Inductive Mode
Extract patterns and rules from multiple observations.
When to Use
- Multiple instances suggest a pattern
- Something keeps happening repeatedly
- Need to generalize from examples
- Question is "What pattern exists?"
Flow
Collection (≥5 instances) → Pattern Detection → Generalization → Confidence Bounds
Stage 1: Collection
Gather instances with consistent metadata before looking for patterns.
Minimum sample requirements:
| Confidence Target | Minimum N |
|---|---|
| Exploratory | 3-5 |
| Tentative | 6-10 |
| Moderate | 11-20 |
| High | 21+ |
Required for each instance:
- Unique identifier
- Timestamp
- Category/context
- Key attributes
- Outcome
Data quality checks:
- Completeness: What percentage of fields are filled?
- Consistency: Are categories and values standardized?
- Recency: How current is the data?
Challenge: "Are these instances comparable? Is there selection bias? What's missing?"
Example:
Collection: 24 content pieces, Jul-Dec 2024
ID Type Word Count Channel Conversions C01 Case study 1,850 Organic 47 C02 How-to 2,200 Organic 32 C03 Case study 1,600 28 ... ... ... ... ... Quality: Completeness 88%, Consistency 92%, Recency 95%
Gate: Must have ≥5 comparable instances before proceeding.
Stage 2: Pattern Detection
Identify patterns in the data.
Standard Pattern Types
| Type | What to Look For | Example |
|---|---|---|
| Frequency | How often X occurs | "7/12 deals stall at legal review" |
| Correlation | X and Y appear together | "Large deals AND long cycles" |
| Sequence | X followed by Y | "Demo → proposal within 3 days = higher close" |
| Cluster | Natural groupings | "Two distinct customer segments exist" |
| Trend | Direction over time | "Average deal size increasing 5%/quarter" |
| Threshold | Behavior changes at breakpoint | "Deals >$100K require VP approval" |
System Architecture Patterns
For AI/software systems, also check:
| Type | What to Look For | Example |
|---|---|---|
| Layer Coupling | Failures cascade through layers | "Retrieval errors → reasoning failures" |
| Feedback Loop | Output affects future input | "User corrections → behavior drift" |
| Bottleneck | Single point constrains system | "All failures trace to validation layer" |
| Redundancy Gap | No backup for critical path | "Single model, no fallback" |
| Drift Signature | Gradual distribution shift | "Query types changing over 6 months" |
Challenge: "Is this correlation or causation? What about the exception that breaks this?"
Scoring:
- Strong pattern: ≥80% of instances follow
- Moderate pattern: 60-79% follow
- Weak pattern: <60% follow (needs more data or is unreliable)
Example:
Patterns detected:
P1 (Frequency): Case studies convert at 2.3x average rate.
- 7/8 case studies above average (87.5%)
- Strength: Strong (0.82)
P2 (Correlation): Technical depth correlates with enterprise demos (r=0.68)
- Strength: Moderate
- Note: Correlation, not proven causation
P3 (Threshold): Posts >2,000 words perform 2.1x better on organic
- Clear step function at 2,000 word mark
- Strength: Strong (0.75)
P4 (Trend): LinkedIn engagement declining month-over-month
- Strength: Moderate (0.70)
Gate: At least one pattern must have strength ≥0.6 before proceeding.
Stage 3: Generalization
Form rules from validated patterns.
Rule Types
| Type | Form | Example |
|---|---|---|
| Deterministic | If X, always Y | "Deals >$500K always require legal" |
| Probabilistic | If X, Y with P% | "Stalls >21 days → 80% loss rate" |
| Conditional | If X and Y, then Z | "Large + new customer → CFO approval" |
| Threshold | When X > N, then Y | "Word count >2,000 → 2x organic traffic" |
Required for each rule:
- Statement: Clear if-then formulation
- Derived from: Which patterns support it
- Mechanism: Why the rule works (hypothesis)
- Applicability: Where rule applies
- Exceptions: Known cases where rule doesn't hold
Challenge: "What's the boundary condition? Does this hold for [segment]? What are the exceptions?"
Example:
R1: Case studies convert at 2x+ rate vs other content types.
- Derived from: P1
- Mechanism: Social proof + specificity reduce purchase anxiety
- Applies to: Bottom-funnel, decision-stage content
- Exception: Narrow technical audiences (1/8 case studies underperformed)
R2: Target >2,000 words for SEO content.
- Derived from: P3
- Mechanism: Longer content ranks better, earns more backlinks
- Applies to: Organic-focused content
- Exception: News/announcement posts (brevity expected)
R3 (Tentative): Technical depth attracts enterprise buyers.
