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Can a task pack include policy changes during a handover?

Generated policy versions can make the applicable transfer rule depend on an explicit business event rather than the newest document.

**Can generated handover tasks include changing policies?**

Yes. A task pack could contain multiple generated policy versions, their effective dates and a rule defining which version applies to a case. The important feature is the applicability rule, not simply the presence of older and newer documents.

**What could that rule look like?**

In utilities administration, a connection request may retain the evidence requirements in force when the application was accepted. A later transfer to field scheduling does not necessarily move it onto the newest requirements. Another policy could explicitly apply new requirements to all work that has not yet been scheduled.

**What should the generated material include?**

Ask for the acceptance event, scheduling state, policy identifiers and the text that defines the transition rule. Include cases on either side of the relevant boundary, with expected policy selection available to the evaluator.

This allows evaluation teams to distinguish a policy reasoning error from a missing-context problem. An agent should justify the selected version using the specified trigger. Choosing the most recent document by default should succeed only when the generated rule supports that choice.

Test policy selection using effective dates and applicability rules.

Audience:
Evaluation teams
Content type:
FAQ
Buyer question:
What can be generated

Content release: r-a220eb6e099b243b

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