What this category's data looks like
Student awards, grants, loans, and hardship determination involve three types of materials: family financial hardship determination forms, scholarship and grant application forms, and loan receipts. The determination form contains family members, income, hardship level, review records, and signatures; the application form contains student ID, major, reason for application, amount, and date; the loan receipt contains contract number, disbursement date, amount, and bank seal. Materials undergo preliminary review by the department and are aggregated by the financial aid center, updated centrally each academic year, with supplementary entries and corrections occurring at any time. When entering knowledge base retrieval, the determination form is used to verify hardship level and review basis, the application form is used to verify application eligibility and amount, and the loan receipt is used to verify disbursement facts and arrival status. The fields of the three types of materials intersect, and the name, quantity, and date of the same record need to be aligned between two materials; a missing signature or receipt constitutes an anomaly clue.
Configuration and implementation checks
This step is executed by the knowledge base retrieval service (retrieval node and search test), outputting candidate snippets and similarity scores (after pattern, merge, rerank, filter, and upper-limit trimming). The anomaly list and review conclusions are completed by subsequent nodes or manually.
| Object | Check | Verification action |
|---|---|---|
| Family financial hardship determination form | Hardship level, income, review records, and signatures are complete and consistent with what is filled in the application form | Use the same student name to retrieve the determination form and application form separately, and check the hardship level, income, and date; switch searchMode in the search test to compare candidates |
| Scholarship and grant application form | Student ID, major, reason for application, amount, and date match the determination form and receipt | Retrieve the hit snippet of the application form and check the amount and date; compare the ranking of the top few entries before and after enabling usingReRank |
| Loan receipt | Contract number, disbursement date, amount, and bank seal are complete and consistent with the application form amount | Retrieve the hit snippet of the receipt and check the contract number and disbursement date; filter low-scoring candidates with similarity and record the number of entries |
| Knowledge base retrieval service | Candidate snippets and similarity scores are returned after pattern, merge, rerank, filter, and upper-limit trimming | View the number of candidates and scores in the search test, and record the tokens and array length of the cited text |
Three common errors
- Phenomenon: The name or amount for the same student does not match between the determination form and the application form. Cause: The two materials were entered by different personnel, no cross-check was performed, and the fields were not synchronized.
- Phenomenon: The loan receipt is missing or its date is later than the application form date. Cause: The receipt was not archived in time, the version was not synchronized, and the disbursement information was not backfilled.
- Phenomenon: The review records of the determination form lack signatures. Cause: The review step left no trace, the signature column is blank, and the materials did not complete the closed loop.
How to verify the setup
Acceptance of this feature: test once each with synonym-rewritten questions, compare candidates and scores, then toggle rerank on and off to see the ranking of the top few entries.
Business test: create an anomaly record and see whether the source material can be traced.
- In the search test, switch
searchModeand compare the number of candidates and scores returned by the semantic, full-text, and hybrid modes. - Retrieve once before and after enabling
usingReRank, and record the order changes of the top few entries; usesimilarityto filter low-scoring candidates, and check the tokens and array length of the cited text.