| Context-system assessment | Current sources, retrieval, instructions, memory, tools, controls, evaluations, risks, and gaps | Assessment report and findings register | Discover | Prototype access, logs, source samples, stakeholders | AI or product lead |
| Context architecture | Source-to-model flow, context contracts, permissions, assembly, citations, observability, and fallbacks | Architecture pack and decision records | Design | Target workflows, enterprise standards, constraints | Solution architect |
| Retrieval and grounding specification | Chunking, metadata, indexes, query methods, filtering, ranking, evidence thresholds, and citation behaviour | Technical specification and test cases | Design / build | Representative sources and questions | Data and AI engineering |
| Prompt and policy layer | Instruction hierarchy, examples, output schema, policy context, refusal and escalation behaviour | Versioned templates and control matrix | Build | Business rules, policies, approved language | Product and risk owners |
| Evaluation framework | Test dataset, measures, rubrics, baselines, thresholds, review process, and regression suite | Evaluation plan, dataset, and reports | Validate | Expected answers, expert reviewers, risk cases | Quality and accountable business owner |
| Operating model and runbook | Ownership, approvals, monitoring, incidents, source updates, release gates, reporting, and improvement cycle | RACI, procedures, dashboards, and runbook | Transition | Organisation roles and service-management process | Service owner |