SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-063'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-063'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-063' AND decision_code='ISSUE_TSLA_QUARTER_MARGIN'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-063' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-063 completed — ISSUE_TSLA_QUARTER_MARGIN' AND body LIKE '%ISSUE_TSLA_QUARTER_MARGIN%'

financebenchmark finance_qa (quarterly + format-constrained segment); facts captured from data.sec.gov 2026-08-10

Prompt:
**Dana Kim · Credit Manager · Teams 15:11**

What was Tesla's GAAP operating margin in the September quarter, and which filed inputs support it?

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.

Question: finance case work item

Question: finance case work item

FINCASE-063 completed — ISSUE_TSLA_QUARTER_MARGIN

Question: finance case work item

Resolve immutable work item FINCASE-063 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 the issuer and quarter, select operating income and revenue from the same accession and scale, then calculate the ratio.

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-063 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-063"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-063 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-063"}) + successful_required_calls + reads_before_write

Check metadata for lgr-063-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-063-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-063-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-063-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-063-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-063-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-063-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-063-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-063 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-063"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-063-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-063-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-063-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-063-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-063-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-063-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-063-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-063-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-063 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-063"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-063-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-063-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-063-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-063-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-063-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-063-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-063-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-063-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 margin is valid only when numerator and denominator share period, basis, and units.

Reject the unsupported branch: Use a year-to-date numerator with a quarterly denominator.

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

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

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

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

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

Use the Dynamics generic action surface to move only FINCASE-063 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 a year-to-date numerator with a quarterly denominator.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-064'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-064'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-064' AND decision_code='CERTIFY_TSLA_MARGIN'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-064' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-064 completed — CERTIFY_TSLA_MARGIN' AND body LIKE '%CERTIFY_TSLA_MARGIN%'

escalated variant of finance_qa/tsla-operating-margin-q3 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: financebenchmark finance_qa (quarterly + format-constrained segment); facts captured from data.sec.gov 2026-08-10

Prompt:
**Dana Kim · Credit Manager · Teams 15:11**

Can Tesla's quarter margin be certified under the current metric policy?

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-064 completed — CERTIFY_TSLA_MARGIN

Question: finance case work item

Resolve immutable work item FINCASE-064 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 filing selection and calculation, then apply the effective treatment for quarterly versus year-to-date facts.

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-064 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-064"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-064 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-064"}) + successful_required_calls + reads_before_write

Check metadata for lgr-064-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-064-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-064-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-064-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-064-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-064-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-064-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-064-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-064 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-064"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-064-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-064-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-064-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-064-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-064-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-064-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-064-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-064-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-064 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-064"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-064-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-064-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-064-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-064-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-064-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-064-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-064-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-064-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 a same-duration GAAP numerator and denominator with reproducible accession evidence.

Reject the unsupported branch: Carry forward the prior percentage without testing duration metadata.

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

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

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

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

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

Use the Dynamics generic action surface to move only FINCASE-064 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.

Carry forward the prior percentage without testing duration metadata.

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-065'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-065'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-065' AND decision_code='REPORT_METRIC_UNAVAILABLE'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-065' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-065 completed — REPORT_METRIC_UNAVAILABLE' AND body LIKE '%REPORT_METRIC_UNAVAILABLE%'

ResearchAndDevelopmentExpense (absent); snapshot holds only CostOfRevenue and InventoryNet for WMT

FinanceBench pattern found in repo sweep: refusal scored separately from a wrong answer (research/external/repos/INDEX.md)

Prompt:
**Dana Kim · Credit Manager · Teams 13:33**

Tell the committee whether Walmart's requested R&D figure is actually supportable and document the search.

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-065 completed — REPORT_METRIC_UNAVAILABLE

Question: finance case work item

Resolve immutable work item FINCASE-065 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 the issuer and requested period, inspect available concepts and filings, and distinguish absence from a zero value.

