What this category's data looks like
Student award, grant, loan, and hardship determination materials include three types: family financial hardship determination forms, scholarship and grant application forms, and loan receipts. Determination form fields include family members, income, hardship level, and signature; application form fields include student ID, major, grade ranking, application reason, and signature; receipts include loan contract number, amount, disbursement date, and seal. Materials come from counselor preliminary review, department re-review, and financial aid center archiving, with updates advancing by academic year and batch. When entering the sharing and embedding feature, the determination form determines the identity visibility scope, the application form determines the fields displayed externally, and the receipt determines the amount and date verification items. The name, quantity, and date of the three types of materials in the same record must be consistent, versions must be synchronized, and signatures and receipts must not be missing.
Configuration and implementation checks
This part is executed by the sharing link in the publishing channel (the publishing service performs authentication), outputting the sharing link, display parameters, and authentication result. The externally available entry point and authorization scope are then completed by external visitors seeing the corresponding content according to their identity.
| Object | Check | Verification action |
|---|---|---|
| Family financial hardship determination form | Name, quantity, date, and signature are consistent between the determination form and the application form, and versions are synchronized | Check the name, quantity, and date of the same record in the two materials, and inspect the signature and version number |
| Scholarship and grant application form | The application reason and grade ranking fields correspond to the hardship level in the determination form, and no signature is missing | Compare fields and signatures item by item, and confirm the version is not lagging |
| Loan receipt | The contract number, amount, and disbursement date are consistent with the application form record, and no receipt is missing | Check the number, amount, and date, and inspect the receipt seal |
| Sharing link | Expiration time, per-minute access limit, point limit, identity verification, and citation display items are set as needed | Access once each with an unauthenticated session and an over-limit request, and check the allowance and citation display |
Three common errors
- Symptom: The name, quantity, and date of the same record do not match between the determination form and the application form. Cause: The two forms are entered separately, without cross-form verification and version synchronization.
- Symptom: The loan receipt amount is inconsistent with the application form amount, or the receipt is missing. Cause: The receipt was not returned with the batch, and signatures and receipts were not included in the archiving check.
- Symptom: The full citation text can be seen without logging in, or the link cannot be opened after a period of time. Cause: The citation display items and identity verification callback were not set as needed, and the expiration time was not checked.
How to verify the setup
This feature acceptance: Access once each with an unauthenticated session and an over-limit request, and check the allowance and citation display; check the expiration time, per-minute access limit, point limit, identity verification, and citation display items corresponding to shareId.
Business test: Access once with a restricted identity and see whether the visibility scope matches the setting; record the number of citations and quoteMaxToken separately, and do not compare them for equality.
- Check the expiration time, per-minute access limit, point limit, and identity verification callback address of
shareId - Check item by item the switch status of citation snippet, full citation text, and source original text download