Evaluation

How to review a grounded answer.

A source is a starting point for review, not the end of it.

01

Read the question and the source together

When an answer cites or traces to a document, start by checking whether that document addresses the question being asked. A relevant topic is not always a sufficient basis for the conclusion. The source may explain a general position while the question asks for a specific exception.

Read the portion that supports the answer and consider its purpose. Is it an approved statement, an example, a forecast, or a working assumption? Is it current for the decision you are making? Does it apply to the organization or department involved?

This does not need to become an elaborate process for every low-impact question. The depth of review should fit the significance of the work. What matters is that the presence of a source does not replace judgment about what that source establishes.

02

Separate what is stated from what is inferred

A helpful answer often combines a source statement with an explanation. Reviewers should be able to distinguish the two. The document might establish a positioning choice, while the response proposes wording that follows from that choice.

The proposed wording still needs review. It may be consistent with the document while unsuitable for a particular audience, or it may introduce a detail that the source does not support. Ask the agent to identify its assumptions when that distinction matters.

An illustrative review request is: “Show what the approved material says, explain what you inferred, and identify what needs confirmation.” This turns the answer into something the reviewer can examine rather than accept as one undifferentiated block of text.

03

Test the missing-information case

A system that answers familiar questions well still needs to handle questions outside its foundation. During an evaluation, include a question whose answer is absent from the approved material. Observe whether the system makes that limitation clear.

The BizAissist common architecture is designed to acknowledge when an answer cannot be grounded in the organization’s material. That behavior is valuable because it shows where the next human or document action is needed. A visible gap can become a request for verification, a new decision, or a scope discussion.

04

Decide what happens after the review

Review is only useful if someone can act on what it reveals. A wrong source, an outdated fact, or a missing decision requires a different next step. Identify who can correct the material and which process the correction belongs to.

Operational facts can follow the governed register under approval. A change to the strategy should go through deliberate review. A question outside the engagement scope may need separate investigation or professional advice.

Your next step

Put the questions to work.

Bring your organization’s questions and sources to a scope discussion.

Discuss your requirements