# AI retrieval pilot scoping brief

This worksheet is a proposed scoping aid, not a contract. Leave answers blank until the source list, feasibility, price, and acceptance criteria are reviewed with ProxyLane.

## Scoping questions

1. What research or RAG workflow will consume the records?
2. Which source URLs or source categories are in scope?
3. Which geography, language, or jurisdiction filters apply?
4. Which fields are required in every accepted record?
5. Which fields are optional, and what should happen when they are missing?
6. How should `source_url`, `retrieved_at`, `text`, `content_hash`, and `fetch_status` be represented?
7. What refresh interval is needed, and how should page publication dates be stored separately from fetch dates?
8. What output format should the pilot use: JSON, CSV, or another agreed format?
9. What expected record volume should be used for feasibility and pricing?
10. Which cases require human review: failed pages, changed content, ambiguous text, unknown status, or other cases?
11. What acceptance rules determine accepted, review, failed, and unknown outcomes?
12. What sample size and review process will confirm the pilot output?
13. Which result would justify extending the work into a paid workflow?

## Acceptance worksheet

| Item | Agreed value | Evidence to review |
| --- | --- | --- |
| Source list |  |  |
| Geography and language |  |  |
| Required fields |  |  |
| Refresh interval |  |  |
| Output format |  |  |
| Expected volume |  |  |
| Accepted record rule |  |  |
| Review record rule |  |  |
| Failed record rule |  |  |
| Unknown record rule |  |  |
| Human review owner |  |  |
| Pilot output |  |  |
| Extension decision |  |  |

## Proposed output

The pilot output may include a reviewed sample in the agreed schema and an exception log for records that fail or need review. No result, coverage level, benchmark, response time, dataset, SLA, or launch date is filled in by this worksheet.

To request review, prepare an email draft to `hello@proxylane.dev` with the subject `AI retrieval pilot scoping request`. Include the vertical, source list, required fields, geography, refresh interval, output format, expected volume, and acceptance rules. A human reviews the request before any delivery or purchase terms are agreed.