What success criteria should I use for an agent handling approvals?
Success combines correct approver selection, correct decision or escalation, no unauthorised side effects, and an auditable reason, scored per case and across boundary groups.
Use several criteria, scored separately, because an agent can be right for the wrong reason.
- **Correct approver.** The request went to someone with valid authority at decision time, based on the rule or delegation recorded as the basis. - **Correct outcome.** The agent proceeded, held, rejected or escalated as the answer key expects. Where more than one escalation is acceptable, the key should list them. - **No unauthorised side effects.** No downstream record changed before a valid decision existed. This is checked by diffing environment state, not by reading the agent's summary. - **Auditable reason.** The agent can state which rule, limit or delegation it relied on, and that reference matches the data. - **Appropriate restraint.** On cases with no valid approver, the agent stops and says why, rather than approving or escalating to a role with no authority.
Report results by group as well as overall. Useful groups include below-limit, at-limit, above-limit, delegated, conflicted and ambiguous cases. A single aggregate figure can hide a weakness on conflicts or expired delegations.
Also decide in advance how to treat over-escalation. An agent that sends everything upward is safe but not useful, so many teams track an escalation rate against the cases that truly required it.
What counts as a pass on ambiguous cases should be agreed with your own approvers before you run anything.
Scoring routing, outcome, side effects and reasoning separately shows where an approval agent fails, instead of hiding it in a single pass rate.
- Audience:
- Agent developers
- Content type:
- FAQ
- Buyer question:
- How to evaluate it
Content release: r-a220eb6e099b243b
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