Optimize AI knowledge refresh portfolio

Select one governed periodic refresh policy per unique knowledge source across every dependent AI application, using renewal-theory freshness, shared-source economics, hard access/control/grounding/loss/resource gates and expected plus CVaR scenario regret.

What it's for

Finds the economical refresh frontier across an entire AI estate, recognizing that one policy page or runbook may ground many assistants and should be refreshed—and paid for—once.

What you give it

Inputs split into evidence read from your connected systems, calibration your team owns, and numerical controls that affect precision but never the result's meaning.

Field Type Role Required
ai_applications array of objects (8 fields) Evidence Yes
beam_width integer ≥ 1, ≤ 100000 Numerical control Optional
exact_state_limit integer ≥ 1, ≤ 10000000 Your calibration Optional
implementation_budget number ≥ 0 Your calibration Yes
knowledge_sources array of objects (4 fields) Evidence Yes
max_detail_rows integer ≥ 1, ≤ 500 Numerical control Optional
maximum_cvar_economic_regret any Your calibration Optional
maximum_expected_economic_regret any Your calibration Optional
refresh_options array of objects (13 fields) Evidence Yes
resource_capacities array of objects (3 fields) Evidence Yes
risk_aversion number ≥ 0 Your calibration Optional
scenarios array of objects (3 fields) Evidence Yes
tail_probability number > 0, ≤ 0.5 Your calibration Optional

Each refresh_options record

Field Type Required
available_scenario_ids array of string Yes
dependency_option_ids array of string Yes
evidence_verified boolean Yes
exclusion_option_ids array of string Yes
id string (non-empty) Yes
implementation_cost number (≥ 0) Yes
is_current_state boolean Yes
operating_cost_scenarios array of number Yes
refresh_interval_days number (> 0, ≤ 3650) Yes
refresh_success_probability_scenarios array of number Yes
resource_demand_scenarios object Yes
satisfied_control_ids array of string Yes
source_id string (non-empty) Yes
Example input
{
  "ai_applications": [
    {
      "evidence_verified": true,
      "id": "support-copilot",
      "loss_per_stale_answer_scenarios": [
        100,
        200
      ],
      "maximum_expected_stale_loss": 100000,
      "minimum_grounding_probability": 0.5,
      "query_volume_scenarios": [
        1000,
        1200
      ],
      "required_source_ids": [
        "payments-runbook"
      ],
      "value_per_grounded_answer_scenarios": [
        5,
        5
      ]
    }
  ],
  "implementation_budget": 10000,
  "knowledge_sources": [
    {
      "daily_change_hazard_scenarios": [
        0.01,
        0.02
      ],
      "evidence_verified": true,
      "id": "payments-runbook",
      "required_control_ids": [
        "access"
      ]
    }
  ],
  "refresh_options": [
    {
      "available_scenario_ids": [
        "base",
        "stress"
      ],

Truncated for display — the full payload is 125 lines.

What you get back

This is the actual output of running the example above — computed by the same function the platform calls, not an illustration.

Example output
{
  "application_diagnostics": [
    {
      "application_id": "support-copilot",
      "expected_grounding_probability": 0.9762,
      "expected_stale_loss": 4047.6584,
      "minimum_grounding_probability": 0.5
    }
  ],
  "assumptions": [
    "Each immutable knowledge source is refreshed once for all dependent AI applications; shared-source benefits, costs, controls and capacity are never counted once per consuming application.",
    "Periodic-refresh freshness follows a renewal model with Poisson content change and prospectively tested refresh success; application grounding requires every declared source to be fresh.",
    "Expected value and CVaR regret use one coherent scenario order. Required controls, grounding thresholds, application loss limits, relations, budget and shared resources are hard gates.",
    "Optimization is not deployment, content-access authorization, factual certification, legal/compliance advice, or a judgment about an author, employee, vendor, team, or country."
  ],
  "baseline_current_state": {
    "expected_net_value": -33192.2349,
    "expected_stale_loss": 36920.3177,
    "option_ids": [
      "monthly"
    ]
  },
  "constraints": {
    "implementation_budget": 10000,
    "maximum_cvar_economic_regret": null,
    "maximum_expected_economic_regret": null,
    "risk_aversion": 0.25,
    "tail_probability": 0.05
  },
  "decision": "ai_knowledge_refresh_portfolio_supported",
  "failed_gates": [],
  "method": "shared_source_renewal_refresh_portfolio_cvar_regret_v1",
  "portfolio_pareto_frontier": [
    {
      "economic_regret_cvar": 82908.719,
      "expected_net_value": -33192.2349,
      "implementation_cost": 0
    },
    {
      "economic_regret_cvar": 0,
      "expected_net_value": 501.283,
      "implementation_cost": 5000
    }
  ],

Truncated for display — the full payload is 112 lines.

