What this category's data looks like
In the enrollment consultation conversion scenario at training institutions, the materials entering the deployment, operations, and application handover stage include enrollment brochures, consultation records, trial class schedules, and handover-ready deployment status and operation records. Enrollment brochures provide course names, class types, start dates, fee definitions, and signature fields; consultation records carry visit dates, consultants, intention levels, receipts, and follow-up signatures; trial class schedules record trial times, instructors, sign-ins, and confirmation signatures. In the knowledge base retrieval node, these materials serve as citation sources, each taking on the role of field comparison and traceability. In terms of update cadence, brochures are published by class term, consultation records are handed over by class session, trial class schedules are arranged weekly, and deployment status and operation records roll by duty cycle. Field characteristics concentrate on four categories: names, quantities, dates, and signatures. The same record often shows mismatched names, quantities, and dates across two materials, versions not synchronized, and missing signatures or receipts.
Configuration and implementation checks
This step is executed by the citation output of the knowledge base retrieval node, which outputs an array of citation content, each item containing an original text snippet and a source identifier, and the length can be 0. The handover-ready deployment status and operation records are completed subsequently by AI nodes, code nodes, or manual work.
| Object | Check | Verification action |
|---|---|---|
| Enrollment brochure | Whether the course name, class type, start date, and signature field are consistent with the consultation record | Retrieve the brochure and consultation record, compare names, quantities, dates, and signatures item by item, and separately flag missing signatures or receipts |
| Consultation record | Whether the visit date, intention level, receipt, and follow-up signature align with the trial class schedule | Open the dialogue citation marker, compare against the source document, and check whether the citation snippet in responseData (non-streaming module results returned with detailed output enabled) can point back to the original paragraph |
| Trial class schedule | Whether the trial time, instructor, sign-in, and confirmation signature are synchronized with the deployment status record | Open the search parameter panel and check item by item, verify the values of quoteList and quoteMaxToken, and record the array length separately |
| Deployment status and operation records | Whether version, connection, and task records are consistent, and whether they can be checked item by item against the handover form | Run a test with a question that has no matching material, see that the output is empty while the chain continues, then check item by item against the handover form once |
Three common errors
- Symptom: The name, quantity, and date of the same record do not match between the enrollment brochure and the consultation record. Cause: The two materials are updated separately, and names, quantities, dates, and signatures are not checked item by item against the handover form.
- Symptom: The trial class schedule and deployment status record versions are not synchronized, and signatures or receipts are missing at handover. Cause: The update cadences differ, the arrangement cycle and duty cycle are offset, and no receipt is kept.
- Symptom: There is no citation marker in the answer, or the citation snippet does not match the original text. Cause: First check whether this round hit and which material was hit, then look at trimming, and do not directly attribute it to length trimming.
How to verify the setup
Acceptance for this feature: ask a question with original-text support and check whether the citation array and markers can point back to the original text; then ask a question with no matching material, confirm the array is empty while the chain runs through, and record the array length and the quoteMaxToken budget.
Business test: check item by item against the handover form once, see which record is missing, and check whether version, connection, and task records are consistent.
- In the node, check the selected collections and their vector models, and confirm that the selected knowledge bases use the same vector model.
- In the dialogue, open the citation markers, compare against the source documents, and check that each citation can point back to the original paragraph.