What this category's data looks like
This page addresses research funding budget adjustment and reimbursement scenarios, covering three types of materials: budget adjustment applications, reimbursement forms, and contract invoices, as well as the version ledgers and change records derived from them. Budget adjustment applications record the account, amount, and approval date; reimbursement forms carry expense details, quantities, and handler signatures; contract invoices provide the name, quantity, date, and receipt basis. The material sources are business system exports and manual supplementary entry, and the update cadence advances according to budget cycles and reimbursement batches. When materials enter this feature, budget adjustment applications serve as the adjustment basis, reimbursement forms serve as the execution voucher, and contract invoices serve as the verification worksheet; the version ledger and change records are formed by business processing executing according to records or backfilling, ensuring that the current version is unique, old versions are traceable, and references are synchronized.
Configuration and implementation checks
This part is executed by trigger configuration and tool nodes (scheduling capability is not in the tool introduction), outputting trigger records and execution results. Whether a tool call is executed is decided by the model based on the tool introduction; when the model does not need to summarize again, a tool call termination node can be attached at the end of the tool to end this call. The version ledger and change records are completed by business processing executing according to records or backfilling.
| Object | Check | Verification action |
|---|---|---|
| Budget adjustment application | Check whether the account, amount, adjustment date, and approval signature are consistent | Compare the name, quantity, and date in the application form and the contract invoice, check whether the signature and receipt are complete, and view the trigger records |
| Reimbursement form | Check whether the expense details, quantity, handling date, and signature are complete | Compare the name, quantity, and date in the reimbursement form and the budget adjustment application, check for missing signatures or receipts, and view the execution results |
| Contract invoice | Check whether the contract name, invoice quantity, invoice date, and receipt correspond | Compare the name, quantity, and date in the contract invoice and the reimbursement form, check whether the versions are synchronized, and view the trigger records |
| Version ledger and change records | Check whether 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, and confirm that execution occurs on time and only once |
Three common errors
- Symptom: The name, quantity, and date of the same record do not match between the budget adjustment application and the contract invoice. Cause: Material sources are not synchronized, field definitions are not unified, and cross-checking was not performed at entry.
- Symptom: The reimbursement form has been updated, but the version ledger still shows the old version, and the referenced documents are not synchronized. Cause: The version was not synchronized, and the change record was not triggered when the material was updated.
- Symptom: The reimbursement form lacks a handler signature or the contract invoice lacks a receipt, and the approval chain is incomplete. Cause: Signatures and receipts were not included in the check items, and a completeness check was not performed before the materials entered the feature.
How to verify the setup
Feature acceptance: check the trigger records and execution times to confirm that execution occurs on time and only once; when no summary is needed, confirm that the tool call termination node is attached at the end of the tool.
Business testing: change one piece of content and see whether the version number and references are updated synchronously; check that the current version is unique, old versions are traceable, and references are synchronized.
- Check the process connections and trigger records to confirm that the trigger is connected to the corresponding tool node and that execution occurs on time without duplicate execution.
- Check the tool introduction fields and clearly state when execution should occur; check where the termination node is attached to avoid the model summarizing again after execution.