What this category's data looks like
This page addresses the scenario of 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 fields include family members, income, hardship level, and review signatures; the application form fields include student ID, award name, amount, bank card number, and date; the receipt fields include loan contract number, amount, arrival date, and acknowledgment. Materials come from student submissions, departmental preliminary review, and financial aid center re-review, with updates rolling by academic year and batch. When entering this feature, the determination form and application form serve as knowledge sources for conversation and retrieval, while the receipt serves as the handover voucher; the model channel configuration is only responsible for binding models such as language, indexing, and reranking to the corresponding stages. The readable scope of the materials themselves and the acknowledgment responsibility are set separately by the business side and are not determined by the channel key.
Configuration and implementation checks
This step is executed by the server-side model channel configuration, which outputs the model binding relationships and channel responses. "Issuable material drafts and handover records" are completed subsequently by AI nodes, code nodes, or humans. Models are divided into five types: language, indexing, reranking, speech synthesis, and speech recognition, and different stages bind different model types.
| Object | Check | Verification action |
|---|---|---|
| Family financial hardship determination form | Fields are complete, the responsible person is clear, and version and date are consistent; family income and hardship level must be consistent with the supporting evidence | Check the signature field and review date of the family financial hardship determination form, and compare the student name, student ID, and supporting materials |
| Scholarship/grant application form | If the name, amount, or date of the same record does not match between the determination form and the application form, it is returned | Check the award name, amount, and bank card number of the scholarship/grant application form, and check whether it is synchronized with the version of the determination form |
| Loan receipt | If the signature or receipt is missing, or the contract number and arrival date are inconsistent, it is blocked | Check the contract number, amount, and acknowledgment of the loan receipt, and confirm that the receipt has been acknowledged and that the date is consistent with the batch |
| Model binding relationships | The model type corresponds to the stage in which it is to be used, and the model identifier is consistent with the name listed in the documentation | In the model configuration, check the type label, compare it with the model name returned by the channel, and check whether the values of maxContext, maxTokens, and quoteMaxToken are consistent with the connected service |
Three common errors
- Symptom: The name, amount, or date of the same student does not match between the determination form and the application form. Cause: The two materials were drafted separately, and the fields were not checked against the same record.
- Symptom: The version of the determination form is not synchronized, and an old-version signature is still referenced. Cause: After the material was updated, the version and date were not synchronized, and the handover record still points to the old version.
- Symptom: The loan receipt lacks a signature or the receipt is not attached. Cause: The handover stage only checked whether the fields were complete, and did not check whether the acknowledgment voucher and receipt travel with the materials.
How to verify the setup
Feature acceptance: run one conversation and one retrieval, check the model identifiers in the responses, confirm that the language model and indexing model are bound to the corresponding stages respectively, and check whether the values of maxContext, maxTokens, and quoteMaxToken are consistent with the connected service.
Business test: draft one copy according to the template and complete one handover, and see whether missing items are blocked.
- In the model configuration, check the model type labels and the model names returned by the channel, and confirm that types such as language, indexing, and reranking correspond to the stages in which they are to be used.
- Check the channel configuration and key source to confirm that authentication can succeed; then check the material fields, signatures, dates, and versions to confirm that the handover record can be acknowledged.