What the documents look like
Channel receivables collection happens after credit sales. The work centres on credit granting and cash recovery rather than on matching buyers with sellers. The main data sources are the finance system, bank receipts, dealer orders and sales contracts. The documents handled day to day are the receivables ageing table, the collection letter, the credit agreement and the shipment freeze notice. For store service and internal training, these materials are delivered to store staff or internal trainees through a share link, so identity verification, conversation record boundaries and usage limits directly affect whether a handover can be checked.
The category is marked as broadly accurate rather than confirmed. Data updates weekly or monthly. The three most time-consuming steps are analysing ageing, communicating a repayment plan, and freezing shipments beyond the credit limit. The consequence of error is bad debt, channel supply interruption, or a hit to sales targets.
Constraints at the shared access step
The no-login window is created from the publish channel, and the full link generated by the system is copied for use. The link identifier itself cannot be treated as business authorization. Identity verification is provided only in the commercial edition. FastGPT sends a POST request to the configured root address and decides whether to let the user continue based on whether the returned success is true. The uid must be returned and must be a string that does not contain the characters "|", "/" or "\\" and does not exceed 255 bytes in length; otherwise the error Invalid UID is returned.
The anonymous local identifier depends on the same device and the same browser. Pulling records across devices requires separate identity and session management design. The points cap, expiry time and QPM are usage-range settings for the share entry point, and some parameters are restricted by edition.
Hypothetical drill sample: the source material for checking is the following. "In a certain dealer's receivables ageing table as at 31 March 2025, the balance beyond the credit ageing period of 60 days is RMB 480,000; the credit agreement states that the dealer's credit limit is RMB 400,000; the draft shipment freeze notice states 'shipment is proposed to be suspended from 10 April 2025'." The draft sentence to be judged is: "The dealer has exceeded its credit limit, and the shipment freeze should be executed on 10 April 2025." This draft sentence turns a proposed draft action into an executed action and attaches no approval signature record, so it remains to be verified.
Configuration and implementation checks
The configuration below relates to the sample and lists only settings or implementation check items documented in the official material for this feature and the primary task. Where a number is needed, it is stated as a hypothetical starting point for this drill, with the comparison object named.
| Configuration item | Hypothetical drill starting point | Check method and reason |
|---|---|---|
| Identity verification root address | Fill in the verification root address provided by the store training system | The official material states that only the root address is configured and FastGPT sends a POST to it; without it there is no third-party identity check |
| authToken appended | Append the authToken parameter to the share link | The official material states that FastGPT carries token=[authToken] in the body of the authentication interface |
| uid returned | The verification interface returns a uid | The official material requires uid to be returned and to meet the character and 255-byte limits, otherwise Invalid UID is returned |
| Expiry time | Set to the end date of this training cycle | The official material states the link cannot be used after that time; compare against the training schedule |
| QPM | Set to 10 per user per minute | The official material states QPM is the maximum number of visits per user per minute; 10 is only a hypothetical starting point for this drill, compared against observed store concurrent access |
| Points cap | Set to a hypothetical amount for this drill | The official material states this is the maximum billing data produced by the link; compare against actual consumption during the training period |
Three common errors
- Treating the share link identifier as business authorization. Error symptom: assuming that holding the link means the shipment freeze can be executed. The check input is the link and the draft freeze notice; the comparison is whether an approval signature record exists; the observable result is that the link exists while the authorization state remains to be verified.
- Treating a proposed draft action as an executed action. Error symptom: the draft sentence reads "the shipment freeze should be executed on 10 April 2025". The check input is the draft text and the approval record; the comparison is the proposed execution date against the signed date; the observable result is that the draft date exists while the signature record is missing.
- Treating the anonymous local identifier as a cross-device identity. Error symptom: assuming the same uid can pull the same conversation records on different devices. The check input is device and browser information; the comparison is against the official statement of the same-device, same-browser condition; the observable result is that the record boundary is not satisfied in the cross-device scenario.
How to verify the setup
- Identity verification check: input the authToken from the hypothetical sample and the response from the verification interface; compare whether
successistrueand whether the uid meets the character and 255-byte limits; the observable result is that the check passes when success is true and the uid is compliant, and otherwise an identity error orInvalid UIDis prompted. - Draft sentence judgement: input the draft sentence "The dealer has exceeded its credit limit, and the shipment freeze should be executed on 10 April 2025"; compare the draft text against the signature record; the observable result is that when the signature record is missing, the judgement is "to be verified" and not "executed".
- Conversation record boundary check: input two access scenarios, same device and same browser, and cross-device; compare against the local identifier condition stated in the official material; the observable result is that records can be pulled on the same device and same browser, while records are missing in the cross-device scenario, so identity and session management need separate design.