[
  {
    "id": "XOPS-03",
    "title": "DHL prepares prospect data for logistics solution design",
    "organization": "DHL Supply Chain",
    "geography": "Germany-headquartered; deployment geography unspecified",
    "function": "operations/solution design",
    "functions": [
      "operations/solution design"
    ],
    "sector": "Logistics",
    "source_url": "https://group.dhl.com/content/dam/deutschepostdhl/en/media-relations/press-releases/2024/pr-dsc-implements-genai-20241024.pdf",
    "source_title": "DHL Supply Chain implements Generative AI to enhance data management, customer support and proposal accuracy",
    "accessed_date": "2026-10-18",
    "source_type": "First-party press release",
    "evidence_status": "organization-reported",
    "workflow_mode": "reported-ai-practice",
    "summary": "Solutions Design staff use GenAI to prepare customer data before engineers design logistics concepts.",
    "steps": [
      "Receive data from a prospective customer",
      "Clean and sort it with the internal tool",
      "Produce an initial analysis",
      "Use the prepared data in engineering solution design"
    ],
    "inputs": [
      "Prospect-supplied operational data"
    ],
    "outputs": [
      "Prepared dataset",
      "Initial analysis",
      "Input to a logistics concept"
    ],
    "decision_points": [
      "Detailed cleaning and engineering decision rules not stated"
    ],
    "quality_checks": [
      "Specific quality-control procedure not stated"
    ],
    "exceptions": [
      "Malformed-data handling not stated"
    ],
    "context_constraints": [
      "Internally built application with BCG support; company announcement"
    ],
    "structural_motifs": [
      "Data preparation before expertise",
      "Separate preparation from design"
    ],
    "candidate_midlevel_pattern": "Prepare heterogeneous operational inputs for expert design",
    "transfer_example_explicitly_hypothetical": "Hypothetical: a training operations team could organize attendance and demand data before planning course capacity.",
    "transfer_limit": "Cleaning can remove meaningful variation; domain-specific interpretation remains necessary.",
    "unknowns": [
      "Data formats",
      "Cleaning rules",
      "Human validation procedure",
      "Independent outcome measurements"
    ],
    "knowledge_work_boundary": "Data preparation and engineering planning are included; transport execution is excluded.",
    "provenance_note": "Operational fields paraphrase the cited report, not independent observation or a recommended procedure. Unknown or unspecified controls are not filled in. Structural motifs, candidate pattern, transfer example, transfer limit, knowledge-work boundary and codebook challenge are analyst interpretations. Reported outcomes are not independently verified.",
    "source_dates": {
      "published": "2024-10-24",
      "updated": null,
      "other_date": null,
      "other_date_type": null,
      "evidence_url": "https://group.dhl.com/content/dam/deutschepostdhl/en/media-relations/press-releases/2024/pr-dsc-implements-genai-20241024.pdf",
      "evidence_note": "Release dateline states Bonn, October 24, 2024; treated as release publication date.",
      "checked_at": "2026-10-18T03:15:00Z",
      "status": "verified_release_publication_date"
    },
    "aliases": [],
    "research_classification": {
      "pattern_ids": [],
      "partial_candidate_pattern_ids": [
        "P02",
        "P03"
      ],
      "split": "expansion_not_validation",
      "fit": "partial",
      "coding_basis": "Post-codebook exploratory independent review; not held-out validation or observed execution"
    },
    "codebook_challenge": "P02 emphasizes traceability; this case emphasizes making messy data usable, without an explicit evidence-to-claim packet.",
    "outcome_evidence_status": "Self-report only; no causal or independent validation established.",
    "original_evidence_status": "organization-reported",
    "evidence_interpretation": "Source documentation or reported practice only; no independent execution, effectiveness, safety, or transfer validation.",
    "reference_eligibility": {
      "eligible": true,
      "source_category": "firsthand_creator_build_or_practice",
      "reason": "Organization/practitioner describes its own work, rather than selling the featured tool; retain as reported practice with evidence limits, not measured effectiveness.",
      "allowed_use": "process_reference_with_explicit_limits",
      "eligible_for_success_highlight": false,
      "effectiveness_proven": false,
      "independent_corroboration_status": "not_required_for_process_reference",
      "corroboration_links": [],
      "evidence_constraints": [
        "Eligibility, where granted, permits a process reference only; it is not proof of usefulness, causal effectiveness, safety, or transferability.",
        "No workflow software executed, no video playback independently observed, and no outcomes independently measured by this audit.",
        "Data formats",
        "Cleaning rules",
        "Human validation procedure",
        "Independent outcome measurements",
        "Cleaning can remove meaningful variation; domain-specific interpretation remains necessary."
