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Which record types should an environment builder ask for in an escalation release?

A checklist of record types and relationships an environment team can request so that escalation episodes can be loaded, run and graded.

Environment teams can use this list when describing what an escalation release should contain.

- **Authority rules** by role, product, amount band and grade, with effective dates so version questions can be tested. - **Cases** with amounts, grades, parties and a full status history, including states beyond the happy path. - **Evidence items** linked to each case, with some deliberately missing or stale. - **Escalation and response records** carrying reason codes, target roles and outcomes such as approve, amend, decline and return. - **Delegation and roster records** showing who is absent and who covers. - **Audit events** with actor, role, action and timestamp, since many graders read these rather than the final case row. - **Related-case links** through shared parties or events, so splitting and aggregation can be detected. - **Task definitions** with a start state, goal, permitted tools and expected end-state checks.

Also ask for a data dictionary and a statement of which fields are generated from rules and which are free text. That makes it easier to see where a grader can rely on structure and where it must interpret prose.

Scope the domain, such as lending, claims or utilities, so field names and policies feel coherent.

Asking for specific tables and links up front prevents a sample that looks rich but cannot drive state changes.

Audience:
Environment builders
Content type:
Checklist
Buyer question:
What can be generated

Content release: r-a220eb6e099b243b

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