1. Prepare a financial report for RAG ingestion
AI EngineerBackground
An AI engineer is building a financial chatbot that answers questions based on quarterly earnings reports.
Problem
The chatbot needs to provide accurate answers and cite the exact page and paragraph in the original PDF to build user trust.
How to use
Upload the financial report PDF, select 'Heading-aware' chunk mode, set the max characters to 900, and ensure 'Include Table Nodes' is checked.
{
"chunkMode": "heading-aware",
"maxChars": 900,
"useStructTree": true,
"includeTableNodes": true
}Outcome
A JSON file is generated containing text chunks grouped by financial headings, complete with page numbers and bounding boxes for precise frontend highlighting.