How can I tell if our approval process suits agent training or evaluation?
A short checklist for judging whether an approval process has enough structure, state and consequence to justify generated training or evaluation material for an agent.
Use this list to judge whether one of your approval processes has enough structure to justify generated training or evaluation material.
- Approval depends on at least two factors, such as amount band and risk category, not a single threshold. - Authority can be delegated with start and end dates, and delegations are recorded where an agent could query them. - Some approvals are barred by conflict rules, such as a requester who also holds approval authority for the same item type. - The agent would act through tools that change downstream state, such as posting a payment or releasing an order. - Escalation paths exist when the first approver is absent, and someone can describe what correct escalation looks like. - Errors carry a measurable cost, such as reversals, audit findings or rework, so evaluation can score consequences. - Exceptions like urgent approvals or verbal pre-clearance occur often enough to need explicit test cases. - Your team can name who would judge a correct outcome, since graders need a defined approver and expected decision.
Processes with layered limits, time-bound delegations and costly errors give agent evaluation something concrete to score and a clear reason to invest.
- Audience:
- Agent developers
- Content type:
- Checklist
- Buyer question:
- What it is and why it matters
Content release: r-a220eb6e099b243b
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