| 01 Languages and volumes |
Language, locale, script and regional variety; target message count per language; minimum acceptable volume and permitted volume tolerance. |
Feasible volume, expected yield, availability status, sourcing route and representative sample plan for each language. |
| 02 Message and thread unit |
Standalone messages or complete threads; inbound and outbound balance; unique subject requirements; inclusion or exclusion of replies and forwarded messages. |
Counting unit, thread reconstruction method, relationship fields, treatment of repeated quoted content and deduplication logic. |
| 03 Business domain and source |
Required industries, business functions, corporate domains, sender and recipient roles, authentic or purpose built content, and prohibited sources. |
Sourcing methodology, business eligibility filters, provenance, rights basis and expected distribution across domains or business functions. |
| 04 Dates and recency |
Earliest and latest permitted dates; current or archived content; batch intervals; geographic, market or jurisdictional restrictions. |
Attainable coverage by period, recency limits, exceptions and collection or delivery cadence. |
| 05 File format and MIME |
Original EML requirements; MIME structure; plain text and HTML bodies; character encoding; attachments; JSON, CSV or TXT derivatives. |
Delivery schema, preserved EML and MIME fields, attachment treatment, encoding normalization and representative sample files. |
| 06 Headers and metadata |
Required headers and fields such as subject, timestamp, Message-ID, thread ID, domain, language, business function, message direction and content type. |
Data dictionary, expected field completeness, null handling, validation rules and metadata quality reporting. |
| 07 Content inclusion and exclusion |
Rules for spam, automated messages, newsletters, marketing email, replies, forwards, personal provider domains, minors and sensitive content. State whether translated or synthetic content must be excluded. |
Filtering rules, detection methods, manual sampling, exclusion evidence, rejection thresholds and replacement process. |
| 08 Privacy and PII |
Permitted PII threshold; removal, redaction or pseudonymization rules; restricted categories; DPA, security, processing location and retention requirements. |
PII handling workflow, detection and redaction methods, QA thresholds, audit evidence, processing controls and material limitations. |
| 09 Annotation and labels |
Required taxonomy and labels, including intent, topic, urgency, routing, entities, actions, sentiment, phishing or other model specific categories. |
Annotation workflow, annotator profile, guidelines, agreement targets, adjudication process and multilayer QA. |
| 10 Quality and acceptance |
Language accuracy, uniqueness, metadata completeness, format validity, PII thresholds, sample size, batch review and rejection levels. |
Pilot plan, measurable acceptance criteria, QA report, sampling method, batch review procedure and replacement terms. |
| 11 License and commercial rights |
Permitted use for training, fine tuning, evaluation and derivative models; duration, territory, exclusivity, redistribution and subcontractor access. |
Dataset specific license scope, restrictions, ownership of custom deliverables, permitted derivative use and commercial terms. |
| 12 Delivery and security |
Required deadline, batch cadence, storage environment, transfer method, encryption, checksum, deletion and retention conditions. |
Production timeline, batch sizes, secure transfer method, delivery manifest and MD5 or SHA-256 checksums when required. |
| 13 Pricing basis |
Preferred commercial unit per message, thread or dataset; budget range; pilot requirements; exclusivity and deadline constraints. |
Pricing model, minimum commitments, cost drivers, assumptions, optional configurations and quotation validity. |