SELECT ROUND(withholding,2) FROM erp_payment_run_lines WHERE run_id='PR-00001' AND invoice='WINV-803'

SELECT ROUND(withholding,2) FROM erp_payment_run_lines WHERE run_id='PR-00001' AND invoice='WINV-804'

SELECT ROUND(withholding,2) FROM erp_payment_run_lines WHERE run_id='PR-00001' AND invoice='WINV-801'

SELECT COUNT(*) FROM erp_payment_run_lines WHERE run_id='PR-00001' AND disposition='paid'

SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-083'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-083'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-083' AND decision_code='COMMIT_WITHHOLDING_RUN'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-083' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-083 completed — COMMIT_WITHHOLDING_RUN' AND body LIKE '%COMMIT_WITHHOLDING_RUN%'

closes tracked coverage gap erpnext.withholding_tax; Tax Withholding Category + certificate model from research/erp-mcp-tool-census.md (ERPNext); rates are US statutory (IRC 3406 backup 24%, IRC 1441 non-resident 30%, treaty-reduced 15%); docs/HARD-LAYER-DESIGN.md M1/M3/M4/M5

Prompt:
**Robin Vale · Treasury · Teams 08:15, Friday 13 March**

Commit the contractor run with the correct withholding treatment for every invoice.

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. Update only the scoped finance case, verify what persisted, and close the loop with Controls.

SELECT ROUND(SUM(gross_amount),2) FROM erp_payment_run_lines WHERE run_id='PR-00001'

SELECT ROUND(SUM(withholding),2) FROM erp_payment_run_lines WHERE run_id='PR-00001'

SELECT ROUND(total_paid,2) FROM erp_payment_runs WHERE run_id='PR-00001'

SELECT state FROM erp_payment_runs WHERE run_id='PR-00001'

Question: finance case work item

Question: finance case work item

FINCASE-083 completed — COMMIT_WITHHOLDING_RUN

Question: finance case work item

Resolve immutable work item FINCASE-083 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 vendor tax profiles, certificate validity, statutory categories, invoice amounts, cash, and payment controls.

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-083 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-083"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-083 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-083"}) + successful_required_calls + reads_before_write

Check metadata for lgr-083-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-083-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-083-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-083-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-083-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-083-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-083-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-083-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-083 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-083"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-083-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-083-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-083-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-083-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-083-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-083-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-083-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-083-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-083 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-083"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-083-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-083-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-083-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-083-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-083-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-083-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-083-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-083-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 contractor payment uses the operative exemption or withholding rule before the run is committed.

Reject the unsupported branch: Apply one withholding rate to the whole vendor group.

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

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

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

deterministic answer check: contains_all

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

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

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

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

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

Use the Dynamics generic action surface to move only FINCASE-083 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.

Apply one withholding rate to the whole vendor group.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-084'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-084'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-084' AND decision_code='CERTIFY_WITHHOLDING_RUN'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-084' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-084 completed — CERTIFY_WITHHOLDING_RUN' AND body LIKE '%CERTIFY_WITHHOLDING_RUN%'

escalated variant of payment_run/withholding-mar13 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.withholding_tax; Tax Withholding Category + certificate model from research/erp-mcp-tool-census.md (ERPNext); rates are US statutory (IRC 3406 backup 24%, IRC 1441 non-resident 30%, treaty-reduced 15%); docs/HARD-LAYER-DESIGN.md M1/M3/M4/M5

Prompt:
**Robin Vale · Treasury · Teams 08:15, Friday 13 March**

Can the contractor run be certified after the tax-control review?

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. 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-084 completed — CERTIFY_WITHHOLDING_RUN

Question: finance case work item

Resolve immutable work item FINCASE-084 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 certificate and threshold checks under the effective withholding policy and verify every run-line disposition.

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-084 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-084"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-084 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-084"}) + successful_required_calls + reads_before_write

Check metadata for lgr-084-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-084-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-084-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-084-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-084-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-084-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-084-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-084-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-084 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-084"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-084-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-084-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-084-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-084-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-084-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-084-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-084-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-084-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-084 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-084"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-084-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-084-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-084-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-084-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-084-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-084-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-084-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-084-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 requires invoice-level tax treatment and complete evidence for exemptions.

Reject the unsupported branch: Reuse the preparer's tax treatment without checking certificate dates.

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

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

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

deterministic answer check: contains_all

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

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

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

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

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

Use the Dynamics generic action surface to move only FINCASE-084 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 preparer's tax treatment without checking certificate dates.

