What the data for this category looks like
Data for insurance marketing content primarily comes from agent training manuals, product term documents, compliance script libraries, customer follow-up records, and regulatory policy documents. Update cycles fluctuate irregularly alongside new product launches and regulatory rule adjustments. A single update may cover one or multiple documents.
Document structures mix structured fields and unstructured paragraphs. Structured fields include product ID, coverage liabilities, premiums, sum insured, payment periods, and similar items, with corresponding units such as yuan/year, ten thousand yuan, year, and others. Unstructured sections include scenario-based marketing scripts and compliance reminders. Some documents include a references field marking cited regulatory documents or partner information, and a reasoning content field marking the logical derivation process of the script.
What constraints these characteristics impose on document parsing and chunking
The mixed structure of insurance marketing documents requires parsing workflows to support both structured field extraction and unstructured paragraph retention. This prevents splitting of single complete coverage liabilities or compliance reminders.
The presence of the references and reasoning content fields requires parsing processes to extract and retain associated fields. Without this, compliance annotations and script logic information will be lost.
The batch nature of single-document updates creates demand for multi-file uploads. Parsing workflows must support batch processing without losing cross-document association relationships.
Longer product term documents require the chunking process to retain contextual coherence. This avoids splitting cross-paragraph liability-related content into separate chunks.
How to set the configurations
| Configuration Item | Recommended Values | Rationale |
|---|---|---|
max_chunk_size | 800–1200 characters | Insurance marketing documents mix structured parameters and scripts. This range preserves the integrity of a single coverage liability or complete script paragraph |
chunk_overlap | 100–150 characters | Insurance product terms include cross-paragraph liability associations. Overlapping sections retain contextual coherence |
parse_references | Enabled | Insurance marketing documents often include regulatory document citations and product partner qualification descriptions. Enabling this setting fully extracts associated fields |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | A single insurance product manual may include multiple pages of terms and scripts. A longer parsing duration avoids timeout failures |
enable_structured_field_extract | Enabled | Insurance documents include standardized fields such as premiums, sum insured, and payment periods. Enabling this setting extracts structured data for precise chunking |
UPLOAD_FILE_MAX_SIZE | 1000 MB | Batch-uploaded marketing document collections may include multiple materials. This upper limit covers conventional batch upload requirements |
The parameter values provided on this page are common starting points for configuration setup. Actual values are influenced by material format, 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 errors
- Phenomenon: The
referencesfield is empty or not extracted in parsed documents. Cause: Theparse_referencesconfiguration item is not enabled, or its parameter settings are incorrect. - Phenomenon: When attempting to modify the maximum chunk length, the corresponding setting cannot be found in the interface, or modifications do not take effect. Cause: The default value definition for
max_chunk_sizeis not located in the corresponding configuration file, or the service is not restarted after modifications. - Phenomenon: After uploading an insurance marketing PDF, the system does not trigger the document parsing process. Cause: The PDF file is not associated with a knowledge base that enables document parsing, or the
UPLOAD_FILE_MAX_SIZEsetting is smaller than the current uploaded file size.
How to confirm correct configuration
- Upload an insurance marketing document that includes the
referencesfield. Verify if the parsed metadata includes the content of thereferencesfield. - Navigate to the chunk configuration page of the knowledge base. Confirm that the set value of
max_chunk_sizematches the preset configuration. - Upload a test document that exceeds the default single-file size. Check if the system prompts that the file is too large, or completes parsing normally.
- Run a local debugging script, call the document parsing interface, and pass in an insurance product term sample. Check if the returned chunk results retain complete coverage liability paragraphs.
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.