What the data for this category looks like
Data sources for securities marketing content primarily include investor education articles, research report summaries, event invitation letters, and product promotion materials generated internally by securities firms. Update rhythms adjust based on marketing campaigns, research report releases, and regulatory requirements, with no fixed cycle. Document structures typically include fixed compliance headers, core product information, and image-text combined promotional content. Fields include 6-digit security codes, product net value measured in yuan per share, R1-R5 graded risk levels, and mandatory compliance statement paragraphs.
What constraints these characteristics impose on document parsing and chunking
Fixed compliance statement paragraphs must not be split across different content chunks during parsing, to avoid breaking compliance information. Numeric fields with units and graded risk levels require retaining original units and grading identifiers during parsing, without arbitrary simplification. Image-text combined content structures require associating images with their corresponding text descriptions during parsing, to prevent images from being disconnected from their context. Batch documents with no fixed update cycle require the parsing process to support large-volume, multi-file batch processing, and adapt to different formats of marketing materials. The presence of mandatory compliance paragraphs requires prioritizing complete compliance context during chunking, without truncating key statements.
How to set configurations
| Configuration Item | Recommended Value Range | Rationale |
|---|---|---|
max_chunk_size | 800–1200 characters | Securities marketing documents contain fixed compliance paragraphs and product data with units. Oversized chunks will split associated information |
chunk_overlap | 150–200 characters | Key context such as cross-chunk compliance statements and product codes must be retained to avoid information breakage |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | When processing monthly marketing material packages in batches, prevents timeouts caused by large total document volume |
pdf_parser_type | [email protected] | Adapts to complex layouts and embedded charts in securities PDF documents, improving parsing completeness |
enable_image_caption | Enabled | Securities documents often include K-line charts and product posters, requiring association between images and their corresponding text descriptions |
markdown_image_domain | Set based on actual testing | Fixes missing image domain issues after converting Word documents to Markdown, ensuring images load correctly in conversations |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require individual analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- Symptom: When deploying
[email protected], the log reports aCUDA out of memoryerror and fails to recognize the installed GPU. Cause: The host machine's GPU device is not mapped to the Docker container, or the CUDA version does not match the dependency versions inside the container. - Symptom: Image links are missing domain prefixes in Markdown files generated after importing Word documents. Cause: The
markdown_image_domainparameter is not configured. Domain prefixes are only automatically added during native Word imports. - Symptom: Parsing tasks trigger a
504 Gateway Timeoutstatus code when processing batches of securities marketing document packages. Cause: ThePARSE_FILE_TIMEOUT_SECONDSparameter is not adjusted. The default timeout duration is insufficient for processing large-volume batch documents.
How to Verify Successful Configuration
- Upload a single securities marketing PDF containing compliance statements and charts, check if the parsed Markdown retains complete risk warning paragraphs and image associations.
- Review parsing task logs to confirm the GPU device is properly recognized, with no errors of the
CUDA initialization failedtype. - Upload a Word-format marketing document, check if the generated Markdown includes preset domain prefixes in image links.
- Batch upload 3 to 5 identical types of marketing documents, confirm that parsing tasks do not trigger timeout errors.
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.