What this category's data looks like
This page is for the enterprise sales product training category, covering three types of materials: product manuals, pitch materials, and channel training schedules. The material sources are version releases and channel updates, and the update cadence follows product iterations and schedule planning. Field characteristics include material name, quantity, date, and signature. When entering the deployment, operations, and application handover function, product manuals take on the role of version and feature descriptions, pitch materials take on the role of external messaging and scenario responses, and channel training schedules take on the role of scheduling and personnel coverage. During handover, the three types of materials need to be aligned item by item with deployment status and operation records, to avoid the same record having mismatched names, quantities, or dates across two materials, or versions not being synchronized, or missing signatures and receipts.
Configuration and implementation checks
This step is determined by the connection configuration of the deployment environment (server side), not by the capability execution of a model node, and outputs whether the connection is available (service startup result and connection logs). The deployable handover deployment status and operation records are then completed by the deployment handover and subsequent business processing. The connection address is configured via environment variables, and the main business database, log database, cache, and vector database can point to different instances respectively.
| Object | Check | Verification action |
|---|---|---|
| Product manual | Fields, date, and signature are complete, and the version is consistent with the deployment description | Check the selected vector database and address against the deployment description, and inspect the manual version number and signature field |
| Pitch materials | Name, quantity, and date are consistent with the product manual, with no unsynchronized version | Extract the name and date of the same record in both materials and compare them item by item |
| Channel training schedule | Schedule, personnel, and receipts are complete, and the date corresponds to the pitch version | Check the schedule date against the pitch version, and inspect whether signatures or receipts are missing |
| Main business database connection variable | Points to the main business database actually in use and can connect | In the deployment environment, check that the variable value matches the database address, and inspect the MONGODB_URI startup log |
Three common errors
- Symptom: The same record in the product manual and pitch materials has mismatched name, quantity, or date. Cause: The two materials have different update cadences and were not checked against the same version.
- Symptom: The channel training schedule version is not synchronized, and the schedule still points to the old pitch. Cause: The schedule update and pitch release were not version-aligned.
- Symptom: The handover form is missing signatures or receipts, and the deployment status cannot be confirmed. Cause: The handover step did not check records item by item and retain receipts.
How to verify the setup
This feature acceptance: connect once to the main business database, log database, cache, and vector database item by item, check the connection results in the startup logs, and verify that the values of MONGODB_URI, REDIS_URL, and PG_URL match the database addresses.
Business test: check once item by item according to the handover form, see which record is missing, and confirm that version, connection, and task records are consistent.
- In the deployment environment, verify that the connection variable values for the main business database, log database, cache, and vector database match the database addresses.
- Check the fields, dates, and signatures of the product manual, pitch materials, and channel training schedule item by item according to the handover form, and record missing items.