Escalation Guide(升级指南)
知识库位置:
FDE Knowledge Base/09 Field Guides/16-Escalation-Guide.md
When to Escalate(何时升级)
Section titled “When to Escalate(何时升级)”不是所有问题都应该自己扛。
以下情况通常应该升级:
Business(业务)
Section titled “Business(业务)”- Sponsor Alignment Conflict(发起人对齐冲突)
- Project Value Unclear(项目价值不清)
- Major Scope Dispute(重大范围争议)
Security(安全)
Section titled “Security(安全)”- Unresolved High-risk Control(未解决的高风险控制项)
- Data Policy Conflict(数据政策冲突)
Engineering(工程)
Section titled “Engineering(工程)”- Platform-level Issue(平台级问题)
- Major Production Incident(重大生产事故)
- Vendor-level Dependency Failure(供应商级依赖故障)
Legal / Compliance(法务/合规)
Section titled “Legal / Compliance(法务/合规)”- Regulatory Interpretation Required(需要监管解释)
Customer Relationship(客户关系)
Section titled “Customer Relationship(客户关系)”- 重大信任问题
- Commercial Conflict(商务冲突)
Good Escalation(好的升级)
Section titled “Good Escalation(好的升级)”不是:
我搞不定了。
而是:
Issue(问题)Impact(影响)Evidence(证据)What Has Been Tried(已尝试什么)Options(选项)Recommendation(建议)Decision Needed(需要的决策)Example(示例)
Section titled “Example(示例)”Issue(问题):Customer security does not permit external model calls.(客户安全不允许调用外部模型。)
Impact(影响):Current POC architecture cannot enter production.(当前 POC 架构无法进入生产。)
Options(选项):1. Customer-hosted model(客户自托管模型)2. Private managed endpoint(私有托管端点)3. Reduce scope to non-sensitive data(收窄为非敏感数据)
Recommendation(建议):Evaluate option 2 first due to lower operational burden.(因运营负担更低,优先评估选项 2。)
Decision needed(需要决策):Customer security + architecture approval.(客户安全 + 架构审批。)