CONTEXT
Why this comes up
A customer interview recorded by UT, with an accounting and advisory firm that is not named, describes keeping text and image processing local, including offline operation. This checklist turns that requirement into a test plan.
THE USEFUL LESSON
Evaluate the complete application path under the network restrictions your organization actually requires. A successful chat response alone does not establish offline operation of every component.
ON YOUR MACHINE
What to record and test
- 01
Draw the data path: client, authentication, document processing, embeddings, retrieval, model server, tools and logs.
- 02
Install the permitted artifacts, then disable external connectivity in the evaluation environment.
- 03
Test document ingestion, retrieval, application actions and access controls using non-confidential test data.
- 04
Restart the machine and services. Record any dependency that appears only during startup, licensing or updates.
- 05
Document the approved process for importing updates and recovering from a failed change.