Field dimensions include multi-level information such as stores, product types, and customer data. The chunking process must retain level identifiers to prevent mixing of marketing content from different stores, which affects the accuracy of subsequent knowledge base retrieval.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
parse_excel_sheets | ["门店*", "产品*"] or ["*"] | Financial chain marketing Excel documents often create independent sheets by store and product. Wildcard matching allows batch reading of all business-related sheets |
max_chunk_length | 800–1200 characters | Marketing content includes coherent information such as product details and customer conversion logic. This length preserves context integrity and avoids breaking store activity logic |
parse_file_timeout | 120 seconds | Parsing large multi-sheet Excel or multi-page marketing PPT takes a long time. This duration covers conventional batch document processing |
enable_pdf_enhance | Enable only when uploading PDF documents | PDF enhancement functionality only applies to PDF formats. Enabling it for other document formats provides no additional parsing benefits |
csv_auto_detect_columns | Enabled | Financial chain marketing CSV documents often include multiple columns of budget and customer data. Automatic detection preserves complete field information and avoids truncation |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require case-by-case analysis. It is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Phenomenon: Only the first sheet content is returned after parsing Excel, and the remaining sheet data is lost. Cause: The
parse_excel_sheetsparameter is not configured. By default, only the first sheet is read, which does not adapt to the multi-sheet structure of financial chain marketing documents. - Phenomenon: After importing PPT or Word documents, enabling
enable_pdf_enhancehas no additional parsing effect, and content chunking still has format confusion. Cause: PDF enhancement functionality is enabled for non-PDF documents. This function only applies to parsing optimization for PDF formats. - Phenomenon: An unsupported format prompt appears after importing Excel documents, or only two columns of data are retained after CSV import. Cause: Relevant parameters are not adjusted to adapt to multi-field documents, the full parsing capability of Excel formats is not enabled, and the multi-column data requirements of financial chain marketing documents are not matched.
How to confirm the configuration is correct
- Upload a single Excel marketing document containing multiple store/product sheets, check if the parsing result includes all configured sheet content, and verify that sheet names are fully retained.
- Upload non-PDF format marketing documents, confirm that
enable_pdf_enhanceis not enabled, and check if the parsed format retains the hierarchical structure of the original document. - Upload a multi-column CSV marketing data document, check if the number of parsed fields matches the original document, and no column truncation occurs.
- View the parsing task logs, confirm that no timeout errors related to
parse_file_timeoutare triggered, and that parsing time meets business requirements.
Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-09-14.