Audit Criteria

AuditCriteria v1.0-alpha3

Schema Type: audit-criteriaVersion: v1.0-alpha3JSON Schema URL: https://schemas.platform.ontopix.ai/audit-criteria/v1.0-alpha3.json

Overview

AuditCriteria defines a policy used to evaluate customer-interaction objects. A policy contains a list of criteria, and each criterion can contain multiple indicators. In alpha3, indicator scoring is based on a polarity scale from -5 to +5.

Key concepts

Polarity-based scoring (alpha3)

polarity indicates direction and strength of impact:
- -5 = strongest negative impact
- 0 = neutral
- +5 = strongest positive impact
weight adjusts the indicator contribution (0..1).

Note: beta1 replaces polarity with explicit score values (0.0..1.0). If you are starting a new integration, prefer v1.0-beta1.

Schema structure

Root fields

Field	Type	Required	Description
`schema_type`	const `"audit-criteria"`	✅
`schema_version`	string	✅	Pattern: `^v\d+\.\d+(-(alpha\|beta\|rc)\d+)?$`
`id`	string	✅	Policy identifier
`name`	string	✅	Policy name
`description`	string\|null		Policy description
`source_types`	arraystring\|null		Source type identifiers (e.g. `audio`, `chat`, `email`, `whatsapp`)
`criteria`	arrayCriterion	✅	Criteria list (min 1)
`groups`	arrayCriterionGroup\|null		Optional grouping for reporting
`metadata`	object\|null		Free-form string map

Criterion

Field	Type	Required	Description
`id`	string	✅	Criterion id
`name`	string	✅	Criterion name
`description`	string\|null		Criterion description
`weight`	number\|null		Relative importance (>= 0)
`enabled`	boolean		Default: true
`indicators`	arrayIndicator\|null		Optional list of indicators

Indicator types

All indicators share IndicatorBase:

Field	Type	Required	Description
`id`	string	✅	Pattern: `^[A-Z0-9]+-I[0-9]+$`
`description`	string	✅	Min length 1
`polarity`	integer	✅	Range: -5..5
`weight`	number\|null		Range: 0..1
`enabled`	boolean		Default: true
`not_applicable`	boolean\|null		Default: false

Indicator variants:

Boolean indicator: type = "boolean"
Metric indicator: type = "metric", plus:
- unit (string)
- value_type (absolute | range | percentage | duration)
- optional min, max
- optional polarity_config.ranges[] (range-specific polarity)
Enum indicator: type = "enum", plus:
- options[] with { value, label, description?, polarity }

Groups

groups[] is optional and contains:

id (pattern: ^[a-z0-9_-]+$)
name
criteria_ids[] (min 1)
optional description, metadata

Example

{
  "schema_type": "audit-criteria",
  "schema_version": "v1.0-alpha3",
  "id": "policy-customer-service-v2",
  "name": "Customer Service Quality Policy",
  "source_types": ["audio", "chat"],
  "criteria": [
    {
      "id": "C1",
      "name": "Professional Introduction",
      "weight": 0.8,
      "enabled": true,
      "indicators": [
        {
          "id": "C1-I1",
          "type": "boolean",
          "description": "Agent stated their name",
          "polarity": 3,
          "enabled": true
        }
      ]
    }
  ],
  "groups": [
    {
      "id": "communication-quality",
      "name": "Communication Quality",
      "criteria_ids": ["C1"]
    }
  ]
}

Migration notes

alpha2 → alpha3 (high level)

alpha3 introduces polarity-based scoring on indicators (polarity: -5..+5) and preserves indicator definitions as part of the policy structure.

alpha3 → beta1 (recommended)

Replace polarity with explicit scoring:
- Boolean: score_if_true / score_if_false
- Metric: ranges[].score
- Enum: options[].score

AuditCriteria v1.0-alpha2

Policy de criterios para auditar Customer Interactions con soporte para agrupación y severity estandarizada.

AuditCriteria v1.0-beta1

Schema Type: audit-criteriaVersion: v1.0-beta1JSON Schema URL: https://schemas.platform.ontopix.ai/audit-criteria/v1.0-beta1.json