What this category of data looks like
Financial report data for professional chain stores mainly comes from inventory, sales and purchase ledgers of individual stores, monthly summary reports from headquarters, and official annual disclosed financial reports. Update cycles follow monthly, quarterly, and annual schedules. Data at the individual store level is collected in real time with daily operations. Headquarters reports are generated within 3 to 7 business days after the end of each cycle. Most documents are Word-format summary descriptions, Excel-format detailed data tables, or PDF-format official financial reports. Fields include average daily sales per store, sales per square meter, inventory turnover times, proportion of labor costs, and more. Some documents also include store location maps and charts of category sales proportions.
What constraints do these characteristics impose on the document parsing and chunking link
Multi-store detailed data leads to large single-document sizes. Some Excel files contain dozens of worksheets. Parsing requires accurately locating core financial report data pages to avoid loading irrelevant temporary ledgers. Monthly summary reports have high field density, with large differences in units between adjacent fields. Chunking must retain the binding relationship between fields and their corresponding values, otherwise data interpretation errors will occur. Real-time collected individual store data is updated frequently. Documents may contain non-standardized temporary remark fields. Chunking must not destroy data relevance. Some documents include charts. Sales data within charts must be bound to text descriptions, otherwise information will be broken after chunking, affecting the accuracy of subsequent large model calls.
How to set configurations
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
segment length | 800–1200 characters | A single chunk for professional chain store financial reports must include complete revenue data and corresponding cost fields for at least one store, to avoid splitting single-store data chunks |
custom chunking rule | Trigger chunking by "store name + cycle dimension" | Prevent cross-store and cross-cycle data from being grouped into the same chunk, preserving data relevance |
PARSE_FILE_MAX_SIZE | 500 MB | Adapt to large-volume documents with multi-store detailed Excel files, avoid parsing interruptions |
file parsing timeout | 900 seconds | Multi-worksheet Excel parsing requires a longer processing cycle, prevent timeout errors |
similarity threshold | 0.75 | Distinguish between standardized fields and temporary remark fields in financial reports, avoid accidentally mixing remark content into core data chunks |
multi-worksheet parsing switch | Enable core worksheet parsing | Only parse financial report summary pages and core data pages, ignore temporary ledger worksheets |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by document 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 mistakes
- Symptom: Calling the knowledge base API returns a file access link. Clicking the link pops up an error stating "Only support .txt, .m". Cause: The uploaded financial report document is in Word or Excel format, and the corresponding format parsing adaptation is not enabled. This causes the link to only support access for text-based formats.
- Symptom: Uploading a financial report document that includes store sales charts. After parsing, the large model output does not mention chart-related data. Cause: Chart text extraction configuration is not enabled. Only the document text content is parsed, and sales data within charts is not bound.
- Symptom: The "ideal chunk length" parameter is set, but the chunk result length deviates significantly from the set value. Cause: The chunking rule is not adjusted based on the field density of professional chain store financial reports. Only fixed character length is relied upon, without considering the relevance between fields, leading to actual chunk length fluctuations.
How to confirm the configuration is correct
- Upload a monthly financial report Excel document containing 2 or more stores. Check the parsed text chunks to confirm each data block includes complete single-store revenue and cost fields.
- Call the knowledge base retrieval interface, pass the store name keyword, confirm that all returned result blocks contain complete data for the corresponding store, with no cross-store mixed content.
- Upload a financial report document that includes charts. Check the parsed content to confirm that text descriptions related to charts and their data have been bound to the same data block.
- Test uploading a multi-worksheet financial report document under 500 MB, confirm that the parsing task can be completed normally with no 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.