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Insights / Partner perspectives

Questions worth testing.

Three practical considerations for teams evaluating AI in an operating economy.

Evaluation design

Choose the decision before the metric.

A first evaluation should resolve a question: can this agent complete a bounded task reliably enough to justify a next step? Agree the baseline, acceptable errors and human-intervention threshold before testing. A successful run is useful only if the conditions and limitations are recorded.

Data and context

A long history is not one uniform dataset.

The financial record begins in 2002. Many detailed activity records begin in 2023. Match the research question to the available period, granularity and quality. Establish permitted joins and access before interpreting correlations as effects.

Persistent systems

The engine changes. The obligations persist.

In a persistent economy, accounts and holdings matter beyond a single client generation. Engine continuity demonstrates operating experience. For an AI evaluation, the practical question is how to bound change while protecting the participants who already depend on the system.

Read the AI evaluation brief