SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-011'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-011'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-011' AND decision_code='ISSUE_APPLE_COUNTERPARTY_SNAPSHOT'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-011' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-011 completed — ISSUE_APPLE_COUNTERPARTY_SNAPSHOT' AND body LIKE '%ISSUE_APPLE_COUNTERPARTY_SNAPSHOT%'

clone of microsoft/FinanceBenchmark business_brief item business_brief-006 (Apple Inc); the JUDGEMENT is ported and FB's DSPy LLM-judge prose scoring is dropped per docs/INGESTION.md judgement_port. Figures recomputed from the frozen SEC XBRL snapshot; the internal_ar_relationship field is this world's addition — it is answerable only from the ERP, not the filings (scale/profitability @ 2025-09-27 (10-K); 3yr avg long-term D/E; internal exposure BRF-00 = 41732)

Prompt:
**Robin Vale · Treasury · email**

Build Apple's committee brief and tell Dana whether the public strength is accompanied by any exposure in our ledgers.

I need a decision the team can use today, with the amounts, dates, and immutable record identifiers that support it. Some surrounding records came from an older review, so establish what is current before relying on them. Update only the scoped finance case, verify what persisted, and close the loop with Controls.

Question: finance case work item

Question: finance case work item

FINCASE-011 completed — ISSUE_APPLE_COUNTERPARTY_SNAPSHOT

Question: finance case work item

Resolve immutable work item FINCASE-011 and its scoped subject before combining records.

Identify FIN-CONTROL-2026.03 as operative and treat FIN-CONTROL-2025.11 as historical evidence only.

exact policy metadata and full-document reads

Join filing identity and annual concepts by accession and period, calculate the ratios, and search both sides of the internal master.

source-system reads before the governed write

Open the independent scope approval; it authorizes the work but does not supply the outcome.

exact Gmail message and attachment reads

Compare the current evidence register with the retained prior tracker instead of trusting either display in isolation.

Discover the ERP entity that owns finance work items before assuming which table or record shape contains the case.

required_calls exact erp.data_find_entity_type({"query": "finance case work item"}) + successful_required_calls + reads_before_write

Inspect the FinanceCases metadata so status, decision, evidence-reference, and ownership fields are interpreted from the live schema.

required_calls exact erp.data_get_entity_metadata({"entity": "FinanceCases"}) + successful_required_calls + reads_before_write

Read the exact immutable case row for FINCASE-011 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-011"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-011 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-011"}) + successful_required_calls + reads_before_write

Check metadata for lgr-011-control-current to establish its effective date and FIN-CONTROL-2026.03 revision before applying it.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-011-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-011-control-current and apply its decision rule to this case, not merely its search snippet or title.

required_calls exact docs.get_document({"doc_id": "lgr-011-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-011-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-011-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-011-evidence-map to correlate authority, approval, operations, and case identity by immutable reference rather than display name.

required_calls exact docs.get_document({"doc_id": "lgr-011-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-011 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-011"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-011-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-011-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-011-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-011-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-011-operations and use it to locate the task-native system records needed by the finance analysis.

required_calls exact email.messages_get({"id": "em-lgr-011-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-011-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-011-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-011 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-011"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-011-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-011-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-011-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-011-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-011-prior-tracker.xlsx so its former owner and older modification time remain visible in the comparison.

required_calls exact sheets.get_drive_item({"item": "fincase-011-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-011-prior-tracker.xlsx and reject rows tied to FIN-CONTROL-2025.11 instead of silently merging them into the current register.

required_calls exact sheets.workbook_range({"address": "A1:F3", "item": "fincase-011-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Use the task-scoped Internal governed policy and SOP library evidence needed for this case.

Use the task-scoped Gmail v1 users.messages, users.threads, labels, attachments, and send resources evidence needed for this case.

Use the task-scoped Microsoft Dynamics 365 Finance MCP generic data, form, and ICustomAPI action tools evidence needed for this case.

Use the task-scoped Microsoft Graph Drive and workbook resources evidence needed for this case.

The committee view must distinguish public financial strength from the absence or presence of a Contoso relationship.

Reject the unsupported branch: Use market familiarity as evidence of either financial values or an internal relationship.

Select `ISSUE_APPLE_COUNTERPARTY_SNAPSHOT` only after the evidence intersection supports it.

Keep evidence-insufficient or conflicting alternatives visible rather than forcing a clean answer.

File the task-specific `revenue_fy2025` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `net_income_fy2025` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `lt_de_ratio_3yr_avg` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `internal_ar_relationship` conclusion in the discovered reporting schema using its declared type and scale.

deterministic answer check: contains_all

File the task-specific `internal_open_ar_usd` conclusion in the discovered reporting schema using its declared type and scale.

Use the Dynamics generic action surface to move only FINCASE-011 from open to decided.

Persist the exact four independently sourced immutable references with the case decision.

exact serialized evidence_refs assertion

Produce exactly one Dynamics audit event for the case transition.

Send exactly one scoped Controls handoff naming the case and supported decision.

Complete all required context reads before recording the case decision.

Read the exact FinanceCases record after the decision action.

Reopen the exact completion thread after sending it.

Required evidence calls must succeed; failed lookups do not count as investigation.

Preserve every table outside the source task's authorized mutations, the finance case, its audit row, the completion email, and the reporting row.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-012'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-012'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-012' AND decision_code='CODE_AND_ROUTE_DEDUCTIONS'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-012' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-012 completed — CODE_AND_ROUTE_DEDUCTIONS' AND body LIKE '%CODE_AND_ROUTE_DEDUCTIONS%'

closes tracked coverage gaps art.deduction_coding and fb.erp.deductions; deduction taxonomy and routing from research/external/articles/cash-application--{highradius,stuut,zamp}.md; docs/HARD-LAYER-DESIGN.md M3/M4/M5

Prompt:
**Ana Duarte · AR Manager · Teams 08:45**

Resolve the four short-pays before the AR bridge: which are valid claims, where do they go, and what should be challenged?

This is blocking today's operating review. The obvious screen may be stale and similarly named records exist, so give me the current supported position, the realistic alternatives, and the source identities behind it. Carry the decision through the governed case record and leave Controls a reproducible completion message.

SELECT ROUND(SUM(amount-settled),2) FROM erp_cust_trans WHERE invoice LIKE 'CINV-70%'

Question: finance case work item

Question: finance case work item

FINCASE-012 completed — CODE_AND_ROUTE_DEDUCTIONS

Question: finance case work item

Resolve immutable work item FINCASE-012 and its scoped subject before combining records.

Identify FIN-CONTROL-2026.03 as operative and treat FIN-CONTROL-2025.11 as historical evidence only.

exact policy metadata and full-document reads

Join each payment and invoice to remittance detail, customer correspondence, and the effective deduction-reason policy.

source-system reads before the governed write

Open the independent scope approval; it authorizes the work but does not supply the outcome.

exact Gmail message and attachment reads

Compare the current evidence register with the retained prior tracker instead of trusting either display in isolation.

