What this category's data looks like
The data in this category looks like this: Student scholarships, grants, loans, and hardship determinations involve three types of materials: family financial hardship determination forms, scholarship and grant application forms, and loan receipts. Fields include name, student ID, household size, income sources, determination level, amount, signature, and date. The materials mostly come from departmental preliminary review forms, attachments submitted by students, and bank receipts. The update cadence advances by academic year or batch, and the name, quantity, and date of the same record must be consistent across different materials. When entering the knowledge base retrieval node, the three types of materials each serve as retrievable sources: the determination form provides the hardship level and evaluation basis, the application form provides the award and amount fields, and the loan receipt provides disbursement and receipt information. The citation output is used for subsequent field comparison, ledger writing, and report generation, and does not directly produce a discrepancy list.
Configuration and implementation checks
Configuration and implementation checks: This step is executed by the citation output of the knowledge base retrieval node, which outputs an array of cited content, each item containing the original text fragment and source identifier, and the length can be 0. The "issuable material draft and handover record" is completed subsequently by an AI node, code node, or manually. Even if no content is found, the output chain still runs through.
| Object | Check | Verification action |
|---|---|---|
| Family financial hardship determination form | Fields include household size, income sources, determination level, signature, and date; verify that the name, quantity, and date are consistent across the three materials | Open the citation marker to compare against the original paragraph, and check the determination form fields and signature date item by item |
| Scholarship and grant application form | Fields include award name, amount, student ID, signature, and date; verify that the same record does not conflict with the determination form or loan receipt | Open the citation marker in the conversation, and verify the application form fields and version against the source document |
| Loan receipt | Fields include disbursement amount, receipt number, receipt confirmation, and date; verify whether missing signatures or receipts can be blocked | Run a test with a question that has no matching materials, see whether the citation array is empty while the chain continues, and record the array length |
| Knowledge base retrieval node | Cited content is output as an array, and the length can be 0; responseData (non-streaming module results returned with detailed output enabled) and quoteList can point back to the original text | Check the selected collection and vector model, open the search parameter panel, and check quoteMaxToken item by item |
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 entered separately, and no field-level comparison is performed.
- Symptom: The loan receipt lacks a signature or receipt, but the handover record is still approved. Cause: The handover step does not list the signature and receipt as mandatory checks.
- Symptom: The cited fragment does not match the original text and is misjudged as length truncation. Cause: It was not first checked whether this round had a hit and which material was hit.
How to verify the setup
Acceptance for this feature: Ask a question with supporting original text, and check whether the citation array and markers can point back to the original text; then ask a question with no matching materials, and confirm that the array is empty while the chain runs through. The number of citations is the array length, and quoteMaxToken is the citation content budget; the two are not compared for equality. When the citation upper limit is involved, check the tokens of the cited text, and record the array item count separately.
Business test: Draft one according to the template and complete one handover, and see whether missing items are blocked.
- In the node, check the selected knowledge base collections and their vector models, and confirm that they belong to the same vector model.
- Open the search parameter panel and check the values item by item, then run a test with a question that has no matching materials to confirm that the output is empty while the chain continues.