What should I ask for in a sample or pilot of approval material?
A checklist of items to request in a first sample or pilot, so you can judge structure, boundaries, answer keys and integration fit without committing to a larger release.
Use this list when asking for a first sample, so the review answers real questions about fit and usability.
- Request one request type with two or three authority tiers, so the whole decision path can be traced by hand. - Ask for authority rules, role holders, delegations and requests as separate linked tables with stable identifiers. - Include cases below, at and just above each limit, plus at least one case driven by a risk flag. - Ask for temporary delegations, absences and conflicts, since these are where agents most often fail. - Request answer keys in a separate file listing valid approvers, expected decisions and acceptable escalations. - Ask for policy wording that sometimes disagrees with the matrix, and for those cases to be labelled. - Specify the format your harness loads, such as JSONL or Parquet, and any tool action definitions you need. - Ask how the structure was derived and what you should inspect for grounding and disclosure risk before wider use.
A well-chosen sample lets your team test the schema, the boundaries and the grading in one pass and decide whether to widen the scope.
- Audience:
- Agent developers
- Content type:
- Checklist
- Buyer question:
- Scope and getting started
Content release: r-a220eb6e099b243b
Related questions
- How does reviewing a sample change the scope of a freight claims pilot?
- What limits apply when licensing generated approval datasets or environments?
- How do I load a first approval sample into my agent harness?
- How should we scope a first pilot for approval-handling agents?
- What does a scoping session for an approvals pilot produce?
- What licensing questions and limits apply to a generated approval environment?