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22 lessons

Trigger-to-Concept Cheat Sheet

By Sourav Banerjee · Last updated 13 Oct 2026 · Report an issue

10 min readFrom the Forward Deployed library

Use this to recognise what an interviewer is testing and decide your next move. A trigger suggests a question or requirement; it does not automatically justify a component.

HEAR THE TRIGGER → RECALL THE CONCEPT
                           ↓
        CLARIFY → REQUIREMENT → CHOICE → TRADE-OFF

Answer pattern: “That suggests ___. I’d clarify ___ before choosing ___. The main trade-off is ___.”

1. Discovery and Requirements — Modules 1–3

Hear… Think… Ask / say next Module
“We need an AI agent” Proposed solution vs business problem “What outcome matters, and what is painful today?” 1
“People waste time on this” Current workflow and bottleneck “Walk me through the steps and where time is spent.” 1
“What should the system do?” Functional requirements Summarise capabilities, actions, approvals, and failures 2
“Follow-up questions” Relevant context What must persist across turns or tasks? 2
“Recommend the next action” Reason, not necessarily act Who decides and who executes? 2
“Fast, reliable, cheap” Measurable NFRs Workload, metric, target, window, quality floor 3
“100K users” Workload discovery Active users, peak rates, concurrency, task duration 1, 3, 9
“Reduce support cost” Business outcome Baseline, resolved cases, quality and customer experience 1, 3, 11
“Trustworthy answers” AI quality Correctness, claim support, relevant evaluation cases 3, 13

Recall discovery: WHY → TODAY → WHO/HOW MUCH → WHAT → HOW FAR → BOUNDARIES.

2. Architecture Responsibilities — Module 4

Hear… Think… Ask / say next Module
“User identity, tenant quotas, request validation” API Gateway Application-entry controls; downstream access still checked 4
“Several model providers, fallback, token tracking” Model Gateway Compatible model-call controls and provider limits 4
“Several request categories” Router Choose capability; separate agents are not implied 2, 4
“Branches, tools, retries, approvals” Orchestrator Coordinate steps and state transitions 4
“Resume tomorrow / after a crash” Durable state Persist progress, approval, and action status 4, 6, 12
“Repeated eligible lookup” Cache Freshness, tenant/access scope, invalidation 4, 11
“Long task / temporary burst” Queue Bounded wait, job status, processing capacity 4, 9, 10
“Several consumers react to a refund” Event distribution Delivery, duplicate handling, independent consumers 4
API Gateway   = User → Application control
Model Gateway = Application → Model control

Router: Which capability?
Orchestrator: Which step / transition next?
State store: Where did the task stop?

3. RAG and Enterprise Data — Module 5

Hear… Think… Ask / say next Module
“Company policies / manuals” RAG knowledge Approved sources, ingestion, freshness, access 5
“Current order or refund status” Live API/tool Query the system of record within authorised scope 5, 7
“Correct document never appears” Recall / ingestion Does it exist, parse correctly, pass filters, and get retrieved? 5
“Too many unrelated chunks” Precision / ranking Search signals, chunking, reranking, final context 5
“Exact product code” Keyword / hybrid matching Compare exact-term and meaning-based retrieval 5
“Old policy answer” Freshness and version Update pipeline, metadata, applicability 5
“Right evidence, wrong answer” Context use / generation Was evidence retained, and do claims follow it? 5, 13
“Includes citations” Evidence support Do sources actually support the important claims? 5, 13
“Different document permissions” Authorised retrieval Enforce before context; update permissions and cache scope 5, 16
Debug RAG:
Source → Parse/index → Access/version filters
       → Retrieve/rank → Final context → Supported answer

RAG = retrieval-augmented generation. Recall concerns finding relevant evidence; precision concerns how much retrieved evidence is relevant. Groundedness concerns support, not whether the source is current and correct for the case.

