What the data for this category looks like
Education service marketing content primarily comes from investor education courseware from financial institutions, insurance knowledge popularization documents, customer feedback materials, and compliance promotional materials. Update cycles align with the launch of new wealth management courses, insurance products, or adjustments to compliance requirements. No fixed update cycle exists, but the volume of documents updated in a single batch varies widely. Document structures typically include core course information, applicable customer group descriptions, service duration, registration procedures, compliance reminders, and similar fields. Some documents include unit annotations for metrics such as duration and number of participants. Most fields are a mix of structured and semi-structured data, with numerous nested clause paragraphs.
What constraints these characteristics impose on HTTP interfaces and external systems
The mixed structured and semi-structured document structure requires interfaces to support batch upload of multiple fields and adaptive segmented parsing. The on-demand update feature requires interfaces to support incremental synchronization instead of full pulls. This avoids invalid requests occupying compliance review resources. The variation in document volume requires interfaces to allow adjustment of per-request upload file size and parsing timeout settings. Fields with unit annotations require interfaces to retain unit information during data synchronization. This prevents ambiguity in parsed fields. Additionally, education service marketing content often includes compliance text. Interfaces must support preprocessing checks for sensitive fields. This prevents non-compliant content from entering the knowledge base and compromising compliance.
How to set configurations
| Configuration Item | Recommended Value Range | Rationale |
|---|---|---|
UPLOAD_FILE_MAX_SIZE | 800–1200 MB | Financial industry education marketing documents often include multi-page compliance courseware PDFs and long video transcript texts. This accommodates large file upload requirements |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Long compliance documents require sufficient time for parsing. This avoids upload failures caused by intermediate timeouts |
Segment Length | 800–1200 characters | Education marketing documents contain numerous long paragraphs of compliance explanations. Segment length is adapted to maintain semantic integrity of text |
Similarity Threshold | 0.65–0.75 | Education service content contains a large number of technical terms. The threshold must balance recall accuracy and coverage |
Number of Recalled Entries | Top 8–10 entries | Marketing content must balance comprehensive information and concise display. This avoids excessive redundant content interfering with customer judgment |
The parameter values provided on this page are common starting points for configuration setup. Actual values are affected by material format, data volume, and business rules. Specific issues require targeted analysis. It is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Scenario: After calling the file upload interface, no new content appears in the knowledge base chunk list, or the parsed result only contains plain text. Tables and compliance reminder explanations from the PDF are missing. Cause: The
ENABLE_PDF_ENHANCED_PARSEconfiguration item is not enabled. The default parsing mode only extracts basic text content. It does not handle mixed text and graphics or compliance annotations within PDFs. - Scenario: Calling the knowledge base content addition interface returns a
400 Bad Requeststatus code. The prompt ismissing required field: compliance_tag. Cause: The compliance tag field is not passed as required. Education marketing content in the financial industry requires mandatory compliance tags. Interface verification fails without these tags. - Scenario: Calling the chat interface returns an
invalid api keyerror, or fails to match the correct knowledge base content. Cause: TheOPENAI_API_BASEandOPENAI_API_KEYparameters are not configured correctly. The interface request may also not follow the field specifications of the OpenAI-compatible format.
How to confirm configurations are set correctly
- Upload a standard financial education marketing PDF document. Check the interface return result. Confirm that the
parse_statusfield shows a successful status, and that the parsed content includes tables and compliance reminder explanations from the original document. - Call the knowledge base content query interface. Pass the configured directory ID. Confirm that the added chunk content matches the structure of the uploaded document, and that the compliance tag field is included.
- Initiate a simulated customer chat request. Verify that the returned result includes the configured number of recalled entries, and that the content meets compliance requirements.
- Check the platform's interface call logs. Confirm that no error messages related to file size exceeding limits, parsing timeouts, or compliance verification failures appear.
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.