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-085'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-085'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-085' AND decision_code='ISSUE_APPROVAL_PBC'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-085' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-085 completed — ISSUE_APPROVAL_PBC' AND body LIKE '%ISSUE_APPROVAL_PBC%'

shared mailbox thread (approval reply from AP Manager)

No approval evidence located in the ERP, mailbox, or document library — control exception to report

research/finance-agent-workflows.md wf#9 + chaos pattern 'approvals live in email threads'

Prompt:
**Sam Rivera · Controller · email, Mon 09:20**

Give the auditors reproducible approval evidence for the two sampled invoices and flag any gap.

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. 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-085 completed — ISSUE_APPROVAL_PBC

Question: finance case work item

Resolve immutable work item FINCASE-085 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 invoice to policy threshold, approval request, decision, actor, timestamp, and immutable document identity.

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-085 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-085"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-085 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-085"}) + successful_required_calls + reads_before_write

Check metadata for lgr-085-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-085-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-085-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-085-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-085-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-085-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-085-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-085-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-085 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-085"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-085-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-085-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-085-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-085-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-085-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-085-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-085-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-085-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-085 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-085"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-085-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-085-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-085-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-085-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-085-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-085-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-085-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-085-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 document-level approval chains satisfy the PBC request; missing evidence remains an exception.

Reject the unsupported branch: Provide screenshots or nearby approvals without exact invoice linkage.

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

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

File the task-specific `inv201_approver` conclusion in the discovered reporting schema using its declared type and scale.

deterministic answer check: contains_all

File the task-specific `inv201_approval_date` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `inv201_evidence_location` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `inv202_approver` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `inv202_finding` conclusion in the discovered reporting schema using its declared type and scale.

Use the Dynamics generic action surface to move only FINCASE-085 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.

Provide screenshots or nearby approvals without exact invoice linkage.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-086'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-086'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-086' AND decision_code='CERTIFY_APPROVAL_SAMPLE'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-086' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-086 completed — CERTIFY_APPROVAL_SAMPLE' AND body LIKE '%CERTIFY_APPROVAL_SAMPLE%'

escalated variant of pbc/approval-evidence-q1 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#9 + chaos pattern 'approvals live in email threads'

Prompt:
**Sam Rivera · Controller · email, Mon 09:20**

Can the Q1 approval sample be certified under the current evidence standard?

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. 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-086 completed — CERTIFY_APPROVAL_SAMPLE

Question: finance case work item

Resolve immutable work item FINCASE-086 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 invoice-to-approval joins and apply the operative requirements for role, timing, and immutable identity.

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-086 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-086"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-086 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-086"}) + successful_required_calls + reads_before_write

Check metadata for lgr-086-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-086-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-086-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-086-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-086-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-086-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-086-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-086-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-086 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-086"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-086-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-086-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-086-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-086-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-086-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-086-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-086-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-086-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-086 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-086"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-086-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-086-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-086-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-086-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-086-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-086-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-086-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-086-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 excludes approvals that are late, under-authorized, or linked only by name.

Reject the unsupported branch: Treat any approved request from the same vendor as sufficient.

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

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

File the task-specific `inv201_approver` conclusion in the discovered reporting schema using its declared type and scale.

deterministic answer check: contains_all

File the task-specific `inv201_approval_date` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `inv201_evidence_location` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `inv202_approver` conclusion in the discovered reporting schema using its declared type and scale.

File the task-specific `inv202_finding` conclusion in the discovered reporting schema using its declared type and scale.

Use the Dynamics generic action surface to move only FINCASE-086 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.

Treat any approved request from the same vendor as sufficient.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-087'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-087'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-087' AND decision_code='DECIDE_PROJECTED_AUDIT_EXPOSURE'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-087' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-087 completed — DECIDE_PROJECTED_AUDIT_EXPOSURE' AND body LIKE '%DECIDE_PROJECTED_AUDIT_EXPOSURE%'

ratio projection: sample misstatement x (population size / sample size) = 3,000 x 20

research/external/articles: PCAOB AS 2315 projection arithmetic (50 of 1,000 sampled, $3,000 found -> $60,000 projected)

Prompt:
**Sam Rivera · Controller · Teams 14:40**

Project the auditors' Q1 sample result to the population and say whether it crosses the governed threshold.

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. 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-087 completed — DECIDE_PROJECTED_AUDIT_EXPOSURE

Question: finance case work item

Resolve immutable work item FINCASE-087 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 sample design, error values, population basis, projection method, tolerable error, and 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-087 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-087"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-087 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-087"}) + successful_required_calls + reads_before_write

Check metadata for lgr-087-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-087-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-087-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-087-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-087-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-087-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-087-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-087-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-087 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-087"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-087-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-087-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-087-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-087-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-087-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-087-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-087-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-087-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-087 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-087"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-087-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-087-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-087-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-087-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-087-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-087-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-087-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-087-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 conclusion follows the specified projection method and threshold, with known sampling limits explicit.

