What can a generated intake release contain beyond the applications themselves?
A release can include case records, parties, documents, linked prior cases, versioned policies, routing tables, tasks with answer keys and initial environment state.
A generated release for this workflow can contain more than a stack of forms. The useful parts are the things that surround each case.
**Records.** Case records with channel, timestamps and status; party records for applicants, customers or policyholders; and document records with text renditions or structured metadata.
**Relationships.** Links from a case to a party, to its documents, to earlier or related cases, and to amendments. Duplicates and near-duplicates can be planted with known links, so matching can be scored.
**Policies.** Completeness rules by product or case type, routing tables with criteria, and exception rules with the role that may approve them. Policies can carry effective dates so a case lodged before a change is judged by the older version.
**Tasks.** A task pairs a starting case with an instruction and an answer key. Keys can cover the outcome only, or also the expected checks and tool actions.
**Environment state.** Queue contents, a case-status model, an event log and a reset snapshot, for a simulated environment that responds to actions.
All of this is generated. It is informed by direct observation of how real businesses handle intake, but it is not a copy of any organisation's records, and buyers should inspect samples for realism and for any resemblance to real people before relying on them.
The value is in the relationships and rules around each case, since those are what let you test decisions rather than reading.
- Audience:
- Evaluation teams
- Content type:
- Explanation
- Buyer question:
- What can be generated
Content release: r-a220eb6e099b243b
Related questions
- How would a task pack encode a duplicate connection request?
- What should a generated intake release specify?
- 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?