Requirements and Design Document Drafting for Customer Onboarding and Tenant Initialization: Document Parsing and Chunking

This category’s core data is sourced from CRM systems, contract orders, identity management systems, and product backends. Daily involved documents

What the data for this category looks like

This category’s core data is sourced from CRM systems, contract orders, identity management systems, and product backends. Daily involved documents include customer onboarding application forms, tenant configuration sheets, administrator account lists, and delivery confirmation documents. Data updates occur once per order or per day. Each document contains fixed-format field groups, such as customer main body information, permission configuration items, and account list details. No free-form large blocks of text are present. The overall structure is orderly, and field boundaries are clearly defined.

Constraints on Document Parsing and Chunking

The structured nature of category documents requires that parsing and chunking strictly preserve field boundaries, to avoid splitting cross-field configuration items. Data sources are scattered, and individual document sizes vary widely, so the system must adapt to format differences across documents from different sources. The update frequency of once per order or per day means the parsing process must support rapid processing of individual, independently delivered documents, to avoid resource preemption by batch tasks. Sensitive fields such as permission configurations and account information in documents must be accurately extracted, and chunking logic must match the field association relationships of the business scenario.

Configuration Settings

Configuration ItemRecommended ValueRationale for This Setting
chunkSize800–1200 charactersCategory documents are mostly structured forms; each chunk must cover a complete field group to avoid splitting critical configuration items
chunkSplitterSplit by paragraph + fixed charactersCategory documents include fixed-format application forms and configuration sheets; paragraph separation preserves the logical integrity of fields
PARSE_FILE_TIMEOUT_SECONDS300–600 secondsIndividual delivery documents may include multiple attachments, requiring adaptation to long-duration parsing scenarios
UPLOAD_FILE_MAX_SIZE1000 MBCategory documents may include bulk administrator account lists or large configuration sheets
customPdfParseEnabledCategory documents mostly consist of standardized PDF-format onboarding application forms; custom parsing enables accurate field extraction
chunkSettingModeManual configurationDocument formats vary across delivery orders; manual configuration allows adaptation to specific scenarios

Three Common Misconfigurations

  • Phenomenon: FastGPT reports a PDF parsing timeout, but the PDF parsing service shows success. Cause: The PARSE_FILE_TIMEOUT_SECONDS configuration value is lower than the actual required parsing duration, and does not adapt to the bulk attachment scenario of category documents.
  • Phenomenon: After uploading a file, the large language model does not trigger file parsing. Cause: The chunkSettingMode is set to automatic mode, which does not match the fixed-format trigger conditions for category documents.
  • Phenomenon: After uploading an Excel-format tenant configuration sheet, the parsing result cannot read table content. Cause: The chunkSplitter configuration is not adjusted for structured table documents, and the default chunking logic does not preserve table row and column association relationships.

How to Confirm Proper Configuration

  • Upload a standard customer onboarding application form PDF, and check if the parsed chunks include complete customer information and permission configuration fields.
  • Upload a single document under 1000 MB, and confirm that no timeout error is triggered during the parsing process.
  • Adjust chunkSettingMode to automatic mode, and verify that the chunking logic can automatically adapt based on document format.
  • View the file parsing log in the FastGPT v4.17.0 product backend, and confirm that the parsing duration falls within the range configured by PARSE_FILE_TIMEOUT_SECONDS.

The values provided are common starting points and should be evaluated against samples from the target deployment environment.

Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-10-19.