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-065 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-065"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-065 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-065"}) + successful_required_calls + reads_before_write

Check metadata for lgr-065-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-065-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-065-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-065-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-065-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-065-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-065-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-065-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-065 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-065"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-065-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-065-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-065-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-065-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-065-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-065-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-065-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-065-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-065 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-065"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-065-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-065-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-065-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-065-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-065-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-065-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-065-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-065-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.

When the concept is not disclosed in the frozen filing set, the supported answer is unavailable with search evidence.

Reject the unsupported branch: Invent a value from another expense line or report missing as zero.

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

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

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

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

File the task-specific `concepts_checked` 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-065 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.

Invent a value from another expense line or report missing as zero.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-066'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-066'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-066' AND decision_code='ISSUE_WMT_INVENTORY_TURNOVER'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-066' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-066 completed — ISSUE_WMT_INVENTORY_TURNOVER' AND body LIKE '%ISSUE_WMT_INVENTORY_TURNOVER%'

financebenchmark finance_qa (ratio segment); facts captured from data.sec.gov 2026-08-10

Prompt:
**Dana Kim · Credit Manager · Teams 14:05**

Calculate Walmart's FY2025 inventory turnover from compatible filed facts and show the exact inputs.

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-066 completed — ISSUE_WMT_INVENTORY_TURNOVER

Question: finance case work item

Resolve immutable work item FINCASE-066 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 fiscal year, cost-of-sales concept, beginning and ending inventory periods, units, and formula 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-066 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-066"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-066 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-066"}) + successful_required_calls + reads_before_write

Check metadata for lgr-066-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-066-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-066-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-066-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-066-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-066-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-066-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-066-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-066 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-066"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-066-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-066-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-066-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-066-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-066-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-066-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-066-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-066-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-066 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-066"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-066-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-066-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-066-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-066-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-066-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-066-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-066-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-066-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.

Turnover uses annual cost of sales over average compatible inventory balances.

Reject the unsupported branch: Divide by ending inventory alone or mix fiscal calendars.

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

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

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

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

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

Use the Dynamics generic action surface to move only FINCASE-066 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.

Divide by ending inventory alone or mix fiscal calendars.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-067'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-067'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-067' AND decision_code='CERTIFY_WMT_TURNOVER'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-067' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-067 completed — CERTIFY_WMT_TURNOVER' AND body LIKE '%CERTIFY_WMT_TURNOVER%'

escalated variant of finance_qa/wmt-inventory-turnover 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: financebenchmark finance_qa (ratio segment); facts captured from data.sec.gov 2026-08-10

Prompt:
**Dana Kim · Credit Manager · Teams 14:05**

Can Walmart's turnover ratio be certified after metric review?

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-067 completed — CERTIFY_WMT_TURNOVER

Question: finance case work item

Resolve immutable work item FINCASE-067 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

Revalidate concept selection, beginning and ending balance dates, and the effective average-balance rule.

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-067 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-067"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-067 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-067"}) + successful_required_calls + reads_before_write

Check metadata for lgr-067-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-067-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-067-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-067-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-067-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-067-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-067-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-067-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-067 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-067"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-067-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-067-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-067-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-067-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-067-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-067-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-067-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-067-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-067 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-067"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-067-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-067-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-067-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-067-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-067-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-067-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-067-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-067-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 the governed average-inventory denominator and same-basis annual numerator.

Reject the unsupported branch: Approve a plausible ratio without reproducing both balance points.

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

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

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

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

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

Use the Dynamics generic action surface to move only FINCASE-067 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 a plausible ratio without reproducing both balance points.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-068'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-068'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-068' AND decision_code='ISSUE_XOM_CAT_LIQUIDITY_COMPARISON'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-068' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-068 completed — ISSUE_XOM_CAT_LIQUIDITY_COMPARISON' AND body LIKE '%ISSUE_XOM_CAT_LIQUIDITY_COMPARISON%'

financebenchmark finance_qa (multi-company composite segment); exercises get_xbrl_frames across companies

Prompt:
**Dana Kim · Credit Manager · Teams 09:48**

Compare Exxon and Caterpillar current assets at FY2024 and quantify the difference on a common basis.

