What this category's data looks like
Research achievement registration and intellectual property management involves three types of materials: achievement registration forms, patent disclosure documents, and software copyright materials. Their sources are mostly original records submitted by research groups, contract attachments, and R&D process documents, and their update cadence rolls forward with project milestones and filing windows. Achievement registration forms use achievement name, completers, date, classification level, and signature as their field skeleton; patent disclosure documents use technical solution, embodiments, drawings, inventor ordering, and power of attorney as their field skeleton; software copyright materials use software name, version number, development completion date, source program, and document identification materials as their field skeleton. When these three types of materials enter the knowledge base retrieval node, each plays the role of a citable original-text source: achievement registration forms provide the basis for registration wording and completer ordering, patent disclosure documents provide the basis for technical facts and inventor responsibility division, and software copyright materials provide the basis for version and date consistency. Material drafting and responsibility handover require complete fields, clear responsible persons, consistent versions and dates, and handover to the next stage for sign-off.
Configuration and implementation checks
This step is executed by the citation output of the knowledge base retrieval node, which outputs an array of citation contents, each containing an original-text snippet and a source identifier, and the length may be 0. The issuable material drafts and handover records are completed next by subsequent AI nodes, code nodes, or manual work. Citation contents are output as an array, and the length may be 0; even if no content is found, the output chain still runs through.
| Object | Check | Verification action |
|---|---|---|
| Achievement registration form | Whether fields, dates, and signatures are complete, and whether the name, quantity, and date of the same record match between the achievement registration form and the patent disclosure document | In the node, check the selected knowledge base collections and their vector models, open the search parameter panel and check the values item by item; in the conversation, open the citation markers and refer back to the original paragraphs against the source documents |
| Patent disclosure document | Whether the technical solution, embodiments, inventor ordering, and power of attorney are complete, and whether the version is synchronized with the software copyright materials | Run a trial with a question that has no matching materials, and see whether the citation array is empty while the chain continues; check whether the number of returned items matches the hit materials, quoteMaxToken only checks the tokens of the citation text, and the number of array items is recorded separately |
| Software copyright materials | Whether the software name, version number, development completion date, source program, and document identification materials are consistent with the achievement registration form, and whether missing signatures or receipts are blocked | Draft one according to the template and complete one handover, and see whether missing items are blocked; in the conversation, open the citation markers and check whether the citation snippets match the original text against the source documents |
| Citation content output | The number of returned items matches the hit materials, and being empty is also normal | Run a trial with a question that has no matching materials, and see whether the output is empty while the chain continues; check the length of the citation array in responseData (non-streaming module results returned with detailed output enabled) and quoteList, then record the number of items separately |
Three common errors
- Symptom: the name, quantity, and date of the same achievement do not match between the two materials. Cause: during drafting, the original text was not referred back to according to the same registration wording, and the citation snippets were not checked against the original text item by item.
- Symptom: the version is not synchronized, and the date of the software copyright materials is inconsistent with the achievement registration form. Cause: the update cadence is different, the version and date were not checked before handover, and the citation source did not indicate the effective version.
- Symptom: signatures or receipts are missing, and the materials cannot be issued. Cause: the responsible person was not clear, the handover record did not flow together with the draft, and the missing items were only discovered at sign-off in the next stage.
How to verify the setup
Acceptance of this feature: ask a question with original-text support, and check whether the citation array and markers can refer back to the original text; then ask a question with no matching materials, confirm that the array is empty while the chain runs through, and check the length of the citation array in quoteList within responseData; quoteMaxToken is checked separately only as the citation content budget.
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, open the search parameter panel and check the values item by item, and run a trial with a question that has no matching materials to confirm that the citation array is empty while the chain continues.
- In the conversation, open the citation markers and check whether each citation can refer back to the original paragraph against the source documents, then draft one according to the template and complete one handover, and see whether missing items are blocked.