How should an evaluation team scope its first correction pilot?

Begin with the capability question the pilot should answer. Testing whether an agent can classify correction requests requires a different scope from testing whether it can execute approved adjustments through tools. Define that distinction before requesting generated records or environment behaviour.

Choose a coherent correction family, such as reallocating professional services costs between engagements. Specify which evidence establishes the correct allocation, which role may approve it and whether the agent can post or only prepare a request. State which neighbouring processes, such as supplier settlement or engagement closure, sit outside the pilot.

Ask for a sample that demonstrates the boundary, including a case that belongs inside it and a request that should be routed elsewhere. This reveals whether the task definitions support the intended evaluation question.

Agree how pilot findings will be interpreted. Success within a supplied policy and simplified tool interface does not establish competence across every accounting system or correction category. A useful first step is a short scope brief connecting the target capability, available evidence, permitted actions and decisions the evaluation is expected to inform.