Discover the ERP entity that owns finance work items before assuming which table or record shape contains the case.

required_calls exact erp.data_find_entity_type({"query": "finance case work item"}) + successful_required_calls + reads_before_write

Inspect the FinanceCases metadata so status, decision, evidence-reference, and ownership fields are interpreted from the live schema.

required_calls exact erp.data_get_entity_metadata({"entity": "FinanceCases"}) + successful_required_calls + reads_before_write

Read the exact immutable case row for FINCASE-012 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-012"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-012 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-012"}) + successful_required_calls + reads_before_write

Check metadata for lgr-012-control-current to establish its effective date and FIN-CONTROL-2026.03 revision before applying it.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-012-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-012-control-current and apply its decision rule to this case, not merely its search snippet or title.

required_calls exact docs.get_document({"doc_id": "lgr-012-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-012-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-012-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-012-evidence-map to correlate authority, approval, operations, and case identity by immutable reference rather than display name.

required_calls exact docs.get_document({"doc_id": "lgr-012-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-012 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-012"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-012-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-012-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-012-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-012-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-012-operations and use it to locate the task-native system records needed by the finance analysis.

required_calls exact email.messages_get({"id": "em-lgr-012-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-012-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-012-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-012 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-012"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-012-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-012-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-012-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-012-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-012-prior-tracker.xlsx so its former owner and older modification time remain visible in the comparison.

required_calls exact sheets.get_drive_item({"item": "fincase-012-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-012-prior-tracker.xlsx and reject rows tied to FIN-CONTROL-2025.11 instead of silently merging them into the current register.

required_calls exact sheets.workbook_range({"address": "A1:F3", "item": "fincase-012-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Use the task-scoped Internal governed policy and SOP library evidence needed for this case.

Use the task-scoped Gmail v1 users.messages, users.threads, labels, attachments, and send resources evidence needed for this case.

Use the task-scoped Microsoft Dynamics 365 Finance MCP generic data, form, and ICustomAPI action tools evidence needed for this case.

Use the task-scoped Microsoft Graph Drive and workbook resources evidence needed for this case.

Each short-pay requires its own reason, owner, and disposition; unsupported deductions remain collectible.

Reject the unsupported branch: Net all four short-pays together or code them from memo text alone.

Select `CODE_AND_ROUTE_DEDUCTIONS` only after the evidence intersection supports it.

Keep evidence-insufficient or conflicting alternatives visible rather than forcing a clean answer.

File the task-specific `total_deductions` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `cinv701_reason` conclusion in the discovered reporting schema using its declared type and scale.

deterministic answer check: contains_all

File the task-specific `cinv702_reason` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `cinv703_reason` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `cinv704_reason` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `conceded_amount` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `chargeback_amount` conclusion in the discovered reporting schema using its declared type and scale.

Use the Dynamics generic action surface to move only FINCASE-012 from open to decided.

Persist the exact four independently sourced immutable references with the case decision.

exact serialized evidence_refs assertion

Produce exactly one Dynamics audit event for the case transition.

Send exactly one scoped Controls handoff naming the case and supported decision.

Complete all required context reads before recording the case decision.

Read the exact FinanceCases record after the decision action.

Reopen the exact completion thread after sending it.

Required evidence calls must succeed; failed lookups do not count as investigation.

Preserve every table outside the source task's authorized mutations, the finance case, its audit row, the completion email, and the reporting row.

Use only when the required evidence intersection is incomplete or conflicting.

Net all four short-pays together or code them from memo text alone.

verifiers/vcode.py (binary reward; all checks must pass)

answer_checks: submitted fields graded by type with tolerances

trace_checks: required servers visited, reads precede submission

state_checks: writes_only anti-hack veto plus SQL over the world left behind


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-013'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-013'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-013' AND decision_code='APPLY_SUPPORTED_REMITTANCE'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-013' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-013 completed — APPLY_SUPPORTED_REMITTANCE' AND body LIKE '%APPLY_SUPPORTED_REMITTANCE%'

research/finance-agent-workflows.md wf#4 (HighRadius/Auditoria pattern: remittance emails + bank export -> apply); 46% unapplied-cash stat

Prompt:
**Casey Morgan · AR & Collections · Teams 08:12**

Work out how the three Lamna deposits apply and isolate anything that cannot be posted safely.

Treat this as a live control decision rather than a lookup. Reconcile the relevant systems at their effective dates, call out any unresolved evidence gap, and do not make the numbers agree by changing unrelated records. Record the supported disposition on the open finance case and send Controls a concise completion note.

Question: finance case work item

Question: finance case work item

FINCASE-013 completed — APPLY_SUPPORTED_REMITTANCE

Question: finance case work item

Resolve immutable work item FINCASE-013 and its scoped subject before combining records.

Identify FIN-CONTROL-2026.03 as operative and treat FIN-CONTROL-2025.11 as historical evidence only.

exact policy metadata and full-document reads

Match bank amounts, remittance identifiers, invoice open balances, customer identity, and duplicate-use constraints.

source-system reads before the governed write

Open the independent scope approval; it authorizes the work but does not supply the outcome.

exact Gmail message and attachment reads

Compare the current evidence register with the retained prior tracker instead of trusting either display in isolation.

Discover the ERP entity that owns finance work items before assuming which table or record shape contains the case.

required_calls exact erp.data_find_entity_type({"query": "finance case work item"}) + successful_required_calls + reads_before_write

Inspect the FinanceCases metadata so status, decision, evidence-reference, and ownership fields are interpreted from the live schema.

required_calls exact erp.data_get_entity_metadata({"entity": "FinanceCases"}) + successful_required_calls + reads_before_write

Read the exact immutable case row for FINCASE-013 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-013"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-013 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-013"}) + successful_required_calls + reads_before_write

Check metadata for lgr-013-control-current to establish its effective date and FIN-CONTROL-2026.03 revision before applying it.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-013-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-013-control-current and apply its decision rule to this case, not merely its search snippet or title.

required_calls exact docs.get_document({"doc_id": "lgr-013-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-013-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-013-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-013-evidence-map to correlate authority, approval, operations, and case identity by immutable reference rather than display name.

required_calls exact docs.get_document({"doc_id": "lgr-013-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-013 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-013"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-013-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-013-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-013-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-013-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-013-operations and use it to locate the task-native system records needed by the finance analysis.

required_calls exact email.messages_get({"id": "em-lgr-013-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-013-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-013-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-013 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-013"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-013-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-013-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-013-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-013-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-013-prior-tracker.xlsx so its former owner and older modification time remain visible in the comparison.

required_calls exact sheets.get_drive_item({"item": "fincase-013-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-013-prior-tracker.xlsx and reject rows tied to FIN-CONTROL-2025.11 instead of silently merging them into the current register.

required_calls exact sheets.workbook_range({"address": "A1:F3", "item": "fincase-013-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Use the task-scoped Internal governed policy and SOP library evidence needed for this case.

