What this category's data looks like
This page addresses the student awards, grants, loans, and hardship determination scenario. Materials include three types: the family financial hardship determination form, the scholarship and grant application form, and the loan receipt. The determination form is filled in by the student and submitted after class review, with fields including family members, income, hardship level, and signature; the application form is accepted centrally each academic year, with fields including student ID, award name, amount, ranking, and signature; the loan receipt is returned in batches, with fields including contract number, disbursement date, and receipt seal. The three material types update at different rhythms: the determination form is adjusted per academic year, the application form is submitted per review cycle, and the receipt arrives per disbursement batch. After entering the Q&A intake and missing-item follow-up feature, the determination form serves as the basis for hardship level and family information, the application form serves as the basis for award and amount, and the receipt serves as the basis for disbursement and arrival; together the three support missing-item identification and follow-up questions.
Configuration and implementation checks
This part is executed by the memory turns and prompt configuration in the app settings, outputting the referenced historical message range and answer constraints. The intake record and the completed follow-up items are then produced by the model, while the external entry point and authorization are handled by the publishing service and file permissions.
| Object | Check | Verification action |
|---|---|---|
| Family financial hardship determination form | Whether fields, dates, and signature are complete, and whether the hardship level and family information can serve as the basis for follow-up questions | Check the determination form fields and signature, confirm that missing items are identified and followed up on; use chatId to associate the same intake record |
| Scholarship and grant application form | Whether student ID, award name, amount, ranking, and signature are consistent with the determination form | Compare the name, quantity, and date in the application form and the determination form; use messages to trace historical turns |
| Loan receipt | Whether contract number, disbursement date, and receipt seal are complete, and whether the version is in sync | Check the receipt seal and disbursement date; if the receipt is missing or the signature is missing, ask a follow-up question first; use variables to record the completed follow-up items |
| Memory turns | Whether it matches the preceding context range required by the question | Check the current value in the app settings, and test-run with two consecutive question turns |
Three common errors
- Symptom: The name, quantity, and date of the same record do not match between the determination form and the application form. Cause: The two materials are filled in separately, without field-level comparison and version synchronization.
- Symptom: The loan receipt is missing a signature or the receipt has not been returned, yet the intake record still proceeds to the handling stage. Cause: Missing-item identification does not cover the receipt seal and arrival date fields.
- Symptom: When the second question uses a reference, the answer does not address the question, responses become slower, and consumption rises. Cause: The memory turns value does not match the preceding context range required by the question, bringing in irrelevant content.
How to verify the setup
This feature's acceptance: test-run with two consecutive follow-up questions, see whether the second question picks up the reference from the first question, and check the correspondence of the three identifiers chatId, messages, and variables in the intake record.
Business test: ask a question that lacks key information, and see whether it asks a follow-up question before answering.
- Check the memory turns value in the app settings, match it with the preceding context range required by the question, and compare the usage records of two runs.
- Check the fields, dates, and signatures of the determination form, application form, and loan receipt item by item, confirm that missing items are identified and followed up on, and then forward to the handler.