What this category's data looks like
Student awards, grants, loans, and hardship determination involve three types of materials: family economic hardship determination forms, scholarship and grant application forms, and loan receipts. Fields include name, student ID, department, grade, determination tier, amount, date, and signature fields. Determination forms are filled out and signed by the review panel, application forms are submitted by students and reviewed by counselors, and loan receipts are returned by the handling bank or the financial aid center. Materials enter the knowledge base in parallel as scanned copies and structured tables, updated by academic year and batch, and the same record often appears repeatedly across different materials. After entering this function, the determination form takes on the role of hardship level and review basis, the application form takes on the role of application intent and amount, and the loan receipt takes on the role of disbursement and receipt voucher. The three serve as mutual references for comparing whether fields, dates, and signatures are consistent.
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 entry containing the original text snippet and source identifier, and the length can be 0. The handover-ready deployment status and operation records are completed by subsequent AI nodes, code nodes, or manual work; the citation array itself is not a discrepancy list, ledger, or report.
| Object | Check | Verification action |
|---|---|---|
| Family economic hardship determination form | Whether name, student ID, determination tier, review date, and signature field are complete, and whether the name and date of the same record match the application form | Retrieve the original paragraph of the determination form, compare fields and signatures item by item, and record missing items |
| Scholarship and grant application form | Whether the application amount, academic year, department, and determination form tier are consistent, and whether signatures and review comments are complete | Compare the application form with the determination form, verify the amount and date, and mark inconsistencies |
| Loan receipt | Whether the receipt number, disbursement amount, and receipt date are consistent with the application form amount, and whether the receipt is missing | Open the receipt source document, verify the number and amount, and confirm whether the receipt is synchronized with the batch |
| Citation content output | The number of returned entries matches the matched materials; empty is also normal; the array length in responseData (non-streaming module results returned with detailed output enabled) is recorded separately | Run a test with a question that has no matching materials, see that the output is empty while the chain continues, and verify the quoteList and quoteMaxToken budget |
Three common errors
- Phenomenon: The same student's name or student ID is written differently in the determination form and application form, and the dates differ by several days. Cause: The two materials were filled out at different stages and were stored without cross-checking.
- Phenomenon: The loan receipt was not synchronized with the new batch, and the citation still points to the old version of the receipt. Cause: After the version update, the knowledge base was not re-associated, and retrieval hit the old document.
- Phenomenon: The application form lacks the counselor's signature or the receipt lacks the handling seal, yet the cited snippet is still treated as valid evidence. Cause: Signature and receipt completeness were not checked before storage.
How to verify the setup
This function's acceptance: ask a question with original-text evidence and check whether the citation array and footnote markers can point back to the original paragraph; then ask a question with no matching materials, confirm the array is empty while the chain completes, and verify responseData, quoteList, and quoteMaxToken.
Business test: check item by item once according to the handover sheet, see which record is missing, confirm that the version, connection, and task record are consistent, then hand over to operations or the next shift.
- Turn on the conversation citation footnote markers and check against the source documents whether each citation can point back to the original paragraph
- Open the search parameter panel and verify the values item by item, and confirm that the selected knowledge base uses the same vector model