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Which record types should a reseller request in a sufficiency release?

This checklist names the record types and attributes a reseller should ask for so the release supports training, evaluation and customer-side auditing.

Use this list when you specify a release. Each item is something a release can include if it is asked for and scoped.

- Case records with a status history, not just a final status. - Document records with type, period, issue date and defect flags. - Policy rules with versions and the alternatives they accept. - Assessment records with per-document verdicts and cited rule identifiers. - Request records with item lists, wording, response-by point and lapse outcome. - Resubmission records linked to the request they answer. - Exception records, such as waivers and escalations, with the approver role. - A schema file and a manifest stating case types, versions and generation settings.

If budget or time forces a cut, keep policy rules, assessments and requests, and drop the rest first. Without those, the dataset can teach extraction but not judgement.

A note for your own listings: say which of these your product includes and which it does not. Leaving a record type out is fine. Implying it is there is not.

As the content is generated, ask for the grounding and disclosure notes with the schema.

Asking for the full set of linked records up front avoids a thin release that supports only one kind of customer.

Audience:
Licensed resellers
Content type:
Checklist
Buyer question:
What can be generated

Content release: r-a220eb6e099b243b

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