What the data for this category looks like
Financial marketing and business data related to carbon steel comes primarily from steel mill ex-factory price lists, dealer quotation sheets, industry association supply and demand reports, collateral valuation documents for financial institutions, and bidding documents. Update frequency varies by type: ex-factory prices and quotation sheets update weekly or monthly. Industry reports release monthly. Marketing materials and bidding documents update as needed. Document formats include Excel spreadsheets with multi-layer headers and mixed multi-column data, PDF manuals with mixed text and images, and Word proposal documents. Core fields include carbon steel grades such as Q235, Q355, specifications and dimensions, unit weight, unit price, and delivery lead time. Common units are yuan/ton, millimeter, square meter.
Constraints on document parsing and chunking
The multi-format, multi-field nature of carbon steel data, combined with financial marketing scenario requirements, creates multiple constraints for parsing and chunking. Excel spreadsheets have multi-layer headers and mixed data structures. Parsing processes must accurately identify header levels to avoid splitting headers from data rows, ensuring accurate field alignment for financial valuation. PDF and Word documents mix embedded tables and long paragraphs. Chunking processes must retain table structures to prevent loss of core quotation and specification parameter content critical for financial valuation. Frequently updated quotation documents require high parsing efficiency to avoid timeouts that disrupt financial marketing real-time needs. Documents mix marketing content and compliance data such as qualifications and delivery terms. Chunking processes must distinguish core marketing information from auxiliary data, ensuring accurate retrieval for financial institutions.
Configuration Settings
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
PARSE_EXCEL_TABLE_MODE | Merge headers + split by row | Adapt to the multi-layer header structure of carbon steel Excel quotation sheets, retain the correspondence between fields and data |
CHUNK_SIZE | 800–1200 characters | Match the length of single-paragraph marketing content in carbon steel product manuals, balance retrieval context completeness and accuracy |
PARSE_FILE_TIMEOUT_SECONDS | 120 seconds | Adapt to the parsing time of large industry supply and demand reports, avoid parsing failure due to timeout |
ENABLE_TABLE_RETAIN | Enabled | Ensure that quotation tables and specification parameter tables in carbon steel documents retain their format during parsing and retrieval |
SIMILARITY_THRESHOLD | 0.75–0.85 | Match the keyword matching accuracy of carbon steel marketing content, filter low-correlation retrieval results |
MAX_CHUNKS_PER_DOC | 50 | Limit the number of chunks for a single long document, avoid excessive redundant results during retrieval |
The parameter values provided on this page are common recommended starting points for configuration. The actual values are affected by material form, data volume and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing.
Common Mistakes
- Symptom: After a carbon steel Excel quotation sheet is uploaded, some column data in the knowledge base is empty, and field correspondence is abnormal. Cause: The merged header configuration of
PARSE_EXCEL_TABLE_MODEis not enabled, so the system cannot identify multi-layer column titles. - Symptom: The knowledge base preview displays the complete table, but the table content is not shown in retrieval return results. Cause: The
ENABLE_TABLE_RETAINparameter is not enabled, and table formats are automatically stripped during the parsing process. - Symptom: After a carbon steel document chunked locally using a vector model is uploaded, server-side retrieval effect is significantly poor. Cause: Local chunking does not retain the original structure identifiers of the document, resulting in insufficient context matching during cross-model retrieval.
How to Verify Correct Configuration
- A standard carbon steel Excel quotation sheet is uploaded, the field correspondence in the knowledge base preview is verified, and the
PARSE_EXCEL_TABLE_MODEconfiguration is confirmed as effective. - A carbon steel document containing embedded tables is retrieved, the retention of table formats in return results is checked, and the
ENABLE_TABLE_RETAINparameter is confirmed as enabled. - The details of chunked documents are reviewed, the length of each chunk is checked against the preset range, and the
CHUNK_SIZEconfiguration is confirmed as reasonable. - A large carbon steel industry PDF report is uploaded, the parsing task time is verified against the range set by
PARSE_FILE_TIMEOUT_SECONDS, and the timeout configuration is confirmed as adapted to the document scale.
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.