# Workflow Charter and Value Case

For self-directed practice, use the [fictional claims-denial case](claims-denial-practice-case.md).
Treat source, label, metric, and authority gaps as unknowns rather than optimistic
defaults.

## Decision event

- Decision to be made: fund / continue / accept / renew / reshape / stop:
- Decision deadline:
- Named budget or decision authority:
- Economic exposure or funded range:
- Conditions and next step:

## Workflow boundary

- Trigger and eligible population:
- Decision or action being improved:
- Operating owner:
- Systems of record:
- Explicit exclusions:
- Current counterfactual:

## Outcome contract

- Outcome statement:
- Outcome status: draft / proposed / accepted:
- Authority basis or explicit unknown:
- Baseline value or status, source, and measurement window:
- Target and measurement window:
- Metric owner:
- Independent verifier:
- Adoption or operating indicator:
- Decision threshold:
- Attribution limits:
- Transfer or exit condition:

## Complete cost basis

| Cost class | One-time | Recurring | Evidence or assumption | Sensitivity |
| --- | ---: | ---: | --- | --- |
| Model and infrastructure |  |  |  |  |
| Integration and data preparation |  |  |  |  |
| Human review and exceptions |  |  |  |  |
| Evaluation, security, and compliance |  |  |  |  |
| Support, incidents, and change |  |  |  |  |

## Four constraint gates

| Dimension | Status | Requirement or claim | Evidence and limitation | Next action class | Owner |
| --- | --- | --- | --- | --- | --- |
| Data | satisfied / blocking / unknown / not applicable |  |  |  |  |
| Process | satisfied / blocking / unknown / not applicable |  |  |  |  |
| Governance | satisfied / blocking / unknown / not applicable |  |  |  |  |
| Accountable capability | satisfied / blocking / unknown / not applicable |  |  |  |  |

Not applicable requires a rationale and verifier. Do not average gates into a score.

For the data gate, inspect source and label authority, permitted purpose,
representative coverage, preparation lineage, freshness, access and retention,
missing-data behavior, remediation owner, and remediation economics for the exact
decision route.

## Decision

- Discover / build / bounded kickoff / defer / stop:
- Evidence basis:
- Highest-impact blocker or unknown:
- Next field move:
- Owner and review date: