What this category's data looks like
Student awards, grants, loans, and hardship determination involve three types of materials: the family economic hardship determination form, the scholarship/grant application form, and the loan receipt. The sources are the school financial aid center and the student-origin loan handling institution. The update cadence advances by academic year and by batch. Fields include student name, student ID, hardship level, award/grant program, amount, loan contract number, receipt date, and signature field. When the materials enter the workflow orchestration function, the determination form plays the role of the basis for hardship identity and level, the application form plays the role of the basis for the award/grant program and amount, and the loan receipt plays the role of the basis for loan disbursement and term. Together, the three support the generation of basis entries that can be traced back to the original text.
Configuration and implementation checks
This step is executed by workflow nodes (user selection and branches), outputting branch directions and interaction state records. The basis entries that can be traced back to the original text are completed by subsequent nodes continuing execution according to the branches. Options and branches correspond one by one, the interaction state is recorded when triggered, and the selection result variable is passed to subsequent nodes.
| Object | Check | Verification action |
|---|---|---|
| Family economic hardship determination form | Fields include hardship level, determination academic year, and signature field; the date must be consistent with the academic year filled in on the application form | Check whether the hardship level on the determination form matches the award/grant program on the application form, check whether the signature field is complete, and use the variable variables to record the field values |
| Scholarship/grant application form | Fields include award/grant program, amount, and application date; the name and quantity in the same record must match the determination form | Compare the name, student ID, and hardship level on the application form and the determination form, check whether the version is the current version, and use nodeId to locate the branch source |
| Loan receipt | Fields include loan contract number, receipt date, and handler signature; missing signature or receipt is regarded as incomplete | Check whether the receipt date and loan term cover the application academic year, check whether the contract number is consistent with the application form record, and mark as pending supplementation if the signature is missing |
| User selection node | Each option corresponds to one branch, and the interaction state is recorded when triggered | In the node, check the options and branch connections one by one, trigger once to view the node status in the run record, and confirm that the selection result variable has been passed to subsequent nodes |
Three common errors
- Phenomenon: The hardship level for the same student does not match between the determination form and the application form. Cause: The two materials were filled in by different handlers, the name and level were not cross-checked, and the versions were not synchronized.
- Phenomenon: The loan receipt is missing the handler signature or the receipt date is missing. Cause: During material collection, the signature field and date field were not checked item by item, and the receipt was not archived in sync with the batch.
- Phenomenon: After selecting an option, the default branch is still followed, and the process stops after the interaction is completed. Cause: The options and branch connections were not checked one by one, and the selection result variable was not correctly referenced in subsequent nodes.
How to verify the setup
Function acceptance: try running each option one by one, check the branch direction and interaction state in the run record, confirm that each option follows the corresponding branch, the interaction state is recorded, and the selection result variable has been passed to subsequent nodes, and use variables and nodeId to locate the reference positions.
Business test: ask a cross-material basis question and see whether the answer gives a traceable source.
- In the user selection node, check the options and branch connections one by one, and after triggering once, view the node status and branch direction in the run record.
- Reference the selection result variable in subsequent nodes and run once to confirm that the basis entries traceable to the original text match the original text of the determination form, application form, and loan receipt.