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 uses family income, members, and causes of hardship as fields, with dates concentrated in the autumn semester of the academic year; the application form includes grade ranking, awards received, and a signature field, with dates following the review batch; the loan receipt includes the contract number, disbursement date, and receipt signature. The materials come from two levels: the financial aid center and the departments, and the update cadence advances by semester and by batch. When the three types of materials enter this function, they play different roles: the determination form is the source document for identity and hardship level, the application form is the basis for eligibility and amount, and the loan receipt is the proof of disbursement and receipt. In multi-turn dialogue, the name, date, and quantity of the same record must align across the two materials. When versions are not synchronized or signatures or receipts are missing, the external service will expose inconsistencies.
Configuration and implementation checks
This part is executed by the memory turn count and prompt configuration in the application settings, and outputs the referenced historical message range and answer constraints. The externally available entry points and authorization scope are determined by the published service and file permissions. The model only processes filtered materials, while the published service and file permissions handle identity and file authentication.
| Object | Check | Verification action |
|---|---|---|
| Family financial hardship determination form | Name, quantity, date, and signature are consistent between the determination form and the application form; if a signature is missing, it is not visible | Check the family income, number of members, and cause-of-hardship dates in the determination form and application form; access once with a restricted identity to see whether the visible scope matches the settings |
| Scholarship and grant application form | Grade ranking, awards received, and amount align with the contract number and disbursement date of the loan receipt | Check the name, student ID, amount, and date in the application form and loan receipt; check whether versions are synchronized; if the receipt is missing, it is not exposed externally |
| Loan receipt | The receipt signature and disbursement date are complete, and the receipt number is consistent with the application form record | Check the receipt number, disbursement date, and signature; access once with a restricted identity to see whether the visible scope matches the settings |
| Multi-turn dialogue and prompts | The second turn can correctly carry forward the references from the first turn, and the historical message range matches the answer constraints | Run a trial with two consecutive question turns and check the reference scope of chatId, messages, and variables; compare the usage records of the two runs |
Three common errors
- Symptom: The same student's family income, number of members, and dates do not match between the determination form and the application form. Cause: The two materials are entered separately by different departments, and field-level alignment has not been performed.
- Symptom: The contract number on the loan receipt is inconsistent with the application form record, and the receipt lacks a signature. Cause: Versions are not synchronized, and the receipt enters the external service before being returned.
- Symptom: When the second question uses a reference, the answer does not address the question, responses become slower, and consumption rises. Cause: The memory turn count is too large and brings in irrelevant content, and the opening message is treated as prior context.
How to verify the setup
Acceptance for this function: ask two consecutive follow-up questions and see whether the second question carries forward the references from the first question; check the reference scope of chatId, messages, and variables and the answer constraints.
Business test: access once with a restricted identity to see whether the visible scope matches the settings; unauthorized content is not visible, and the external entry points match the authorization scope.
- In the application settings, check the current value of the memory turn count, run a trial with two consecutive question turns, and compare the usage records of the two runs.
- Check the name, quantity, date, and signature of the determination form, application form, and loan receipt, and only open them to parents or superiors after versions are synchronized.