Can a release include policies and delegations, not just records?
Yes, a release can include booking rules, delegations, exception procedures and handover requirements linked to the records they govern, so graders can test rule-following as well as accuracy.
**Yes. A release can include the rules that govern the records, and these often matter more than the records themselves.**
Policy material a release could contain:
- booking rules stating which conditions must be met before drawdown - delegations stating who may approve a rate override or a late document - exception procedures for amended approvals and split drawdowns - handover requirements for what servicing needs on day one
Each policy item can be linked to the records it governs, for example a `rule_id` referenced from a `booking_event` row, so a grader can tell whether a status change was permitted.
Why this matters to your customers: an agent that only sees records learns patterns. An agent that sees the rule and the record can be tested on whether it applied the rule. That is a different and more useful evaluation.
Limits to state in your listing: policies are generated, written for a plausible organisation such as Aster Financial, and are not any lender's actual policy. A buyer should not treat them as a compliance reference or as regulatory advice. Ask in the pilot which policy domains are included and how detailed they are.
Linked policy material lets your customers test whether an agent applied a rule, which is a more useful evaluation than pattern matching on records.
- Audience:
- Licensed resellers
- Content type:
- FAQ
- Buyer question:
- What can be generated
Content release: r-a220eb6e099b243b
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