What can a generated schedule dataset or environment contain?
An overview of the records, relationships, policies and tasks that a generated dataset, task pack or simulated environment could include for schedule creation and adjustment.
A release for this workflow can be shaped as a dataset, a task and evaluation pack, or a simulated environment. All of it is generated material, informed by how real businesses handle schedules, and none of it is real business records.
**Records**
- accounts or contracts, with product type and terms - schedules and instalment rows, including superseded versions - payments received, missed, reversed and part-paid - payment instructions such as debits, invoices or delivery bookings - cases and requests, with approval state and notes
**Relationships**
- each schedule links to its account, its predecessor and its instruction - each adjustment links to the request, the approver and the policy applied - each reminder links to the schedule version that created it
**Policies**
- limits on deferrals, minimum instalment sizes and cut-off rules - approval thresholds by role - calendar rules for business days and holidays
**Tasks**
- create a schedule from approved terms - apply a customer request - decline a request that breaches policy - repair an inconsistent state
A task pack adds the expected outcome and the checks that prove it. An environment adds tool actions and a reset, so runs are repeatable. Scope the mix in a pilot, since the useful balance depends on whether you are training, evaluating or both.
A release can combine schedules, policies, history and tasks into one linked set, so agents are tested on decisions and not isolated rows.
- Audience:
- Agent developers
- Content type:
- Explanation
- Buyer question:
- What can be generated
Content release: r-a220eb6e099b243b
Related questions
- Can a release include policies, exceptions and refusals, not just records?
- What file layout and keys would a schedule dataset use?
- Which record types should I request in a generated schedule pack?
- What would a simulated utility payment-plan environment hold?
- Which entities should I ask for in a schedule dataset or environment?
- How could schedule records be laid out in JSONL and Parquet files?