What this category of data looks like
Data sources for collateral materials include offline physical guarantee letters, scanned collateral certificate copies, uploaded guarantee agreement PDFs, and bank-issued guarantee qualification certification documents. Update cadence has no real-time updates after initial submission. Re-upload only occurs when materials are supplemented or updated. Most documents follow a multi-page structured format, containing fields such as guarantor subject information, guarantee amount, guarantee period, collateral description, and signature and seal pages. Fields include guarantee amount (unit: CNY or foreign currency), guarantee period (accurate to the day), collateral appraisal value, subject unified social credit code, and more. Some materials include unstructured areas created by handwritten annotations or scanned seal copies.
What constraints these characteristics impose on workflow orchestration
Mixed-format materials from multiple sources require workflow configurations to support parsing nodes for PDF, scanned files, and Word documents. This adapts text extraction logic for different formats. Static update characteristics require workflows to use single-trigger execution. No scheduled polling links are needed. Multi-page structured and unstructured mixed document structures require configuring block parsing to retain contextual association of signature and seal pages. This avoids loss of key verification fields. Fields with clear units require adding unit verification nodes in the workflow. These nodes filter abnormal unit values for amount and period fields. Content with concentrated sensitive information requires embedding a pre-desensitization node in the workflow. This node processes sensitive data such as subject information and guarantee amounts.
How to set configurations
| Configuration Item | Recommended Value | Rationale | ||
|---|---|---|---|---|
PARSE_FILE_MAX_SIZE | 100–500 MB | Collateral materials are mostly multi-page scanned documents or long files. This range supports large file parsing needs and avoids truncation of critical content | ||
PARSE_FILE_TIMEOUT_SECONDS | 600–900 seconds | Multi-page collateral material parsing requires extended time for OCR and text extraction. This range avoids timeout interruptions | ||
FIELD_EXTRACT_PATTERN | `Guarantee Amount | Guarantee Period | Collateral Appraisal Value` | The core verification fields of collateral materials are fixed, enabling accurate extraction of target content |
SENSITIVE_MASK_ENABLE | Enabled | Collateral materials contain sensitive information such as subject credit codes and amounts. Desensitization processing is required in the workflow | ||
WORKFLOW_TRIGGER_MODE | Manual trigger / file upload trigger | Collateral materials are static files submitted once. Scheduled polling execution is not needed | ||
TOOL_CALL_ERROR_RETRY_TIMES | 2–3 times | Collateral material parsing may trigger tool call failures due to abnormal OCR recognition. Retries improve extraction success rates |
The parameter values provided on this page are all conventional recommendations used as starting points for configuration. 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 settings.
Three Common Configuration Mistakes
- Phenomenon: A
400 Bad Requesterror occurs when calling the material parsing tool in the workflow. Cause: The matching fields ofFIELD_EXTRACT_PATTERNare not configured properly, and submitted extraction parameters do not meet interface verification rules. - Phenomenon: Parsed collateral materials lack text content for collateral description or signature pages. Cause: A reasonable upper limit for
PARSE_FILE_MAX_SIZEis not set. Large files are truncated, leading to incomplete parsing of key pages. - Phenomenon: The guarantee amount field in workflow output includes non-numeric units. Cause: No unit verification rule is configured for
FIELD_EXTRACT_PATTERN, and invalid format amount fields are not filtered.
How to confirm the configuration is complete
- Upload a standard collateral material PDF. Check if the parsed text includes all core fields, and verify that configuration items adapt to the file size.
- View workflow logs. Confirm that the value of
PARSE_FILE_TIMEOUT_SECONDSdoes not trigger timeout interruptions, and that tool calls have no400 Bad Requesterrors. - Check the desensitization configuration of workflow nodes. Confirm that sensitive fields have been correctly marked and desensitization processing is completed.
- Simulate submission of collateral materials in abnormal formats. Verify that
FIELD_EXTRACT_PATTERNcan filter invalid fields.
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.