What this category's data looks like
Student awards, grants, loans, and hardship determination involve three types of materials: the family financial hardship determination form, the scholarship/grant application form, and the loan receipt. The determination form records family members, income, and hardship level, and is filled out by the student, reviewed by the class, and signed by the department; the application form records the award name, amount, and academic year, and requires the signature of the student and the counselor; the loan receipt is issued by the bank or the financial aid center and contains the contract number, disbursement date, and amount. The three types of materials are updated by academic year; the determination form and application form are often submitted in the same batch, while receipts are added according to the disbursement schedule. Field characteristics center on name, student ID, amount, date, and signature fields; for the same record, the name, quantity, and date in the determination form, application form, and receipt may not match, versions may be out of sync, or signatures or receipts may be missing. After the materials enter the knowledge base retrieval node, each is retrieved as a cited source, and the original text snippet is output together with the source identifier, for subsequent nodes to compare fields, write ledgers, and generate reports.
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 item containing an original text snippet and a source identifier, and the length can be 0. The exception list and review conclusions are completed afterward by subsequent AI nodes, code nodes, or manual work. Even if no content is retrieved, the output pipeline still runs through, and quoteList in responseData (non-streaming module results returned with detailed output enabled) can be used to view hit status.
| Object | Check | Verification action |
|---|---|---|
| Family financial hardship determination form | Whether the name, student ID, hardship level, date, and signature in the determination form are consistent with those in the application form and receipt | Open the footnote markers one by one in the citation array, trace back to the original paragraph in the determination form, and verify the fields and signature fields |
| Scholarship/grant application form | Whether the award name, amount, academic year, and date in the application form match those in the determination form and receipt | Compare the cited snippet with the source identifier, verify the amount and date in the original application form text, and record the number of array items |
| Loan receipt | Whether the contract number, disbursement date, and amount in the receipt are consistent with those in the determination form and application form, and whether the signature and receipt are complete | Use the original receipt snippet to verify the contract number and disbursement date; if the receipt or signature is missing, record it as an exception |
| Cited content output | The number of returned items is consistent with the materials hit; empty is also normal | Run a test with a question that matches no materials, check that the output is empty while the pipeline continues, and record the array length |
Three common errors
- Symptom: The name and student ID of the same student do not match between the determination form and the application form. Cause: The two materials are filled out separately, versions are out of sync, and after retrieval hits, the original text is not traced back for verification.
- Symptom: The application form amount is inconsistent with the loan receipt disbursement amount and date. Cause: Receipts are added according to the disbursement schedule, fields are not compared item by item, and cited snippets are not checked against the original text.
- Symptom: The determination form lacks a signature or the receipt is missing, yet it still enters review. Cause: Materials are submitted in different batches, retrieval does not hit the corresponding paragraph, and an empty array is mistakenly judged as retrieval failure.
How to verify the setup
This feature's acceptance: ask a question with original-text support and check whether the citation array and footnote markers can trace back to the original text; then ask a question with no matching materials, confirm that the array is empty while the pipeline runs through, and record the array length and the quoteMaxToken budget, without comparing the two for equality.
Business test: create an exception record, see whether the source material can be traced, and check whether the cited snippet and source identifier correspond to the original text of the determination form, application form, or receipt.
- Open the citation footnote markers, compare them one by one against the source documents, and check whether the hit records in
quoteListinresponseDataare consistent with the original paragraphs. - Run a test with a question that matches no materials, confirm that the citation array is empty while the pipeline continues, and separately record the array length and the tokens of the cited text.