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-068 completed — ISSUE_XOM_CAT_LIQUIDITY_COMPARISON

Question: finance case work item

Resolve immutable work item FINCASE-068 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 both registrants, annual periods, concept definitions, units, and accession currency before comparing.

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-068 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-068"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-068 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-068"}) + successful_required_calls + reads_before_write

Check metadata for lgr-068-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-068-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-068-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-068-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-068-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-068-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-068-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-068-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-068 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-068"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-068-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-068-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-068-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-068-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-068-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-068-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-068-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-068-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-068 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-068"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-068-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-068-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-068-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-068-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-068-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-068-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-068-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-068-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 larger balance and difference must use the same fiscal basis and absolute units.

Reject the unsupported branch: Compare displayed numbers without normalizing scale or period.

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

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

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

deterministic answer check: contains_all

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

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

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

Use the Dynamics generic action surface to move only FINCASE-068 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.

Compare displayed numbers without normalizing scale or period.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-069'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-069'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-069' AND decision_code='ISSUE_XOM_CURRENT_ASSETS'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-069' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-069 completed — ISSUE_XOM_CURRENT_ASSETS' AND body LIKE '%ISSUE_XOM_CURRENT_ASSETS%'

financebenchmark:finance_qa (user-brief example); GT = real XBRL fact captured from data.sec.gov 2026-08-10

Prompt:
**Dana Kim · Credit Manager · Teams 11:20**

Give Credit ExxonMobil's FY2024 current assets with a filing citation they can footnote.

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-069 completed — ISSUE_XOM_CURRENT_ASSETS

Question: finance case work item

Resolve immutable work item FINCASE-069 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 exact issuer, annual period, concept, unit, form, and accession metadata.

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-069 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-069"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-069 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-069"}) + successful_required_calls + reads_before_write

Check metadata for lgr-069-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-069-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-069-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-069-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-069-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-069-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-069-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-069-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-069 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-069"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-069-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-069-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-069-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-069-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-069-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-069-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-069-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-069-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-069 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-069"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-069-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-069-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-069-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-069-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-069-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-069-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-069-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-069-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 supported figure is the filed annual fact for the requested issuer and period.

Reject the unsupported branch: Return the first current-assets fact or omit provenance.

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

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

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

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

deterministic answer check: contains_all

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

Use the Dynamics generic action surface to move only FINCASE-069 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.

Return the first current-assets fact or omit provenance.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-070'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-070'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-070' AND decision_code='CERTIFY_XOM_CURRENT_ASSETS'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-070' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-070 completed — CERTIFY_XOM_CURRENT_ASSETS' AND body LIKE '%CERTIFY_XOM_CURRENT_ASSETS%'

escalated variant of finance_qa/xom-current-assets 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: financebenchmark:finance_qa (user-brief example); GT = real XBRL fact captured from data.sec.gov 2026-08-10

Prompt:
**Dana Kim · Credit Manager · Teams 11:20**

Can ExxonMobil's current-assets figure be certified under the current sourcing rule?

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-070 completed — CERTIFY_XOM_CURRENT_ASSETS

Question: finance case work item

Resolve immutable work item FINCASE-070 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

Test the selected fact against period, form, amendment, accession, and unit requirements in the effective metric 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-070 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-070"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-070 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-070"}) + successful_required_calls + reads_before_write

Check metadata for lgr-070-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-070-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-070-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-070-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-070-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-070-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-070-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-070-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-070 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-070"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-070-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-070-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-070-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-070-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-070-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-070-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-070-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-070-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-070 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-070"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-070-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-070-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-070-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-070-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-070-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-070-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-070-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-070-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 uses the operative filed fact and preserves amendment provenance.

