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Evaluator guide
Answer key
Expected Shipments
| shipment_id | normalized_container | booking_reference | po_numbers | expected_status | expected_eta_or_availability | expected_priority | key_issues | recommended_action |
|---|---|---|---|---|---|---|---|---|
| SHP-1001 | MSCU6639871 | BK-8801 | PO-26-001 | Arrived / awaiting terminal workflow | 2026-09-14 | High | Arrival date earlier than ERP | High-priority drayage coordination | Monitor; refresh stale/conflicting data where noted |
| SHP-1002 | OOLU7215245 | BK-8802 | PO-26-002, PO-26-003 | In transit | 2026-09-21 | Medium | Container number formatting | ETA slipped 3 days | Multiple POs in one container | Monitor; refresh stale/conflicting data where noted |
| SHP-1003 | CMAU3123456 | BK-8803 | PO-26-004 | Customs/document hold | 2026-09-20 | Critical | Customs/document hold | Backorders waiting | Correct commercial-invoice detail and coordinate broker release |
| SHP-1004 | TGHU8492013 | BK-8804 | PO-26-005 | Discharged, not released | Unknown — discharged, not released | Critical | ERP says delivered but terminal and ops say not released | Correct ERP status; confirm customs/terminal release |
| SHP-1005 | MAEU1234567 | BK-8805 | PO-26-006, PO-26-007 | Rebooked / in origin departure workflow | 2026-10-04 | Critical | ERP ETA obsolete | Email supersedes blank spreadsheet ETA | Ops override conflicts with newer forwarder email | Customer commitment at risk | Multiple POs | Confirm October 4 ETA; assess PO-26-006 dealer shortage and communicate risk |
| SHP-1006 | HLCU7654321 | BK-8806 | PO-26-008 | In transit; quantity discrepancy | 2026-09-29 | High | Loaded quantity 25 units short versus PO | ETA slipped 5 days | Reconcile 25-unit short load with vendor and purchasing |
| SHP-1007 | COSU4412098 | BK-8807 | PO-26-009 | In transit; update stale | 2026-09-19 (stale) | High | Forwarder update older than 7 days | Monitor; refresh stale/conflicting data where noted |
| SHP-1008 | EGHU3098742 | BK-8808 | PO-26-010, PO-26-011 | Delayed — port congestion | 2026-10-03 | Critical | Duplicate forwarder update | ETA slipped 7 days | Port congestion | Plan around October 3 arrival and Phoenix replenishment |
| SHP-1009 | TEMU5501289 | BK-8809 | PO-26-012 | In transit; update stale | 2026-09-20 (stale) | High | Forwarder update older than 3 days | Monitor; refresh stale/conflicting data where noted |
| SHP-1010 | FCIU9283410 | BK-8810 | PO-26-013, PO-26-014 | Booked | 2026-09-28 | Low | Monitor; refresh stale/conflicting data where noted | |
| SHP-1011 | SEGU4456721 | BK-8811 | PO-26-015 | In transit | 2026-09-25 | Medium | Operations tracker uses letter I instead of digit 1 | ETA slipped 2 days | Monitor; refresh stale/conflicting data where noted |
| SHP-1012 | TRHU6723984 | BK-8812 | PO-26-016, PO-26-017 | Gate-in pending | 2026-10-04 | High | Gate-in pending | ETA slipped 4 days | Multiple POs | Monitor; refresh stale/conflicting data where noted |
| SHP-1013 | YMLU3098765 | BK-8813 | PO-26-018 | In transit; update stale | 2026-09-18 (stale) | High | Forwarder update older than 7 days | Monitor; refresh stale/conflicting data where noted |
| SHP-1014 | ONEU7263419 | BK-8814 | PO-26-019 | In transit | 2026-09-29 | Medium | ETA slipped 2 days | Monitor; refresh stale/conflicting data where noted |
| SHP-1015 | APZU4918273 | BK-8815 | PO-26-020, PO-26-021 | Booked | 2026-10-01 | Low | Monitor; refresh stale/conflicting data where noted | |
| SHP-1016 | BMOU3309812 | BK-8816 | PO-26-022 | Booking cancelled / not departed | Unknown — booking cancelled | Critical | Booking cancelled | No reliable ETD or ETA | Secure replacement booking and publish new dates |
Planted Issues
| issue_id | category | source_files | affected_records | expected_handling | severity |
|---|---|---|---|---|---|
