What this category's data looks like
Student financial aid, scholarships, loans, and hardship determination involve three types of materials: family economic hardship determination forms, scholarship and grant application forms, and loan receipts. The sources are mostly department submissions, financial aid center summaries, and handling bank receipts. The update rhythm is concentrated in the fall determination of each academic year, spring review, and supplementary entry after loan disbursement. Field characteristics include student name, student ID, hardship level, scholarship/grant project name, amount, signature, and date. When entering the knowledge base retrieval node, the determination form serves as the original textual basis for hardship level and family information, the application form serves as the original textual basis for project name and amount, and the loan receipt serves as the original textual basis for disbursement date and receipt records. The three serve as cross-checking sources for each other, and the citation array returns the corresponding fragments and source identifiers based on hits.
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 containing an original text fragment and a source identifier, and the length can be 0. The "version ledger and change records" are completed subsequently by AI nodes, code nodes, or manual work.
| Object | Check | Verification action |
|---|---|---|
| Family economic hardship determination form | Fields include hardship level and family information; date and signature must be consistent with the application form | In the citation superscript, refer back to the original text of the determination form, and compare the level, date, and signature fields |
| Scholarship and grant application form | Fields include project name, amount, and application date; the name and quantity must match the determination form | Verify the project name and amount in the cited fragment, record the array length, and separately check the quoteMaxToken budget |
| Loan receipt | Fields include disbursement date and receipt records; the receipt number must be traceable | Open the citation source, verify the receipt number and date, and confirm the old version is traceable |
| Knowledge base retrieval node | The selected knowledge base uses the same vector model; the cited content is output as an array and the length can be 0 | Check the selected collection and vector model, run a test with a query that has no match, and see that the array is empty in responseData (non-streaming module results returned with detailed output enabled) and quoteList while the pipeline runs through |
Three common errors
- Symptom: The hardship level or amount for the same student does not match between the determination form and the application form. Cause: The two materials are updated separately, versions are not synchronized, and the cited fragments each refer back to the old version of the original text.
- Symptom: The loan receipt lacks a signature or receipt number, and the disbursement date is inconsistent with the application form date. Cause: Receipt supplementary entry is delayed, and fields are not aligned to the same record.
- Symptom: There is no citation superscript in the answer, or the cited fragment does not match the original text. Cause: First check whether this round had a hit and which material was hit, then look at trimming, and do not directly attribute it to length trimming.
How to verify the setup
Acceptance of this feature: Ask a question with an original textual basis, and check whether the citation array and superscript can refer back to the original text; then ask a question with no matching material, and confirm that the array is empty while the pipeline runs through.
Business test: Change one piece of content, and see whether the version number and citations are updated synchronously.
- In the node, check the selected knowledge bases and their vector models, open the search parameter panel, and verify the values item by item.
- Run a test with a query that has no matching material, see that the citation array is empty while the output pipeline continues, and separately record the number of array entries.