Case-study evidence worksheet. Leave unknowns blank or explicitly unknown. No customer records are included.
The decision and the source
- Business question and decision:
- Entity / order / document identifier and matching method:
- Source type: internal record / official public reference / authorized company document / counterparty statement:
- Issuer, original source link or document reference:
- Actual access method: manual lookup / supplied document / upload / demonstrated integration:
- Retrieved at, period covered, and last updated:
- Exact field or statement being checked, including its definition:
- Compared internal record and date:
- Confirmed fact and supporting evidence:
- Discrepancy, missing information, or alternative explanation:
- What this source does not establish:
The AI step and the team
- AI extraction, comparison, or preparation actually demonstrated:
- Who checks the answer and how:
- Who can see the information and act on it:
- Correction or exception example:
- Decision taken and result in the working record:
- Next check and accountable role:
Case-study wording
- Proposed claim, scope, and date:
- Status: proposed / observed / attributed experience / measured / unresolved:
- Strongest wording supported by the evidence:
Official registration facts are evidence for the fields checked. Keep any wider commercial, operational, or compliance conclusion separate and supported in its own right.