What this category's data looks like
Student award, grant, loan, and hardship determination materials include family economic hardship determination forms, award and grant application forms, and loan receipts. Fields cover name, student ID, department, household size, income, determination tier, amount, date, and signature. Sources are department submissions and funding office circulation drafts, updated on a rolling basis with batch applications, reviews, and receipt collection. In multilingual materials and terminology handling, the determination form serves as the field anchor for identity and hardship facts, the application form serves as the field anchor for award and amount, and the loan receipt serves as the field anchor for disbursement and arrival. After the three enter knowledge base retrieval and recall, each participates as fragments in the candidate set, for use in the subsequent generation of the unified terminology glossary and comparison draft.
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 pattern, merge, rerank, filter, and limit trimming). The "unified terminology glossary and comparison draft" is completed by subsequent nodes or manually.
| Object | Check | Verification action |
|---|---|---|
| Family economic hardship determination form | Fields, date, and signature are complete, and the name, quantity, and date can be matched with the application form and receipt | In the knowledge base search test, retrieve determination form fields, record the number of candidates and scores, and verify name, department, determination tier, signature, and date |
| Award and grant application form | The name, amount, and date of the same record in the application form and determination form are consistent, and the version is the latest | Use synonymous questions to retrieve application form fields, switch searchMode to compare candidates, and verify amount, date, and signature |
| Loan receipt | The receipt fields can refer back to the same record as the application form and determination form, and no signature or receipt is missing | Retrieve receipt fields, compare the ranking of the top few before and after enabling usingReRank, and verify the arrival date and receipt status |
| Unified terminology glossary and comparison draft | The same term is consistent throughout, and the translated name can refer back to the original text | Extract three terms, use similarity and limit to observe candidates and scores, then check whether the wording is consistent throughout |
Three common errors
- Phenomenon: The name, amount, and date of the same record in the determination form and application form do not match. Cause: The two materials are entered separately, without field-level back-reference verification.
- Phenomenon: The terminology glossary and comparison draft versions are not synchronized, and old translated names remain in candidate fragments. Cause: Update batches differ, and retrieved fragments come from different versions.
- Phenomenon: The loan receipt lacks a signature or receipt, but the determination form has already entered the release draft. Cause: The pace of receipt collection and determination circulation is inconsistent, and signature item verification was not performed.
How to verify the setup
Acceptance for this feature: test once each with synonym-rewritten questions, compare candidates and scores, then toggle rerank to observe the ranking of the top few.
Business test: extract three terms and check whether the wording is consistent throughout.
- In the knowledge base search test, switch
searchModeto compare the number of candidates and scores among semantic, full-text, and hybrid options. - Compare the order of the top few before and after enabling
usingReRank, and usesimilarityandlimitto record candidates after filtering and trimming.