What Data Looks Like for This Category
Urban investment platform documents and materials mainly come from internal project applications, government approval documents, monthly operation ledgers, special financing reports, and debt management archives. Data update rhythms fall into two categories: fixed cycle and ad-hoc trigger. Monthly operation ledgers update monthly. Annual special reports update per project cycle. Temporary approval files are generated as business progresses. Document formats include Word, scanned PDF, structured Excel, and a small number of paper archive scans. Most documents have fixed headers (full company name, official document number), with the main body divided into five modules: project overview, fund details, repayment plan, and attachment description. Fixed business fields include project ID, financing amount (unit: ten thousand yuan), repayment term (unit: month or year), and affiliated region, among others.
What Constraints These Characteristics Impose on Document Parsing and Chunking
The mixed-format nature of urban investment platform documents requires the parsing step to support multiple file types including Word, scanned PDF, and Excel, to avoid content loss from certain formats. Fixed document structures and business fields require the chunking step to preserve associations between fields and context, avoiding splitting content across business modules. Differences in update frequency require chunking rules to flexibly adapt to short ad-hoc approval files and long annual special reports. The step must also support batch uploads of multiple monthly operation ledger files in different formats. Financial data in structured Excel files must be parsed in association with main body text, to avoid incomplete data caused by extracting only single-format content.
Configuration Settings
Reference only; verify against the target FastGPT release and deployment documentation.
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
chunkSize | 800–1200 characters | The length of single-segment business information in urban investment platform documents falls within this range. Chunking that is too long will break context association, while chunking that is too short will split complete business logic |
chunkSplitter | Split by paragraph + header/footer | Urban investment documents have fixed header/footer content such as official document numbers and headers. Splitting by paragraph preserves the integrity of single business information and avoids splitting the same paragraph across pages |
customPdfParse | Enable OCR mode | Urban investment platforms have a large number of scanned government approvals and paper archive files. OCR mode can extract text content from scanned documents |
UPLOAD_FILE_MAX_SIZE | 1000 MB | Annual special reports and batch project ledger files for urban investment platforms are large in size. Setting a reasonable upper limit avoids upload failures |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Parsing large urban investment documents takes a long time. Extending the timeout period avoids mid-parsing interruptions |
chunkSettingMode | Manual configuration | The format of urban investment documents varies widely. Manual configuration allows adjusting chunking rules for annual special reports and monthly operation ledgers to adapt to different document structures |
Three Common Configuration Mistakes
- Attempting to replace a third-party document parsing tool results in failure. The cause is failing to correctly configure the third-party interface address corresponding to
customPdfParse, and failing to fill in the corresponding configuration items as required by the platform. - Uploading an Excel-format financial ledger results in an empty parsing result. The cause is failing to enable structured table parsing support, mistakenly parsing Excel files as plain text, and failing to recognize extractable structured data fields.
- Retrieval requests return chunks that do not carry metadata such as project ID and affiliated region. The cause is failing to enable metadata binding configuration, and failing to associate fixed fields in documents with chunked content.
How to Verify Successful Configuration
- Upload a typical urban investment monthly operation report, check that the parsed chunks retain complete project paragraphs with no cross-paragraph splitting.
- Upload a scanned government approval document, check that text extracted via OCR can be retrieved normally with no garbled characters or missing content.
- Run a retrieval test, check that returned chunks include corresponding metadata fields such as project ID and region.
- Upload a large annual special report, check that the parsing process does not trigger a timeout error and completes full parsing.
The values listed here are common starting points and should be evaluated against respective sample documents.
Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-09-28.