What this category's data looks like
In the student awards, grants, loans, and hardship determination scenario, materials fall into three categories: the family economic hardship determination form, the scholarship/grant application form, and the loan receipt. The determination form is filled in by the student, reviewed by the class, and audited by the department/school, with fields including family population, income sources, hardship level, and review comments; the application form records the award name, amount, academic year, and signature field; the loan receipt is issued by the handling bank or the student-origin institution, and includes the contract number, disbursement date, and receipt status. The three categories of materials are updated by academic year or batch; the determination form and application form are adjusted with the review cycle, and the receipt is returned as disbursement progresses. When entering the exception tracing and manual review function, the determination form serves as the basis for determining the hardship level, the application form serves as the basis for the award/grant item and amount, and the receipt serves as the basis for loan arrival and contract performance. The three are linked through fields such as student ID, name, and academic year, forming a traceable chain of original records.
Configuration and implementation checks
This step is executed by the HTTP node in the workflow, which outputs the response body, status code, and returned fields. The exception list and review conclusions are parsed from the response by subsequent nodes, or handled and completed by an external system according to the agreement. The request URL, path parameters, request headers, and request body can all use variable placeholders, and the variables come from global variables, system variables, or the output of preceding nodes.
| Object | Check | Verification action |
|---|---|---|
| Family economic hardship determination form | Whether family population, income sources, hardship level, and review signature are complete, and whether the date falls within the review cycle | In the variables panel, check the placeholder sources, use variables to reference the output of preceding nodes, and compare the determination form fields with the request body agreement |
| Scholarship/grant application form | Whether the award name, amount, academic year, and signature field are consistent with the hardship level in the determination form | Preview the rendered request, check whether the responseData returned fields include the key fields of the application form, and then compare the result against one sample |
| Loan receipt | Whether the contract number, disbursement date, and receipt status match the academic year in the application form, and whether the receipt is missing a signature | Check the request header Authorization and its value source, and confirm that the receipt fields are passed in according to the external interface agreement |
| Exception record association | Whether the name, amount, and date of the same record match across the determination form, application form, and receipt | Use one exception record to trace back to the source materials, and check whether the fields and versions of the three materials are synchronized |
Three common errors
- Symptom: The name, amount, or date of the same student does not match between the determination form and the application form. Cause: The two materials are entered separately, and association verification by student ID and academic year is not performed.
- Symptom: The receipt version is not synchronized, and the old contract number still appears in the exception list. Cause: After the receipt is updated, it is not returned, and the request body still references the old variable.
- Symptom: The determination form or application form is missing a signature, or the loan receipt is missing a seal. Cause: The signature field and receipt status are not verified during the material circulation process, and the exception record lacks support from original records.
How to verify the setup
Acceptance of this function: preview the rendered request, check the status code and returned fields, and then compare the result against one sample; confirm that responseData contains the fields required by the exception list, and that the sources of variables and Authorization are traceable.
Business test: create one exception record, see whether it can be traced back to the source materials, and check whether the fields, dates, and signatures of the determination form, application form, and receipt are consistent.
- In the variables panel, check the source of each placeholder, confirm that
variablescan be resolved into actual values, and that the request headerAuthorizationis passed in according to the external system's requirements. - Use one sample request to compare the return, check that the
responseDatafields are consistent with the external interface agreement, and hand the exception list and review conclusions to the responsible person for handling.