What should a generated intake release specify?
A checklist of elements to confirm before accepting a release, from case types and exception classes through to expected outcomes and starting environment state.
When you ask for a generated release, confirm that each of these elements is defined so the material can be used for agent work.
- Case types and channels covered, such as claim lodgement by portal and by email. - Party records with deliberate partial matches, not only exact matches or clean misses. - Document types with attributes an agent must check: legibility, expiry, issuer and the party named. - Completeness and routing policies with identifiers the agent can cite. - Exception classes: duplicates, amendments, withdrawals, conflicting fields and wrong-case attachments. - Handover notes between roles, written with the gaps and shorthand staff actually use. - An expected outcome per case: status, queue, reason codes and message type. - Environment state at the start of each task, including what is already open for the same party.
A release that lacks expected outcomes can still support training data work, but it cannot support automatic grading. Ask which items are included in a sample before agreeing a larger scope.
Confirming these elements up front shows whether the material supports automatic grading or only training data work.
- Audience:
- Agent developers
- Content type:
- Checklist
- Buyer question:
- What can be generated
Content release: r-a220eb6e099b243b
Related questions
- How would a task pack encode a duplicate connection request?
- What formats and keys can a generated intake release use?
- Can a task pack include policies and environment state as well as records?
- What records can MirrorFirm generate for an intake workflow?
- What could MirrorFirm generate for an intake environment?
- Can a release include policies, multiple snapshots and deliberately messy submissions?