What this category's data looks like
For the student awards, grants, loans, and hardship determination scenario, this page covers three types of materials: the family financial hardship determination form, the scholarship and grant application form, and the loan receipt. The determination form comes from student submissions and class review records, is submitted centrally by academic year, and is adjusted along with re-review; the application form comes from individual applications and departmental summaries, and is updated on a rolling basis with batch opening and deadlines; the loan receipt comes from the handling bank or the student-origin institution, and is returned according to the disbursement cycle. The three types of materials play different roles in scheduled tasks and automation: the determination form serves as the basis for determining the hardship level, the application form serves as the basis for matching scholarship and grant programs, and the loan receipt serves as the proof of arrival and signature confirmation. Field characteristics center on name, student ID, hardship level, amount, date, and signature. The same record is often reused across materials and must be maintained by version.
Configuration and implementation checks
This step is executed by the trigger configuration and the tool node (scheduled capability is not in the tool introduction), outputting trigger records and execution results. The "version ledger and change records" are completed by business processing according to the records or by supplementary runs. After the trigger has been connected to the corresponding tool node, the model decides whether to execute based on the tool introduction; when the model does not need to summarize again, a tool call termination node can be connected at the end of the tool to end this call.
| Object | Check | Verification action |
|---|---|---|
| Family financial hardship determination form | Fields include hardship level, review date, and signature, and must be consistent with the level in the application form | Check the introduction fields and process connections, and see whether the trigger record executes at the scheduled time |
| Scholarship and grant application form | Fields include program name, amount, and application date, and must correspond to the level in the determination form | Check the introduction fields, and see which step the termination node is connected to |
| Loan receipt | Fields include disbursement amount, arrival date, and receipt signature, and must correspond to the amount in the application form | Check the introduction fields and trigger records, and see whether it executes only once |
| Version ledger and change records | The current version is unique, old versions are traceable, and references are synchronized | After changing one piece of content, check whether the version number and references are updated synchronously |
Three common errors
- Symptom: The hardship level, amount, or date for the same student does not match between the determination form and the application form. Cause: The two materials are filled in separately, and field comparison and write-back are not performed against the same record.
- Symptom: An old version of the determination form is still referenced, and the current version is inconsistent with the knowledge base content. Cause: The version is not synchronized, and the ledger and external documents are not updated after the change.
- Symptom: The loan receipt lacks a signature or the receipt has not been returned, yet the application materials continue to be processed. Cause: It was not executed at the scheduled time, or after execution it was summarized again by the model, lacking a termination node to finish.
How to verify the setup
This feature's acceptance: check the trigger records and execution time, confirm that it executes at the scheduled time and only once, and check that the termination node is connected at the end of the tool.
Business test: change one piece of content, and see whether the version number and references are updated synchronously; record the tokens of the referenced text and the number of array items separately.
- Check the process connections and trigger records, and confirm that the trigger has been connected to the corresponding tool node, executes at the scheduled time, and does not repeat.
- Check the introduction fields and the position of the termination node, and confirm that when no summary is needed, it has been connected at the end of the tool.