How do I tell whether conditional approvals are a meaningful test for my agent?
A short checklist of process traits that make conditional approvals worth testing, covering system boundaries, evidence channels, expiry and the cost of acting too early.
Use this list to decide whether conditional approvals are a meaningful test of your agent, and the more items that apply, the stronger the case.
- Your agent triggers actions in a system that already holds an approval status, such as a loan, claim, order or engagement. - The approval and the follow-up work are handled by different teams or sit in different systems with separate owners. - Evidence for conditions arrives through uploads, email or free-text notes rather than a single structured form. - Conditions can be varied, waived or added after the original decision was recorded, so the terms move over time. - Approvals have an expiry or a review date that the agent must check before it takes the next step. - A wrong early step is costly to reverse, such as releasing funds, dispatching stock or starting billable work. - You need to show a reviewer why the agent held back, not only that it did, so reasons must be recorded. - Your current test cases cover happy paths far more thoroughly than blocked or partially cleared ones.
If several of these traits describe your process, gating behaviour is likely a real risk and deserves dedicated test cases before deployment.
- Audience:
- Agent developers
- Content type:
- Checklist
- Buyer question:
- What it is and why it matters
Content release: r-a220eb6e099b243b
Related questions
- Why can't an agent treat an approved status as permission to proceed?
- What is a conditional approval, and why does it matter for training and testing agents?
- What happens when evidence arrives but the condition it was meant to satisfy is not met?
- What record types and links does an agent meet in a conditional approval process?
- What is an approval with conditions, and why does it matter for training agents?
- How do conditions map onto record types and links in an environment?