What this category's data looks like
Student awards, grants, loans, and hardship determination involve three types of materials: 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 submitted after class review, and its fields include family population, source of income, hardship level, and signature field; the application form is updated with each academic year batch, and its fields include student ID, major, award level, and date; the loan receipt is issued by the handling bank or the student-origin institution, and its fields include contract number, disbursement amount, arrival date, and seal. When the three types of materials enter Q&A intake, their roles differ: the determination form provides the basis for determination, the application form provides the application criteria, and the receipt provides the disbursement voucher. The update rhythm follows the academic year and batches, and receipts are added as disbursements occur. Field characteristics are concentrated in name, student ID, amount, date, signature, and seal, and when comparing across materials, names, quantities, and dates often need to be aligned.
Configuration and implementation checks
This step is executed by the HTTP node in the workflow, which outputs the response body, status code, and returned fields. The intake record and the completed follow-up questions are parsed from the response by subsequent nodes, or handled by an external system according to the agreement to complete the process. The request URL, path parameters, request headers, and request body can all use variable placeholders, and the variables come from global variables, system variables, or the output of preceding nodes.
| Object | Check | Verification action |
|---|---|---|
| Family financial hardship determination form | The fields include family population, source of income, hardship level, and signature field; the date and signature must align with the review record | Compare the name, student ID, date, and signature fields in the request body sample, and check the source of variables |
| Scholarship and grant application form | The fields include student ID, major, award level, and application date; the name and quantity of the same record in the two materials must be consistent | Use a sample request to compare the returned fields, and check whether the name and quantity in responseData are aligned |
| Loan receipt | The fields include contract number, disbursement amount, arrival date, and seal; a missing receipt or seal must be identified as a missing item | Pass Authorization in the request header according to the external system's requirements, and check whether the receipt fields are complete |
| HTTP request and response | Path parameters, request headers, and request body placeholders can be parsed into actual values, and authentication information is passed in according to the agreement | View the fully rendered URL in the request preview, and check whether the returned fields are consistent with the agreement |
Three common errors
- Symptom: The name or student ID of the same student does not match between the determination form and the application form. Cause: The two materials were filled out at different times, the versions were not synchronized, and a cross-material comparison step is missing.
- Symptom: The disbursement amount on the loan receipt is inconsistent with the amount filled in on the application form. Cause: The receipt was added late, the quantity and date were not checked against the same batch, and the field criteria were not aligned.
- Symptom: The request returns 401 or the external system receives empty fields. Cause: The authentication information in the request header was not passed in according to the external system's requirements, and the request body placeholder variables were not parsed into actual values.
How to verify the setup
Acceptance for this feature: preview the rendered request, check the status code and returned fields, then compare the result against one sample; check the three placeholder sources variables, Authorization, and responseData.
Business test: submit a question missing key information and see whether it asks a follow-up question before answering.
- In the variables panel, check the source of each placeholder and confirm that global variables, system variables, or the output of preceding nodes can be parsed into actual values.
- Use a sample request to compare the response, check that the request body fields are consistent with the external interface agreement, and confirm that missing items are identified and followed up before being forwarded to the handler.