Forge Orbital

AI agent decision walkthrough

An AI agent proposes a refund. Here is the proof-trail shape.

An autonomous customer-operations agent proposed a high-consequence action: release a 4,200 USD goodwill refund to a flagged account. This page walks through how a Forge workflow records the supplied evidence, encoded policy result, uncertainty, and human boundary.

Human keeps the decision

CONCEPTUAL WALKTHROUGH, NOT AN API ARTIFACT. This browser page did not call the Forge API or return a decision record. It is not a serialized API response and contains none of those returned values. No live engine ran here, and the page performs no cryptographic operation. Synthetic values, real v2 record shape. Beyond illustrating the record shape, this page makes no production-readiness or pilot-readiness claim on behalf of the engine.

Synthetic values, real v2 record shape. No live call is made from this page.

The scenario.

A subscription retailer runs an autonomous customer-operations agent that resolves billing complaints end to end. On a ticket about a service outage, the agent proposes a goodwill gesture: refund 4,200 USD to keep a long-tenured account happy. The catch is that the risk service has flagged the account, and the amount is far above the level a policy would ever let an agent release on its own.

This is the moment that hurts to defend later. If the refund is fraud, someone has to explain why it went out. If the refund is legitimate and it is blocked, a good customer is punished. The honest reviewer of that call, a chargeback and dispute reviewer, an internal auditor, and a regulator, all sit outside the team that built the agent. Forge is built for exactly that moment: the customer integration supplies bounded evidence and evaluated policy controls, Forge deterministically applies its policy-gate precedence and evidence fusion, and the customer keeps execution authority over the returned disposition.

The messy evidence in.

Before a Forge request is submitted, the customer's agent, adapter, or extraction service turns source material into bounded evidence fields. Two facts pull toward approval, two risk signals pull the other way, one is the hard policy limit, and one is context. That tension is the point.

Input 1 Account tenure 4 years, 2 months as a paying account. declared source: customer CRM account record
Input 2 Lifetime value 18,420.00 USD billed to date. declared source: customer billing ledger
Policy input Refund-authority limit 500.00 USD auto-approve ceiling for goodwill credits. declared source: customer refund policy
Risk input 1 Fraud signal, velocity 3 refund requests in 14 days. Elevated against this account's baseline. declared source: customer risk service
Risk input 2 Fraud signal, device Device fingerprint mismatch on last login. Single signal, unresolved. declared source: customer risk service
Input 6 Prior ticket history 2 goodwill credits in 90 days, both approved. declared source: customer support system

Nothing here is missing. The problem is that the evidence disagrees, and the account has been flagged. An agent that just averaged this and acted would leave nobody able to prove, later, why the money moved.

The integration pattern this walkthrough illustrates.

The values below explain how a bounded action menu, supplied evidence, executable approval controls, uncertainty, and customer-owned action boundary fit together. Labels in this panel are explanatory, not a copy of the current JSON schema. The real request and response JSON is in the API docs.

Goodwill refund authorization

Action under review: release a 4,200 USD goodwill refund. The amount is 8.4x the encoded 500 USD auto-approve ceiling, on an account the risk service has flagged.

workflow: customer-operations refund review source system: customer agent policy owner: customer execution owner: customer protected action boundary
selected actionescalate to supervisor
0.62
confidence
posteriorlegitimate 0.71
legitimate_goodwill 0.71 fraud_pattern 0.29

Disposition and math

Current contract concept: selected_action
escalate_to_supervisor
The selected action must be one of the caller's submitted decision options. The refund action itself is not selected in this illustration.
Current contract concept: confidence
0.62
Score explanation
legitimate_goodwill 0.71 / fraud_pattern 0.29
How the conflicting evidence splits across the two competing explanations.
Current contract concepts: assessment_mode and abstained
shown only after a real response
A real record states whether Forge completed the assessment or abstained.

Source map

INPUTaccount tenure
4 years, 2 months
declared source: customer CRM  |  supplied by customer integration
INPUTlifetime value
18,420.00 USD
declared source: customer billing ledger  |  supplied by customer integration
POLICYauto-approve ceiling
500.00 USD
declared source: customer refund policy
The requested 4,200 USD is 8.4x this ceiling, so no auto-release is possible under the policy.
RISKrefund velocity
3 refund requests in 14 days
declared source: customer risk service  |  supplied risk signal
Unresolved. Elevated against the account baseline; caps confidence rather than being silently averaged away.
RISKdevice mismatch
device fingerprint mismatch on last login
declared source: customer risk service  |  supplied risk signal
Unresolved single signal. A device mismatch has innocent explanations and fraudulent ones; the record keeps it in view.
INPUTprior ticket history
2 goodwill credits in 90 days, both approved
declared source: customer support system  |  supplied by customer integration

Disposition explanation

  • release_refund not selected: 4,200 USD is 8.4x the customer ceiling.
  • deny_refund not selected: the supplied tenure and account-value facts do not resolve the conflicting risk signals.
  • request_evidence available: the customer may choose to collect stronger risk evidence before a later decision.
  • escalate_to_supervisor selected: a safe, in-menu action that does not release money.