Use the task-scoped Gmail v1 users.messages, users.threads, labels, attachments, and send resources evidence needed for this case.

Use the task-scoped Microsoft Dynamics 365 Finance MCP generic data, form, and ICustomAPI action tools evidence needed for this case.

Use the task-scoped Microsoft Graph Drive and workbook resources evidence needed for this case.

Only exact supported applications should be recorded; ambiguous residual cash remains unapplied for follow-up.

Reject the unsupported branch: Allocate cash oldest-first without using the remittance evidence.

Select `APPLY_SUPPORTED_REMITTANCE` only after the evidence intersection supports it.

Keep evidence-insufficient or conflicting alternatives visible rather than forcing a clean answer.

File the task-specific `dep501_invoices` conclusion in the discovered reporting schema using its declared type and scale.

deterministic answer check: contains_all

File the task-specific `dep502_invoices` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `dep503_invoices` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `unapplied_amount` conclusion in the discovered reporting schema using its declared type and scale.

Use the Dynamics generic action surface to move only FINCASE-013 from open to decided.

Persist the exact four independently sourced immutable references with the case decision.

exact serialized evidence_refs assertion

Produce exactly one Dynamics audit event for the case transition.

Send exactly one scoped Controls handoff naming the case and supported decision.

Complete all required context reads before recording the case decision.

Read the exact FinanceCases record after the decision action.

Reopen the exact completion thread after sending it.

Required evidence calls must succeed; failed lookups do not count as investigation.

Preserve every table outside the source task's authorized mutations, the finance case, its audit row, the completion email, and the reporting row.

Allocate cash oldest-first without using the remittance evidence.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-014'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-014'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-014' AND decision_code='CERTIFY_WITH_UNAPPLIED_HOLD'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-014' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-014 completed — CERTIFY_WITH_UNAPPLIED_HOLD' AND body LIKE '%CERTIFY_WITH_UNAPPLIED_HOLD%'

escalated variant of cash_app/remittance-batch-mar02 via sim/grow_tasks.py (buried_docs: governing policy hidden in the adjacent-policy library; quiet_prompt: explicit policy pointers removed from the ask); ground truth unchanged. Base: research/finance-agent-workflows.md wf#4 (HighRadius/Auditoria pattern: remittance emails + bank export -> apply); 46% unapplied-cash stat

Prompt:
**Casey Morgan · AR & Collections · Teams 08:12**

Can the Lamna cash batch be certified after review, and what application must stay on hold?

The earlier working paper is not a conclusion. Please determine what the current records actually support, including the viable option and any hold, then leave enough provenance for an independent reviewer to reproduce it. Leave the open finance case in the exact supported state and give Controls an audit-ready handoff.

Question: finance case work item

Question: finance case work item

FINCASE-014 completed — CERTIFY_WITH_UNAPPLIED_HOLD

Question: finance case work item

Resolve immutable work item FINCASE-014 and its scoped subject before combining records.

Identify FIN-CONTROL-2026.03 as operative and treat FIN-CONTROL-2025.11 as historical evidence only.

exact policy metadata and full-document reads

Reperform the allocation under the effective unapplied-cash policy and test every proposed link against exact invoice identity and remaining balance.

source-system reads before the governed write

Open the independent scope approval; it authorizes the work but does not supply the outcome.

exact Gmail message and attachment reads

Compare the current evidence register with the retained prior tracker instead of trusting either display in isolation.

Discover the ERP entity that owns finance work items before assuming which table or record shape contains the case.

required_calls exact erp.data_find_entity_type({"query": "finance case work item"}) + successful_required_calls + reads_before_write

Inspect the FinanceCases metadata so status, decision, evidence-reference, and ownership fields are interpreted from the live schema.

required_calls exact erp.data_get_entity_metadata({"entity": "FinanceCases"}) + successful_required_calls + reads_before_write

Read the exact immutable case row for FINCASE-014 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-014"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-014 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-014"}) + successful_required_calls + reads_before_write

Check metadata for lgr-014-control-current to establish its effective date and FIN-CONTROL-2026.03 revision before applying it.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-014-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-014-control-current and apply its decision rule to this case, not merely its search snippet or title.

required_calls exact docs.get_document({"doc_id": "lgr-014-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-014-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-014-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-014-evidence-map to correlate authority, approval, operations, and case identity by immutable reference rather than display name.

required_calls exact docs.get_document({"doc_id": "lgr-014-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-014 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-014"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-014-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-014-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-014-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-014-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-014-operations and use it to locate the task-native system records needed by the finance analysis.

required_calls exact email.messages_get({"id": "em-lgr-014-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-014-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-014-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-014 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-014"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-014-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-014-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-014-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-014-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-014-prior-tracker.xlsx so its former owner and older modification time remain visible in the comparison.

required_calls exact sheets.get_drive_item({"item": "fincase-014-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-014-prior-tracker.xlsx and reject rows tied to FIN-CONTROL-2025.11 instead of silently merging them into the current register.

required_calls exact sheets.workbook_range({"address": "A1:F3", "item": "fincase-014-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Use the task-scoped Internal governed policy and SOP library evidence needed for this case.

Use the task-scoped Gmail v1 users.messages, users.threads, labels, attachments, and send resources evidence needed for this case.

Use the task-scoped Microsoft Dynamics 365 Finance MCP generic data, form, and ICustomAPI action tools evidence needed for this case.

Use the task-scoped Microsoft Graph Drive and workbook resources evidence needed for this case.

Supported applications can stand, but any unmatched or over-applied item must remain controlled rather than forced.

Reject the unsupported branch: Approve the original batch because its total equals the deposit total.

Select `CERTIFY_WITH_UNAPPLIED_HOLD` only after the evidence intersection supports it.

Keep evidence-insufficient or conflicting alternatives visible rather than forcing a clean answer.

File the task-specific `dep501_invoices` conclusion in the discovered reporting schema using its declared type and scale.

deterministic answer check: contains_all

File the task-specific `dep502_invoices` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `dep503_invoices` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `unapplied_amount` conclusion in the discovered reporting schema using its declared type and scale.

Use the Dynamics generic action surface to move only FINCASE-014 from open to decided.

Persist the exact four independently sourced immutable references with the case decision.

exact serialized evidence_refs assertion

Produce exactly one Dynamics audit event for the case transition.

Send exactly one scoped Controls handoff naming the case and supported decision.

Complete all required context reads before recording the case decision.

Read the exact FinanceCases record after the decision action.

Reopen the exact completion thread after sending it.

Required evidence calls must succeed; failed lookups do not count as investigation.

Preserve every table outside the source task's authorized mutations, the finance case, its audit row, the completion email, and the reporting row.

