What this category's data looks like
This page addresses the scenario of student scholarships, grants, loans, and hardship determination. Materials include the family financial hardship determination form, scholarship and grant application forms, and loan receipts. The determination form is filled out by the student with household size, income, and hardship type, and requires the student's signature and date; the application form contains student ID, grade, award name, amount, and review comments; the loan receipt contains contract number, disbursement date, amount, and receipt signature. The three types of materials often circulate in multilingual versions, and the name, quantity, and date of the same record must be consistent across tables. When the materials enter the knowledge base retrieval node, the determination form and application form serve as the baseline for field comparison, and the receipt serves as the basis for disbursement and confirmation. Each retains the original text fragment and source identifier for subsequent nodes to extract terminology, generate a unified terminology table and comparison draft, and submit for external release. The update cadence is synchronized by semester and batch. When versions are not synchronized or signatures or receipts are missing, the cited fragments are still returned as the original text and do not replace manual verification.
Configuration and implementation checks
This step is executed by the citation output of the knowledge base retrieval node, which outputs an array of cited content, each containing the original text fragment and source identifier, and the length can be 0. The "unified terminology table and comparison draft" is completed subsequently by AI nodes, code nodes, or manual work.
| Object | Check | Verification action |
|---|---|---|
| Family financial hardship determination form | Fields include household size, income, hardship type, signature, and date; the name and quantity of the same record in multilingual versions must match those in the application form and receipt | Open the citation marker, compare the fields and dates against the source document; record the number of array entries, and also check the tokens of the cited text and the quoteMaxToken budget |
| Scholarship and grant application form | Fields include student ID, grade, award name, amount, review comments, and signature; the name, quantity, and date of the same record in the two materials must not mismatch | Open the citation marker in the conversation and trace each entry back to the original paragraph; use responseData (non-streaming module results returned with detailed output enabled) to view the returned structure and confirm that each entry contains the original text fragment and source identifier |
| Loan receipt | Fields include contract number, disbursement date, amount, and receipt signature; when versions are not synchronized or signatures or receipts are missing, it must not be treated as confirmed | Run a test with a question that has no matching material and see that the output is empty while the chain continues; check the correspondence between citations and the original text in quoteList |
| Associated knowledge base | The selected knowledge base uses the same vector model, and the search parameters are consistent with the values set in the knowledge base retrieval section | Check the selected collections and their vector models in the node; open the search parameter panel and verify each item |
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: multilingual versions are entered separately, not traced back to the original text according to a unified terminology table, and field comparison lacks a baseline.
- Symptom: the loan receipt version is not synchronized, and the old amount and disbursement date are still cited. Cause: after the material is updated, it is not re-ingested into the knowledge base, the cited fragment still comes from the old document, and the source identifier is not refreshed with the version.
- Symptom: the determination form lacks a signature or the receipt is missing, yet it is still cited as confirmed material. Cause: the citation array only returns matched fragments and does not determine whether signatures and receipts are complete, so manual verification against the original text is required.
How to verify the setup
Acceptance for this feature: ask a question with original-text support and check whether the citation array and markers can trace back to the original text; then ask a question with no matching material and confirm that the array is empty while the chain still runs. Record the number of array entries, and also check the tokens of the cited text and the quoteMaxToken budget; the two are not compared for equality; use quoteList within responseData to view the returned structure.
Business test: sample three terms and check whether their spelling is consistent throughout the document, whether the translated names can be traced back to the original text, and whether the name, quantity, and date of the same record match in the two materials.
- Open the citation marker in the conversation, compare each entry against the source document, confirm that each citation can trace back to the original paragraph, and record the number of array entries.
- Open the search parameter panel and verify each value, confirming that it is consistent with the values set in the knowledge base retrieval section; run a test with a question that has no matching material and see that the output is empty while the chain continues.