Reject the unsupported branch: Reuse the prior number without checking whether a later filing revision controls.

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

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

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

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

deterministic answer check: contains_all

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

Use the Dynamics generic action surface to move only FINCASE-070 from open to decided.

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

exact serialized evidence_refs assertion

Produce exactly one Dynamics audit event for the case transition.

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

Complete all required context reads before recording the case decision.

Read the exact FinanceCases record after the decision action.

Reopen the exact completion thread after sending it.

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

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


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-071'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-071'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-071' AND decision_code='ISSUE_JPM_LEVERAGE_RATIO'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-071' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-071 completed — ISSUE_JPM_LEVERAGE_RATIO' AND body LIKE '%ISSUE_JPM_LEVERAGE_RATIO%'

clone of microsoft/FinanceBenchmark finance_qa item finance_qa-127; question verbatim, ground truth recomputed from the frozen SEC XBRL snapshot (debt-to-equity = Liabilities/StockholdersEquity @ 2024-12-31 (10-K)). FB grades this with an LLM judge; this clone pins the figure, its period and its source form as separate deterministic checks (docs/PARITY.md)

Prompt:
**Dana Kim · Credit Manager · Teams**

Give Credit JPMorgan's FY2024 debt-to-equity ratio on the benchmark's governed definition.

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

Question: finance case work item

Question: finance case work item

FINCASE-071 completed — ISSUE_JPM_LEVERAGE_RATIO

Question: finance case work item

Resolve immutable work item FINCASE-071 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 issuer, fiscal date, debt components, equity concept, units, and ratio convention.

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-071 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-071"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-071 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-071"}) + successful_required_calls + reads_before_write

Check metadata for lgr-071-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-071-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-071-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-071-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-071-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-071-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-071-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-071-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-071 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-071"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-071-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-071-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-071-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-071-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-071-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-071-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-071-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-071-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-071 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-071"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-071-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-071-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-071-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-071-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-071-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-071-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-071-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-071-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 ratio uses the specified filed debt and equity basis at the same year-end date.

Reject the unsupported branch: Use total liabilities as debt or mix quarterly and annual balances.

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

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

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

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

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

Use the Dynamics generic action surface to move only FINCASE-071 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 total liabilities as debt or mix quarterly and annual balances.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-072'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-072'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-072' AND decision_code='ISSUE_KO_OPERATING_MARGIN'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-072' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-072 completed — ISSUE_KO_OPERATING_MARGIN' AND body LIKE '%ISSUE_KO_OPERATING_MARGIN%'

clone of microsoft/FinanceBenchmark finance_qa item finance_qa-035; question verbatim, ground truth recomputed from the frozen SEC XBRL snapshot (operating margin = OperatingIncomeLoss/Revenues @ 2025-12-31 (10-K)). FB grades this with an LLM judge; this clone pins the figure, its period and its source form as separate deterministic checks (docs/PARITY.md)

Prompt:
**Dana Kim · Credit Manager · Teams**

Give FP&A Coca-Cola's FY2024 operating margin on a comparable GAAP basis.

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-072 completed — ISSUE_KO_OPERATING_MARGIN

Question: finance case work item

Resolve immutable work item FINCASE-072 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 issuer, annual revenue and operating income facts, scale, signs, and metric 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-072 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-072"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-072 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-072"}) + successful_required_calls + reads_before_write

Check metadata for lgr-072-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-072-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-072-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-072-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-072-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-072-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-072-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-072-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-072 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-072"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-072-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-072-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-072-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-072-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-072-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-072-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-072-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-072-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-072 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-072"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-072-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-072-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-072-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-072-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-072-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-072-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-072-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-072-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 margin is operating income divided by same-period revenue, expressed as a percentage.

Reject the unsupported branch: Use net income or a non-GAAP margin from narrative text.

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

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

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

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

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

Use the Dynamics generic action surface to move only FINCASE-072 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.

