SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-093'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-093'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-093' AND decision_code='CERTIFY_TOLERANCE_DECISIONS'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-093' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-093 completed — CERTIFY_TOLERANCE_DECISIONS' AND body LIKE '%CERTIFY_TOLERANCE_DECISIONS%'

escalated variant of threeway_match/tolerance-dialect-mar via sim/grow_tasks.py (buried_docs: governing policy hidden in the adjacent-policy library; quiet_prompt: explicit policy pointers removed from the ask); ground truth unchanged. Base: research/external/articles: SAP unmaintained tolerance key = zero tolerance vs Oracle Fusion blank tolerance = infinite — inverted defaults across systems

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

Can the TDINV decisions be certified under the current tolerance hierarchy?

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

Question: finance case work item

Question: finance case work item

FINCASE-093 completed — CERTIFY_TOLERANCE_DECISIONS

Question: finance case work item

Resolve immutable work item FINCASE-093 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 both line tests and establish which policy revision or fallback controls each document.

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-093 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-093"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-093 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-093"}) + successful_required_calls + reads_before_write

Check metadata for lgr-093-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-093-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-093-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-093-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-093-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-093-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-093-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-093-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-093 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-093"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-093-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-093-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-093-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-093-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-093-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-093-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-093-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-093-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-093 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-093"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-093-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-093-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-093-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-093-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-093-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-093-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-093-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-093-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 correct hierarchy and separate evidence for each invoice.

Reject the unsupported branch: Use the older global tolerance for both documents.

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

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

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

deterministic answer check: contains_all

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

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

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

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

Use the Dynamics generic action surface to move only FINCASE-093 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 the older global tolerance for both documents.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-094'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-094'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-094' AND decision_code='HOLD_UNVERIFIED_BANK_CHANGE'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-094' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-094 completed — HOLD_UNVERIFIED_BANK_CHANGE' AND body LIKE '%HOLD_UNVERIFIED_BANK_CHANGE%'

sender domain does not match the vendor contact email on the ERP master record (lookalike domain)

call back the vendor on the phone number already on file in the ERP — never a number supplied in the request

research/finance-agent-workflows.md wf#5 (vendor onboarding/master data + bank-detail fraud checks)

Prompt:
**Priya Shah · AP Manager · Teams 08:35**

Tell AP whether the requested bank change can be made before Friday and what verification is still required.

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

Question: finance case work item

Question: finance case work item

FINCASE-094 completed — HOLD_UNVERIFIED_BANK_CHANGE

Question: finance case work item

Resolve immutable work item FINCASE-094 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 exact vendor identity, existing bank master, request channel, callback evidence, approval policy, and payment timing.

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-094 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-094"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-094 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-094"}) + successful_required_calls + reads_before_write

Check metadata for lgr-094-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-094-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-094-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-094-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-094-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-094-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-094-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-094-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-094 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-094"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-094-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-094-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-094-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-094-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-094-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-094-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-094-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-094-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-094 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-094"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-094-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-094-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-094-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-094-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-094-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-094-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-094-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-094-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 change proceeds only after independent approved verification; urgency and email continuity are not substitutes.

Reject the unsupported branch: Update the bank account from the inbound email or caller-provided number.

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

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

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

deterministic answer check: contains_all

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

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

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

Use the Dynamics generic action surface to move only FINCASE-094 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.

Update the bank account from the inbound email or caller-provided number.

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-095'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-095'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-095' AND decision_code='DEACTIVATE_ELIGIBLE_DORMANT_VENDORS'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-095' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-095 completed — DEACTIVATE_ELIGIBLE_DORMANT_VENDORS' AND body LIKE '%DEACTIVATE_ELIGIBLE_DORMANT_VENDORS%'

closes tracked coverage gap art.vendor_dormancy (sim/coverage.py); dormant-account BEC exposure from research/external/articles/vendor-master-bec-fraud--{afp-truist,fbi-ic3,wa-state-auditor}.md; docs/HARD-LAYER-DESIGN.md M3/M5

Prompt:
**Marcus Bell · AP Controls · Teams 09:30**

Identify which REVIEW-group vendors can be deactivated and which must stay active.

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

Question: finance case work item

Question: finance case work item

FINCASE-095 completed — DEACTIVATE_ELIGIBLE_DORMANT_VENDORS

Question: finance case work item

Resolve immutable work item FINCASE-095 and its scoped subject before combining records.

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

exact policy metadata and full-document reads

Join vendor identity, last activity, open documents, payments, holds, exceptions, and the effective dormancy 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-095 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-095"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-095 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-095"}) + successful_required_calls + reads_before_write

Check metadata for lgr-095-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-095-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-095-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-095-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-095-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-095-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-095-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-095-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-095 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-095"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-095-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-095-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-095-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-095-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-095-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-095-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-095-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-095-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-095 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-095"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-095-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-095-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-095-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-095-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-095-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-095-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-095-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-095-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 vendors satisfying every dormancy condition may be deactivated; evidence gaps remain held.

