What the data for this category looks like
Diversified financial marketing content documents mainly come from product manuals, compliance script libraries, customer service cases, and regulatory policy interpretation documents. The update rhythm is triggered on demand with new product launches and compliance policy adjustments, with no fixed update cycle. Document structures usually include four fixed sections: core product parameters, applicable audience descriptions, risk reminder modules, and marketing promotion scripts. Fields include annualized yield, investment threshold, product term, etc., with units mostly being percentage, yuan, month, or year.
What constraints do these characteristics impose on the "document parsing and chunking" link
Documents contain non-splittable compliance reminder modules. If splitting by default line breaks, risk reminders and product parameters may be truncated across different segments, leading to lost context. Numeric fields with clear units need to be bound to their corresponding descriptions. Chunks that are too long increase semantic recognition difficulty, while chunks that are too short break the association between numeric values and their descriptions. On-demand updated document structures may have temporarily added modules, so custom splitting rules need to be supported to adapt to different versions of marketing content documents. Large batch case documents require sufficient processing time, otherwise parsing interruptions may occur.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
chunkSize | 800–1200 characters | Diversified financial documents include compliance clauses and numeric fields. This length preserves complete semantics while avoiding excessive splitting |
chunkOverlap | 100–150 characters | It is necessary to retain the association between cross-segment compliance reminders and product descriptions to avoid context breaks |
splitSeparator | Custom separators based on "[Compliance Reminder]", "[Product Terms]", "[Applicable Scope]" | Diversified financial documents have fixed-structured modules. Splitting by module avoids damaging the integrity of key content |
PARSE_FILE_TIMEOUT_SECONDS | 300–600 seconds | Parsing large compliance documents and batch case documents requires longer processing time |
UPLOAD_FILE_MAX_SIZE | 1000 MB | Marketing content documents may include batch customer case materials, allowing larger file uploads |
enableCustomParseScript | Enabled | Supports custom parsing logic for financial numeric fields with units to adapt to special field formats |
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 individual analysis, and it is recommended to test on your own samples before finalizing settings.
Three common mistakes
- The interface displays "parsing failed" and the log returns status code 400. The cause is model adaptation deviation in the locally deployed v4.8.14 version. deepseek-r1:7b has compatibility issues with the preprocessing logic for long compliance documents.
- The exported Excel file has empty content. The cause is that the field mapping rule for parsing results is not configured, and valid marketing content fields are not extracted, resulting in no corresponding data during export.
- Knowledge base recall fragments lack risk reminder content. The cause is that no custom separator is set, and splitting by default line breaks truncates the risk reminder module outside the segment.
How to confirm the configuration is correct
- Upload a test document that includes compliance reminders and product numeric values, and check if the parsed segments are split into independent modules according to the custom separators.
- Run the configured custom parsing script to verify that financial numeric fields with units are correctly extracted and their corresponding units are retained.
- Trigger document parsing and check that there are no
PARSE_FILE_TIMEOUTerrors in the system logs, confirming that the timeout configuration is effective. - Export the parsed knowledge base content and verify that the exported file includes valid fields such as product descriptions and risk reminders.
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.