What should a reseller ask for in a sample or pilot?

Put these items in your pilot request so that nothing important is left to a later round.

- A sample covering one or two named case types, with the full set of linked records. - The schema file and a manifest stating the release version and generation settings. - A statement of how the content was generated and what filtering was applied to identifiers. - A defect mix you specify, such as more near-miss documents and fewer obvious gaps. - Reference scoring logic or hooks, so you can reproduce evaluation results. - If relevant, an environment with a reset call and a seeded snapshot. - Draft terms on sublicensing, restrictions passed on to customers and update handling. - A named contact for questions raised by your acceptance checks.

Agree your pass criteria before the sample arrives, and write them down.

Keep the pilot small. A sample that is easy to read in full will reveal more problems than a large one you can only skim.

The output is generated, so include a grounding and disclosure review as a step in the plan, and keep a record of what was checked and by whom.