What this category's data looks like
This page focuses on the research funding budget adjustment and reimbursement category. The materials include three types: budget adjustment applications, reimbursement forms, and contract invoices. Budget adjustment applications record the account, amount, and approval signature; reimbursement forms carry expense details, quantities, and dates; contract invoices provide the transacting parties, amount, and invoicing information. When the materials enter the knowledge base retrieval node, each participates in vector search as an independent source, and the citation output returns the original text and source identifier based on the matched snippet. In terms of update cadence, budget adjustment applications are updated as approvals move through the workflow, reimbursement forms are updated as finance entries are posted, and contract invoices are updated as invoicing and receipts occur. In terms of field characteristics, the three types of materials share the project name, amount, date, and signature field, but the naming conventions and version numbers are often inconsistent. During deployment, operations, and application handover, it is necessary to check item by item against the handover form whether the version, connection, and task record are consistent, ensuring that citations are traceable.
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 containing the original text snippet and source identifier, and the length can be 0. The handover-ready deployment status and operation records must be completed subsequently by AI nodes, code nodes, or manual work.
| Object | Check | Verification action |
|---|---|---|
| Budget adjustment application | Whether the account, amount, date, and approval signature are consistent with the reimbursement form | Open the citation badge in the retrieval node, and check the fields and signature against the original application text |
| Reimbursement form | Whether the expense details, quantities, and dates match the contract invoice | Run a test with a question that has no matching materials, and see whether the output is empty while the chain continues |
| Contract invoice | Whether the transacting parties, amount, invoicing date, and receipt are complete | Open the search parameter panel, and check that quoteMaxToken is consistent with the knowledge base retrieval settings |
| Citation content output | Whether the number of returned entries matches the matched materials; empty is also normal | Record the array length, and separately check the responseData (non-streaming module results returned with detailed output enabled) and quoteList fields of the citation text |
Three common errors
- Symptom: The account name, amount, or date of the same budget adjustment do not match between the application and the reimbursement form. Cause: The two materials are entered separately and are not checked against a unified field convention.
- Symptom: The contract invoice version is not synchronized, and the old invoice version is still matched by retrieval. Cause: After uploading an update, the version number and task record are not checked, and the connection status is not synchronized.
- Symptom: The reimbursement form lacks an approval signature or invoice receipt. Cause: During handover, only the amount and date were checked, and the signature field and receipt attachment were not checked item by item.
How to verify the setup
Acceptance for this feature: ask a budget adjustment question that has supporting original text, and check whether the citation array and badge can point back to the original paragraph; then ask a question with no matching materials, and confirm that the array is empty while the chain runs through.
Business test: check item by item once against the handover form, see which record is missing, and focus on checking whether the version, connection, and task record are consistent.
- Open the citation badge in the conversation, and check against the source document whether each citation can point back to the original paragraph.
- Run a test with a question that has no matching materials, confirm that the output is empty while the chain continues, and record the array length.