Reject the unsupported branch: Multiply the average error by population count without using the sample design.

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

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

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

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

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

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

deterministic answer check: contains_all

Use the Dynamics generic action surface to move only FINCASE-087 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.

Multiply the average error by population count without using the sample design.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-088'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-088'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-088' AND decision_code='CERTIFY_AUDIT_PROJECTION'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-088' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-088 completed — CERTIFY_AUDIT_PROJECTION' AND body LIKE '%CERTIFY_AUDIT_PROJECTION%'

escalated variant of pbc/sampling-projection-q1 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/external/articles: PCAOB AS 2315 projection arithmetic (50 of 1,000 sampled, $3,000 found -> $60,000 projected)

Prompt:
**Sam Rivera · Controller · Teams 14:40**

Can the Q1 projection conclusion be certified after methodology 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. 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-088 completed — CERTIFY_AUDIT_PROJECTION

Question: finance case work item

Resolve immutable work item FINCASE-088 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

Recompute the projection under the effective sampling policy and verify population, stratification, and threshold inputs.

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-088 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-088"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-088 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-088"}) + successful_required_calls + reads_before_write

Check metadata for lgr-088-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-088-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-088-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-088-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-088-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-088-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-088-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-088-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-088 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-088"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-088-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-088-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-088-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-088-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-088-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-088-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-088-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-088-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-088 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-088"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-088-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-088-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-088-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-088-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-088-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-088-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-088-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-088-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 depends on the governed method rather than whichever projection is smallest.

Reject the unsupported branch: Carry forward the initial projection without checking the current methodology.

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

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

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

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

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

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

deterministic answer check: contains_all

Use the Dynamics generic action surface to move only FINCASE-088 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.

Carry forward the initial projection without checking the current methodology.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-089'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-089'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-089' AND decision_code='DISPOSE_MATCH_EXCEPTIONS'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-089' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-089 completed — DISPOSE_MATCH_EXCEPTIONS' AND body LIKE '%DISPOSE_MATCH_EXCEPTIONS%'

research/finance-agent-workflows.md wf#6 (unparked by PO/receipt schema); Oracle 26B GA agents do this workflow

Prompt:
**Priya Shah · AP Manager · Teams 10:25**

Resolve TWINV-301 through 303 individually and quantify each match exception.

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. 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-089 completed — DISPOSE_MATCH_EXCEPTIONS

Question: finance case work item

Resolve immutable work item FINCASE-089 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 invoice, purchase order, receipt, price, quantity, tax, and current tolerance evidence by exact line.

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-089 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-089"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-089 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-089"}) + successful_required_calls + reads_before_write

Check metadata for lgr-089-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-089-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-089-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-089-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-089-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-089-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-089-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-089-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-089 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-089"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-089-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-089-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-089-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-089-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-089-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-089-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-089-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-089-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-089 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-089"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-089-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-089-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-089-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-089-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-089-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-089-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-089-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-089-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 invoice receives its own supported pay, hold, or inquiry disposition based on the operative match rule.

Reject the unsupported branch: Net the three variances together or apply one reason to all invoices.

Select `DISPOSE_MATCH_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 `clean_invoice` conclusion in the discovered reporting schema using its declared type and scale.

deterministic answer check: contains_all

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

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

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

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

Use the Dynamics generic action surface to move only FINCASE-089 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 the three variances together or apply one reason to all invoices.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-090'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-090'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-090' AND decision_code='CERTIFY_MATCH_EXCEPTION_SET'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-090' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-090 completed — CERTIFY_MATCH_EXCEPTION_SET' AND body LIKE '%CERTIFY_MATCH_EXCEPTION_SET%'

escalated variant of threeway_match/ppinv-exceptions-mar 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#6 (unparked by PO/receipt schema); Oracle 26B GA agents do this workflow

Prompt:
**Priya Shah · AP Manager · Teams 10:25**

Can the three PPINV exceptions be certified after the match-control review?

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. 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-090 completed — CERTIFY_MATCH_EXCEPTION_SET

Question: finance case work item

Resolve immutable work item FINCASE-090 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 line-level matching under the effective tolerance revision and verify owner evidence for every surviving hold.

