Requirements and Design Document Drafting for Ad Account Opening Audit: Forms and Interactions

Data for this category comes from several sources: advertising platform backends, the National Enterprise Credit Information Publicity System

What the data for this category looks like

Data for this category comes from several sources: advertising platform backends, the National Enterprise Credit Information Publicity System, customer-submitted opening applications, business licenses, industry qualification materials, and public industry access rules. Data updates occur daily or whenever an opening application is submitted. Core documents include opening application forms, main qualification files, industry access certificates, and audit records. Fields cover main identity information, industry qualification numbers, advertising category scope, and more. There are no unified fixed units. Format requirements match the field type.

What constraints these characteristics impose on forms and interactions

Decentralized data sources require forms to support multi-format file uploads. They also require integration with external business systems for linked interface verification. This avoids duplicate errors from manual data entry. For variable update frequency per application, replace fixed cached verification logic with real-time triggering. This meets the independent verification needs of each application. Multiple types of qualification documents must display input items in stages according to the audit process. This prevents information overload that reduces filling efficiency. Main qualification verification relies on external systems. Integrate external data sources to implement verification, and reserve related configuration interfaces. This ensures the accuracy of verification results. Error consequences directly affect account opening compliance and customer experience. Interactions must add pre-verification and clear error prompt anchoring.

Configuration Settings

Configuration ItemRecommended ApproachRationale
Form input node formInputTest example: Select 3 required inputs from ad account opening audit fields. Actual fields are determined by the taskThis node collects user input. Check interaction status when required items are missing. This prevents subsequent nodes from receiving complete input
User selection node userSelectTest example: Set 2 business options. Check corresponding branches one by oneThis node handles user selection. Queries and filtering of ad account opening audit records must be implemented by subsequent interfaces or external systems
Field passing after submissionTest example: Prepare 10 ad account opening audit input samples. Cover complete filling, missing required items, and cancel operationsCompare input and node output. Verify whether subsequent nodes receive corresponding fields. Result thresholds are determined by actual tasks
External implementation item: File upload limitMust be implemented separately by the external system. Maximum single file size is 10 MB. Support PDF, JPG, PNG formatsMatch the size and format requirements of test qualification files
External implementation item: Verification trigger timingMust be implemented separately by the external system. Implement real-time verification logic triggered by field blur via external business systems or subsequent workflow nodes. Execute after a 300-millisecond delayPrompt errors in line with application progress. Avoid excessive time consumption from batch verification
External implementation item: Error prompt positionMust be implemented separately by the external system. Implement error prompts anchored below the corresponding input field via external business systems or subsequent workflow nodesQuickly locate error positions. Improve correction efficiency

Three Common Mistakes

  • Configuring the formInput node and still having the input box cleared automatically after submission. Verification step: Check whether subsequent workflow nodes or external business systems have configured input content retention logic
  • Selecting configured options one by one in the userSelect node. Verify whether the workflow enters the corresponding branch. The filtering of ad account opening audit records must additionally verify the input, permissions, and return values of the external interface
  • Seeing a size limit exceeded prompt when uploading qualification files. Verification step: Check whether the file upload limit configuration meets requirements. Also check whether the uploaded file’s size and format match the configured specifications

How to Confirm Proper Configuration

  • Open the corresponding form editing page. Manually enter content and then blur the focus. Check whether external business systems or subsequent workflow nodes trigger real-time verification prompts
  • Upload a test file that matches the configured format and size. Check whether the upload process completes normally
  • Call the bound external data source interface. Confirm that returned structured data can be properly loaded and displayed by the userSelect node
  • Submit the form and refresh the page. Check whether entered content is retained by subsequent workflow nodes or external business systems. Confirm that the input content retention logic is active

The values given are common starting points and should be measured against the reader's own samples.

Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-10-19.