What data for this category looks like
Financial report data from investment platforms comes mainly from public exchange disclosure platforms and official company announcement channels. Updates follow financial reporting cycles. Temporary announcements trigger when major events occur. Most documents are standard PDF files. They contain structured financial tables such as balance sheets, income statements, and cash flow statements. They also include textual management analysis content. Fields cover core metrics including revenue, net profit, and earnings per share. Units are mostly ten thousand yuan or hundred million yuan. Each file includes clear reporting period and fiscal year identifiers.
What constraints do these characteristics impose on document parsing and chunking
Structured tables in public financial reports have fixed column widths and field correspondences. Parsing processes must retain table structure to avoid field misalignment. Concentrated updates during reporting cycles create bulk parsing demands. Systems must adapt to resource limits for multi-file parallel processing. Temporary announcements and regular financial reports have large format differences. Parsing tools must support variable-structure documents. Units and reporting periods for core financial metrics must be accurately matched. Chunking workflows must associate corresponding context to avoid disconnecting metrics from their units. Large annual reports can be hundreds of pages long. Chunking must balance semantic completeness and contextual association. Splits must not break the coherence of financial logic.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Large annual reports can be hundreds of pages long. Standard parsing duration exceeds basic thresholds. 600 seconds covers the full parsing process |
UPLOAD_FILE_MAX_SIZE | 200 MB | Single annual report PDF files are usually large. 200 MB covers most regular financial report files |
maxChunkSize | 800–1200 characters | Core financial paragraphs and table fragments must retain semantic completeness. This range balances contextual association and chunk granularity |
chunkOverlap | 150–200 characters | Financial metrics have strong associations with their context. Overlapping characters preserve cross-chunk metric association logic |
PARSE_PDF_USE_MARKER | Enabled | Financial report PDFs often contain complex tables and layouts. pdf-marker can accurately extract structured content |
RECALL_TOP_K | Top 8–10 results | Investment analysis requires association with multi-dimensional financial data. 8-10 recall results cover core metrics and analysis paragraphs |
The parameter values provided on this page are general recommendations used as a starting point for configuration. 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
- Phenomenon: After integrating pdf-marker, parsing of large annual reports continues to wait for results and eventually triggers a timeout. Cause: No bulk parsing queuing mechanism is configured. Single-file parsing occupies excessive system resources, preventing large files from completing within the preset timeout period.
- Phenomenon: When accessing the file parsing process, a
400 Bad Requesterror is returned with a JSON parsing failure prompt. Cause: No format validation is performed on chunked content after file parsing. Unescaped special characters are mixed in, preventing the model from correctly parsing the input structure. - Phenomenon: The file parsing function completely fails in the locally deployed FastGPT 4.8.22 version. Cause: The local service port for pdf-marker is not configured correctly, preventing the parsing service from starting normally.
How to Confirm Proper Configuration
- Upload a single annual report PDF matching common business volume. Check if parsing progress completes within the threshold configured by
PARSE_FILE_TIMEOUT_SECONDS. - Extract the parsed chunked content. Verify that the association between core financial metrics, their corresponding units, and reporting periods is complete.
- Initiate a bulk parsing test. Confirm that multiple financial report files can be processed within the configured resource limits.
- Call the file parsing interface. Verify that the returned chunked data format meets model input requirements, with no unescaped special characters.
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.