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-090 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-090"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-090 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-090"}) + successful_required_calls + reads_before_write

Check metadata for lgr-090-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-090-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-090-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-090-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-090-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-090-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-090-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-090-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-090 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-090"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-090-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-090-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-090-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-090-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-090-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-090-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-090-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-090-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-090 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-090"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-090-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-090-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-090-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-090-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-090-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-090-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-090-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-090-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 preserves legitimate holds and releases only invoices that independently satisfy the rule.

Reject the unsupported branch: Approve the batch because aggregate variance is within tolerance.

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

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

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

deterministic answer check: contains_all

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

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

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

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

Use the Dynamics generic action surface to move only FINCASE-090 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 batch because aggregate variance is within tolerance.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-091'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-091'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-091' AND decision_code='RESOLVE_HALDEN_STATEMENT'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-091' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-091 completed — RESOLVE_HALDEN_STATEMENT' AND body LIKE '%RESOLVE_HALDEN_STATEMENT%'

PMT-8817, which references HF-2190 - not on this statement

port of research/external/repos/TheAgentCompany/workspaces/tasks/finance-invoice-matching (match a payments file to a reference invoice set, handling split and combined payments, and identify the mismatches; its deliverable is a written flagged_payments.xlsx with a TOTAL row 'Invoices=..., Payments=...'). The judgement ports, the plumbing does not: the two workbooks become sheet_files/sheet_rows on the sheets server, the matching conventions become SOP-AP-11 on the docs server, and the flagged list plus the two totals go through harness__submit_answer as graded fields. It also fixes what the source's own reference evaluator gets wrong — that evaluator iterates payments, so it flags all 36 legitimately split payments as problems and, being payment-driven, cannot see an invoice with no payment at all or an invoice paid twice in full, while the 17 genuine single-line variances that account for the whole of its own 210.66 total gap go unflagged. Here the exception set is defined at invoice level and is re-derived from the seeded world. Differs from the two existing threeway_match tasks: ppinv-exceptions-mar and tolerance-dialect-mar each match ONE invoice at a time against its PO and receipt and turn on the tolerance rule (SAP unmaintained key = zero vs Oracle blank = unlimited); this one has no PO or receipt in it at all and is a bulk many-to-many reconciliation where the difficulty is match CARDINALITY - one payment covering two invoices, one invoice covering three payments, one payment belonging to neither.

Prompt:
**Priya Shah · AP Manager · Teams 09:34**

Reconcile Halden Freight's Q1 statement to our invoices and receipts and tell AP exactly what can move.

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.

SELECT ROUND(SUM(json_extract(cells,'$[3]')),2) FROM sheet_rows WHERE file='halden-statement-2026Q1.xlsx' AND json_extract(cells,'$[0]') LIKE 'HF-%'

SELECT ROUND(SUM(json_extract(cells,'$[2]')),2) FROM sheet_rows WHERE file='ap-payment-register-halden-2026Q1.xlsx' AND json_extract(cells,'$[0]') LIKE 'PMT-%' AND substr(json_extract(cells,'$[3]'),1,7) IN (SELECT json_extract(cells,'$[0]') FROM sheet_rows WHERE file='halden-statement-2026Q1.xlsx')

SELECT ROUND((SELECT SUM(json_extract(cells,'$[3]')) FROM sheet_rows WHERE file='halden-statement-2026Q1.xlsx' AND json_extract(cells,'$[0]') LIKE 'HF-%') - (SELECT SUM(json_extract(cells,'$[2]')) FROM sheet_rows WHERE file='ap-payment-register-halden-2026Q1.xlsx' AND json_extract(cells,'$[0]') LIKE 'PMT-%' AND substr(json_extract(cells,'$[3]'),1,7) IN (SELECT json_extract(cells,'$[0]') FROM sheet_rows WHERE file='halden-statement-2026Q1.xlsx')),2)

WITH stmt AS (SELECT json_extract(cells,'$[0]') AS inv, json_extract(cells,'$[3]') AS amt FROM sheet_rows WHERE file='halden-statement-2026Q1.xlsx' AND json_extract(cells,'$[0]') LIKE 'HF-%'), pay AS (SELECT json_extract(cells,'$[3]') AS ref, json_extract(cells,'$[2]') AS amt FROM sheet_rows WHERE file='ap-payment-register-halden-2026Q1.xlsx' AND json_extract(cells,'$[0]') LIKE 'PMT-%'), single AS (SELECT substr(ref,1,7) AS inv, SUM(amt) AS paid FROM pay WHERE ref NOT LIKE '%,%' GROUP BY 1), comb AS (SELECT substr(ref,1,7) AS a, substr(ref,9,7) AS b FROM pay WHERE ref LIKE '%,%'), app AS (SELECT s.inv AS inv, s.amt AS amt, COALESCE((SELECT paid FROM single WHERE single.inv=s.inv),0) + CASE WHEN EXISTS(SELECT 1 FROM comb WHERE comb.a=s.inv OR comb.b=s.inv) THEN s.amt ELSE 0 END AS paid FROM stmt s) SELECT ROUND(SUM(paid-amt),2) FROM app WHERE paid > amt