- Derived from: P2
- Mechanism: Signals expertise → builds trust
- Status: Correlation only—needs A/B test to confirm causation
Gate: Rules must have explicit applicability bounds and exceptions.
Stage 4: Confidence Bounds
Calculate reliability of rules.
Confidence formula:
Confidence = Base(N) × min(Strength, Consistency, Recency)
Base from sample size:
- N < 5: max 0.40
- N 5-10: max 0.60
- N 11-20: max 0.80
- N > 20: max 0.95
Exception rate:
- <10% exceptions: Rule is robust
- 10-20% exceptions: Rule has caveats
- 20-30% exceptions: Rule is situational
30% exceptions: Rule is unreliable—don't generalize
Challenge: "Is the sample large enough? Are we overconfident?"
Example:
R1 confidence calculation:
- Base (N=8): 0.60
- Strength: 0.82
- Consistency: 0.87
- Recency: 0.95
- Final: 0.60 × 0.82 = 0.49
Interpretation: Moderate confidence. Directionally useful but revisit when N≥15.
Validity period: Re-evaluate in 90 days or when N doubles.
Output Format
## Inductive Analysis: [Topic]
### Collection
- **Sample:** [N] instances, [date range]
- **Quality:** Completeness [%], Consistency [%]
### Patterns Detected
**P1: [Name]** (Strength: [X])
[Description with evidence]
**P2: [Name]** (Strength: [X])
[Description with evidence]
### Rules
**R1:** [If-then statement]
- Confidence: [%]
- Applies to: [Context]
- Exceptions: [Known exceptions]
### Uncertainty
- Sample size limitation: [What we'd see with more data]
- Exceptions unexplained: [Anomalies]
- Correlation vs causation: [What needs testing]
### Next Steps
1. [Action to validate or apply]
2. [Experiment to test mechanism]
Output Format
Pattern Analysis
## Pattern Analysis: [Topic]
### Collection
**Sample:** [N] instances, [date range]
**Source:** [Where data came from]
**Quality:** Completeness [%], Consistency [%]
### Patterns Detected
**P1: [Pattern Name]** (Strength: [0.0-1.0])
[Description with quantified evidence]
**P2: [Pattern Name]** (Strength: [0.0-1.0])
[Description with quantified evidence]
### Rules Derived
**R1:** [If-then statement]
- Confidence: [%]
- Applies to: [Context where rule holds]
- Exceptions: [Known cases where rule doesn't hold]
- Mechanism: [Why the rule works]
**R2:** [If-then statement]
- Confidence: [%]
- Applies to: [Context]
- Exceptions: [Known exceptions]
### Uncertainty
- **Sample size:** [Limitation and what more data would show]
- **Unexplained exceptions:** [Anomalies not yet understood]
- **Correlation vs causation:** [What needs testing]
### Next Steps
1. [Action to validate or apply]
2. [Experiment to test mechanism]
Assessment Output (for quality evaluation)
When evaluating against criteria:
## Assessment: [Target]
**Evaluator:** [Who]
**Date:** [When]
### Criteria
| Criterion | Weight | Pass Threshold |
|-----------|--------|----------------|
| [Name] | [0.0-1.0] | [What constitutes pass] |
### Findings
**[Criterion 1]:** [Pass/Partial/Fail]
- Score: [0.0-1.0]
- Evidence: [Specific observation]
- Gap: [If any, what's missing]
**[Criterion 2]:** [Pass/Partial/Fail]
- Score: [0.0-1.0]
- Evidence: [Specific observation]
### Overall
**Verdict:** [Pass / Conditional / Fail]
**Weighted Score:** [0.0-1.0]
**Confidence:** [0.0-1.0]
### Gaps
| Gap | Severity | Current | Required |
|-----|----------|---------|----------|
| [What's missing] | Blocking/Significant/Minor | [State] | [Target] |
*Note: Assessment describes quality. For recommendations, chain to recommendation output.*
Quality Gates
| Stage | Gate |
|---|---|
| Collection | ≥5 comparable instances |
| Detection | ≥1 pattern with strength ≥0.6 |
| Generalization | Explicit applicability bounds |
| Confidence | Exception rate <30% for actionable rules |
Anti-Patterns
| Avoid | Do Instead |
|---|---|
| Small N conclusions | Wait for sufficient data |
| Correlation = causation | Test mechanism separately |
| Ignoring exceptions | Document and explain each |
| Unbounded rules | Specify where rule applies |
| Overconfident generalization | State confidence with bounds |
| Pattern hunting | Decide what to measure before looking |