      ]
    },
    "eligibility_register_id": "XOPS-03",
    "expansion_classification": {
      "id": "XOPS-03",
      "record_kind": "new_case",
      "source_url": "https://group.dhl.com/content/dam/deutschepostdhl/en/media-relations/press-releases/2024/pr-dsc-implements-genai-20241024.pdf",
      "fit": "partial",
      "matched_existing_pattern_ids": [],
      "partial_candidate_pattern_ids": [
        "P02",
        "P03"
      ],
      "not_supported_pattern_ids": [],
      "rationale": "Cleaning and structuring prospect data supports later design; neither traceable evidence-to-claim synthesis nor explicit artifact constraints are adequately described.",
      "newly_needed_dimensions": [
        "data_preparation"
      ],
      "coding_basis": "Post-codebook exploratory independent review; not held-out validation or observed execution",
      "source_claims_basis": "See expansion-audit.json; practitioner/vendor/creator report or static artifact, never independently observed practice",
      "inclusion_disposition": "research lead/recommendation only",
      "canonical_workflow_or_practice_eligible": false,
      "inclusion_reason": "Data cleaning, sorting and analysis are listed, but operational transformation rules and checks are absent. Keep as a lead for further discovery.",
      "classification_use": "Mechanism-level exploratory comparison only; excluded from qualified workflow/practice totals."
    },
    "dataset_role": "research_lead_not_canonical_workflow"
  },
  {
    "id": "XOPS-05",
    "title": "Walmart prioritizes overnight stocking work for shift leads",
    "organization": "Walmart",
    "geography": "United States",
    "function": "operations/shift planning",
    "functions": [
      "operations/shift planning"
    ],
    "sector": "Retail",
    "source_url": "https://corporate.walmart.com/news/2025/06/24/walmart-unveils-new-ai-powered-tools-to-empower-1-5-million-associates?source=Linkedin&trk=test",
    "source_title": "Walmart Unveils New AI-Powered Tools To Empower 1.5 Million Associates",
    "accessed_date": "2026-10-18",
    "source_type": "First-party press release",
    "evidence_status": "organization-reported",
    "workflow_mode": "reported-ai-practice",
    "summary": "An associate-app tool recommends task priorities for overnight stocking, reducing planning effort according to shift leaders.",
    "steps": [
      "Interpret stocking tasks with the AI-directed tool",
      "Prioritize and recommend work",
      "Provide associates guidance on where to focus"
    ],
    "inputs": [
      "Stocking tasks; precise data feeds unspecified"
    ],
    "outputs": [
      "Prioritized work guidance"
    ],
    "decision_points": [
      "Where should associates focus during the shift?"
