SI & DATA

SI agents need explicit permission, tool and handoff boundaries

Define what the agent may know, decide, change and escalate before connecting it to business systems.

8 min guide

Define the decision boundary

State what the system may recommend, decide, change or escalate.

Document sources, freshness, permissions, lineage and quality expectations.

Measure unsupported outputs, edge cases, latency, cost and handoff quality.

Models, prompts, tools, data schemas and policies should change under controlled versions.

Monitoring and review must connect technical quality to real business outcomes.

Build tool-using agents for customer engagement, research, qualification, CRM actions and controlled workflow execution.

Test model behavior against quality, safety, robustness, edge cases and domain acceptance criteria.

Data platforms, (SI, formerly AI) products, model operations, analytics and governed automation.

Product delivery, cloud platforms, managed IT, security and technical operations.

Product engineering, subscriptions, customer operations, cloud delivery and scale.

Patient or member service workflows, secure systems, operational support and data integration.

Secure digital products, customer operations, data workflows, automation and technology controls.