How it works

Constrained optimization — Pick the best feasible option under real limits — budget, headcount, dependencies, capacity — rather than ranking a list and hoping it fits.

  1. 1 Convert source change hazards, refresh intervals and tested refresh success into scenario freshness with a periodic-renewal model.
  2. 2 Propagate each source choice once through all dependent applications, where grounding requires every declared source; subtract stale loss and shared operating cost without double counting.
  3. 3 Enforce controls, scenario availability, dependencies, exclusions, application grounding/loss limits, implementation budget and shared capacity; solve exactly or by disclosed beam and rank expected value minus CVaR regret.

Before you trust it

Every tool in the catalog ships with the conditions under which its answer is meaningful — and the conditions under which it should abstain instead of guessing.

Assumptions & guardrails

  • Objectives use commensurable locally governed value units, constraints reflect real feasibility, and uncertainty covers plausible adverse inputs.
  • Unique source identity and application dependencies are complete; hazards, refresh effects, values, losses, costs and loads are prospectively validated on one coherent scenario horizon.
  • The recommendation is optimal only for its stated objective, feasible set, evidence, and solver guarantee; it is not a universal management optimum.
  • The optimizer ranks declared executable policies; it does not certify content, authorize access, approve deployment or judge authors, employees, vendors or countries.

Minimum evidence

  • knowledge_sources: required and organization-defined
  • ai_applications: required and organization-defined
  • refresh_options: required and organization-defined
  • scenarios: required and organization-defined
  • resource_capacities: required and organization-defined
  • implementation_budget: required and organization-defined

How to validate it

Backtest the chosen action against simple feasible baselines on held-out scenarios, sweep costs/constraints/risk tolerance, and require constraint feasibility under adverse inputs.

Calibrating it to your org

Same for everyone

The mathematical kernel, validation rules, method version, and JSON output semantics are organization-independent; no tenant-trained coefficients or company benchmark is embedded in the function.

Specific to you

  • versioned source-to-application dependency graph and multiple-choice refresh matrix joined to one coherent scenario set, unique resource capacities and independently validated refresh/control evidence
  • source uniqueness, dependency completeness, change/renewal semantics, refresh-effect identification, required controls, grounding/loss limits, coherent scenarios, application value/loss, full cost, dependencies/exclusions, shared capacity, budget, evidence and regret appetite

Calibration workflow

  1. 1 Define the management decision, target outcome, aggregate unit, privacy boundary, cadence, and prediction/intervention horizon for this organization.
  2. 2 Build a tenant-scoped historical cohort using only information available before each prediction or decision; preserve zero periods, censoring, assignment probabilities, and unresolved outcomes when the method requires them.
  3. 3 Estimate statistical parameters on training history, but obtain costs, utilities, risk tolerance, practical-effect thresholds, capacity, and policy constraints from accountable decision owners.
  4. 4 Validate on later time windows or held-out aggregate units at the deployment grain, against a simple baseline and the function-specific validation strategy.
  5. 5 Deploy only if the returned decision clears evidence, overlap, calibration, robustness, and guardrail checks; warning, unsupported, schema-gap, and fallback decisions are abstentions.
  6. 6 Monitor realized outcomes, data drift, coverage, and decision regret; recalibrate at a governed cadence or after a detected regime/definition change, never merely because a stakeholder dislikes the result.

Call it from your AI

You don't wire up 388 tools in your MCP client. The GitRevio MCP server exposes 18 tools, three of which let an agent search the catalog, read a tool's schema, and run it — so the assistant finds this one on its own.

gitrevio_capabilities_search
  { "q": "select one governed periodic refresh policy" }
  → finds "optimize_ai_knowledge_refresh_portfolio"

gitrevio_capability_describe
  { "capability_id": "optimize_ai_knowledge_refresh_portfolio" }
  → returns the input schema and agent guidance shown on this page

gitrevio_capability_run
  { "capability_id": "optimize_ai_knowledge_refresh_portfolio", "arguments": { ... } }
  → returns the result shown above

Works in Claude Desktop, Claude Code, Cursor, Cline, Continue.dev, Goose and Aider. See the MCP server.

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