What this category's data looks like
In the research funding budget adjustment and reimbursement scenario, materials include budget adjustment applications, reimbursement forms, contract invoices, and multilingual reference attachments. They come from project teams, finance, and external partners, and their update cadence rolls forward with approval milestones and version iterations. Budget adjustment applications carry account subjects, amounts, and approval signatures; reimbursement forms carry expense details, dates, and receipts; contract invoices carry counterparty names, quantities, and invoice dates. After multilingual materials enter parsing and training tasks, they first form data rows through document parsing and chunking, then enter the three-state index flow. The same term must be consistent throughout the application, reimbursement, and invoice, and its translated name must be traceable back to the source text. The materials each play the role of field verification, date verification, and signature/receipt verification, and are ultimately consolidated into a unified terminology glossary and comparison draft for external release.
Configuration and implementation checks
This step is executed by parsing and training tasks (server-side tasks), outputting data rows and index states (parsed, indexing, indexed). The "unified terminology glossary and comparison draft" is then completed by retrieval and subsequent processing. After parsing is complete, parsed chunks are immediately persisted as visible data rows and bound to a unique data identifier. The index flows through the three states parsed, indexing, and indexed, and data pending indexing does not participate in recall.
| Object | Check | Verification action |
|---|---|---|
| Budget adjustment application | Account subjects, amounts, dates, and signature receipts are complete, and the name, quantity, and date match the same record in the reimbursement form | Verify the application fields and signatures, open the data row to check whether the status is parsed, indexing, or indexed |
| Reimbursement form | Expense details, dates, and receipts are complete, and the name, quantity, and date match the same record in the contract invoice | Verify the reimbursement form fields and receipts, and check the chunking and training mode corresponding to chunkSize, chunkSplitter, and trainingType |
| Contract invoice | The counterparty name, quantity, and invoice date are consistent with the application and reimbursement, the version is synchronized, and no signature is missing | Verify the file record and the data row separately, and confirm that the file record and the data row each have distinguishable identities |
| Unified terminology glossary and comparison draft | The same term is written consistently throughout, and the translated name can be traced back to the source text | Sample three terms to check whether their wording is consistent throughout, and inspect the data rows covered by the rebuild task |
Three common errors
- Symptom: The name, quantity, and date of the same record do not match between the budget adjustment application and the reimbursement form. Cause: Multilingual materials are parsed and chunked separately, terminology is not unified, and versions are not synchronized.
- Symptom: The contract invoice lacks a signature or receipt, and the externally released draft is inconsistent with internal materials. Cause: When materials enter parsing and training tasks, fields are not aligned, and signature receipts are not included in verification.
- Symptom: Newly uploaded materials cannot be found. Cause: The data row is in parsed or indexing, data pending indexing does not participate in recall, and you must wait until the index status is indexed.
How to verify the setup
Acceptance for this feature: Upload one material, observe the data row status flow and the coverage scope of the rebuild task, and confirm that the rebuild covers only data whose indexing is complete, while the initial training covers data that is pending indexing and indexing.
Business test: Sample three terms to check whether their wording is consistent throughout, and verify whether the translated names can be traced back to the source text.
- Open the data row to verify the status, confirm it is consistent with the interface display, and verify the file record and the data row separately
- Inspect the data rows covered by the rebuild task, confirm that it covers only data whose indexing is complete, and that the rebuild scope is correct after changing models