Where does facility recording fit in an agent training pipeline?
An outline of the inputs, tool actions, outputs and export format that let facility recording act as a training or evaluation task for agents.
Facility recording suits agent pipelines because each step has a clear input, a tool action and a checkable output.
**Inputs the agent receives:** approval record, signed offer, customer and entity records, security register entries, and a policy extract on conditions precedent.
**Tool actions a simulated environment can expose:** - `get_approval(app_id)` and `get_offer(offer_id)` - `search_entity(name)` and `link_party(facility_id, party_id, role)` - `create_facility(fields)` and `set_schedule(facility_id, params)` - `attach_security(facility_id, sec_id)` - `place_hold(facility_id, reason_code)` and `release_drawdown(facility_id)` - `raise_query(role, summary, attachments)`
**Outputs.** A final facility state, a schedule, an ordered action log and any queries raised. Trajectories can be exported as JSONL, one line per step, with the observation, the action, and the resulting state hash.
**Where it plugs in.** Use the action log for supervised fine-tuning on expert-style trajectories, the final state for outcome-based reward, and the query log for evaluating escalation. Each case carries a reset seed so the same starting state can be replayed across model versions.
Tool names are a proposed shape; the exact set is agreed during scoping.
Each step has a clear input, tool action and checkable output, so trajectories, outcome rewards and escalation tests can all come from the same cases.
- Audience:
- Model labs
- Content type:
- Integration
- Buyer question:
- What it is and why it matters
Content release: r-a220eb6e099b243b
Related questions
- What is loan booking and why does it matter for testing AI agents?
- How does the booking workflow map onto record links and agent tool actions?
- What does a booking error look like when an agent misses an approval condition?
- What makes recording an approved facility hard for an AI agent?
- Why is this workflow a better test for agents than question answering?
- What does booking an approved facility involve in a real lender?