Can a release include booking policies, exceptions and handover notes as well as records?

**Can policies be included?**

Yes. A release can include short policy documents written in the style of an internal procedure, such as when drawdown may be enabled, which conditions can be waived and by which role. Each can be linked to the tasks that depend on it.

**Are exceptions part of the data or only the tasks?**

Both are possible. Exception cases can sit in the dataset as completed examples with a reason code, owner role and resolution, and the same pattern can be used as a task where the agent must produce the exception.

**What about handover notes?**

A release could include notes passed between the credit team, loan operations and servicing, for example a request to confirm a margin or a note that security is awaiting lodgement. These test whether an agent can read context that sits outside the structured fields.

**Are the notes drawn from real files?**

No. The output is generated. Its patterns are informed by direct observation of how real businesses operate, but a buyer should check samples for grounding and for any disclosure risk before relying on them.

**Can I choose which of these I receive?**

Yes, scope it in a pilot and ask for the combination that matches your environment.