Multi-Turn Conversation and Prompts for Research Project Task Agreement Signing: Manage Authorized Access and External Services

Research Agreements: review conversation for authorized access. Check source versions, input mappings and the values received by downstream nodes.

What this category's data looks like

The signing of research project task books involves three types of materials: project task books, subject task breakdown tables, and budget books. The sources are research management departments and subject undertaking units, and the update rhythm advances with project approval, budget review, and signed receipts. The project task book defines research objectives, duration, and responsibility assignments; the subject task breakdown table implements sub-project boundaries, responsible persons, and delivery milestones; the budget book lists funding categories, calculation bases, and annual allocations. When the materials enter the multi-turn dialogue and prompt functionality, the project task book provides overall constraints and external messaging, the subject task breakdown table provides subject-level fields and dates, and the budget book provides amounts and category correspondences. In authorized access and external service scenarios, the three types of materials together form the basis for determining the visible scope. Only when the visitor's identity matches the material ownership can it be viewed; unauthorized content is not visible.

Configuration and implementation checks

This part is executed by the memory turns and prompt configuration in the application settings, outputting the reference historical message range and answer constraints. The externally available entry points and authorization scope are determined by the publishing service and file permissions. The model only processes filtered materials, while the publishing service and file permissions handle identity and file authentication.

ObjectCheckVerification action
Memory turnsMatches the preceding context range required by the questionCheck the current value in the application settings, and run a trial with two consecutive questions to observe whether the second round inherits the references from the first round
Project task bookName, quantity, date, and signature are consistent in the task breakdown table and budget bookCompare the fields of the same record across the three materials item by item, and check whether the version number and signed receipt are synchronized
Subject task breakdown tableSub-project name, responsible person, and delivery date correspond to the task bookCheck the subject hierarchy and date milestones in the breakdown table and task book, and confirm there are no missing signatures or receipts
Budget bookFunding categories, amounts, and annual allocations are consistent with the task book's messagingCheck the category names and calculation bases in the budget book and task book, and confirm the versions are not misaligned

Three common errors

  • Phenomenon: The name, quantity, and date of the same subject do not match across two materials. Cause: The task book and breakdown table were revised separately, without field-level comparison and version synchronization.
  • Phenomenon: The budget book categories are inconsistent with the task book's messaging. Cause: After budget review, the task book was not written back, and missing signatures or receipts caused version misalignment.
  • Phenomenon: In the second round, answers using references are irrelevant. Cause: The memory turns are too few to use the preceding context, or too many, bringing in irrelevant content and increasing consumption.

How to verify the setup

Acceptance of this feature: Ask two consecutive follow-up questions, see whether the second question inherits the references from the first question, and check whether chatId, messages, and variables participate in the historical range and answer constraints as expected.

Business test: Access once with a restricted identity, and see whether the visible scope matches the settings and whether unauthorized content is not visible.

  • Check the current value of memory turns in the application settings, compare the usage records of two runs, and confirm that consumption changes accordingly after adjusting the turns.
  • Compare the fields, dates, and signatures of the project task book, subject task breakdown table, and budget book item by item, and confirm that the name, quantity, and date of the same record are consistent and the versions are synchronized.