    ],
    "quality_checks": [
      "Validation or override procedure not stated"
    ],
    "exceptions": [
      "Other shifts were still pilots in selected locations"
    ],
    "context_constraints": [
      "Early manager estimates compare 90 with 30 minutes of planning; not an independent time study"
    ],
    "structural_motifs": [
      "Priority generation",
      "Translate work queue into plan"
    ],
    "candidate_midlevel_pattern": "Turn operational demand into a shift focus plan",
    "transfer_example_explicitly_hypothetical": "Hypothetical: a library team could turn daily returns and service demand into a staff-reviewed work plan.",
    "transfer_limit": "Labor fairness, workload and coverage must be evaluated; faster planning is not sufficient evidence of better plans.",
    "unknowns": [
      "Planning constraints",
      "Manager override rules",
      "Task completion feedback",
      "Quality or workload effects"
    ],
    "knowledge_work_boundary": "Prioritization and planning are included; stocking shelves is excluded.",
    "provenance_note": "Operational fields paraphrase the cited report, not independent observation or a recommended procedure. Unknown or unspecified controls are not filled in. Structural motifs, candidate pattern, transfer example, transfer limit, knowledge-work boundary and codebook challenge are analyst interpretations. Reported outcomes are not independently verified.",
    "source_dates": {
      "published": "2025-06-24",
      "updated": null,
      "other_date": null,
      "other_date_type": null,
      "evidence_url": "https://corporate.walmart.com/news/2025/06/24/walmart-unveils-new-ai-powered-tools-to-empower-1-5-million-associates?source=Linkedin&trk=test",
      "evidence_note": "News release header and dateline both state June 24, 2025.",
      "checked_at": "2026-10-18T03:15:00Z",
      "status": "verified_release_publication_date"
    },
    "aliases": [],
    "research_classification": {
      "pattern_ids": [],
      "partial_candidate_pattern_ids": [
        "P04",
        "P07"
      ],
      "split": "expansion_not_validation",
      "fit": "partial",
      "coding_basis": "Post-codebook exploratory independent review; not held-out validation or observed execution"
    },
    "codebook_challenge": "P04 fits priority setting, but resource-constrained work planning may differ from classifying incoming items.",
    "outcome_evidence_status": "Self-report only; no causal or independent validation established.",
    "original_evidence_status": "organization-reported",
    "evidence_interpretation": "Source documentation or reported practice only; no independent execution, effectiveness, safety, or transfer validation.",
    "reference_eligibility": {
      "eligible": true,
      "source_category": "firsthand_creator_build_or_practice",
      "reason": "Organization/practitioner describes its own work, rather than selling the featured tool; retain as reported practice with evidence limits, not measured effectiveness.",
      "allowed_use": "process_reference_with_explicit_limits",
      "eligible_for_success_highlight": false,
      "effectiveness_proven": false,
      "independent_corroboration_status": "not_required_for_process_reference",
      "corroboration_links": [],
      "evidence_constraints": [
        "Eligibility, where granted, permits a process reference only; it is not proof of usefulness, causal effectiveness, safety, or transferability.",
        "No workflow software executed, no video playback independently observed, and no outcomes independently measured by this audit.",
        "Planning constraints",
        "Manager override rules",
        "Task completion feedback",
        "Quality or workload effects",
        "Labor fairness, workload and coverage must be evaluated; faster planning is not sufficient evidence of better plans."
      ]
    },
    "eligibility_register_id": "XOPS-05",
    "expansion_classification": {
      "id": "XOPS-05",
      "record_kind": "new_case",
      "source_url": "https://corporate.walmart.com/news/2025/06/24/walmart-unveils-new-ai-powered-tools-to-empower-1-5-million-associates?source=Linkedin&trk=test",
      "fit": "partial",
      "matched_existing_pattern_ids": [],
      "partial_candidate_pattern_ids": [
        "P04",
        "P07"
      ],
      "not_supported_pattern_ids": [],
      "rationale": "Task prioritization resembles triage and recommendation, but workload/capacity scheduling and contextual criteria are not specified.",
      "newly_needed_dimensions": [
        "resource_allocation",
        "physical_execution"
      ],
      "coding_basis": "Post-codebook exploratory independent review; not held-out validation or observed execution",
      "source_claims_basis": "See expansion-audit.json; practitioner/vendor/creator report or static artifact, never independently observed practice",
      "inclusion_disposition": "research lead/recommendation only",
      "canonical_workflow_or_practice_eligible": false,
      "inclusion_reason": "Priority recommendations are described without criteria, constraints, input definition, override or completion mechanics.",
      "classification_use": "Mechanism-level exploratory comparison only; excluded from qualified workflow/practice totals."
