Which record types should I request for an approval-authority task pack?

Use this checklist when drafting a request, so every task can be graded from the records supplied.

- **Authority matrix:** roles, limit types, values, measurement basis and effective dates. - **Delegation and acting records:** grantor, grantee, scope, start, end and any revocation event. - **Request records:** requester role, amount, category, risk flag, supporting evidence and decision date. - **Routing history:** prior approvals, returns, comments and escalations with timestamps. - **Policy text:** written rules that agree with the structured limits, plus any intended ambiguities. - **Gold outcomes:** permitted decisions per task, valid approver roles and rationale tags. - **Condition tags:** labels such as boundary-amount, expired-grant or linked-requests for per-condition reporting. - **Organisation structure:** reporting lines at role level so escalation targets can be resolved.

Not every pack needs every item. A question-and-answer task pack may fold delegation facts into the prompt, whereas a simulated environment stores them in tables the agent queries through tools.

The records are generated to fit the brief. Ask how the sample was grounded, check that the policy text and the structured limits agree, and review the output for disclosure risk before deciding on a larger scope.