What this category's data looks like
This page addresses the enrollment consultation conversion scenario at training institutions, and the materials come from three categories: enrollment brochures, consultation records, and trial class schedules. Enrollment brochures provide course names, class types, start dates, and fee definitions, and serve as the draft basis for consultation replies; consultation records carry the date, receptionist, intent level, and signature of each communication, and serve as evidence of the conversion process; trial class schedules record the trial time, instructor, attendance confirmation, and receipt. The three material categories are updated by batch: brochures change with class terms, consultation records are registered daily, and trial schedules are arranged weekly. Field characteristics are concentrated in four categories: names, quantities, dates, and signatures. For the same student, the class type name, number of class hours, and start date often differ across the two materials. When the materials enter the conversation logs and auditing feature, brochures and trial schedules are cited as the basis for replies, while consultation records are retained as conversation evidence. The three have different roles and cannot substitute for one another.
Configuration and implementation checks
This step is performed by the conversation record interface (by application and session dimension), which outputs the session message list and total record count, including role and citation information. "Handover-ready deployment status and operation records" are then completed manually or by an external system. The interface only retrieves conversation evidence and does not write business ledgers; the number of messages and the number of sessions are not the same quantity.
| Object | Check | Verification action |
|---|---|---|
| Enrollment brochure | Course names, class types, start dates, and fee definitions match between the brochure and the consultation records | Take one brochure and the corresponding consultation records, compare names, quantities, and dates item by item, and check whether signatures and receipts are complete |
| Consultation records | The reception date, intent level, and signature for the same student are consistent across the two materials | Pull the session records by chatId, check role alternation and citation information, and then compare item by item with the paper registration |
| Trial class schedule | Trial time, instructor, and attendance confirmation are consistent between the schedule and the receipt | Open one record and check the citation and duration fields, confirming that dataId and value can locate the specific message |
| Deployment status and operation records | Version, connection, and task records are consistent across all three | Page through by total record count to retrieve all records, sample one record to check role, citation information, and time, with response code of 200 and total record count as total |
Three common errors
- Symptom: For the same student, the class type name and number of class hours do not match between the consultation records and the trial class schedule. Cause: The two materials are registered separately and were not reviewed against the same definition.
- Symptom: The brochure has been updated to a new class term, but the consultation records still cite the old date and old fee. Cause: The version was not synchronized, so the basis for replies and the registration draft are not from the same source.
- Symptom: The trial class schedule has an attendance record, but the receipt column lacks a signature. Cause: During handover, only the roster was checked, and signatures and receipts were not verified item by item.
How to verify the setup
Feature acceptance: Page through by total record count to retrieve all records, sample one record to check role, citation information, and time, confirm that the status code is 200 and the total record count is total, and verify that _id, dataId and value can locate the record.
Business test: Check item by item against the handover form once, and see which record item is missing.
- Pull two pages by application and session identifier, compare whether the offset advances with the retrieved records and covers the total, and confirm that the two role types, question and answer, appear alternately.
- Open one record to check the citation and duration fields, then compare item by item with the names, quantities, dates, and signatures in the enrollment brochure, consultation records, and trial class schedule.