DATA SPECIALISTS / DATASET BRIEF
Version: October 9, 2026
Guide: https://dataspecialists.si/blog/ai-dataset-documentation

Complete this document locally. Do not include source records, personal data,
credentials or confidential examples in an initial commercial brief.
This template organizes a decision. It does not establish rights or approval.

1. COLLECTION
Working name:
Brief version / date / author:
Business workflow:
Purpose of the proposed evaluation:
Business owner / system owner / review owner:

2. SCOPE
Source systems:
Service line / period / language:
Definition of one complete case:
Relationships between records:
Excluded fields, attachments, categories or clients:

3. COVERAGE AND COUNTS
Population counted / counting method / date:
Sequential filter | Removed count | Remaining count | Reason / evidence
Filter 1:
Filter 2:
Filter 3:
Candidate count (not an approved delivery count):
Known gaps / estimates / duplicate rule:

4. FIELD DICTIONARY
Field | Meaning | Format / unit | Missing values | Review status
Field 1:
Field 2:
Field 3:

5. PREPARATION AND QUALITY
Completed transformations:
Planned work (not yet completed):
Completeness rule / checks performed / findings:
Outcome verification method:
Limitations after exclusions or transformation:

6. RIGHTS AND DISCLOSURE REVIEW
Relevant agreements / commitments / reviewer:
Approved scope and use, if any:
Unresolved permissions:
Sensitive content / proposed handling / remaining questions:
Decision needed before a sample:

7. SAMPLE PLAN
Recipient and contracting entity:
Decision the sample is meant to support:
Selection method / limitations:
Permitted activity / access period / handling conditions:
Required approvals / status:
Sample release label / delivery record (after approval):

8. COMMERCIAL QUESTIONS
Snapshot or updates:
Proposed acceptance test:
Payment trigger / fees / preparation responsibility:
Use rights / recipients / exclusivity / duration:
Open questions and source of each answer:

9. DECISION AND CHANGE LOG
Proceed to a defined next step / revise / pause:
Reason / evidence / owner:
Next task / budget / decision date:
Date | Version | Change | Reviewer

Keep internal evidence and any identity mappings in your approved systems.