Reject the unsupported branch: Deactivate every vendor with no recent invoice.

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

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

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

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

deterministic answer check: contains_all

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

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

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

Use the Dynamics generic action surface to move only FINCASE-095 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.

Deactivate every vendor with no recent invoice.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-096'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-096'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-096' AND decision_code='CERTIFY_DORMANT_VENDOR_SET'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-096' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-096 completed — CERTIFY_DORMANT_VENDOR_SET' AND body LIKE '%CERTIFY_DORMANT_VENDOR_SET%'

escalated variant of vendor_master/dormant-vendor-review via sim/grow_tasks.py (buried_docs: governing policy hidden in the adjacent-policy library; quiet_prompt: explicit policy pointers removed from the ask); ground truth unchanged. Base: closes tracked coverage gap art.vendor_dormancy (sim/coverage.py); dormant-account BEC exposure from research/external/articles/vendor-master-bec-fraud--{afp-truist,fbi-ic3,wa-state-auditor}.md; docs/HARD-LAYER-DESIGN.md M3/M5

Prompt:
**Marcus Bell · AP Controls · Teams 09:30**

Can the dormant-vendor population be certified after controls review?

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

Question: finance case work item

Question: finance case work item

FINCASE-096 completed — CERTIFY_DORMANT_VENDOR_SET

Question: finance case work item

Resolve immutable work item FINCASE-096 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 each vendor's activity and obligation checks under the operative dormancy revision and verify exception approvals.

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-096 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-096"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-096 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-096"}) + successful_required_calls + reads_before_write

Check metadata for lgr-096-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-096-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-096-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-096-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-096-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-096-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-096-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-096-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-096 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-096"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-096-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-096-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-096-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-096-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-096-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-096-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-096-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-096-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-096 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-096"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-096-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-096-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-096-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-096-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-096-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-096-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-096-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-096-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 vendor-level disposition and evidence, not a population-wide age cutoff.

Reject the unsupported branch: Reuse the original list or the superseded inactivity period.

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

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

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

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

deterministic answer check: contains_all

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

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

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

Use the Dynamics generic action surface to move only FINCASE-096 from open to decided.

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

exact serialized evidence_refs assertion

Produce exactly one Dynamics audit event for the case transition.

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

Complete all required context reads before recording the case decision.

Read the exact FinanceCases record after the decision action.

Reopen the exact completion thread after sending it.

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

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

Reuse the original list or the superseded inactivity period.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-097'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-097'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-097' AND decision_code='RESTATE_DORMANT_VENDOR_SET'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-097' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-097 completed — RESTATE_DORMANT_VENDOR_SET' AND body LIKE '%RESTATE_DORMANT_VENDOR_SET%'

escalated variant of vendor_master/dormant-vendor-review via the tau2.retrieval_modes lever (doc_mode=buried, sim/prepare.py): identical ground truth, harder retrieval. Base task closes art.vendor_dormancy (sim/coverage.py); dormant-account BEC exposure from research/external/articles/vendor-master-bec-fraud--{afp-truist,fbi-ic3,wa-state-auditor}.md; docs/HARD-LAYER-DESIGN.md M3/M5

Prompt:
**Marcus Bell · AP Controls · Teams 09:30**

Rebuild the dormant-vendor review with the latest policy and explain every change from the earlier candidate list.

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

Question: finance case work item

Question: finance case work item

FINCASE-097 completed — RESTATE_DORMANT_VENDOR_SET

Question: finance case work item

Resolve immutable work item FINCASE-097 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 current master status, complete activity history, open items, payment data, and approved exceptions for each vendor.

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-097 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-097"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-097 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-097"}) + successful_required_calls + reads_before_write

Check metadata for lgr-097-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-097-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-097-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-097-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-097-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-097-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-097-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-097-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-097 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-097"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-097-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-097-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-097-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-097-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-097-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-097-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-097-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-097-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-097 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-097"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-097-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-097-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-097-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-097-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-097-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-097-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-097-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-097-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 revised list changes only where current evidence or the operative policy changes eligibility.

Reject the unsupported branch: Start from the prior output and edit only obvious names.

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

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

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

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

deterministic answer check: contains_all

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

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

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

Use the Dynamics generic action surface to move only FINCASE-097 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.

Start from the prior output and edit only obvious names.


