What should I ask for in a first sample of authority-dependent tasks?
A checklist of requests to make for a first sample so it can be inspected quickly: schema, conditions, gold outcomes, documentation and a reproducible way to check them.
Frame your sample request around what you need to inspect, so the review takes hours instead of weeks of back-and-forth.
- **One domain, stated up front:** for example refunds, claims payments or purchase orders. - **Schema documentation:** field definitions, keys and date semantics for each file. - **Named conditions:** boundary amounts, linked requests, expired or revoked grants and conflicts, each tagged. - **Gold outcomes with alternatives:** permitted decisions, valid approvers and short rationales. - **Policy text matched to limits:** written rules that agree with the structured authority records. - **A small number of deliberate ambiguities:** clearly labelled, so you can see how they are handled. - **Your preferred format:** JSONL, Parquet or both, with names aligned to your harness. - **Generation notes:** a plain description of how the material was produced and what it was informed by, so you can assess grounding and disclosure risk.
Also ask what the sample cannot tell you. A small sample shows fit and structure, not how a model performs across a wide range of conditions.
Write your success criteria before the sample arrives. Decide in advance what pass rate on your own checks would lead to a larger scope, and what would lead you to change the brief. Terms, quantities and timing are agreed in scoping.
A well-specified sample request makes the first review fast and shows whether a larger scope is worth pursuing.
- Audience:
- Evaluation teams
- 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 should I ask for in a sample or pilot of approval material?
- What does a scoping session for an approvals pilot produce?