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whetstone_RSA/docs/gate_rubric.md
2026-03-31 22:50:40 -06:00

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Gate Rubric

Purpose

This document gives a provisional deployment rubric for the current WhetstoneDSL specialist gates.

The goal is not to rank models by benchmark score. The goal is to decide, per gate:

  • deploy now
  • deploy with guardrails
  • wait for larger-tier comparison
  • redesign the gate before scaling

Rubric Buckets

Deploy Now

Use when:

  • the gate is effectively deterministic or near-deterministic
  • wrong decisions are easy to catch or reverse
  • the current model already clears the practical quality bar

Deploy With Guardrails

Use when:

  • the gate is useful at the current size
  • raw accuracy is not enough for blind auto-accept
  • confidence thresholding, retry, or deterministic checks can contain risk

Wait For Large Run

Use when:

  • the current tiny-tier result is too weak for safe deployment
  • the gate definition appears defensible
  • larger-tier quality data is actively being generated

Redesign Before Scaling

Use when:

  • the label space appears structurally muddy
  • the gate may really be multiple smaller gates
  • important input context is missing
  • bigger models would mostly compensate for a bad formulation

Current WhetstoneDSL Gates

confidence_tier

  • Tiny-tier result: 100%
  • Provisional bucket: Deploy Now
  • Rationale:
    • this is very close to a formula task
    • it should be treated as a deterministic baseline whenever possible
    • specialist use is acceptable, but only as a convenience layer over a known rule

verification_type

  • Tiny-tier result: about 84.9%
  • Provisional bucket: Deploy With Guardrails
  • Rationale:
    • bounded 5-way task with real signal at the tiny tier
    • likely useful if accepted predictions have high precision
    • reversible in many workflows because verification type can be validated or corrected downstream
  • Recommended next step:
    • evaluate confidence-thresholded precision
    • inspect confusion concentration, especially adjacent classes

worker_type

  • Tiny-tier result: about 88.5%
  • Provisional bucket: Deploy With Guardrails
  • Rationale:
    • strong enough to be operationally useful if low-confidence cases abstain
    • wrong worker selection is often recoverable
    • likely a good candidate for first-pass routing plus retry
  • Recommended next step:
    • measure accepted precision and abstain coverage
    • add a cheap retry path with richer context

prereq_op

  • Tiny-tier result: about 69.4%, flat across steps 1000-4000
  • Provisional bucket: Redesign Before Scaling
  • Rationale:
    • the current 4-way label is really a composition of two latent yes/no decisions: needs architect review? and needs manual approval?
    • the current generator maps those two axes into one of: standard, needs_review, needs_approval, full_gates
    • that means the model is being asked to infer a product label from short text, even though the natural decision structure is factorized
    • labels are heuristic and keyword-driven, which likely adds noise
    • scaling the model may help, but it may also just memorize fuzzy boundaries
  • Why it is hard:
    • short descriptions often under-specify whether a task is architectural, production-sensitive, both, or neither
    • many cues are policy-level rather than lexical
    • some examples mix "phase/integration/framework" signals with release/security signals, making the combined class boundary weak
    • the downstream action is itself compositional, which suggests the predictor should also be compositional
  • Recommended decomposition:
    • gate A: requires_architect_reviewyes/no
    • gate B: requires_manual_approvalyes/no
    • deterministic combiner:
      • 00 -> standard
      • 10 -> needs_review
      • 01 -> needs_approval
      • 11 -> full_gates
  • Why decomposition is attractive:
    • each model solves a cleaner binary problem
    • outputs align directly with the policy semantics
    • confidence can be calibrated independently per axis
    • one axis may be deterministic or near-deterministic in some contexts
  • What to test before scaling:
    • binary performance for each axis
    • whether richer structured inputs outperform plain step text
    • whether some approval decisions should be deterministic policy checks instead

automatability

  • Tiny-tier result: about 69.6%, flat across steps 1000-4000
  • Provisional bucket: Wait For Large Run and Redesign Before Scaling
  • Rationale:
    • this gate is conceptually important, but the label boundaries are likely moving targets because they depend on what tools and templates the system already has
    • adjacent classes are semantically close
    • the cost of some confusions is very asymmetric
  • Why it is hard:
    • the classes are not purely descriptive; they are partly roadmap-dependent
    • a node can move from llm to specialist or template as tooling improves
    • the difference between template, specialist, slm, and llm is partly an operational routing policy, not just an intrinsic property of the node
  • Recommended next step:
    • wait for current large runs to finish
    • inspect confusion matrix, not just headline accuracy
    • consider a hierarchical formulation
  • Possible decomposition:
    • gate A: is deterministic/template sufficient?
    • gate B: if learned, is output bounded or open-vocabulary?
    • gate C: if open-vocabulary, does small-model routing suffice or is full LLM needed?

Immediate Operational Policy

Until the larger runs complete, use this posture:

  • confidence_tier: deterministic or auto-deploy
  • verification_type: candidate for guarded deployment
  • worker_type: candidate for guarded deployment
  • prereq_op: do not blindly scale; test decomposed formulation first
  • automatability: keep training and collect richer evidence before committing

Main Lesson

When a bounded gate performs poorly, the first question should not be:

"How much bigger should the model be?"

The first questions should be:

  • is the gate actually one gate?
  • is the label space stable?
  • is the input missing policy-critical structure?
  • should part of the logic be deterministic?

That is the point of this rubric.