| I01 | Duplicate ERP row | 02_erp_shipments.csv | SHP-1007 association repeated | Deduplicate without losing legitimate multi-PO rows | Medium |
| I02 | Container normalization | Multiple | Spaces/hyphens and SEGU...I typo | Normalize cautiously; typo should be flagged or matched with evidence | High |
| I03 | Unmatched malformed record | 03_forwarder_updates.xlsx | FU-016 / BK-9999 / ZZZU12345 | Leave unresolved; do not force-match | High |
| I04 | Duplicate forwarder update | 03_forwarder_updates.xlsx | FU-008 and FU-018 | Treat as duplicate event | Medium |
| I05 | ERP delivered contradiction | ERP, ops, terminal email | TGHU8492013 | Do not present as delivered; flag release uncertainty | Critical |
| I06 | Email supersedes portal | Forwarder workbook and email | MAEU1234567 | Use October 4 from newer email; note ops says October 6 and confirm | Critical |
| I07 | Quantity short | PO lines and ERP | HLCU7654321 / PO-26-008 | Identify 25-unit short load | High |
| I08 | Stale updates | Forwarder workbook | COSU4412098, TEMU5501289, YMLU3098765 | Flag based on documented threshold | High |
| I09 | Multiple POs per container | ERP | Several | Preserve many-to-many relationship | High |
| I10 | Mixed dates | PO and shipment sources | Several | Parse without swapping month/day | Medium |
| I11 | Vendor aliases | PO headers | Summit Valve; Blue River | Normalize by vendor_id, not name alone | Medium |
| I12 | Unknown dates | Email and forwarder | BMOU3309812 | Do not invent ETA after cancellation | Critical |
Scoring rubric
Rubric
| category | points | full-credit evidence | warning signs | Score Awarded | Evaluator Notes | ||
|---|---|---|---|---|---|---|---|
| Business interpretation | 20 | Answers the operational questions; prioritizes action; distinguishes ETA, arrival, discharge, and release. | Dashboard-first response with weak operational reasoning. | ||||
| Data model and reconciliation | 20 | Correct grain; preserves PO↔container relationships; normalizes identifiers; handles duplicate and alias records. | Joins inflate counts; legitimate multi-PO rows are deleted. | ||||
| Accuracy and validation | 15 | Finds critical contradictions, short quantity, cancelled booking, stale updates; documents checks. | Invented ETA; delivered contradiction missed; no reconciliation totals. | ||||
| AI and tool fluency | 15 | Uses tools to accelerate work, can explain outputs, and validates generated logic. | Cannot explain solution; pastes opaque generated output. | ||||
| Exception handling and prioritization | 15 | Critical records are obvious and actions are specific; uncertainty remains visible. | Everything is labeled urgent or all conflicts are silently resolved. | ||||
| Communication and usability | 10 | Darrin can understand priorities in under five minutes; output is navigable and concise. | Technically dense output with no decision layer. | ||||
| Automation judgment | 5 | Proposes staged ingestion/reconciliation with controls, provenance, retries, and human review. | Claims an autonomous agent should update ERP without approval or observability. | ||||
| TOTAL | =SUM(G2:G8) | ||||||
| Recommendation | Strong Hire / Hire / Mixed / No Hire |
Customer-order interview extension
Customer-order dataset
| sales_order | customer | sku | quantity_required | quantity_on_hand | promised_ship_date | linked_po | priority_tier |
|---|---|---|---|---|---|---|---|
| SO-7001 | Westline Dealers | VALVE-1IN | 50 | 10 | 2026-09-25 | PO-26-006 | A |
| SO-7002 | Desert Water Group | METER-DIG | 90 | 15 | 2026-09-24 | PO-26-010 | A |
| SO-7003 | Coastal Plumbing Supply | FITTING-KIT | 60 | 70 | 2026-09-22 | PO-26-004 | B |
| SO-7004 | Mesa Treatment Partners | FILTER-20 | 110 | 35 | 2026-09-30 | PO-26-008 | A |
| SO-7005 | North County Installers | VALVE-1IN | 45 | 10 | 2026-09-29 | PO-26-018 | B |
| SO-7006 | Valley Home Systems | METER-DIG | 80 | 100 | 2026-10-03 | PO-26-022 | C |