What the data for this category looks like
Financial sector publishing marketing content data primarily comes from institutional investor education materials, product brochures, series of wealth management manuals, insurance product promotion materials, and batch-organized marketing material lists. Data update rhythm aligns with product launch cycles. Content is generated and updated concentratedly before new product launches, while daily adjustments only involve tweaking copy or supplementing materials for marketing campaigns.
Most document structures include fixed modules: product name, audience positioning, content overview, core selling points, risk warnings, marketing copy. Some batch materials also include standardized fields such as product code, release date, and compliance number. Document formats include editable Word, encrypted PDF, Excel material lists, and other common types.
What constraints these characteristics impose on document parsing and chunking
Fixed document modules require retaining content boundaries during parsing, to avoid splicing content from different marketing modules into the same chunk, which would reduce search recall accuracy. Mixed-format materials require adapting different parsing logic: OCR must be enabled for scanned brochures, while native formatting must be preserved for editable documents.
Batch material packages have large variations in single-file size, so resource usage during parsing must be controlled. The uniqueness of metadata fields requires precise extraction of identifiers such as product codes and compliance numbers during parsing, for subsequent classification and recall. Long documents such as complete investor education manuals must be split into chunks by chapter, to avoid semantic fragmentation caused by overly long single chunks.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_MAX_SIZE | 100 MB | Financial publishing marketing documents are mostly brochures, manuals, or batch material packages, and single-file size usually does not exceed 100 MB |
maxChunkSize | 800–1200 characters | Financial marketing content has high core information density. This length ensures complete semantics within the chunk and adapts to search recall logic |
chunkOverlap | 100–150 characters | Retains contextual association across chunks, avoiding truncation of marketing copy or product selling point transition sentences |
ENABLE_OCR_PARSE | Enable only for scanned documents | Most electronic documents for financial publishing are in editable formats, and only scanned promotional materials require OCR parsing |
PARSE_TIMEOUT_SECONDS | 600 seconds | When batch processing multi-page complete manuals, parsing takes a long time. This duration covers most scenarios |
RETAIN_METADATA | Retain product code and release date fields | Metadata from financial publishing documents can be used to accurately recall marketing content for corresponding products |
The parameter values provided on this page are general recommendations used as a starting point for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require case-by-case analysis, and it is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Issue: After uploading Word or Excel marketing materials, the parsing result is empty or fields are missing. Cause: The parsing switch for the corresponding format is not enabled in the parsing settings, or the file has protected editing permissions that prevent content from being read.
- Issue: Importing PDF marketing content and triggering a search returns no results, with an OCR Error message on the interface. Cause: The OCR parsing switch is not configured for the scanned PDF, or the document is encrypted or damaged and cannot complete text extraction.
- Issue: The miner-u parsing function entry cannot be found after a platform update. Cause: The miner-u parsing function has been integrated into the global file parsing configuration panel. The corresponding option must be enabled in the parsing module of knowledge base settings.
How to confirm configurations are set correctly
- Upload a single financial publishing marketing document, check whether the metadata fields specified in the configuration are extracted in the parsing result.
- Submit a search test, enter core keywords from the document, and verify that matching chunk results are returned.
- Upload a batch material package, check whether all parsing task statuses are completed, with no timeout or error prompts.
- Adjust the chunk parameters and re-upload the same document, compare the chunk lengths from the two parsing results, and confirm that the configuration has taken effect.
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.