SELECT COUNT(*) FROM email_messages WHERE folder='sent'

SELECT COUNT(*) FROM email_messages WHERE id='em-reply-wingtip-po'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND to_addr='ap@wingtip-sim.example'

SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-098'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-098'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-098' AND decision_code='RESOLVE_MISSING_PO_LINK'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-098' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-098 completed — RESOLVE_MISSING_PO_LINK' AND body LIKE '%RESOLVE_MISSING_PO_LINK%'

TheAgentCompany finance suite pattern: agent must message an NPC for a blocking fact (research/external/repos/INDEX.md); enabled by email.send_message + scripted counterparties

Prompt:
**Priya Shah · AP Manager · Teams 09:22**

Resolve TWINV-303's missing PO without creating or inventing procurement evidence.

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

Question: finance case work item

Question: finance case work item

FINCASE-098 completed — RESOLVE_MISSING_PO_LINK

Question: finance case work item

Resolve immutable work item FINCASE-098 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 the invoice, supplier correspondence, exact PO and receipt records, requester identity, and match 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-098 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-098"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-098 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-098"}) + successful_required_calls + reads_before_write

Check metadata for lgr-098-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-098-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-098-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-098-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-098-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-098-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-098-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-098-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-098 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-098"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-098-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-098-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-098-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-098-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-098-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-098-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-098-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-098-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-098 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-098"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-098-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-098-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-098-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-098-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-098-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-098-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-098-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-098-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 invoice advances only if an existing authorized PO and compatible receipt can be linked by immutable reference.

Reject the unsupported branch: Create a backdated PO or accept a vendor-supplied number without internal verification.

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

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

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

deterministic answer check: contains_all

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

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

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

Use the Dynamics generic action surface to move only FINCASE-098 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-099'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-099'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-099' AND decision_code='CERTIFY_PO_LINK'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-099' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-099 completed — CERTIFY_PO_LINK' AND body LIKE '%CERTIFY_PO_LINK%'

escalated variant of vendor_master/missing-po-inquiry 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: TheAgentCompany finance suite pattern: agent must message an NPC for a blocking fact (research/external/repos/INDEX.md); enabled by email.send_message + scripted counterparties

Prompt:
**Priya Shah · AP Manager · Teams 09:22**

Can TWINV-303's PO link be certified after the procurement-control review?

The earlier working paper is not a conclusion. Please determine what the current records actually support, including the viable option and any hold, then leave enough provenance for an independent reviewer to reproduce it. 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-099 completed — CERTIFY_PO_LINK

FINCASE-099 completed — CERTIFY_PO_LINK

Question: finance case work item

Resolve immutable work item FINCASE-099 and its scoped subject before combining records.

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

exact policy metadata and full-document reads

Reperform invoice-to-PO-to-receipt identity under the effective policy and verify any exception approval.

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-099 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-099"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-099 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-099"}) + successful_required_calls + reads_before_write

Check metadata for lgr-099-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-099-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-099-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-099-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-099-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-099-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-099-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-099-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-099 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-099"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-099-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-099-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-099-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-099-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-099-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-099-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-099-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-099-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-099 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-099"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-099-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-099-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-099-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-099-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-099-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-099-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-099-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-099-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 exact internal procurement evidence and preserves a hold when it is incomplete.

Reject the unsupported branch: Use the superseded exception rule or a similarly valued purchase order.

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

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

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

deterministic answer check: contains_all

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

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

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

Use the Dynamics generic action surface to move only FINCASE-099 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 the superseded exception rule or a similarly valued purchase order.


SELECT status FROM erp_finance_cases WHERE case_id='FINCASE-100'

SELECT decision_code FROM erp_finance_cases WHERE case_id='FINCASE-100'

SELECT evidence_refs FROM erp_finance_cases WHERE case_id='FINCASE-100' AND decision_code='RECERTIFY_BANK_SIGNATORIES'

SELECT COUNT(*) FROM erp_audit_trail WHERE entity_type='FinanceCase' AND entity_id='FINCASE-100' AND action='decide'

SELECT COUNT(*) FROM email_messages WHERE folder='sent' AND subject='FINCASE-100 completed — RECERTIFY_BANK_SIGNATORIES' AND body LIKE '%RECERTIFY_BANK_SIGNATORIES%'

Marguerite Okonjo, Halvard Brekke, Priya Shah, Desmond Achebe

SIG-06, Corinne Vasquez, Director of Financial Reporting (Band B, USD 250,000). The HR extract records her as a leaver with a final working day of 2026-02-13, so her authority fell away on that date under SOP-TR-02 s2.1; the register was never updated and her offboarding checklist is still open. Strike the row and revoke her payment-release access.

