What record types and links does an agent meet in a conditional approval process?
The workflow usually spans decision, condition, evidence and downstream work item records, tied together by identifiers that let an agent decide whether a step may run.
In most businesses the workflow spreads across three record types, and an agent's tools usually touch all of them.
- **Decision record:** an identifier such as APP-2187, a decision status, decision date, approver role, expiry date and a version number. - **Condition records:** one row per condition, linked to the decision by `decision_id`, with `condition_type`, `owner_role`, `due_date`, `state` and `waiver_reason` when relevant. - **Evidence records:** documents, notes or system events linked by `condition_id`, with `received_at`, `source_channel` and a review outcome.
A fourth set, downstream work items such as a settlement task or dispatch order, carries a `gated_by` reference back to the decision. That link is what lets an agent decide whether a step may run.
A release can supply these as JSONL files, one per record type, with foreign keys stable across files so joins work in any pipeline. Parquet is a reasonable choice when volumes are large and columns are queried analytically.
Agent tools typically map to a small set of actions: `get_decision`, `list_conditions`, `attach_evidence`, `request_review`, `advance_work_item`. The last should reject calls when open conditions remain, so the environment itself tests restraint.
Treat the field names above as a starting pattern. Scope the exact schema against your own systems in a pilot, and check that generated fields behave plausibly against your process before building on them.
Knowing the record shapes and links up front lets you map your own systems to a generated release and check the joins your agent depends on.
- Audience:
- Agent developers
- Content type:
- Integration
- 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?
- How do I tell whether conditional approvals are a meaningful test for my agent?
- 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?