Approve the original batch because its total equals the deposit total.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-015'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-015'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-015' AND decision_code='ESCALATE_FIRST_LIQUIDITY_BREACH'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-015' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-015 completed — ESCALATE_FIRST_LIQUIDITY_BREACH' AND body LIKE '%ESCALATE_FIRST_LIQUIDITY_BREACH%'

research/finance-agent-workflows.md wf#8 (13-week direct method, scoped to 4 weeks); assumptions doc = consult-don't-know

Prompt:
**Robin Vale · Treasury · email, Mon 07:30**

Give Robin the four-week cash path for CESP and identify the first week that needs intervention.

I need the answer and the operational consequence, not a list of screens visited. Resolve conflicting versions and identities, use the effective rule, and make the smallest supported change without disturbing neighboring work. Update only the scoped finance case, verify what persisted, and close the loop with Controls.

Question: finance case work item

Question: finance case work item

FINCASE-015 completed — ESCALATE_FIRST_LIQUIDITY_BREACH

Question: finance case work item

Resolve immutable work item FINCASE-015 and its scoped subject before combining records.

Identify FIN-CONTROL-2026.03 as operative and treat FIN-CONTROL-2025.11 as historical evidence only.

exact policy metadata and full-document reads

Reconcile opening cash, dated inflows, committed outflows, timing assumptions, and the current forecast policy week by week.

source-system reads before the governed write

Open the independent scope approval; it authorizes the work but does not supply the outcome.

exact Gmail message and attachment reads

Compare the current evidence register with the retained prior tracker instead of trusting either display in isolation.

Discover the ERP entity that owns finance work items before assuming which table or record shape contains the case.

required_calls exact erp.data_find_entity_type({"query": "finance case work item"}) + successful_required_calls + reads_before_write

Inspect the FinanceCases metadata so status, decision, evidence-reference, and ownership fields are interpreted from the live schema.

required_calls exact erp.data_get_entity_metadata({"entity": "FinanceCases"}) + successful_required_calls + reads_before_write

Read the exact immutable case row for FINCASE-015 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-015"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-015 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-015"}) + successful_required_calls + reads_before_write

Check metadata for lgr-015-control-current to establish its effective date and FIN-CONTROL-2026.03 revision before applying it.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-015-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-015-control-current and apply its decision rule to this case, not merely its search snippet or title.

required_calls exact docs.get_document({"doc_id": "lgr-015-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-015-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-015-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-015-evidence-map to correlate authority, approval, operations, and case identity by immutable reference rather than display name.

required_calls exact docs.get_document({"doc_id": "lgr-015-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-015 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-015"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-015-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-015-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-015-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-015-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-015-operations and use it to locate the task-native system records needed by the finance analysis.

required_calls exact email.messages_get({"id": "em-lgr-015-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-015-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-015-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-015 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-015"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-015-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-015-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-015-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-015-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-015-prior-tracker.xlsx so its former owner and older modification time remain visible in the comparison.

required_calls exact sheets.get_drive_item({"item": "fincase-015-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-015-prior-tracker.xlsx and reject rows tied to FIN-CONTROL-2025.11 instead of silently merging them into the current register.

required_calls exact sheets.workbook_range({"address": "A1:F3", "item": "fincase-015-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Use the task-scoped Internal governed policy and SOP library evidence needed for this case.

Use the task-scoped Gmail v1 users.messages, users.threads, labels, attachments, and send resources evidence needed for this case.

Use the task-scoped Microsoft Dynamics 365 Finance MCP generic data, form, and ICustomAPI action tools evidence needed for this case.

Use the task-scoped Microsoft Graph Drive and workbook resources evidence needed for this case.

The earliest projected breach, not the ending balance alone, determines the treasury action.

Reject the unsupported branch: Net all four weeks together or use an outdated timing assumption.

Select `ESCALATE_FIRST_LIQUIDITY_BREACH` only after the evidence intersection supports it.

Keep evidence-insufficient or conflicting alternatives visible rather than forcing a clean answer.

File the task-specific `week1_net` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `week2_net` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `week3_net` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `week4_net` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `four_week_net` conclusion in the discovered reporting schema using its declared type and scale.

Use the Dynamics generic action surface to move only FINCASE-015 from open to decided.

Persist the exact four independently sourced immutable references with the case decision.

exact serialized evidence_refs assertion

Produce exactly one Dynamics audit event for the case transition.

Send exactly one scoped Controls handoff naming the case and supported decision.

Complete all required context reads before recording the case decision.

Read the exact FinanceCases record after the decision action.

Reopen the exact completion thread after sending it.

Required evidence calls must succeed; failed lookups do not count as investigation.

Preserve every table outside the source task's authorized mutations, the finance case, its audit row, the completion email, and the reporting row.

Net all four weeks together or use an outdated timing assumption.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-016'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-016'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-016' AND decision_code='CERTIFY_FORECAST_WITH_RISK_WEEK'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-016' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-016 completed — CERTIFY_FORECAST_WITH_RISK_WEEK' AND body LIKE '%CERTIFY_FORECAST_WITH_RISK_WEEK%'

escalated variant of cash_forecast/cesp-four-week via sim/grow_tasks.py (buried_docs: governing policy hidden in the adjacent-policy library; quiet_prompt: explicit policy pointers removed from the ask); ground truth unchanged. Base: research/finance-agent-workflows.md wf#8 (13-week direct method, scoped to 4 weeks); assumptions doc = consult-don't-know

Prompt:
**Robin Vale · Treasury · email, Mon 07:30**

Is the CESP forecast fit for the board pack under the current scenario policy?

I need a decision the team can use today, with the amounts, dates, and immutable record identifiers that support it. Some surrounding records came from an older review, so establish what is current before relying on them. Carry the decision through the governed case record and leave Controls a reproducible completion message.

Question: finance case work item

Question: finance case work item

FINCASE-016 completed — CERTIFY_FORECAST_WITH_RISK_WEEK

Question: finance case work item

Resolve immutable work item FINCASE-016 and its scoped subject before combining records.

Identify FIN-CONTROL-2026.03 as operative and treat FIN-CONTROL-2025.11 as historical evidence only.

exact policy metadata and full-document reads

Rebuild each week using the effective inclusion rules, verify the opening balance, and distinguish committed from merely possible cash flows.

source-system reads before the governed write

Open the independent scope approval; it authorizes the work but does not supply the outcome.

exact Gmail message and attachment reads

Compare the current evidence register with the retained prior tracker instead of trusting either display in isolation.