WITH stmt AS (SELECT json_extract(cells,'$[0]') AS inv, json_extract(cells,'$[3]') AS amt FROM sheet_rows WHERE file='halden-statement-2026Q1.xlsx' AND json_extract(cells,'$[0]') LIKE 'HF-%'), pay AS (SELECT json_extract(cells,'$[3]') AS ref, json_extract(cells,'$[2]') AS amt FROM sheet_rows WHERE file='ap-payment-register-halden-2026Q1.xlsx' AND json_extract(cells,'$[0]') LIKE 'PMT-%'), single AS (SELECT substr(ref,1,7) AS inv, SUM(amt) AS paid FROM pay WHERE ref NOT LIKE '%,%' GROUP BY 1), comb AS (SELECT substr(ref,1,7) AS a, substr(ref,9,7) AS b FROM pay WHERE ref LIKE '%,%'), app AS (SELECT s.inv AS inv, s.amt AS amt, COALESCE((SELECT paid FROM single WHERE single.inv=s.inv),0) + CASE WHEN EXISTS(SELECT 1 FROM comb WHERE comb.a=s.inv OR comb.b=s.inv) THEN s.amt ELSE 0 END AS paid FROM stmt s) SELECT ROUND(SUM(amt-paid),2) FROM app WHERE paid < amt

Question: finance case work item

Question: finance case work item

FINCASE-091 completed — RESOLVE_HALDEN_STATEMENT

Question: finance case work item

Resolve immutable work item FINCASE-091 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 supplier documents, purchase orders, receipts, ERP invoices, credits, and correspondence by immutable reference.

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-091 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-091"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-091 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-091"}) + successful_required_calls + reads_before_write

Check metadata for lgr-091-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-091-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-091-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-091-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-091-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-091-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-091-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-091-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-091 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-091"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-091-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-091-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-091-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-091-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-091-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-091-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-091-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-091-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-091 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-091"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-091-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-091-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-091-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-091-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-091-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-091-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-091-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-091-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 documents with complete and compatible three-way evidence can be released; residuals remain itemized.

Reject the unsupported branch: Force the supplier statement total to our AP balance with a plug.

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

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

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

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

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

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

deterministic answer check: contains_all

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

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

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

Use the Dynamics generic action surface to move only FINCASE-091 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.

Force the supplier statement total to our AP balance with a plug.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-092'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-092'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-092' AND decision_code='APPLY_EFFECTIVE_MATCH_TOLERANCE'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-092' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-092 completed — APPLY_EFFECTIVE_MATCH_TOLERANCE' AND body LIKE '%APPLY_EFFECTIVE_MATCH_TOLERANCE%'

legacy ledger: an unmaintained tolerance key means zero tolerance, so any variance blocks

research/external/articles: SAP unmaintained tolerance key = zero tolerance vs Oracle Fusion blank tolerance = infinite — inverted defaults across systems

Prompt:
**Priya Shah · AP Manager · Teams 11:02**

Decide which of TDINV-401 and 402 can pass despite the price variances and explain the governing tolerance.

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.

Question: finance case work item

Question: finance case work item

FINCASE-092 completed — APPLY_EFFECTIVE_MATCH_TOLERANCE

Question: finance case work item

Resolve immutable work item FINCASE-092 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

Resolve each invoice and PO line, receipt, currency, supplier terms, and the current tolerance rule including fallback logic.

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-092 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-092"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-092 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-092"}) + successful_required_calls + reads_before_write

Check metadata for lgr-092-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-092-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-092-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-092-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-092-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-092-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-092-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-092-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-092 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-092"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-092-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-092-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-092-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-092-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-092-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-092-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-092-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-092-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-092 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-092"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-092-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-092-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-092-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-092-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-092-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-092-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-092-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-092-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.

A line passes only if its exact governed tolerance permits the variance; missing configuration does not mean zero or unlimited.

Reject the unsupported branch: Apply the same percentage to both invoices or accept the system's no-tolerance message at face value.

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

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

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

deterministic answer check: contains_all

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

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

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

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

Use the Dynamics generic action surface to move only FINCASE-092 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.