Uncertainty review

  • Two customer-supplied fraud signals are unresolved: velocity and device mismatch.
  • The requested amount is 8.4x the encoded auto-approve ceiling.
  • Refund velocity is elevated versus the account baseline.
  • Sensitivity: a later decision could change if the customer confirms or clears either risk signal.

Customer-owned human authority

Executable request controls
required_approvals / completed_approvals
The current API uses these controls when an approval is meant to affect the policy gate. A descriptive human-review note is not an approval.
Execution control
customer protected action boundary
The customer decides which verified, current-request-bound actions may invoke its downstream code.

Forge returns a disposition and proof trail. It does not acquire authority over the customer's refund system. In this illustration, the selected action is escalation, so the protected boundary does not call the refund operation.

What a real current API response adds

record.schema_version: identifies the current signed-record contract
record.selected_action: exact action from the submitted decision menu
record.assessment_mode and record.abstained: completion or safe-abstention state
record.normalized_request: data-minimized signed request view
record.complete_record_signature: complete-record integrity block

A real current response uses the v3 complete-record proof to bind every delivered field, including signer and format metadata. Only the self-referential signature bytes and signed-message digest are omitted. The caller must verify it against a full signing-key ID provisioned independently from the response.

The human-review boundary.

This example uses a customer rule that sends an over-ceiling request to a supervisor. In the current API, human_review_boundary is signed descriptive governance metadata. It does not execute the rule. An executable integration sends named hard_constraints with explicit constraint_results, and names required and completed approvals separately. Forge records those customer assertions and applies its fail-closed policy-gate precedence; it does not independently inspect the source policy system that produced them.

customer policy sketch: escalate if amount > 500.00 USD OR confidence < 0.75
Amount
4,200.00 USD is over the 500.00 USD ceiling. This condition trips.
Confidence
0.62 is the score shown above. A customer adapter would have to turn any confidence rule into an explicit evaluated control if it is meant to gate the action.
Result
The in-menu disposition is escalate_to_supervisor. No refund action is selected.
Authority
In the protected pattern shown here, the customer configures its boundary to accept only a pinned, verified, current-request-bound response and an explicitly allowed action.

A qualified customer integration can resolve the device-mismatch signal and submit a new decision request, or let a supervisor decide under the customer's own authority. Forge does not become the refund-system authority.

How a real exported v2 record is verified offline.

For a real authenticated API response, the reviewer saves the complete record, obtains the full Forge key ID through an independent authenticated onboarding/configuration channel, and verifies offline. The public signing-identity route is readback only; it cannot bootstrap its own trust.

Actual verifier command for a saved authenticated response
export FORGE_SIGNING_KEY_ID='ed25519:<64 lowercase hex provisioned independently>'
python3 scripts/forge_verify_record.py record.json \
  --expect-key-id "$FORGE_SIGNING_KEY_ID"

Required checks:
  derive key ID from the 32-byte Ed25519 public key
  compare it with the independently provisioned full pin
  validate the v3 complete-record signature and contract
  reject malformed, unsigned, mismatched, or altered records

The standalone verifier does not rerun Forge, rescore evidence, or derive the
selected action. It also does not establish that customer-supplied evidence
was true.
Offline verification

Record integrity and signer pin

A valid v3 complete-record signature detects changes to the delivered record for its embedded public key. Forge attribution requires the derived full key ID to match a trust anchor provisioned independently from the record and API response. The embedded public key alone proves no Forge identity.

Separate operational test

Engine reproducibility qualification

Re-running a version-pinned engine is a different test performed with the exact qualified engine, configuration, and request inputs. The offline verifier supplied with a record does not perform that test and the saved artifact cannot, by itself, re-derive the decision.

What a real green verification establishes

Integrity and pinned signer attribution

  • The complete v2 record matches its signature and the independently provisioned Forge key pin.
  • No delivered decision-record field covered by the signature was changed after signing.
  • When given the complete facade response, the verifier also checks supported response projections against the signed record.
What it does not prove

Not the business judgment

  • That releasing or holding the refund was the right business call.
  • That the 500 USD ceiling or the 0.75 confidence floor are the right thresholds.
  • That the risk service scored the fraud signals correctly. That judgment stays with the customer.

A green result establishes record integrity and attribution to the independently pinned signer. It does not by itself prove that the policy was wise, the evidence was true, the engine calculation was independently reproduced, or the business action was correct.

What the current v2 record exposes for review.

Start with the agent action that would hurt to defend later.

You do not need to boil the ocean. Bring one agent action, the messy evidence that feeds it, and the rule you already apply. Forge integrates through the API, encodes the policy, and returns the proof trail so your chargeback reviewer, internal auditor, or regulator can inspect the recorded basis and independently verify record integrity without relying on the agent's own logs. That first bounded run starts as a scoped Artifact Discovery.