Discover the ERP entity that owns finance work items before assuming which table or record shape contains the case.

required_calls exact erp.data_find_entity_type({"query": "finance case work item"}) + successful_required_calls + reads_before_write

Inspect the FinanceCases metadata so status, decision, evidence-reference, and ownership fields are interpreted from the live schema.

required_calls exact erp.data_get_entity_metadata({"entity": "FinanceCases"}) + successful_required_calls + reads_before_write

Read the exact immutable case row for FINCASE-016 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-016"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-016 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-016"}) + successful_required_calls + reads_before_write

Check metadata for lgr-016-control-current to establish its effective date and FIN-CONTROL-2026.03 revision before applying it.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-016-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-016-control-current and apply its decision rule to this case, not merely its search snippet or title.

required_calls exact docs.get_document({"doc_id": "lgr-016-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-016-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-016-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-016-evidence-map to correlate authority, approval, operations, and case identity by immutable reference rather than display name.

required_calls exact docs.get_document({"doc_id": "lgr-016-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-016 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-016"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-016-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-016-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-016-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-016-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-016-operations and use it to locate the task-native system records needed by the finance analysis.

required_calls exact email.messages_get({"id": "em-lgr-016-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-016-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-016-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-016 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-016"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-016-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-016-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-016-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-016-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-016-prior-tracker.xlsx so its former owner and older modification time remain visible in the comparison.

required_calls exact sheets.get_drive_item({"item": "fincase-016-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-016-prior-tracker.xlsx and reject rows tied to FIN-CONTROL-2025.11 instead of silently merging them into the current register.

required_calls exact sheets.workbook_range({"address": "A1:F3", "item": "fincase-016-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Use the task-scoped Internal governed policy and SOP library evidence needed for this case.

Use the task-scoped Gmail v1 users.messages, users.threads, labels, attachments, and send resources evidence needed for this case.

Use the task-scoped Microsoft Dynamics 365 Finance MCP generic data, form, and ICustomAPI action tools evidence needed for this case.

Use the task-scoped Microsoft Graph Drive and workbook resources evidence needed for this case.

The board view is certifiable only when the first-risk week and excluded uncertain flows are explicit.

Reject the unsupported branch: Reuse the prior forecast totals without revalidating scenario eligibility.

Select `CERTIFY_FORECAST_WITH_RISK_WEEK` only after the evidence intersection supports it.

Keep evidence-insufficient or conflicting alternatives visible rather than forcing a clean answer.

File the task-specific `week1_net` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `week2_net` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `week3_net` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `week4_net` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `four_week_net` conclusion in the discovered reporting schema using its declared type and scale.

Use the Dynamics generic action surface to move only FINCASE-016 from open to decided.

Persist the exact four independently sourced immutable references with the case decision.

exact serialized evidence_refs assertion

Produce exactly one Dynamics audit event for the case transition.

Send exactly one scoped Controls handoff naming the case and supported decision.

Complete all required context reads before recording the case decision.

Read the exact FinanceCases record after the decision action.

Reopen the exact completion thread after sending it.

Required evidence calls must succeed; failed lookups do not count as investigation.

Preserve every table outside the source task's authorized mutations, the finance case, its audit row, the completion email, and the reporting row.

Reuse the prior forecast totals without revalidating scenario eligibility.


SELECT state FROM erp_ledger_journals WHERE journal_id='GJ-00002'

SELECT period_id FROM erp_ledger_journals WHERE journal_id='GJ-00002'

SELECT COUNT(*) FROM erp_ledger_journals WHERE period_id='2026-01'

SELECT account_code FROM erp_ledger_journal_lines WHERE journal_id='GJ-00002' AND debit>0

SELECT account_code FROM erp_ledger_journal_lines WHERE journal_id='GJ-00002' AND credit>0

SELECT ROUND(total_debit-total_credit,2) FROM erp_ledger_journals WHERE journal_id='GJ-00002'

SELECT state FROM erp_ledger_journals WHERE journal_id='GJ-00900'

SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-017'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-017'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-017' AND decision_code='POST_LINKED_CURRENT_PERIOD_CORRECTION'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-017' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-017 completed — POST_LINKED_CURRENT_PERIOD_CORRECTION' AND body LIKE '%POST_LINKED_CURRENT_PERIOD_CORRECTION%'

closes tracked coverage gap erpnext.period_close_lock (sim/coverage.py); period-status model from research/odoo-domain.md (Odoo company lock dates) and research/erp-mcp-tool-census.md (mcp-erp close_period/reopen_period); docs/HARD-LAYER-DESIGN.md M1/M3/M5

Prompt:
**Priya Shah · Controller · Teams 09:12**

Work out the compliant way to correct GJ-00900 without reopening a protected January period.

This is blocking today's operating review. The obvious screen may be stale and similarly named records exist, so give me the current supported position, the realistic alternatives, and the source identities behind it. Record the supported disposition on the open finance case and send Controls a concise completion note.

Question: finance case work item

Question: finance case work item

FINCASE-017 completed — POST_LINKED_CURRENT_PERIOD_CORRECTION

Question: finance case work item

Resolve immutable work item FINCASE-017 and its scoped subject before combining records.

Identify FIN-CONTROL-2026.03 as operative and treat FIN-CONTROL-2025.11 as historical evidence only.

exact policy metadata and full-document reads

Trace the original journal, account coding, fiscal-period status, correction policy, and any approval needed for the current-period entry.

source-system reads before the governed write

Open the independent scope approval; it authorizes the work but does not supply the outcome.

exact Gmail message and attachment reads

Compare the current evidence register with the retained prior tracker instead of trusting either display in isolation.

Discover the ERP entity that owns finance work items before assuming which table or record shape contains the case.

required_calls exact erp.data_find_entity_type({"query": "finance case work item"}) + successful_required_calls + reads_before_write

Inspect the FinanceCases metadata so status, decision, evidence-reference, and ownership fields are interpreted from the live schema.

required_calls exact erp.data_get_entity_metadata({"entity": "FinanceCases"}) + successful_required_calls + reads_before_write

Read the exact immutable case row for FINCASE-017 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-017"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-017 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-017"}) + successful_required_calls + reads_before_write

Check metadata for lgr-017-control-current to establish its effective date and FIN-CONTROL-2026.03 revision before applying it.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-017-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-017-control-current and apply its decision rule to this case, not merely its search snippet or title.

required_calls exact docs.get_document({"doc_id": "lgr-017-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-017-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-017-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-017-evidence-map to correlate authority, approval, operations, and case identity by immutable reference rather than display name.

required_calls exact docs.get_document({"doc_id": "lgr-017-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-017 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-017"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-017-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-017-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-017-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-017-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-017-operations and use it to locate the task-native system records needed by the finance analysis.

required_calls exact email.messages_get({"id": "em-lgr-017-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-017-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-017-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-017 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-017"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-017-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-017-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-017-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-017-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-017-prior-tracker.xlsx so its former owner and older modification time remain visible in the comparison.

required_calls exact sheets.get_drive_item({"item": "fincase-017-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-017-prior-tracker.xlsx and reject rows tied to FIN-CONTROL-2025.11 instead of silently merging them into the current register.

required_calls exact sheets.workbook_range({"address": "A1:F3", "item": "fincase-017-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Use the task-scoped Internal governed policy and SOP library evidence needed for this case.