    },
    "dataset_role": "research_lead_not_canonical_workflow"
  },
  {
    "id": "XOPS-06",
    "title": "IKEA reallocates routine enquiry work toward remote advice",
    "organization": "Ingka Group / IKEA",
    "geography": "Sweden-linked multinational; country breakdown unspecified",
    "function": "customer service/remote sales",
    "functions": [
      "customer service/remote sales"
    ],
    "sector": "Retail",
    "source_url": "https://www.ingka.com/newsroom/ai-and-remote-selling-bring-ikea-design-expertise-to-the-many/?trk=public_post_comment-text",
    "source_title": "AI and Remote Selling bring IKEA design expertise to the many",
    "accessed_date": "2026-10-18",
    "source_type": "First-party operating report",
    "evidence_status": "organization-reported",
    "workflow_mode": "reported-ai-practice",
    "summary": "Billie handles simpler enquiries while reskilled call-centre colleagues provide complex support and remote selling.",
    "steps": [
      "Receive customer questions through Billie",
      "Supply product information and recommendations",
      "Reskill call-centre staff in remote design, selling and relationships",
      "Deploy colleagues on complex enquiries and remote customer meetings"
    ],
    "inputs": [
      "Customer enquiries",
      "Product knowledge"
    ],
    "outputs": [
      "Routine answers",
      "Human advisory capacity"
    ],
    "decision_points": [
      "Simple versus complex enquiries; exact routing rule unspecified"
    ],
    "quality_checks": [
      "Quality procedure not described"
    ],
    "exceptions": [
      "Do not infer every unresolved chatbot query is a design request"
    ],
    "context_constraints": [
      "Company reports workforce reskilling; outcomes aggregate several services"
    ],
    "structural_motifs": [
      "Automate routine volume",
      "Redesign role portfolio"
    ],
    "candidate_midlevel_pattern": "Reallocate service capacity after routine demand automation",
    "transfer_example_explicitly_hypothetical": "Hypothetical: a university service desk could automate routine factual answers and train staff for complex application guidance.",
    "transfer_limit": "Capacity released does not automatically become useful advisory work; training and demand must exist.",
    "unknowns": [
      "Handoff mechanics",
      "Consultation steps",
      "Job-change distribution",
      "Causal effect of chatbot on sales"
    ],
    "knowledge_work_boundary": "Service segmentation and role redesign are included; interior design execution is not reconstructed.",
    "provenance_note": "Operational fields paraphrase the cited report, not independent observation or a recommended procedure. Unknown or unspecified controls are not filled in. Structural motifs, candidate pattern, transfer example, transfer limit, knowledge-work boundary and codebook challenge are analyst interpretations. Reported outcomes are not independently verified.",
    "source_dates": {
      "published": null,
      "updated": null,
      "other_date": "2023-06-29",
      "other_date_type": "displayed_article_date_type_unspecified",
      "evidence_url": "https://www.ingka.com/newsroom/ai-and-remote-selling-bring-ikea-design-expertise-to-the-many/?trk=public_post_comment-text",
      "evidence_note": "Page displays 2023-06-29 without separately labeling publication versus update.",
      "checked_at": "2026-10-18T03:15:00Z",
      "status": "verified_displayed_date_type_unspecified"
    },
    "aliases": [],
    "research_classification": {
      "pattern_ids": [],
      "partial_candidate_pattern_ids": [
        "P04",
        "P11"
      ],
      "split": "expansion_not_validation",
      "fit": "partial",
      "coding_basis": "Post-codebook exploratory independent review; not held-out validation or observed execution"
    },
    "codebook_challenge": "Existing patterns explain routing and transition but understate ongoing redesign of the human service offering.",
    "outcome_evidence_status": "Self-report only; no causal or independent validation established.",
    "original_evidence_status": "organization-reported",
    "evidence_interpretation": "Source documentation or reported practice only; no independent execution, effectiveness, safety, or transfer validation.",
    "reference_eligibility": {
      "eligible": true,
      "source_category": "firsthand_creator_build_or_practice",
      "reason": "Organization/practitioner describes its own work, rather than selling the featured tool; retain as reported practice with evidence limits, not measured effectiveness.",
      "allowed_use": "process_reference_with_explicit_limits",
      "eligible_for_success_highlight": false,
      "effectiveness_proven": false,
      "independent_corroboration_status": "not_required_for_process_reference",
      "corroboration_links": [],
      "evidence_constraints": [
        "Eligibility, where granted, permits a process reference only; it is not proof of usefulness, causal effectiveness, safety, or transferability.",
        "No workflow software executed, no video playback independently observed, and no outcomes independently measured by this audit.",
        "Handoff mechanics",
        "Consultation steps",
        "Job-change distribution",
        "Causal effect of chatbot on sales",
        "Capacity released does not automatically become useful advisory work; training and demand must exist."
