What this category's data looks like
This page centers on student awards, grants, loans, and hardship determination, covering three types of materials: the family financial hardship determination form, the scholarship and grant application form, and the loan receipt. The sources are the original records submitted by departments and the archived ledgers of the financial aid center, and the update cadence advances by academic-year batch, determination cycle, and loan receipt collection milestone. The field characteristics are concentrated in name, student ID, hardship level, amount, date, and signature field, and the same record often needs to remain consistent across two materials. When entering the sharing and embedding feature, the family financial hardship determination form assumes the role of the basis for determination, the scholarship and grant application form assumes the role of application and approval, and the loan receipt assumes the role of arrival and signing; the three circulate in the form of issuable drafts and handover records, and only when the fields are complete, the responsible person is clear, and the version and date are consistent do they enter the next step of signing.
Configuration and implementation checks
This step is executed by the sharing link in the publishing channel (the publishing service performs authentication), outputting the sharing link, display parameters, and authentication result. The issuable material drafts and handover records are seen by external visitors according to their identity, who then complete the corresponding content.
| Object | Check | Verification action |
|---|---|---|
| Family financial hardship determination form | Fields are complete, the responsible person is clear, the version and date are consistent, and the name, quantity, and date match those of the scholarship and grant application form and the loan receipt | Draft one according to the template, check the hardship level, amount, date, and signature field, then go through a handover to see whether missing items are blocked |
| Scholarship and grant application form | The name, quantity, and date of the same record are consistent across the two materials, the version is synchronized, and signatures are complete | Check the determination form and the application form side by side, compare name, student ID, amount, and date item by item, and confirm that signatures and receipts are not missing |
| Loan receipt | The receipt has been collected, the amount and date are consistent with the application record, and if a signature or receipt is missing it must not enter signing | Check the receipt number and arrival date, check whether the signature and receipt are complete, then confirm that the handover record version is consistent |
| Sharing link | The expiration time, per-minute access limit, credit limit, identity verification, and citation display items are set as needed | Check the time limit and values of the link corresponding to shareId, and access once each with an unauthenticated session and an over-limit request |
Three common errors
- Symptom: the link cannot be opened after a period of time. Cause: the expiration time has arrived, and the time limit in the link configuration was not extended as needed for use.
- Symptom: the name, quantity, and date of the same record do not match across the two materials. Cause: they were not checked side by side during drafting, and the version was not synchronized.
- Symptom: the full citation text can be seen without logging in. Cause: identity verification was not connected to the callback, and the citation display item switches were not checked item by item.
How to verify the setup
Acceptance of this feature: access once each with an unauthenticated session and an over-limit request, check the allowance and citation display, and record the authentication result of the link corresponding to shareId.
Business test: draft one according to the template and complete one handover, and see whether missing items are blocked.
- Check the expiration time, per-minute access limit, credit limit, and identity verification callback address of the link corresponding to
shareId. - Check item by item the display switch status of the citation snippet, the full citation text, and the source original text download.