Use the task-scoped Gmail v1 users.messages, users.threads, labels, attachments, and send resources evidence needed for this case.

Use the task-scoped Microsoft Dynamics 365 Finance MCP generic data, form, and ICustomAPI action tools evidence needed for this case.

Use the task-scoped Microsoft Graph Drive and workbook resources evidence needed for this case.

The error requires a supported current-period correction and audit link, not a rewrite of closed history.

Reject the unsupported branch: Edit or reverse the locked January posting directly.

Select `POST_LINKED_CURRENT_PERIOD_CORRECTION` only after the evidence intersection supports it.

Keep evidence-insufficient or conflicting alternatives visible rather than forcing a clean answer.

File the task-specific `journal_id` conclusion in the discovered reporting schema using its declared type and scale.

deterministic answer check: contains_all

File the task-specific `posting_period` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `january_status` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `journal_state` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `amount` conclusion in the discovered reporting schema using its declared type and scale.

Use the Dynamics generic action surface to move only FINCASE-017 from open to decided.

Persist the exact four independently sourced immutable references with the case decision.

exact serialized evidence_refs assertion

Produce exactly one Dynamics audit event for the case transition.

Send exactly one scoped Controls handoff naming the case and supported decision.

Complete all required context reads before recording the case decision.

Read the exact FinanceCases record after the decision action.

Reopen the exact completion thread after sending it.

Required evidence calls must succeed; failed lookups do not count as investigation.

Preserve every table outside the source task's authorized mutations, the finance case, its audit row, the completion email, and the reporting row.

Edit or reverse the locked January posting directly.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-018'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-018'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-018' AND decision_code='APPROVE_CONTROLLED_PERIOD_CORRECTION'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-018' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-018 completed — APPROVE_CONTROLLED_PERIOD_CORRECTION' AND body LIKE '%APPROVE_CONTROLLED_PERIOD_CORRECTION%'

escalated variant of close_mgmt/period-lock-correction via sim/grow_tasks.py (buried_docs: governing policy hidden in the adjacent-policy library; quiet_prompt: explicit policy pointers removed from the ask); ground truth unchanged. Base: closes tracked coverage gap erpnext.period_close_lock (sim/coverage.py); period-status model from research/odoo-domain.md (Odoo company lock dates) and research/erp-mcp-tool-census.md (mcp-erp close_period/reopen_period); docs/HARD-LAYER-DESIGN.md M1/M3/M5

Prompt:
**Priya Shah · Controller · Teams 09:12**

Can the proposed GJ-00900 correction be approved after controls review?

Treat this as a live control decision rather than a lookup. Reconcile the relevant systems at their effective dates, call out any unresolved evidence gap, and do not make the numbers agree by changing unrelated records. Leave the open finance case in the exact supported state and give Controls an audit-ready handoff.

SELECT state FROM erp_ledger_journals WHERE journal_id='GJ-00002'

SELECT period_id FROM erp_ledger_journals WHERE journal_id='GJ-00002'

SELECT COUNT(*) FROM erp_ledger_journals WHERE period_id='2026-01'

SELECT account_code FROM erp_ledger_journal_lines WHERE journal_id='GJ-00002' AND debit>0

SELECT account_code FROM erp_ledger_journal_lines WHERE journal_id='GJ-00002' AND credit>0

SELECT ROUND(total_debit-total_credit,2) FROM erp_ledger_journals WHERE journal_id='GJ-00002'

SELECT state FROM erp_ledger_journals WHERE journal_id='GJ-00900'

Question: finance case work item

Question: finance case work item

FINCASE-018 completed — APPROVE_CONTROLLED_PERIOD_CORRECTION

Question: finance case work item

Resolve immutable work item FINCASE-018 and its scoped subject before combining records.

Identify FIN-CONTROL-2026.03 as operative and treat FIN-CONTROL-2025.11 as historical evidence only.

exact policy metadata and full-document reads

Reconcile the locked-period rule, materiality treatment, current-period accounts, and approval evidence against the proposed correction.

source-system reads before the governed write

Open the independent scope approval; it authorizes the work but does not supply the outcome.

exact Gmail message and attachment reads

Compare the current evidence register with the retained prior tracker instead of trusting either display in isolation.

Discover the ERP entity that owns finance work items before assuming which table or record shape contains the case.

required_calls exact erp.data_find_entity_type({"query": "finance case work item"}) + successful_required_calls + reads_before_write

Inspect the FinanceCases metadata so status, decision, evidence-reference, and ownership fields are interpreted from the live schema.

required_calls exact erp.data_get_entity_metadata({"entity": "FinanceCases"}) + successful_required_calls + reads_before_write

Read the exact immutable case row for FINCASE-018 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-018"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-018 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-018"}) + successful_required_calls + reads_before_write

Check metadata for lgr-018-control-current to establish its effective date and FIN-CONTROL-2026.03 revision before applying it.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-018-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-018-control-current and apply its decision rule to this case, not merely its search snippet or title.

required_calls exact docs.get_document({"doc_id": "lgr-018-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-018-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-018-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-018-evidence-map to correlate authority, approval, operations, and case identity by immutable reference rather than display name.

required_calls exact docs.get_document({"doc_id": "lgr-018-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-018 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-018"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-018-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-018-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-018-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-018-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-018-operations and use it to locate the task-native system records needed by the finance analysis.

required_calls exact email.messages_get({"id": "em-lgr-018-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-018-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-018-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-018 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-018"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-018-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-018-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-018-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-018-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-018-prior-tracker.xlsx so its former owner and older modification time remain visible in the comparison.

required_calls exact sheets.get_drive_item({"item": "fincase-018-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-018-prior-tracker.xlsx and reject rows tied to FIN-CONTROL-2025.11 instead of silently merging them into the current register.

required_calls exact sheets.workbook_range({"address": "A1:F3", "item": "fincase-018-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Use the task-scoped Internal governed policy and SOP library evidence needed for this case.

Use the task-scoped Gmail v1 users.messages, users.threads, labels, attachments, and send resources evidence needed for this case.

Use the task-scoped Microsoft Dynamics 365 Finance MCP generic data, form, and ICustomAPI action tools evidence needed for this case.

Use the task-scoped Microsoft Graph Drive and workbook resources evidence needed for this case.

Approval depends on preserving the original entry and using the exact current-period treatment required by the effective policy.

Reject the unsupported branch: Accept the preparer's correction merely because debits equal credits.

Select `APPROVE_CONTROLLED_PERIOD_CORRECTION` only after the evidence intersection supports it.

Keep evidence-insufficient or conflicting alternatives visible rather than forcing a clean answer.

File the task-specific `journal_id` conclusion in the discovered reporting schema using its declared type and scale.

deterministic answer check: contains_all

File the task-specific `posting_period` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `january_status` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `journal_state` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `amount` conclusion in the discovered reporting schema using its declared type and scale.

