Prove the agent before you ship it.
Eval audits, regression harnesses, and simulation testing for PE portfolio companies running agents in workflows where wrong answers are regulatory exposure.
What an audit is
A courtroom for the agent: fixed cases, explicit rubrics, a verdict on every change.
01
Trace capture
We pull historical tickets with known-correct outcomes — the golden set — and instrument the agent so every run leaves a scored trace.
02
Scored rubric
LLM judges score every trace against explicit rubrics: does the plan respect policy, do the numbers match the record, is the tone right.
03
Regression gate
The full set re-runs on every prompt tweak and model swap in CI. Regressions block the release before a customer ever sees them.
LLM-as-judge
A judge is a model with a rubric — and rubrics can be gamed.
The naive version — one prompt, “rate this response 1–10” — drifts lenient and falls for magic phrases. Ours decomposes each rubric into independently checkable claims, requires every verdict to cite evidence from the trace or the record, and fails the whole response the moment one claim fails. There is no single score to flatter.
Term ceilings, eligibility conditions, required disclosures — each rule a separate claim checked against the policy corpus.
Balances, dates, and terms traced back to the account record; no invented figures; every citation must resolve.
Compliant-empathetic, not promissory: no guarantees of approval, no legal advice, plain language a regulator could read.
Suites are bespoke — process and safety judges join as the workflow demands
The harness
Measure, gate, archive.
Every draft the agent produces is scored against the golden set — 1,400 cases at Meridian — by the judge suite before release. Passing scores are archived; they become the trace corpus that feeds Tier 02. Failing scores block the ship and extend the failure taxonomy.
Tooling like this is commoditizing; rubric design and the failure taxonomy are what you’re paying for.
9%
Violating cases in one staged release
At Meridian Servicing, a routine prompt “improvement” made Harper approve payment plans past the 24-month hardship ceiling in 9% of cases. The harness caught it in staging; the release never reached a borrower. That save — one slide, one number — paid for the engagement.
- Proposal
- Payment plan: 30 months at $412/mo
- Policy
- Hardship ceiling: 24 months — plan exceeds ceiling
Caught in staging by the regression gate. Release blocked.
Deliverables
- Golden set
- Historical cases with known-correct outcomes, versioned
- Judge suite
- Rubric-scored LLM judges per failure dimension
- Regression harness
- Wired into CI — every change re-scored before release
- Simulation suite
- Synthetic edge cases the history doesn't cover
- Findings memo
- A failure taxonomy and a straight answer on readiness
Engagement shape
- WK 1–2Eval audit — golden set, first judges, baseline scores
- WK 3–4Harness build — CI gate live, simulation suite seeded
- OngoingThe gate is the retainer — every release scored, drift watched
This tier produces the raw material for the next
→ Scored traces — the ore for the reward layer
Tier 02 · 6–12 moHarden the judge.Drag your agent across the stone.
A two-week eval audit. Scored traces, a regression harness, and a straight answer.
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