What this category's data looks like
This page addresses the student awards, grants, loans, and hardship determination scenario. The materials come from three categories: family financial hardship determination forms, award and grant application forms, and loan receipts. The determination form fields include family members, income, hardship level, and signature field; the update cadence is centralized submission by academic year. The application form fields include student ID, major, grade ranking, application level, and signature; it is updated on a rolling basis by batch. The loan receipt fields include contract number, disbursement amount, date, and receipt seal; it is returned according to the disbursement cycle. When these three types of materials enter this feature, the determination form serves as the foundational basis for identity and hardship level, the application form serves as the application credential for award and grant programs and levels, and the receipt serves as the verification credential for loan disbursement and fulfillment. External service entry points are opened separately by material type and identity scope. Parents or superiors can only see material fields and statuses within the authorized scope; unauthorized fields are not visible.
Configuration and implementation checks
This step is executed by workflow nodes (user selection and branching), outputting branch direction and interaction status records. "Externally available entry points and authorization scope" are completed by subsequent nodes continuing execution according to the branch. When a node is triggered, the conversation enters an interactive state and the workflow status is recorded. After the user completes the selection, execution continues along the branch corresponding to the selected option.
| Object | Check | Verification action |
|---|---|---|
| Family financial hardship determination form | Whether fields, date, and signature are complete, and whether hardship level and number of family members are consistent | Check the signature field and date in the determination form, compare the name and number in the same record in the application form, and check whether the variables reference retrieves the fields of this form |
| Award and grant application form | Whether student ID, major, grade ranking, application level, and signature are consistent with the determination form | Compare the name, number, and date item by item between the application form and the determination form, confirm version synchronization, and check whether the nodeId branch connection points to the corresponding option |
| Loan receipt | Whether contract number, disbursement amount, date, and receipt seal are complete | Check the receipt seal and date, compare the receipt amount with the application form record, and confirm that entry into the externally visible scope is not allowed when signature or receipt is missing |
| User selection node | Whether each option corresponds to one branch and whether the interaction status is recorded | Check the options and branch connections one by one in the node, trigger once and view the node status in the run record, and confirm that the selection result variable has been passed to subsequent nodes |
Three common errors
- Symptom: The name, number, and date of the same record do not match between the determination form and the application form. Cause: The two materials are entered separately and no field comparison is performed, so versions are not synchronized.
- Symptom: A loan receipt missing a signature or receipt still enters the externally visible scope. Cause: The receipt verification step is not bound to the authorization scope determination, so missing items are not intercepted.
- Symptom: After selecting an option, the default branch is still followed, and the process stops after the interaction is completed. Cause: Options and branch connections were not checked one by one, or the same session repeatedly enters the interaction.
How to verify the setup
Feature acceptance: Try running each option one by one, check the branch direction and interaction status in the run record, confirm that each option corresponds to one branch and that the selection result variable has been passed to subsequent nodes, reference variables in subsequent nodes, and run a trial once.
Business test: Access once with a restricted identity, see whether the visible scope matches the setting, and confirm that unauthorized fields are not visible.
- Check the options and branch connections one by one in the node, trigger once and view the node status in the run record, and confirm that the interaction status is recorded and that the interaction is not entered repeatedly.
- Compare the name, number, date, and signature of the three materials: the determination form, the application form, and the loan receipt, and confirm that versions are synchronized and that they are not visible when signature or receipt is missing.