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What should a reseller confirm before describing this workflow to customers?

This checklist lists the facts a reseller should verify in a sample before writing a listing, so the description matches what the data actually contains.

Before you write a listing or a datasheet, confirm each of these in a sample, not in a brief.

- The case types covered, such as lending, claims or service connections, are named in the manifest. - Each case links to a policy record, and the policy version is stated. - Outcomes distinguish accepted, rejected, missing and unusable documents. - Requests for missing items exist as records, with wording, due point and consequence. - Resubmissions are present, so multi-turn behaviour can be tested. - Exception paths, such as waivers and escalations, appear and are labelled. - The documents are generated text or structured content, and the manifest says whether images or scans are included. - A disclosure and grounding note is supplied, and you have read it.

Treat any item you cannot confirm as out of scope for the listing. It is better to describe a narrower product accurately than a broader one loosely.

Remember that the content is generated, and that generated material still needs inspection for similarity to real records and for anything that looks like a leak of source detail. Do not describe it to your customers as anonymised or compliant by default.

Verify these points in a sample first, and your listing will describe the product accurately instead of promising more than it holds.

Audience:
Licensed resellers
Content type:
Checklist
Buyer question:
What it is and why it matters

Content release: r-a220eb6e099b243b

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