What evaluation hooks and scoring functions could an allocation task pack expose?
A task pack can expose task records, separate labels and named scorers, while an environment adds reset and state export, so buyers can reproduce scores and replay failures.
A task pack for allocation can expose scoring as a function you call, so your customers get the same result you did.
A task record could contain:
- `task_id` and `task_type` (for example single match, split across invoices, hold for review) - `input_refs`: identifiers of the payment, remittance and candidate obligations visible to the system - `policy_ids`: policies the system may cite - `expected`: held in a separate labels file, as lines of `obligation_id` and `amount_applied`, or a hold with a reason code - `scorer`: the name of the scoring function
Useful scoring hooks:
- **Exact allocation:** the set of obligation and amount pairs matches. - **Amount tolerance:** differences within a stated policy tolerance are accepted. - **Hold correctness:** the system holds when it should and not otherwise. - **Policy citation:** the cited policy matches the one that applied. - **Harm check:** any allocation that clears the wrong party's obligation is flagged separately from a near miss.
For simulated environments, ask for `reset(seed)` to restore payments, obligations and balances to the starting state, plus `get_state()` for comparing end state to the expected one. Tool actions might include `search_open_items`, `view_remittance`, `apply_payment` and `escalate`. Record each call in a trace file so failures can be replayed.
Confirm the hook names and return formats during a pilot, then pin them to the release version.
Ask for named scorers, a reset call and trace logs, so customers can reproduce your scores and replay any failure.
- Audience:
- Licensed resellers
- Content type:
- Integration
- Buyer question:
- How to evaluate it
Content release: r-a220eb6e099b243b
Related questions
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- Which failure modes should I test for in a payment matching agent?
- How would an evaluation score an agent on a hospital insurer remittance?
- What reset, logging and grading hooks should an evaluation environment expose?
- How should scoring handle cases where several allocations are defensible?
- How do I check generated data for grounding and disclosure risk?