What data for this category looks like
The data for this category primarily comes from marketing materials and educational investment content on investment platforms. This includes fund/wealth management product prospectuses, event promotional copy, educational investment articles, user frequently asked question documents, and more. Data sources fall into two categories: content edited independently by operations teams, and content synchronized and pushed by partner institutions. Update frequency fluctuates irregularly alongside product launches and adjustments to marketing activities.
Document structures vary significantly. Some documents are long texts with tens of thousands of characters, while others are short copy with hundreds of characters. Some structured documents include fields such as product ID, risk rating, investment target scope, and release date. There is no mandatory requirement for uniform unit identifiers.
What constraints these characteristics impose on document parsing and chunking
The high proportion of long documents requires that chunk lengths be adapted to the semantic completeness of professional financial content, to avoid losing contextual connections after splitting. The presence of specific business fields in structured documents requires that the parsing process retain the correspondence between fields and the original text, to avoid breaking up structured information. The coexistence of short copy and long documents requires that parsing tools support adaptive chunking strategies, while being compatible with inputs of different lengths. Irregular updates require that the parsing process support both incremental synchronization and full re-parsing modes, to adapt to the uncertainty of data updates. Some documents come from partner institutions with inconsistent formats, so the parsing process must support multi-format compatibility to avoid parsing failures caused by format anomalies.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_CHUNK_SIZE | 800–1200 characters | Adapts to the semantic completeness of professional financial documents, avoiding loss of contextual connections after splitting |
PARSE_CHUNK_OVERLAP | 10–15% | Retains contextual connections between adjacent chunks, improving the accuracy of retrieval recall |
UPLOAD_FILE_MAX_SIZE | 200 MB | Accommodates long documents such as product prospectuses with tens of thousands of characters, preventing upload interruptions |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Provides sufficient processing time for long document parsing, avoiding parsing failures caused by timeouts |
PARSE_STRUCTURED_FIELDS | Enabled | Retains the correspondence between business fields such as product ID and risk rating, enabling precise retrieval |
PARSE_INCREMENTAL_SYNC | Enabled as needed | Adapts to irregularly updated marketing data, reducing resource consumption from repeated parsing |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require individual analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Errors
- Symptom: After uploading some PDF files, the parsing result shows empty content, while some other PDFs can be recognized normally. Cause: The PDF is encrypted, has embedded fonts that are not actually embedded, or is a scanned version with non-editable text. The parsing tool cannot extract valid text content.
- Symptom: After modifying a Java interface document to use a TXT file extension and importing it, no valid data is parsed. Cause: The document contains a large amount of code syntax and structured identifiers. Unprocessed plain text parsing cannot filter invalid formats, causing valid information to be treated as noise.
- Symptom: After using chunk mode to call the pushdata API to upload data, the interface remains in the indexing status for a long time. Cause: Chunk parameters are set too large, or the uploaded data volume exceeds the current processing queue limit of the system, causing the indexing process to block.
How to Verify Correct Configuration
- Upload a typical long document such as a product prospectus, check the semantic completeness of the parsed chunks, and adjust the corresponding chunk parameters to a length that meets business requirements.
- Import a structured document, check whether the parsing result retains the correspondence between business fields such as product ID and risk rating, and confirm that the structured parsing configuration is enabled correctly.
- Upload test documents in different formats such as PDF and TXT, verify the compatibility of the parsing tool, and confirm that the upload size and timeout parameters match the actual situation of the test documents.
- Call the pushdata API to upload incremental data, check the completion speed of the indexing process, and adjust the incremental synchronization configuration as needed.
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.