What this category's data looks like
This page focuses on the student awards, grants, loans, and hardship determination category, involving three types of materials: family economic hardship determination forms, award and grant application forms, and loan receipts, as well as sources such as colleges, the student financial aid management center, and parents or higher-level units. Materials are updated by academic year and batch. The determination form contains family members, income, hardship level, and signature fields; the application form contains the application item, amount, review comments, and date; the loan receipt contains the contract number, disbursement date, and seal. After entering knowledge base retrieval and recall, the determination form and application form serve as the main fragment sources for semantic and full-text recall, while the loan receipt is used to verify consistency of dates and seals; in authorized access and external services, the three types of materials respectively serve as the identity basis, qualification basis, and disbursement basis. Retrieval only returns candidate fragments and similarity scores, and does not directly generate authorization results or statistical tables.
Configuration and implementation checks
This step is executed by the knowledge base retrieval service (retrieval node and search test), outputting candidate fragments and similarity scores (after mode, merge, re-rank, filter, and upper-limit trimming). The externally available entry points and authorization scope are then completed by subsequent nodes or manually.
| Object | Check | Verification action |
|---|---|---|
| Family economic hardship determination form | Fields include family members, income, hardship level, signature, and date, and must be consistent with the application form | In the search test, retrieve with synonymous questions, check the field completeness and scores of the returned candidates, and check whether signature and date items are missing |
| Award and grant application form | Fields include application item, amount, review comments, signature, and date, and must be consistent with the determination form | Switch searchMode to semantic, full-text, or hybrid, compare the number of candidates and scores, and check whether names, quantities, and dates align |
| Loan receipt | Fields include contract number, disbursement date, seal, and receipt status, and must be consistent with the application form date | Compare the ranking of the top few items before and after enabling usingReRank, and check whether the receipt seal and disbursement date match the application form |
| Authorized access and external services | Visitor identity matches the visible scope, and unauthorized access is not visible | Access once with a restricted identity, see whether the visible scope matches the setting, record the number of candidates and scores, and check the tokens of the quoted text after similarity and limit trimming |
Three common errors
- Symptom: The same student's family income, hardship level, or date does not match between the determination form and the application form. Cause: The two materials were filled out by different personnel in different batches, versions were not synchronized, and signature confirmation is missing.
- Symptom: The contract number or disbursement date of the loan receipt is inconsistent with the application form record. Cause: After the receipt was submitted later, it was not written back, and the old version is still recalled, resulting in missing date and seal items.
- Symptom: The same question phrased differently cannot be recalled, or there are many candidates but none of the top-ranked ones are relevant. Cause: The retrieval mode does not match the material form, re-rank is not enabled, or similarity filtering is too strict.
How to verify the setup
Feature acceptance: test once each with synonymously rewritten questions, compare candidates and scores, then toggle re-rank on and off to observe the ranking of the top few items.
Business test: access once with a restricted identity, and see whether the visible scope matches the setting.
- In the search test, fix the question, switch
searchModeandusingReRankrespectively, record the number of candidates, scores, and quoted text tokens, and confirm that key fragments are still retained aftersimilarityandlimittrimming. - Check the determination form, application form, and loan receipt one by one for signature, date, name, quantity, and receipt status. If versions are not synchronized or items are missing, roll back to the corresponding node or perform manual review.