What should I specify when requesting generated conditional-approval material?
A checklist of the choices that shape a release: record families, condition types and states, policy form, free text, exception mix, ground truth and format.
When you ask for generated material, name each of the following so the release matches your agent's job and you can judge the sample quickly.
- The record families you need: decisions, conditions, evidence, amendments, work items and audit events, with the links between them. - The condition types in scope, such as documents, inspections, payments, sign-offs by another role or time-based holds. - The condition states you want represented, including open, satisfied, waived, referred, rejected and lapsed. - The policy form: structured rules, plain-text documents, or both, including who may waive which condition. - The unstructured material to include, such as case notes, handover messages and correspondence about conditions. - The exception mix, including partial evidence, wrong-record evidence and conditions satisfied out of order. - The ground truth you want attached to each task: correct next action, forbidden actions and a reason code. - The output format and identifier style, so records load into your pipeline without remapping.
Naming these choices up front makes the first sample far more likely to match what your agent actually needs to practise.
- Audience:
- Agent developers
- Content type:
- Checklist
- Buyer question:
- What can be generated
Content release: r-a220eb6e099b243b
Related questions
- Can generated data include amendments, waivers, lapses and free-text notes?
- What records, relationships and policies can be generated for conditional approvals?
- How could a generated release be laid out in files, and what does a task record contain?
- What does a generated task look like for a utility connection with site conditions?
- What environment state should I specify before asking for generated material?
- What would a generated insurance task with a pending inspection condition contain?