      ]
    },
    "eligibility_register_id": "XOPS-06",
    "expansion_classification": {
      "id": "XOPS-06",
      "record_kind": "new_case",
      "source_url": "https://www.ingka.com/newsroom/ai-and-remote-selling-bring-ikea-design-expertise-to-the-many/?trk=public_post_comment-text",
      "fit": "partial",
      "matched_existing_pattern_ids": [],
      "partial_candidate_pattern_ids": [
        "P04",
        "P11"
      ],
      "not_supported_pattern_ids": [],
      "rationale": "Service allocation and reskilling are reported. A particular escalation path and controlled-transition verification are not established; do not represent role redesign as routine routing.",
      "newly_needed_dimensions": [
        "labor_ownership",
        "relationship_outcomes"
      ],
      "coding_basis": "Post-codebook exploratory independent review; not held-out validation or observed execution",
      "source_claims_basis": "See expansion-audit.json; practitioner/vendor/creator report or static artifact, never independently observed practice",
      "inclusion_disposition": "research lead/recommendation only",
      "canonical_workflow_or_practice_eligible": false,
      "inclusion_reason": "Role redesign and reskilling are reported, but the end-to-end customer handoff and advisory workflow are not documented.",
      "classification_use": "Mechanism-level exploratory comparison only; excluded from qualified workflow/practice totals."
    },
    "dataset_role": "research_lead_not_canonical_workflow"
  },
  {
    "id": "XCRE-03",
    "title": "CBI reflects on sustaining legitimate community dialogue",
    "function": "Facilitation and relationship-building",
    "sector": "Nonprofits/community programs — United States and Canada",
    "source_url": "https://www.cbi.org/article/past-as-present/",
    "source_title": "Past as Present: Facilitating Collaborative Processes with Those Historically Wronged",
    "accessed_date": "2026-10-18",
    "source_type": "Practitioner reflection across multiple facilitation engagements, with recommendations and illustrative reported episodes",
    "evidence_status": "source-recommended-practice",
    "workflow_mode": "conventional-practice-reflection; not a single workflow execution",
    "summary": "A facilitator reflects on community dialogues in which historical experience, legitimacy and relationships change what a useful process means.",
    "steps": [
      "Recommended practice: listen without forcing participants’ concepts into familiar categories",
      "Recommended practice: make room for historical narratives",
      "Recommended practice: build acceptance of the facilitator over time",
      "Recommended practice: work with leaders selected by participants",
      "Described facilitation possibilities: explore interests and possible settlements",
      "Recommended boundary: leave judgments about justice to affected parties"
    ],
    "inputs": [
      "Participants’ accounts",
      "Historical and institutional context"
    ],
    "outputs": [
      "Intended relational understanding",
      "Possible settlement; no common result established across engagements"
    ],
    "decision_points": [
      "Who should lead?",
      "Would agreement serve participants’ principles?"
    ],
    "quality_checks": [
      "Reported episodes include challenges to facilitator assumptions; no uniform checking procedure"
    ],
    "exceptions": [
      "Declining a settlement can protect a principle"
    ],
    "context_constraints": [
      "Power asymmetry",
      "No universal technique is claimed"
    ],
    "structural_motifs": [
      "Legitimacy building",
      "Meaning negotiation",
      "Relationship maintenance"
    ],
    "candidate_midlevel_pattern": "Earn a legitimate role in a continuing dialogue",
    "transfer_example_explicitly_hypothetical": "Hypothetical: a university partnership office could let community partners shape meeting leadership before discussing joint projects.",
    "transfer_limit": "A transactional facilitation template may reproduce the power imbalance it intends to resolve.",
    "unknowns": [
      "Comparative effectiveness",
      "Complete case chronology",
      "Which recommended practices co-occurred in any one engagement",
      "Actual sequence and outcomes for individual engagements"
    ],
    "codebook_implication": "P10 assumes closure; P01 assumes inquiry toward a clarified account. This case needs relational legitimacy and principled non-closure as first-class outcomes.",
    "provenance_note": "The source mixes recommendations, reflection and illustrative reported episodes across different engagements. Steps are explicitly source-recommended practices or possibilities, not an observed chronological workflow. Inputs and outputs describe the practice domain and intended possibilities. Decision questions, motifs, candidate pattern, transfer and codebook implications are analyst interpretations. No personal case records are reproduced.",
    "source_dates": {
      "published": "2019-03-14",
      "updated": null,
      "other_date": null,
      "other_date_type": null,
      "evidence_url": "https://www.cbi.org/article/past-as-present/",
      "evidence_note": "Article displays 2019-03-14. No updated date observed.",
      "checked_at": "2026-10-18T03:20:26.510992+00:00",
      "status": "verified_displayed_date"
    },
    "limits": [
      "A transactional facilitation template may reproduce the power imbalance it intends to resolve.",
      "Source account does not establish independently verified effectiveness."
