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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

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