What this category's data looks like
This page addresses the research funding budget adjustment and reimbursement scenario, covering the drafting and handover of three types of materials: budget adjustment applications, reimbursement forms, and contract invoices. The materials come from project team submissions, financial system exports, and contract archives, and are updated by budget year and reimbursement batch. Field characteristics include: budget subject, adjustment amount, expenditure purpose, invoice number, invoice date, contract number, signatures of the handler and approver, version number, and receipt. When entering the model access and configuration function, the budget adjustment application serves as the drafting basis, the reimbursement form serves as the carrier of expenditure details, and the contract invoice serves as the supporting attachment; together, the three constitute a signable material draft and handover record, and the dialogue and retrieval steps call the model to complete text generation and information verification. During handover, the materials must keep names, quantities, and dates consistent, versions synchronized, and signatures and receipts complete; missing items should be intercepted.
Configuration and implementation checks
This step is executed by the server-side model channel configuration, outputting model binding relationships and channel responses. The signable material draft and handover record are then completed by subsequent AI nodes, code nodes, or manual work. Models are divided into five categories: language, index, rerank, speech synthesis, and speech recognition. Different steps bind different model types, and the type label, channel and key source, and model identifier must be checked in the model configuration.
| Object | Check | Verification action |
|---|---|---|
| Budget adjustment application | Check whether the budget subject, adjustment amount, signatures of the handler and approver, version number, and date are complete | Check field by field against the template, verify signatures and receipts, and confirm that the version and date are consistent |
| Reimbursement form | Check whether the expenditure purpose, invoice number, invoice date, quantity, and amount are consistent with the contract invoice | Compare the name, quantity, and date in the contract invoice, and check for missing signatures or receipts |
| Contract invoice | Check whether the contract number, invoice date, and invoice number correspond to the reimbursement form records | Check whether the model identifier returned by the channel is consistent with the name listed in the document, and check the maxContext and maxTokens configuration |
| Model binding relationship | Check whether the five model categories—language, index, rerank, speech synthesis, and speech recognition—are bound to the corresponding steps | Check the type label in the model configuration, and confirm that the quoteMaxToken and toolChoice settings match the step |
Three common errors
- Symptom: The name, quantity, and date of the same record do not match between the budget adjustment application and the reimbursement form. Cause: During drafting, the fields were not checked one by one against the template, and the two materials were filled in separately.
- Symptom: The contract invoice and reimbursement form versions are not synchronized, and the old version is still used during handover. Cause: The version number was not updated with the modifications, and the handover record did not indicate the version and date.
- Symptom: The materials lack signatures or receipts, and the handover is returned. Cause: The responsible person was not clearly defined, and the signature and receipt fields were not fully filled in during the drafting stage.
How to verify the setup
Acceptance of this function: run one dialogue and one retrieval, check the model identifier in the response, confirm that the language model and index model are bound correctly, and check whether maxContext, maxTokens, quoteMaxToken, and toolChoice are configured according to the step.
Business test: draft one copy according to the template and complete one handover to see whether missing items are intercepted.
- In the model configuration, check the model type label, channel and key source, and model identifier, and confirm that they are consistent with the names listed in the document.
- Check the name, quantity, date, signature, and receipt of the budget adjustment application, reimbursement form, and contract invoice field by field against the template, and confirm that the versions are synchronized.