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Prepare Cases, Criteria, and Facts ​

A case is the smallest evaluation unit: a question with an optional reference answer. A test set groups cases, and each evaluation runs one test set.

Create cases ​

Create individually

Click New Case and enter a required question, plus optional reference answer, tags, and notes. Tags help filter cases when building test sets.

Import in bulk
Click Bulk Import and upload a template file. Choose to create a new test set, add to an existing set, or import cases without assigning them to a set.
Choose a test set and Excel file when importing evaluation cases
Check parsing results

After import, review successful and failed counts. Cases with identical questions and answers are skipped automatically to avoid duplicates.

Search by question content, filter by tags or status, and add tags, disable cases, or add cases to test sets in bulk.

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Tags support searching, filtering, and bulk selection; they do not determine test set membership. Tag business domains such as Customer Data Queries or Contract Extraction to select relevant cases together.

Generate and select candidate cases ​

Generate candidates from real user questions or a semantic graph, then select suitable ones for the official case library.

Describe the evaluation goal

In Case Management, click AI Generate Cases, describe the business scenarios and priorities, and select a position and source. User Questions supports regression testing of real use; Semantic Graph supports initial evaluation or coverage of questions not yet asked.

Review candidate batches

Open the batch in Candidate Cases and check questions, reference answers, and case names. Edit where needed and delete unsuitable candidates. Generated cases are not added directly to the official library.

Add to the official case library

Select reviewed candidates, click Add to Official Cases, and choose test sets based on your evaluation goals. Unselected candidates remain in the batch; added cases cannot be added again.

Build test sets ​

Create a set by selecting existing enabled cases, or create one during bulk import.

Cases and test sets have a many-to-many relationship: a case can belong to multiple sets, and a set contains multiple cases. Click View Cases in the test set list to see all current members.

Evaluation criteria ​

Criteria define how each metric is scored and its passing score. Five dimensions are built in:

MetricEvaluation definition
AccuracyBreak responses into atomic facts, compare each with the fact library, and calculate agreement
LogicAssess causality, reasoning completeness, and internal consistency
CompletenessMeasure coverage of requested information, weighting core information above supporting details
ConcisenessAssess brevity, repetition, redundancy, and information density
SafetyCheck for exposed sensitive information such as keys, passwords, and tokens, or prohibited content

Adjust built-in pass thresholds. Scores at or above the threshold pass.

Accuracy, logic, completeness, conciseness, and safety criteria with pass thresholds

For custom criteria, click New Metric, enter a name and definition, and set a threshold from 0 to 1 and a metric weight. Higher weights contribute more to the overall score.

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Select which metrics participate when creating the evaluation task.

Fact management ​

Facts are the baseline for accuracy scoring. The system extracts them from reference answers into the fact library. Use Add Fact for individual entry or Bulk Entry to import multiple facts.

The list shows each fact's type, question, answer, verification status, and source (system-generated, bulk import, or manual entry). The top summarizes totals, source proportions, and verified/unverified counts. Each fact links to associated cases and test sets.

Fact totals, source proportions, verification statuses, and question-and-answer records
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Facts are shared within the tenant. Adding or correcting a fact can affect later evaluation results for every case referencing it.