Use net income or a non-GAAP margin from narrative text.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-073'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-073'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-073' AND decision_code='ISSUE_BUDGET_VARIANCE_ACTIONS'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-073' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-073 completed — ISSUE_BUDGET_VARIANCE_ACTIONS' AND body LIKE '%ISSUE_BUDGET_VARIANCE_ACTIONS%'

Engineering_Software_202602, Sales_Travel_202602, Marketing_Training_202602, Operations_Equipment_202601

port of research/external/repos/TheAgentCompany/workspaces/tasks/finance-budget-variance (task.md + evaluator.py: budget vs actual by department/category/month, variance amount and %, flag >10% AND >$5,000, 'adjust for identified seasonal spending variations', identifiers as Department_Category_YYYYMM); the source's vague seasonality clause is resolved here into FIN-FPA-04 s4; docs/HARD-LAYER-DESIGN.md M3 (dual-limb non-collapse) and M5 (the front-loaded list has no field in either workbook and lives only in the policy document)

Prompt:
**Iris Novak · FP&A Lead · Teams 08:20, Monday 2 March**

Build the February exception page for the operating review and explain which variances require action.

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

SELECT COUNT(*) FROM sheet_rows a JOIN sheet_rows b ON b.file='FY26-opex-budget.xlsx' AND b.row_no>1 AND json_extract(b.cells,'$[0]')=json_extract(a.cells,'$[0]') AND json_extract(b.cells,'$[1]')=json_extract(a.cells,'$[1]') AND json_extract(b.cells,'$[2]')=json_extract(a.cells,'$[2]') WHERE a.file='FY26-actuals-jan-feb.xlsx' AND a.row_no>1 AND json_extract(a.cells,'$[1]')<>'Facilities' AND (json_extract(a.cells,'$[3]')-json_extract(b.cells,'$[3]'))>5000.0 AND (json_extract(a.cells,'$[3]')-json_extract(b.cells,'$[3]'))>0.10*json_extract(b.cells,'$[3]')

SELECT ROUND(SUM(json_extract(a.cells,'$[3]')-json_extract(b.cells,'$[3]')),2) FROM sheet_rows a JOIN sheet_rows b ON b.file='FY26-opex-budget.xlsx' AND b.row_no>1 AND json_extract(b.cells,'$[0]')=json_extract(a.cells,'$[0]') AND json_extract(b.cells,'$[1]')=json_extract(a.cells,'$[1]') AND json_extract(b.cells,'$[2]')=json_extract(a.cells,'$[2]') WHERE a.file='FY26-actuals-jan-feb.xlsx' AND a.row_no>1 AND json_extract(a.cells,'$[1]')<>'Facilities' AND (json_extract(a.cells,'$[3]')-json_extract(b.cells,'$[3]'))>5000.0 AND (json_extract(a.cells,'$[3]')-json_extract(b.cells,'$[3]'))>0.10*json_extract(b.cells,'$[3]')

Question: finance case work item

Question: finance case work item

FINCASE-073 completed — ISSUE_BUDGET_VARIANCE_ACTIONS

Question: finance case work item

Resolve immutable work item FINCASE-073 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 approved budget revisions, January-February actuals, dimensions, forecast rules, thresholds, and owner commentary.

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-073 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-073"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-073 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-073"}) + successful_required_calls + reads_before_write

Check metadata for lgr-073-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-073-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-073-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-073-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-073-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-073-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-073-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-073-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-073 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-073"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-073-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-073-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-073-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-073-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-073-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-073-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-073-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-073-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-073 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-073"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-073-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-073-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-073-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-073-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-073-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-073-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-073-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-073-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 material variances under the operative rule are escalated, with direction and owner preserved.

Reject the unsupported branch: Rank departments by raw dollar variance without checking thresholds or revisions.

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

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

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

deterministic answer check: contains_all

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

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

Use the Dynamics generic action surface to move only FINCASE-073 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.

Rank departments by raw dollar variance without checking thresholds or revisions.