Vector Models and Indexes for Student Awards, Financial Aid and Hardship Assessment: Find Supporting Evidence

Student Financial Aid: review vector indexes for evidence lookup. Check source versions, input mappings and the values received by downstream nodes.

What this category's data looks like

This page is intended for student awards, grants, loans, and hardship determination scenarios. Materials include the family economic hardship determination form, scholarship/grant application form, and loan receipt. The determination form fields include family members, income, hardship level, signature, and date; the application form fields include student ID, application category, and list of supporting materials; the receipt fields include loan contract number, amount, arrival date, and seal. Materials are updated by academic year or batch. The name, quantity, and date of the same record may not match across two materials, and versions may be out of sync or missing signatures or receipts. When entering this function, the determination form, application form, and receipt are each imported as independent data rows, and the indexing service and vector database generate vectors and index status to support subsequent basis queries.

Configuration and implementation checks

This step is executed by the indexing service and vector database, which output vectors and index status (whether recall is possible and whether data in the same group is merged). Basis entries that can be traced back to the original text are then completed by subsequent AI nodes, code nodes, or manual work (retrieval and citation trimming only take supporting materials).

ObjectCheckVerification action
Index modelConsistent with the vector model actually used by the knowledge base; defaultToken and maxToken are set according to the model's capabilitiesCheck the index model in the knowledge base settings
Index fields of the data rowMultiple vector identifiers for one data item are all present, and the status is indexedOpen a data row and check the index fields and status
Rebuild task recordAfter changing the model, trigger only for data that has already completed indexing; the coverage scope is consistent with the data row statusView the data scope covered by the rebuild task record
Family economic hardship determination formFields, dates, and signatures are complete; names, quantities, and dates match those in the application form and receiptSample one determination form record and compare names, quantities, dates, and signatures against the application form and receipt

Three common errors

  • Symptom: duplicate entries appear in retrieval results. Inspect the following: the name, quantity, and date of the same record do not match across two materials, and when vectors are merged back to the original data, the same group is not consolidated.
  • Symptom: recall quality drops after changing the model. Inspect the following: the rebuild task record only covers data that has already completed indexing; data rows that cannot be rebuilt do not participate in recall, so indexing must be completed first.
  • Symptom: a data row has content but cannot be retrieved. Inspect the following: the loan receipt is missing a signature or the receipt was not imported, the data row's index fields are empty, and the status has not reached indexed.

How to verify the setup

This function's acceptance check: sample one data row and check the index fields, then retrieve once to see whether the same group is merged; check limit, and the number of citations. The number of citations is the array length; the citation content budget separately checks the tokens of the citation text.

Business test: ask a cross-material basis question and see whether the answer provides a traceable source.

  • Open a data row and check whether the index fields record multiple vector identifiers and whether the status is indexed
  • View the data scope covered by the rebuild task record and confirm whether all data that has completed indexing after the model change has been triggered