What this type of data looks like
Iron ore financing daily report data mainly comes from domestic coastal port storage systems, steel industry spot trading platforms, and daily settlement reports. Data is released daily at midnight, containing the full report from the previous day. Most documents are in PDF or encrypted Excel format. Fixed internal fields include port inventory, spot transaction prices, margin trading and short selling positions, daily transaction amounts, and more. Units are uniformly yuan/ton, ten thousand tons, lots, ten thousand yuan. Some cross-regional reports include exchange rate conversion fields.
What constraints do these characteristics impose on the document parsing and chunking process
The fixed fields and unit requirements for iron ore financing daily reports require precise matching of field names during parsing, to avoid misclassifying exchange rate conversion fields as core financing data. Multi-format documents (PDFs with port headers, encrypted Excel) cause general-purpose parsing engines to fail to automatically identify table structures, so specific parsing modes must be enabled. The daily update timeliness requirement limits the parsing timeout threshold, to avoid excessive time spent parsing a single file. Some documents have merged cell headers, which can cause field misalignment during chunking, so additional header recognition logic is needed. Cross-regional reports’ exchange rate conversion fields increase the need for contextual association during chunking, to avoid splitting associated fields into different chunks.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 120 seconds | Adapts to the average single-file size of iron ore financing daily reports (1–5MB), avoiding timeouts during batch parsing |
maxChunkSize | 800–1000 characters | Matches the average length of field combinations in daily reports, avoiding splitting core financing data chunks |
chunkOverlap | 100–150 characters | Retains contextual association between fields, preventing loss of the link between exchange rate conversion data and corresponding transaction data |
ENABLE_PDF_HEADER_FOOTER_CLEAN | Enabled | Removes irrelevant content such as port logos, headers and footers from PDF documents, avoiding interference with field recognition |
PARSE_ENCRYPTED_FILE | Enabled | Adapts to some encrypted Excel daily reports, ensuring normal parsing of table content |
FIELD_MATCH_THRESHOLD | 0.85 | Precise matching of fixed field names, avoiding misclassification of similar fields such as "positions" and "position lots" |
The parameter values provided on this page are conventional recommendations used as a starting point 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 mistakes
- Phenomenon: When calling the API interface to create a file collection, it is not possible to specify PDF-specific parsing parameters, resulting in failed parsing of encrypted PDF documents. Cause: The
pdf_parse_optionsfield is not added to the API request body to configure parsing rules. - Phenomenon: PDF parsing returns a
500status code, and the backend log shows that doc2x calls failed. Cause: The doc2x interface updated its verification rules recently, and the call credentials in the configuration were not synchronized. - Phenomenon: After batch uploading multiple iron ore financing daily reports, the parsing results show field misalignment or attribution confusion. Cause: File metadata tracking configuration is not enabled, making it impossible to bind parsed chunks to the original uploaded files.
How to confirm the configuration is correct
- Upload a single standard iron ore financing daily report PDF, check the parsing backend logs, and confirm that header and footer cleanup operations have been performed.
- Call the parsing interface, pass an encrypted Excel format daily report file, confirm that the interface returns non-empty parsing results, and there is no
ENCRYPTED_FILE_PARSE_FAILEDerror code. - Batch upload multiple iron ore financing daily reports from different sources, check the metadata fields of the parsing results, and confirm that each chunk is attached with the corresponding uploaded file identifier.
- Adjust the
maxChunkSizeparameter to different values, upload the same daily report, compare the field integrity of the chunking results, and confirm that the segment length matches current business requirements.
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.