What this category's data looks like
The materials for self-funded study abroad application services mainly consist of study abroad service contracts, school application forms, and personal statements. They come from three stages: consultation intake, institution submission, and document finalization, and their update cadence refreshes on a rolling basis with application batches and institution receipts. Contract fields include service scope, fee terms, signatures of both parties, and signing date; school application forms include name spelling, date of birth, intended major, and submission receipt; personal statements include version number, word count, finalization date, and signature confirmation. When these three types of materials enter the Q&A intake and missing-item follow-up function, the contract plays the role of verifying the entrustment relationship and signatures, the school application form plays the role of verifying identity and application information, and the personal statement plays the role of verifying the document version and finalization status. Field characteristics appear as four types of comparable items: names, quantities, dates, and signatures. Records with the same name across materials need to be aligned item by item.
Configuration and implementation checks
This step is executed by workflow nodes (user selection and branching), outputting branch directions and interaction status records. "Intake records and items to be completed" are continued and completed by subsequent nodes according to the branch. When the user selection node is triggered, the conversation enters an interactive state and records the workflow status. After the user completes the selection, execution continues along the branch corresponding to the selected option.
| Object | Check | Verification action |
|---|---|---|
| Study abroad service contract | Whether the name, date, and signature are consistent with the application form, and whether there is a missing signature or receipt | Check the options and branch connections one by one in the node, compare the name spelling and signing date in the contract and the school application form, reference nodeId to locate the node, and view the node status in the run records |
| School application form | Whether the name, quantity, and date of the same record match the personal statement, and whether the version is synchronized | Reference the selection result variable in variables in a subsequent node and run a test once, and check the major name, submission date, and version number in the application form and personal statement |
| Personal statement | Whether the finalization date and word count are synchronized with the application form version, and whether signature confirmation is missing | Trigger a user selection node once, view the node status in the run records, and compare the personal statement version number with the application form receipt date |
| Intake records and items to be completed | Whether missing items are identified and followed up, and whether the answers are supported by materials | Reference variables in a subsequent node and run a test once, and view the branch direction and interaction status records |
Three common errors
- Symptom: The name spelling and signing date of the same record do not match between the contract and the application form. Cause: The two materials were entered separately, and cross-material field alignment and receipt verification were not performed.
- Symptom: The personal statement version is not synchronized, and the finalization date conflicts with the application form submission date. Cause: After multiple revisions of the document, the version number was not written back, and the node branch still continued execution according to the old version.
- Symptom: The contract is missing a signature or receipt, but the process still proceeds to the next step. Cause: Missing-item identification does not cover the signature and receipt fields, and after the interaction is completed, the process stalls or takes the default branch.
How to verify the setup
Acceptance of this function: run tests on each option one by one, check the branch direction and interaction status in the run records, and confirm that each option corresponds to one branch and that the selection result variable has been passed to subsequent nodes.
Business test: submit a question missing key information and see whether it first follows up before answering.
- Check the options and branch connections one by one in the node, trigger a user selection node once, and view the node status in the run records.
- Reference
variablesin a subsequent node and run a test once, and check whether the names, quantities, dates, and signatures of the contract, school application form, and personal statement are aligned.