Use the Dynamics generic action surface to move only FINCASE-018 from open to decided.

Persist the exact four independently sourced immutable references with the case decision.

exact serialized evidence_refs assertion

Produce exactly one Dynamics audit event for the case transition.

Send exactly one scoped Controls handoff naming the case and supported decision.

Complete all required context reads before recording the case decision.

Read the exact FinanceCases record after the decision action.

Reopen the exact completion thread after sending it.

Required evidence calls must succeed; failed lookups do not count as investigation.

Preserve every table outside the source task's authorized mutations, the finance case, its audit row, the completion email, and the reporting row.

Accept the preparer's correction merely because debits equal credits.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-019'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-019'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-019' AND decision_code='RESOLVE_REVENUE_REGISTER_EXCEPTIONS'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-019' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-019 completed — RESOLVE_REVENUE_REGISTER_EXCEPTIONS' AND body LIKE '%RESOLVE_REVENUE_REGISTER_EXCEPTIONS%'

port of research/external/repos/TheAgentCompany/workspaces/tasks/finance-revenue-reconciliation (contracts.xlsx + revenue_schedule.xlsx, flag contracts where recognised revenue misses contract value beyond tolerance OR the schedule does not align with the contract term); the source's LLM-judged RocketChat notification and file-writing checkpoints are dropped for deterministic answer checks, and its single flagged list is split into the two finding classes its own task.md names; docs/HARD-LAYER-DESIGN.md M3 (non-collapse) / M4 (recomputed from the schedule, never read off the register's cached column) / M5 (tolerance and term-alignment rule live only in RAP-04); source checkpoint 1 (asserting the ownCloud path appears in the trajectory) is also dropped as environment-specific - the equivalent here is the required_servers/reads_before_submit trace check

Prompt:
**Iris Bhatt · Revenue Accounting Manager · Teams 07:50**

Explain the revenue-register differences and leave the FY26 PBC position the auditors can reproduce.

The earlier working paper is not a conclusion. Please determine what the current records actually support, including the viable option and any hold, then leave enough provenance for an independent reviewer to reproduce it. Update only the scoped finance case, verify what persisted, and close the loop with Controls.

WITH c AS (SELECT json_extract(cells,'$[0]') AS cid, CAST(json_extract(cells,'$[2]') AS REAL) AS val FROM sheet_rows WHERE file='contract-register-fy26.xlsx' AND row_no>1), s AS (SELECT json_extract(cells,'$[0]') AS cid, CAST(json_extract(cells,'$[2]') AS REAL) AS amt FROM sheet_rows WHERE file='revenue-schedule-fy26.xlsx' AND row_no>1), v AS (SELECT c.cid AS cid, c.val AS val, COALESCE((SELECT SUM(amt) FROM s WHERE s.cid=c.cid),0) AS rec FROM c) SELECT ROUND(COALESCE(SUM(rec-val),0),2) FROM v WHERE rec-val > (CASE WHEN val*0.001>100 THEN val*0.001 ELSE 100 END)

WITH c AS (SELECT json_extract(cells,'$[0]') AS cid, CAST(json_extract(cells,'$[2]') AS REAL) AS val FROM sheet_rows WHERE file='contract-register-fy26.xlsx' AND row_no>1), s AS (SELECT json_extract(cells,'$[0]') AS cid, CAST(json_extract(cells,'$[2]') AS REAL) AS amt FROM sheet_rows WHERE file='revenue-schedule-fy26.xlsx' AND row_no>1), v AS (SELECT c.cid AS cid, c.val AS val, COALESCE((SELECT SUM(amt) FROM s WHERE s.cid=c.cid),0) AS rec FROM c) SELECT ROUND(COALESCE(SUM(val-rec),0),2) FROM v WHERE val-rec > (CASE WHEN val*0.001>100 THEN val*0.001 ELSE 100 END)

Question: finance case work item

Question: finance case work item

FINCASE-019 completed — RESOLVE_REVENUE_REGISTER_EXCEPTIONS

Question: finance case work item

Resolve immutable work item FINCASE-019 and its scoped subject before combining records.

Identify FIN-CONTROL-2026.03 as operative and treat FIN-CONTROL-2025.11 as historical evidence only.

exact policy metadata and full-document reads

Join contracts, billing, performance status, revenue postings, register revisions, and the effective recognition policy by obligation and period.

source-system reads before the governed write

Open the independent scope approval; it authorizes the work but does not supply the outcome.

exact Gmail message and attachment reads

Compare the current evidence register with the retained prior tracker instead of trusting either display in isolation.

Discover the ERP entity that owns finance work items before assuming which table or record shape contains the case.

required_calls exact erp.data_find_entity_type({"query": "finance case work item"}) + successful_required_calls + reads_before_write

Inspect the FinanceCases metadata so status, decision, evidence-reference, and ownership fields are interpreted from the live schema.

required_calls exact erp.data_get_entity_metadata({"entity": "FinanceCases"}) + successful_required_calls + reads_before_write

Read the exact immutable case row for FINCASE-019 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-019"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-019 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-019"}) + successful_required_calls + reads_before_write

Check metadata for lgr-019-control-current to establish its effective date and FIN-CONTROL-2026.03 revision before applying it.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-019-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-019-control-current and apply its decision rule to this case, not merely its search snippet or title.

required_calls exact docs.get_document({"doc_id": "lgr-019-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-019-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-019-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-019-evidence-map to correlate authority, approval, operations, and case identity by immutable reference rather than display name.

required_calls exact docs.get_document({"doc_id": "lgr-019-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-019 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-019"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-019-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-019-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-019-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-019-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-019-operations and use it to locate the task-native system records needed by the finance analysis.

required_calls exact email.messages_get({"id": "em-lgr-019-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-019-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-019-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-019 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-019"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-019-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-019-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-019-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-019-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-019-prior-tracker.xlsx so its former owner and older modification time remain visible in the comparison.

required_calls exact sheets.get_drive_item({"item": "fincase-019-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-019-prior-tracker.xlsx and reject rows tied to FIN-CONTROL-2025.11 instead of silently merging them into the current register.

required_calls exact sheets.workbook_range({"address": "A1:F3", "item": "fincase-019-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Use the task-scoped Internal governed policy and SOP library evidence needed for this case.

Use the task-scoped Gmail v1 users.messages, users.threads, labels, attachments, and send resources evidence needed for this case.

Use the task-scoped Microsoft Dynamics 365 Finance MCP generic data, form, and ICustomAPI action tools evidence needed for this case.

Use the task-scoped Microsoft Graph Drive and workbook resources evidence needed for this case.

Each contract line needs its own recognized, deferred, or held treatment based on satisfied obligations and operative terms.

Reject the unsupported branch: Force the contract register to the GL total with a top-side plug.

