Research with sources
Build a current, traceable brief from an approved source set.
Purpose
Build a current, traceable brief from an approved source set. The workflow is acceptable only while its evidence, permission, review, and stop boundaries remain true.
Prerequisites
- A named owner and reviewer for the research with sources workflow.
- An approved data and tool environment.
- Written acceptance criteria and a representative evaluation set.
- A clear action boundary, including what the system must never do.
Procedure
- Define the question and source quality threshold.
- Retrieve and date evidence.
- Map each material claim to a supporting passage and reviewer.
Evidence and review
For research with sources, keep the source material, proposed output or action preview, validation results, reviewer decision, and final outcome connected. Use sampling only when its rule and escalation threshold are written before use.
Stop and escalation
- Do not fill evidence gaps with plausible language.
- Escalate conflicting authoritative sources.
Stop this research with sources workflow on unexpected sensitive data, conflicting authoritative evidence, permission expansion, repeated failure, or any result that the named reviewer cannot verify. Send the evidence package to the escalation owner instead of continuing with a guess.
