SNOWROCK BUYER DATA BRIEF
Blank worksheet | Version 1 | October 17, 2026
https://snowrock.com/sourcing#buyer-data-brief

Use this worksheet to describe data your team wants to license and the company
search you may want SnowRock to carry out. Replace brackets with your answers.
Mark unknown answers "open" and name the person who will resolve them. Keep
private credentials, raw personal records and confidential customer names out
of the first version. You can begin a conversation before every answer is ready.

Project name: [ ]
Buyer company and business contact: [ ]
Brief owner and reviewer: [ ]
Version, date and next decision date: [ ]

1. TASK AND INTENDED USE

Business task the AI should perform: [ ]
Who will use its output, and what decision will they make? [ ]
Inputs the AI will receive: [ ]
Output it should produce: [ ]
How a reviewer will judge a useful output: [ ]
Intended use: [training / evaluation / retrieval / other, describe]
Excluded uses and uses requiring further approval: [ ]

2. COMPANIES AND SOURCE SYSTEMS

Industries, company types and operating processes to include: [ ]
Geographies, languages and business sizes to include: [ ]
Companies or data categories to exclude: [ ]
Source systems or original file types to look for: [ ]
Person or role able to approve a license and sample access: [ ]
Evidence needed to check where records came from and how they were created: [ ]
Known limits, possible bias or gaps in the source: [ ]

3. UNIT OF DATA, FIELDS AND LINKS

One complete example means: [one ticket / repair job / transaction / other]
Required stages of that example: [request, human action, review, result, etc.]

Copy this field row for every required or preferred field:
Field name: [ ]
Meaning and expected type: [text / number / date / file / other]
Required or preferred: [ ]
Source system or file: [ ]
Units, language or date format: [ ]
Meaning of a blank or missing value: [ ]
Identifier that links this field or file to related records: [ ]

Describe the links between files and records: [ ]
Unique identifier for one example: [ ]
Rules for duplicate records, revisions and reopened cases: [ ]
Field glossary or schema needed with delivery: [ ]

Fictional example, for explanation only:
For a support-resolution task, tickets.ticket_id links one ticket to its replies
and final resolution. replies.ticket_id links each reply back to that ticket.
policy_version links a decision to the policy used at that time. An absent
resolution is marked "not recorded" rather than silently treated as a success.
These are suggested field names, not an available dataset or a buyer order.

4. TIME RANGE, VOLUME AND COVERAGE

Start and end dates, time zone and relevant business dates: [ ]
Minimum and preferred number of complete examples: [ ]
Required mix of routine, difficult, unsuccessful and incomplete cases: [ ]
Known changes to systems, policies or definitions during this period: [ ]
One delivery or continuing updates, with proposed frequency: [ ]
How the sample should represent the full period and case mix: [ ]

5. PERMISSIONS AND ACCESS

Company or party expected to authorize the proposed use: [ ]
Evidence or approval needed before a sample is shared: [ ]
Proposed rights: [use, users, duration, geography and any redistribution]
Personal or confidential information to exclude, remove or restrict: [ ]
Third-party material, customer terms or other restrictions to review: [ ]
Who reviews these questions, and which remain open? [ ]
People allowed to receive a description, a sample and the full data: [ ]
Sample storage, access limits, retention and deletion plan: [ ]

6. SAMPLE PLAN AND ACCEPTANCE

Sample size and who selects the cases: [ ]
Selection method, including how incomplete cases enter the sample: [ ]
Named reviewer and review deadline: [ ]
Approved sample format and permitted sample use: [ ]

Copy this acceptance row for each check. Choose thresholds for this task;
this worksheet does not prescribe universal quality standards.
Check: [field completeness / correct links / readable files / other]
How it will be measured: [ ]
Numerator and denominator, if using a percentage: [ ]
Pass threshold and treatment of missing values: [ ]
Who reviews it and what evidence they retain: [ ]

How the sample will be tested on the intended task: [ ]
Who decides to accept, revise, expand or stop: [ ]
Revision limits and the next decision date: [ ]
Conditions that stop the search or sample review: [ ]

7. DELIVERY AND RESPONSIBILITIES

File formats, encoding, schema and folder or table structure: [ ]
Who extracts, removes restricted information and prepares the files: [ ]
Who checks links, counts and data quality before transfer: [ ]
Approved secure transfer method and named recipient: [ ]
Delivery schedule and any update process: [ ]
Delivery record: [file list, row counts, checksums or other agreed evidence]
Who accepts the delivery and by what date: [ ]
Correction, deletion, return or replacement process: [ ]

8. SNOWROCK'S ROLE AND SEPARATE COSTS

Requested service: [a specific introduction / a commissioned company search]

An introduction connects the buyer with a company contact after company
approval. Define which company or qualifying introduction is in scope.

A commissioned search can include company research, agreed outreach,
qualification questions, company profiles and progress reports. Write down
the deliverables, boundaries, review dates and what counts as a completed
assignment. A company may decline or its data may not meet the brief.

Requested introduction or search deliverables: [ ]
Company qualification questions and excluded approaches: [ ]
Reporting schedule, completion conditions and stop rules: [ ]
Person approving SnowRock's scope and fee: [ ]
Budget and fee for SnowRock's agreed service: [ ]
Fee calculation, payment trigger, timing and cancellation terms: [ ]

Separate potential data-license budget paid to the data owner: [ ]
Separate preparation and delivery budget, with named providers: [ ]
Who pays each cost and which costs are included in each price: [ ]

The buyer and data owner agree the license and license payment directly.
The owner approves sharing and transfers raw data directly to the buyer.
SnowRock's introduction or search fee is separate and agreed before work.
Completing this brief does not create an order, license or fee agreement.

9. NEXT DECISION

Open question | Person responsible | Due date
[ ] | [ ] | [ ]
[ ] | [ ] | [ ]

Next action and decision maker: [ ]
Ready for: [scope discussion / company search / approved sample review]

Discuss a search: https://snowrock.com/contact-sales?topic=buyer
Related guide: https://snowrock.com/guides/commissioning-a-data-search
Worked fictional brief: https://snowrock.com/examples/sourcing-brief.html