Keep required pilot cases and failed attempts in the file.
A successful demo leaves the acceptance question open. Review the required cases, attempted cases and exclusions before the institution records a decision.
The review question and the inputs.
For a pilot owner or risk officer facing an approval date, including a fintech and its institution partner.
- The pilot purpose, selected workflow and proposed acceptance conditions
- The required case list and declared exclusions
- Redacted attempt records, including the instruction used and reported result
- The roles responsible for business acceptance and risk review
The file your team keeps.
A six-column file of the pilot, evidence and acceptance questions A case register retaining failed attempts and missing cases
Six columns: Use, Where it runs, Data it can touch, Owner, Evidence on hand, Question still open. The institution fills the decision line.
How the pilot acceptance works.
Set the acceptance conditions
Write down the decision the pilot must support, the required cases and the exclusions. Agree those conditions before interpreting the supplied results.
Keep the attempt record intact
Prepare each supplied attempt with its instruction and reported result. A later pass with a different instruction stays beside the earlier failure.
Check the required cases
Compare the attempt register with the required list. Keep a failed attempt or missing case visible instead of counting the case as a pass.
Record the acceptance review
Give the reviewer the cases, exclusions and questions still open. Wait, narrow, or do not buy are valid answers.
Read a short evidence row.
Illustrative inputs, not a client.
| Use | Where it runs | Data it can touch | Owner | Evidence on hand | Question still open |
|---|---|---|---|---|---|
| Pilot of a declared assistant workflow | The declared pilot environment | Redacted test inputs within the agreed data boundary | Institution pilot owner to be named | Supplied attempts, with failed and missing cases kept visible | Which required cases need another attempt before acceptance? |
Decision: ________________________
Who signs off on the file.
The institution's accountable pilot owner records business acceptance with its risk reviewer. A fintech supplies its evidence; the institution owns the acceptance decision.
Two to four weeks. Timing starts when the agreed inputs and review owner are available.
The method and scope.
Fee fixed in writing after one working session.
A review prepares a file. It does not certify compliance, give a legal opinion or connect to a core.
Start with the AI review on the calendar.
Bring the review question, deadline and accountable role. We reply to business inquiries within one business day.
Request a call Email info@llmsquared.com