4. Agents, Tools, Actions, and Approval — Modules 6–8

Hear… Think… Ask / say next Module
“Same steps every time” Workflow/code Keep defined rules and branches deterministic 6
“Next steps depend on findings” Bounded agent Which decisions need flexible reasoning? 6
“Separate agent for every feature” Complexity justification What specialization/parallel benefit exceeds coordination cost? 6, 17
“Twenty calls for a simple task” Bounds / no progress Shared step/tool/token/time/cost/retry budget 6, 11
“Access production CRM/ERP” Controlled tool layer Specific operations, validated inputs, scoped credentials 7
“Issue refund / cancel order” Write action Authorisation, policy, safe execution, confirmation 7, 8
“Amount threshold” Deterministic policy Exact boundaries, trusted facts, rule ownership/version 8
“Manager must approve” HITL Action/evidence packet, authorised reviewer, durable state 8
“Approval takes hours” Durable approval workflow Persist, expire/reject, resume and revalidate 8
“Action changes after approval” Approval binding Check policy and obtain fresh approval where required 8
“Policy service unavailable” Fail-closed sensitive writes Stop/defer action; safe unaffected assistance may continue 8
“Disable refunds now” Kill switch Execution boundary, queued/in-flight work, actual outcomes 8, 14
Agent recommends → Policy decides → Executor acts
                          ↓
                 Approval if required

HITL = human-in-the-loop. High model confidence is not permission to act. Approval does not grant unrelated access or reverse completed transactions.

5. Scale, Latency, and Cost — Modules 9–11

Hear… Think… Ask / say next Module
“One tenant hurts everyone” Noisy neighbor / fairness Tenant concurrency, quotas, weighted scheduling 9
“Within quota, but system full” Admission control Can this task be accepted within capacity now? 9
“Queue grows continuously” Sustained overload Arrival vs completion rate; capacity or reduced intake 9
“More workers did not help” Shared/external bottleneck Model quota, tool API, retrieval, state-store saturation 9
“Average 3s, P99 25s” Tail latency Slow traces by workload, tenant, and release 10
“Model fast, task slow” Critical path Queue, retrieval, tools, repeated hops, network 10
“Independent reads are sequential” Parallelism Overlap only when inputs, limits, and correctness allow 10
“Long silence before output” First useful output / streaming Separate first output from final completion 10
“Five-minute research” Async interaction Task ID, durable state, progress, results 10
“Bill doubled” Attribution Volume, task mix, model/tokens, calls, retries, rework 11
“History grows forever” Context optimisation Relevant turns/evidence, summaries, authoritative state 11
“Five model calls every time” Call reduction What reasoning does each call add? 10, 11
“Same strong model for all tasks” Evaluated model routing Cheapest capable path at required quality 11
“Background work can wait” Batch eligibility Deadline and measured billing/processing benefit 11
“Cheap requests, many failed tasks” Cost per successful task Include retries, escalation, and relevant rework 11
Rate limit: May this tenant send this much work?
Admission:  Can the system accept it now?
Queue:      Where can accepted work wait within limits?

Latency: Trace → Critical path → Optimize → Recheck quality
Cost: Total cost across attempts ÷ successful tasks

Streaming does not necessarily reduce computation. Async does not automatically shorten completion. A queue does not create capacity. TTFT marks only when output starts; useful user output and confirmed action completion are separate measurements.

6. Failure and Recovery — Module 12

Hear… Think… Ask / say next Module
“Write timed out” Unknown outcome Query status/reconcile before another write 7, 12
“Repeated request / message” Idempotency Stable identifier for the same logical action 7, 12
“Intermittent service errors” Bounded retry Transient/safe? Backoff, jitter, deadline 12
“Retries worsen outage” Retry amplification Shared budgets, circuit breaker, capacity protection 12
“Provider unavailable” Compatible fallback Capability, quality, permissions, residency 12
“Crash after some steps” Durable recovery Known checkpoints plus uncertain-action reconciliation 12
“Message fails repeatedly” DLQ Dead-letter queue owner, diagnosis, safe replay 12
“Optional feature breaks everything” Blast radius / degradation Keep safe independent capabilities available 12

Rule: timeout ≠ confirmed failure; checkpoint ≠ exactly-once external effect; DLQ ≠ completion. Never generate a fresh logical action key simply because the previous attempt timed out.

