What this category's data looks like
This page addresses the Q&A intake scenario for student awards, grants, loans, and hardship determination. Materials include three types: the family financial hardship determination form, the scholarship/grant application form, and the loan receipt. The determination form is filled out by the student and preliminarily reviewed by the department; its fields include family members, income, hardship level, and signature date. The application form is applied for by the student and reviewed at two levels by the department and the school; its fields include award name, amount, ranking, and signature. The loan receipt is issued by the bank or the financial aid center; its fields include contract number, disbursement date, and receipt seal. When these three types of materials enter this feature, their roles differ: the determination form and the application form serve as the basis for question items, while the loan receipt serves as the source for verifying disbursement facts. Materials are updated by academic year or batch, and field names, dates, and signature positions often differ across versions, so they must be compared item by item at intake.
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 inputs and returns in the call record). The intake record and the completed question items are then handled by subsequent AI nodes or manual verification. The model decides whether to call based on the tool description, parameter descriptions, and whether parameters are required. When there are no required parameters, it may fabricate values on its own; when there are required parameters but the context lacks values, it may not call.
| Object | Check | Verification action |
|---|---|---|
| Family financial hardship determination form | Whether fields, dates, and signatures are complete, and whether the name, quantity, and date match the same record in the application form | Open the tool node to view the field descriptions, and check the two items: parameter descriptions and whether required; run a test with a question missing the signature field to see whether it asks a follow-up first |
| Scholarship/grant application form | Whether the award name, amount, ranking, and signature date are consistent with the determination form, and whether the versions are in sync | On the canvas, check the diamond connectors and node status, and inspect the inputs and returns of toolChoice and functionCall in the call record |
| Loan receipt | Whether the contract number, disbursement date, and receipt seal are complete, and whether they fail to match the application form's amount and date | Open each parameter configuration one by one, check the two items: description and whether required; confirm that the returned result contains no values that do not exist in the materials |
| Intake record and completed question items | Whether missing items are identified and followed up on, and whether answers are based on materials | Run a test with a question missing key information, check the inputs and returns in the call record, and confirm whether it asks a follow-up or calls according to the description |
Three common errors
- Symptom: The name, quantity, and date of the same record fail to match between the determination form and the application form. Cause: The two materials are filled in at different stages, and no field-level comparison was performed.
- Symptom: The loan receipt lacks a signature or the receipt is not synced, yet the intake still answers based on the old version. Cause: The version is not synced, and the receipt was not included as a basis for question items.
- Symptom: The model does not call the tool and directly gives an answer, or the returned result contains values that do not exist in the materials. Cause: The tool description and parameter descriptions are not clearly written, and required parameters lack prompt guidance.
How to verify the setup
Feature acceptance: run a test with a question missing a required parameter, check the inputs and returns in the call record, and confirm whether it asks a follow-up or calls according to the description; at the same time, check toolChoice, functionCall, and the diamond connector status.
Business test: ask a question missing key information and see whether it asks a follow-up before answering.
- Open each parameter configuration one by one, check the two items: description and whether required, and confirm they correspond to fields that actually exist in the business materials.
- On the canvas, check the connection between the diamond interface and the target tool as well as the node status, and run a test with a question missing that field to see whether it asks a follow-up first.