Recommended first experiment
Determine whether approved historical assignment and service data can produce a consistent, traceable client-value summary.
Candidate data
Two or three approved historical client-reporting packages, their source exports, metric definitions, and revision history.
Why first
It responds to buyer economics, starts with existing outputs, and tests usefulness before expanding the reconciliation scope.
Workflow role
Organize, compare, identify missing definitions, draft summaries, and link statements to approved sources.
Human role
Approve data, definitions, attribution, wording, and every conclusion. Nothing is sent to a client.
Measures
Preparation time, sources used, missing definitions, revisions, reviewer agreement, traceable-claim coverage, and questions answered.
What it can reveal
Whether the duties are recurring, rules-based, measurable, and reviewable enough to justify a governed digital worker rather than another manual process or standalone tool.
Risk boundary
No live changes, client commitments, provider decisions, financial decisions, or external release.
If the work proves recurring, rules-based, measurable, and reviewable, it may be suitable for a governed digital worker. Caliber’s authorized people would still retain every definition, client statement, financial judgment, and material decision.
Baseline to be established during the first stage of the experiment.