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What checks should a buyer run on a sample before adopting a release?

A checklist of seven checks covering referential integrity, status history, derived fields, answerability, reviewer agreement, baselines and disclosure review.

Run these checks on a sample before you commit to a larger release; each can be scripted or reviewed by hand.

- **Referential integrity.** Every offer, facility, party link and security record points to an existing parent, with no orphans. - **Status history.** Only legal transitions appear, and each hold or release carries a reason code and a role. - **Derived fields.** Schedules, fees and limits recompute correctly from the stated terms. - **Answerability.** Each defect in an exception case can be found using only the records and policy supplied. - **Single defensible outcome.** Two independent reviewers reach the same expected result when reading the same cases. - **Baselines.** A scripted agent and a weak model score low on exception cases, and a careful run scores higher. - **Disclosure review.** Names, entities and document wording are checked for resemblance to real organisations.

These checks can be scripted or reviewed by hand on a small sample, and they expose most structural problems before a larger release is licensed.

Audience:
Model labs
Content type:
Checklist
Buyer question:
How to evaluate it

Content release: r-a220eb6e099b243b

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