7. Evaluate, Release, and Operate — Modules 13–15

Hear… Think… Ask / say next Module
“Says cancelled, order still active” Task success Verify confirmed downstream state 13
“Wrong tool arguments” Deterministic assertions Schema, permitted values, intended resource/action 13
“Helpful / complete / grounded?” Semantic rubric Calibrate human/model judges against expert cases 13
“Ratings high, tickets reopen” Online outcomes Delayed results and actual resolution 13
“New prompt better on 20 cases” Coverage and release evidence Held-out segments, failures, baseline, gates 13, 14
“Compare without affecting users” Shadow Candidate isolated from production writes 14
“Only two tenants first” Scoped canary/flag Cohort, stable assignment, stop criteria 14
“Regression after release” Rollback / kill switch Known compatible baseline, active tasks/actions 14
“Old tasks remain pending” Version compatibility State schema, policy, approval/action meaning 14
“Slow request yesterday” Distributed trace Task/trace ID, critical spans, queue, retries 15
“Widespread slowdown” Metrics Scope, saturation, workload/version patterns 15
“Exact error?” Structured logs Correlated event and error category 15
“Why was this refund issued?” Business audit Identity, evidence, policy, approval, action result 15
“Did we meet the promised service?” SLI / SLO / SLA Measured indicator / target / agreed commitment 15
Good wording ≠ completed task
Offline evaluation ≠ real production outcome
Shadow ≠ canary
Rollback ≠ undo completed payment

Logs: Specific events
Metrics: Aggregate patterns
Traces: Correlated path
Audit: Business decision/action trail

Observe tool operations, state transitions, decision summaries, and evidence, not private model chain-of-thought, which is often hidden and not always faithful. Shadow candidates must not duplicate real actions. Keep telemetry access and retention appropriate to sensitive data.

8. Enterprise Security — Module 16

Hear… Think… Ask / say next Module
“Logged-in user” Authentication, then authorisation Which resource/operation is permitted? 16
“Roles differ” RBAC + resource scope Role-based access plus ownership and tenant checks 16
“Filter secrets after generation” Weak boundary Restricted evidence must stay out of context 16
“Agent needs credentials” Least privilege / secrets Trusted executor uses scoped secrets outside model context 16
“Shared enterprise platform” End-to-end tenant isolation Data, index, cache, state, jobs, logs, tools, results 16
“Data cannot leave this region” Residency Models, telemetry, backups, failover, tools 16
“Document/tool says ignore checks” Untrusted data Text cannot change authority 16

Distinguish: authentication = who; authorisation = allowed resource/operation; business policy = whether this action meets the rule; tenant fairness = shared-capacity allocation.

9. Trade-Offs and Interview Execution — Modules 17–18

Hear… Think… Ask / say next Module
“Critic adds latency and cost” Marginal benefit Critical-case improvement vs targets and simpler baseline 17
“Maximum recall, minimum latency” Evidence/processing trade-off Required quality, search/rerank, candidate budget 17
“Remove approvals for speed” Hard constraint Confirm customer policy; do not silently drop controls 17
“Why not something simpler?” Requirement-based justification Which gap needs this complexity, and what evidence supports it? 17
“Customer priority changed” Revisit decision New constraint, options, validation 17
“Design the whole system” End-to-end execution Discover → require → design → stress-test → ship/operate 18
“Walk one request” Concrete flow Identity, evidence, live data, state, authority, outcome 18
“What next?” Validation plan Open assumptions, success evidence, next measurement 18

“I’m choosing X because of requirement Y. The trade-off is Z. I’d verify it using W.”

10. Final 60-Second Recall

Need AI?       → WHY + TODAY
What must do?  → FRs
How well?     → NFRs
Documents?    → Authorized RAG
Live state?   → API/tool
Dynamic steps?→ Bounded agent; otherwise workflow
Business write?→ Policy + approval if required + executor
More users?   → Workload + bottleneck + capacity/fairness
Slow?         → Critical-path trace
Expensive?    → Cost per successful task
Timeout write?→ Reconcile; preserve action identifier
Ready to ship?→ Evaluate + version + gate + scoped rollout
Why happened? → Observability or audit?
Restricted data?→ Enforce resource/tenant boundaries
Why this choice?→ Requirement + trade-off + verification

Closing check: every important box should have a customer requirement, a failure behaviour, and a way to verify that it worked.

Sources (checked 27 Sep 2026)

Rate your confidence and keep notes on the module page.