Tool Calls and Plugins for Student Awards, Financial Aid and Hardship Assessment: Compare Documents and Locate Differences

Student Financial Aid: review tool calls for document checks. Check source versions, input mappings and the values received by downstream nodes.

What this category's data looks like

This page focuses on student awards, grants, loans, and hardship determination materials, including three categories: the family financial hardship determination form, the scholarship and grant application form, and the loan receipt. The determination form is filled out by the student and initially reviewed by the department, with fields including family members, income, hardship level, and signature; the application form is applied for by the student and reviewed at two levels by the department and the school, with fields including award name, amount, ranking, and signature; the loan receipt is issued by the bank or the financial aid center, with fields including loan amount, date, and receipt number. The three categories of materials have different sources and different update rhythms: the determination form is updated by academic year, the application form is submitted by batch, and the receipt is returned by disbursement cycle. When entering this function, the determination form and the application form serve as the subjects to be verified, and the receipt serves as external evidence, jointly supporting the verification of the name, quantity, date, and signature of the same object, and providing a field-level basis for discrepancy localization.

Configuration and implementation checks

This step is executed by the tool calling node in the workflow (the model decides whether to call, and the node executes), outputting the tool call result (the input parameters and return in the call record). The "discrepancy list" is then completed by a subsequent AI node or manual verification. The model judges whether to call the tool this time based on the tool introduction, parameter introduction, and whether the parameters are required; when there are no required parameters, the model may fabricate parameter values on its own, and when there are required parameters but no suitable value in the context, it may not call.

ObjectCheckVerification action
Family financial hardship determination formWhether the name, quantity, date, and signature of the same object are consistent between the determination form and the application formOpen the tool node introduction field and check whether the description can be understood on its own; run a trial with a question missing the signature field to see whether it asks a follow-up question first; check the diamond-shaped interface connections and node status, and confirm the call records of toolChoice and functionCall
Scholarship and grant application formWhether the name, quantity, and date of the same record match the ledger, and whether the version is synchronizedOpen the parameter configuration one by one and check the two items: parameter introduction and whether it is required; use one real record to compare the application form with the ledger, and locate fields where the name, quantity, or date is inconsistent
Loan receiptWhether the receipt number, loan amount, and disbursement date are consistent with the application materials, and whether a missing signature or receipt is identifiedCheck the correspondence between the receipt fields and the application form fields; run a trial with a question missing a required parameter to confirm whether the model asks a follow-up question or calls according to the introduction; record the input parameters and return
Tool calling node connectionsWhether the diamond-shaped interface is connected to the target tool, and whether the node status is normalCheck the diamond-shaped connections and node status on the canvas; check whether results cross over into each other after multiple tools are connected in series

Three common errors

  • Symptom: The name, quantity, and date of the same object do not match between the determination form and the application form. Cause: The two materials are filled in at different stages, the field definitions and update timings are not aligned, and no field-level comparison is performed when entering tool calling.
  • Symptom: Versions are not synchronized, and an old version of the determination form and a new version of the application form enter verification at the same time. Cause: The material update rhythms differ, there is a lack of version identifiers and synchronization mechanisms, and tool calling reads expired fields.
  • Symptom: A signature or receipt is missing, but the model still gives an answer directly. Cause: Required parameters are not guided to prompt follow-up questions in the prompt, the model calls directly based on the tool introduction, and values that do not exist in the business materials appear in the returned result.

How to verify the setup

Acceptance of this function: run a trial with a question missing a required parameter, check the input parameters and return in the call record, and confirm whether it asks a follow-up question or calls according to the introduction; check the call records of toolChoice and functionCall to see whether values that do not exist in the business materials appear in the returned result.

Business test: use one real record to find fields inconsistent with the ledger, hand them to the reviewer for confirmation, and write them back.

  • Open the tool node introduction field and check whether the description can be understood when taken out on its own, and whether it clearly states the purpose, when it should be used, and what result it returns.
  • Open the parameter configuration one by one and check the two items: parameter introduction and whether it is required, ensuring they correspond to fields that actually exist in the business materials.