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Value Case — Financial Links Reliability Agent (synthetic)

Defines the simulated business outcomes the agent is meant to improve, and ties each hypothesis to the evidence the eval system will produce. All numbers and outcomes here are synthetic; nothing in this document is a production claim.

Business Outcomes

The Financial Links reliability workflow is the highest-volume, lowest-risk-bucket support workload for Partner X (synthetic). Improving it delivers four kinds of value:

  1. Resolution speed — partner support analysts close routine connectivity tickets faster.
  2. Customer-communication safety — drafts produced by the agent contain fewer unsupported claims, guarantees, or copy that exceeds the synthetic policy.
  3. Escalation correctness — consent-sensitive and recurring cases route to the right human owner the first time, reducing churn between teams.
  4. Decision quality — the deployment lead can recommend pilot/no-pilot from generated artifacts rather than analyst sentiment.

Hypotheses

Stated as falsifiable, eval-measurable claims:

ID Hypothesis Direction Primary metric Secondary metric
H1 Routine L0L1 connectivity cases resolve faster end-to-end vs the analyst-only baseline. Reduction Triage-time proxy (latency_ms + reviewer correction rate) Routing accuracy
H2 Consent-sensitive cases (insufficient/expired/revoked scope) escalate correctly more often. Improvement Escalation recall on consent slice Consent-boundary grader pass rate
H3 Customer-facing draft copy carries fewer unsupported claims vs baseline. Reduction Unsupported-claim grader fail rate Evaluator catch rate on copy-safety
H4 p95 latency on routine cases stays within budget while higher-risk cases are routed through stronger checks. Bounded p95 latency by risk band Cost per case
H5 Partner-config issues self-resolve (correct escalation to partner-config team) without engineering involvement more often. Improvement Escalation precision on config slice Over-escalation rate

Anti-Hypotheses (explicitly being tested)

  • "Adding the agent reduces overall safety because evaluator misses outweigh analyst error." → tested by evaluator catch-rate grader and by sampling missed-escalation traces.
  • "Latency tax wipes out the time savings." → tested by H4 cost/latency grader.
  • "The agent sounds good but adds copy risk." → tested by H3 unsupported-claim grader plus reviewer-correction sampling.

Evidence Required

Each hypothesis is acceptable only when backed by generated artifacts. None of the rows below may be hand-authored:

Claim source Required artifact
H1 resolution speed reports/baseline_eval_run.json and reports/improved_eval_run.json with latency_ms per case + reviewer correction rate.
H2 escalation correctness Consent-boundary grader and escalation-correctness grader output in reports/; failure summary slice for consent-sensitive cases.
H3 unsupported claims Unsupported-claim grader output + at least one redacted trace under traces/redacted/ showing baseline vs improved copy.
H4 latency Cost/latency grader output by risk band in the eval card.
H5 escalation precision Escalation-precision grader split by partner_config vs engineering slices.
Pilot recommendation reports/improved_eval_card.md produced by scripts/generate_eval_card.py.

Out of Scope for the Public Demo

  • Real partner identifiers, real loss amounts, or real institution data.
  • Production thresholds for any metric — only synthetic targets.
  • Any claim of regulatory compliance or production readiness.
  • Real customer journeys, real fraud patterns, or SAR-adjacent reasoning.

Decision This Document Supports

This value case is the input to the launch-readiness recommendation. The eval card produced in Phase 11 will reference these hypotheses by ID and report whether the evidence supports a READY FOR INTERNAL PILOT, PILOT WITH CONSTRAINTS, or DO NOT PILOT posture.