    ],
    "step_provenance": [
      "Recommendations across engagements; illustrated by a reported learning conversation",
      "Recommendation, with a reported colleague’s facilitation example",
      "Recommendation, with reported acceptance/rejection episodes",
      "Recommendation about leadership, not a documented step in a single case",
      "Description of what a facilitator can help parties do, not a completed sequence",
      "Recommendation, with an illustrative settlement discussion"
    ],
    "original_evidence_status": "Source-recommended practices illustrated by practitioner-reported episodes; not one observed end-to-end workflow",
    "evidence_interpretation": "Source documentation or reported practice only; no independent execution, effectiveness, safety, or transfer validation.",
    "reference_eligibility": {
      "eligible": true,
      "source_category": "firsthand_creator_build_or_practice",
      "reason": "Practitioner reflection supports reported episodes and method considerations, not a single ordered workflow or tested intervention.",
      "allowed_use": "process_reference_with_explicit_limits",
      "eligible_for_success_highlight": false,
      "effectiveness_proven": false,
      "independent_corroboration_status": "not_required_for_process_reference",
      "corroboration_links": [],
      "evidence_constraints": [
        "Eligibility, where granted, permits a process reference only; it is not proof of usefulness, causal effectiveness, safety, or transferability.",
        "No workflow software executed, no video playback independently observed, and no outcomes independently measured by this audit.",
        "Comparative effectiveness",
        "Complete case chronology",
        "Which recommended practices co-occurred in any one engagement",
        "Actual sequence and outcomes for individual engagements",
        "A transactional facilitation template may reproduce the power imbalance it intends to resolve."
      ]
    },
    "eligibility_register_id": "XCRE-03",
    "expansion_classification": {
      "id": "XCRE-03",
      "record_kind": "new_case",
      "source_url": "https://www.cbi.org/article/past-as-present/",
      "fit": "no-fit",
      "matched_existing_pattern_ids": [],
      "partial_candidate_pattern_ids": [
        "P01",
        "P07"
      ],
      "not_supported_pattern_ids": [
        "P10"
      ],
      "rationale": "At whole-practice level this reflection concerns legitimacy, justice, patience and participant sovereignty. Inquiry and option exploration are only components; agreed closure is neither necessary nor sufficient.",
      "newly_needed_dimensions": [
        "relationship_outcomes",
        "co_creation",
        "nonclosure"
      ],
      "coding_basis": "Post-codebook exploratory independent review; not held-out validation or observed execution",
      "source_claims_basis": "See expansion-audit.json; practitioner/vendor/creator report or static artifact, never independently observed practice",
      "inclusion_disposition": "research lead/recommendation only",
      "canonical_workflow_or_practice_eligible": false,
      "inclusion_reason": "A multi-engagement reflection recommends practices. Keep as an important codebook counterexample, outside the workflow count.",
      "classification_use": "Mechanism-level exploratory comparison only; excluded from qualified workflow/practice totals."
    },
    "research_classification": {
      "pattern_ids": [],
      "partial_candidate_pattern_ids": [
        "P01",
        "P07"
      ],
      "split": "expansion_not_validation",
      "fit": "no-fit",
      "coding_basis": "Post-codebook exploratory independent review; not held-out validation or observed execution"
    },
    "dataset_role": "research_lead_not_canonical_workflow"
  }
]