Select `RESOLVE_REVENUE_REGISTER_EXCEPTIONS` only after the evidence intersection supports it.

Keep evidence-insufficient or conflicting alternatives visible rather than forcing a clean answer.

File the task-specific `flagged_contracts` conclusion in the discovered reporting schema using its declared type and scale.

deterministic answer check: contains_all

File the task-specific `amount_exceptions` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `timing_exceptions` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `over_recognised_usd` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `under_recognised_usd` conclusion in the discovered reporting schema using its declared type and scale.

Use the Dynamics generic action surface to move only FINCASE-019 from open to decided.

Persist the exact four independently sourced immutable references with the case decision.

exact serialized evidence_refs assertion

Produce exactly one Dynamics audit event for the case transition.

Send exactly one scoped Controls handoff naming the case and supported decision.

Complete all required context reads before recording the case decision.

Read the exact FinanceCases record after the decision action.

Reopen the exact completion thread after sending it.

Required evidence calls must succeed; failed lookups do not count as investigation.

Preserve every table outside the source task's authorized mutations, the finance case, its audit row, the completion email, and the reporting row.

Force the contract register to the GL total with a top-side plug.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-020'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-020'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-020' AND decision_code='HOLD_REVENUE_CERTIFICATION'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-020' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-020 completed — HOLD_REVENUE_CERTIFICATION' AND body LIKE '%HOLD_REVENUE_CERTIFICATION%'

escalated variant of close_mgmt/revenue-recognition-tieout via sim/grow_tasks.py (buried_docs: governing policy hidden in the adjacent-policy library; quiet_prompt: explicit policy pointers removed from the ask); ground truth unchanged. Base: port of research/external/repos/TheAgentCompany/workspaces/tasks/finance-revenue-reconciliation (contracts.xlsx + revenue_schedule.xlsx, flag contracts where recognised revenue misses contract value beyond tolerance OR the schedule does not align with the contract term); the source's LLM-judged RocketChat notification and file-writing checkpoints are dropped for deterministic answer checks, and its single flagged list is split into the two finding classes its own task.md names; docs/HARD-LAYER-DESIGN.md M3 (non-collapse) / M4 (recomputed from the schedule, never read off the register's cached column) / M5 (tolerance and term-alignment rule live only in RAP-04); source checkpoint 1 (asserting the ownCloud path appears in the trajectory) is also dropped as environment-specific - the equivalent here is the required_servers/reads_before_submit trace check

Prompt:
**Iris Bhatt · Revenue Accounting Manager · Teams 07:50**

Is the FY26 revenue tie-out ready to certify after the walkthrough moved forward?

I need the answer and the operational consequence, not a list of screens visited. Resolve conflicting versions and identities, use the effective rule, and make the smallest supported change without disturbing neighboring work. Carry the decision through the governed case record and leave Controls a reproducible completion message.

Question: finance case work item

Question: finance case work item

FINCASE-020 completed — HOLD_REVENUE_CERTIFICATION

Question: finance case work item

Resolve immutable work item FINCASE-020 and its scoped subject before combining records.

Identify FIN-CONTROL-2026.03 as operative and treat FIN-CONTROL-2025.11 as historical evidence only.

exact policy metadata and full-document reads

Reperform the obligation-level tie-out using the effective policy revision and verify that every exception has source evidence and an owner.

source-system reads before the governed write

Open the independent scope approval; it authorizes the work but does not supply the outcome.

exact Gmail message and attachment reads

Compare the current evidence register with the retained prior tracker instead of trusting either display in isolation.

Discover the ERP entity that owns finance work items before assuming which table or record shape contains the case.

required_calls exact erp.data_find_entity_type({"query": "finance case work item"}) + successful_required_calls + reads_before_write

Inspect the FinanceCases metadata so status, decision, evidence-reference, and ownership fields are interpreted from the live schema.

required_calls exact erp.data_get_entity_metadata({"entity": "FinanceCases"}) + successful_required_calls + reads_before_write

Read the exact immutable case row for FINCASE-020 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-020"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-020 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-020"}) + successful_required_calls + reads_before_write

Check metadata for lgr-020-control-current to establish its effective date and FIN-CONTROL-2026.03 revision before applying it.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-020-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-020-control-current and apply its decision rule to this case, not merely its search snippet or title.

required_calls exact docs.get_document({"doc_id": "lgr-020-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-020-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-020-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-020-evidence-map to correlate authority, approval, operations, and case identity by immutable reference rather than display name.

required_calls exact docs.get_document({"doc_id": "lgr-020-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-020 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-020"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-020-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-020-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-020-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-020-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-020-operations and use it to locate the task-native system records needed by the finance analysis.

required_calls exact email.messages_get({"id": "em-lgr-020-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-020-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-020-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-020 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-020"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-020-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-020-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-020-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-020-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-020-prior-tracker.xlsx so its former owner and older modification time remain visible in the comparison.

required_calls exact sheets.get_drive_item({"item": "fincase-020-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-020-prior-tracker.xlsx and reject rows tied to FIN-CONTROL-2025.11 instead of silently merging them into the current register.

required_calls exact sheets.workbook_range({"address": "A1:F3", "item": "fincase-020-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Use the task-scoped Internal governed policy and SOP library evidence needed for this case.

Use the task-scoped Gmail v1 users.messages, users.threads, labels, attachments, and send resources evidence needed for this case.

Use the task-scoped Microsoft Dynamics 365 Finance MCP generic data, form, and ICustomAPI action tools evidence needed for this case.

Use the task-scoped Microsoft Graph Drive and workbook resources evidence needed for this case.

Certification remains conditional on clearing unsupported recognition and documenting the surviving timing items.

Reject the unsupported branch: Sign off because the aggregate variance is below an old threshold.

Select `HOLD_REVENUE_CERTIFICATION` only after the evidence intersection supports it.

Keep evidence-insufficient or conflicting alternatives visible rather than forcing a clean answer.

File the task-specific `flagged_contracts` conclusion in the discovered reporting schema using its declared type and scale.

deterministic answer check: contains_all

File the task-specific `amount_exceptions` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `timing_exceptions` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `over_recognised_usd` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `under_recognised_usd` conclusion in the discovered reporting schema using its declared type and scale.

Use the Dynamics generic action surface to move only FINCASE-020 from open to decided.

Persist the exact four independently sourced immutable references with the case decision.

exact serialized evidence_refs assertion

Produce exactly one Dynamics audit event for the case transition.

Send exactly one scoped Controls handoff naming the case and supported decision.

Complete all required context reads before recording the case decision.

Read the exact FinanceCases record after the decision action.

Reopen the exact completion thread after sending it.

Required evidence calls must succeed; failed lookups do not count as investigation.

Preserve every table outside the source task's authorized mutations, the finance case, its audit row, the completion email, and the reporting row.

Use only when the required evidence intersection is incomplete or conflicting.

Sign off because the aggregate variance is below an old threshold.