SIG-07, held by Toma Larsen (Band B, USD 250,000, interim cover for the Controller). The CFO's delegation of 2025-11-03 was time-limited and ended 2026-02-28, so the authority is void from 2026-03-01 under SOP-TR-02 s2 even though the register still shows the row Active. He remains an employee in his substantive role; only the signing authority has lapsed, and the row must be struck at this refresh.

port of research/external/repos/TheAgentCompany/workspaces/tasks/finance-find-signatories (establish the set of signatories from source records, then report both the number of signatures found and the smaller number of PEOPLE to act on - the original's 38 signatures vs 29 signatories). The original's ownCloud/RocketChat plumbing does not port: the workbooks become sheets (bank mandate register + HR personnel extract), the rules become docs (SOP-TR-02 and the CFO's interim delegation memo), and the answer goes through harness__submit_answer. Mechanics per docs/HARD-LAYER-DESIGN.md: M3 non-collapse (the register's own Active column is the naive source of truth and is wrong in two directions), M5 the validity rules live only in the SOP and the delegation memo - no field on the register says an authority has fallen away, and the Register status column actively asserts the opposite.

Prompt:
**Nyla Ferreira · Treasury Manager · Teams 08:20**

Give First National the current authorized-signatory set and identify any mandate changes needed before recertification.

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

SELECT COUNT(*) FROM sheet_rows m JOIN sheet_rows h ON json_extract(h.cells,'$[0]')=json_extract(m.cells,'$[1]') WHERE m.file='bank-mandate-register-2026.xlsx' AND h.file='hr-personnel-extract-2026-03-01.xlsx' AND json_extract(m.cells,'$[0]') LIKE 'SIG-%' AND json_extract(h.cells,'$[4]')='Active' AND json_extract(m.cells,'$[6]')<=substr((SELECT value FROM meta WHERE key='WORLD_NOW'),1,10) AND (json_extract(m.cells,'$[7]')='' OR json_extract(m.cells,'$[7]')>=substr((SELECT value FROM meta WHERE key='WORLD_NOW'),1,10))

SELECT COUNT(DISTINCT json_extract(m.cells,'$[1]')) FROM sheet_rows m JOIN sheet_rows h ON json_extract(h.cells,'$[0]')=json_extract(m.cells,'$[1]') WHERE m.file='bank-mandate-register-2026.xlsx' AND h.file='hr-personnel-extract-2026-03-01.xlsx' AND json_extract(m.cells,'$[0]') LIKE 'SIG-%' AND json_extract(h.cells,'$[4]')='Active' AND json_extract(m.cells,'$[6]')<=substr((SELECT value FROM meta WHERE key='WORLD_NOW'),1,10) AND (json_extract(m.cells,'$[7]')='' OR json_extract(m.cells,'$[7]')>=substr((SELECT value FROM meta WHERE key='WORLD_NOW'),1,10))

Vasquez Larsen Fabbri Nystrom Bergstrom Ferreira

SELECT MAX(json_extract(m.cells,'$[5]')) FROM sheet_rows m JOIN sheet_rows h ON json_extract(h.cells,'$[0]')=json_extract(m.cells,'$[1]') WHERE m.file='bank-mandate-register-2026.xlsx' AND h.file='hr-personnel-extract-2026-03-01.xlsx' AND json_extract(m.cells,'$[0]') LIKE 'SIG-%' AND json_extract(m.cells,'$[4]')<>'A' AND json_extract(h.cells,'$[4]')='Active' AND json_extract(m.cells,'$[6]')<=substr((SELECT value FROM meta WHERE key='WORLD_NOW'),1,10) AND (json_extract(m.cells,'$[7]')='' OR json_extract(m.cells,'$[7]')>=substr((SELECT value FROM meta WHERE key='WORLD_NOW'),1,10))

Question: finance case work item

Question: finance case work item

FINCASE-100 completed — RECERTIFY_BANK_SIGNATORIES

Question: finance case work item

Resolve immutable work item FINCASE-100 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 bank mandate, HR status, delegation approvals, role limits, effective dates, and the bank's recertification request by person identity.

source-system reads before the governed write

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

exact Gmail message and attachment reads

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

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

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

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

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

Read the exact immutable case row for FINCASE-100 and use its current subject and status as the scope anchor.

required_calls exact erp.data_find_entities({"entity": "FinanceCases", "filters": {"case_id": "FINCASE-100"}}) + successful_required_calls + reads_before_write

Search governed documents by FINCASE-100 so the decision begins from task-linked controls rather than a familiar policy title.

required_calls exact docs.search_documents({"query": "FINCASE-100"}) + successful_required_calls + reads_before_write

Check metadata for lgr-100-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-100-control-current"}) + successful_required_calls + reads_before_write

Read the full body of lgr-100-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-100-control-current"}) + successful_required_calls + reads_before_write

Inspect metadata for lgr-100-control-prior and disqualify FIN-CONTROL-2025.11 before comparing operational facts.

required_calls exact docs.get_document_metadata({"doc_id": "lgr-100-control-prior"}) + successful_required_calls + reads_before_write

Use lgr-100-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-100-evidence-map"}) + successful_required_calls + reads_before_write

Search the inbox for FINCASE-100 to identify the contemporaneous approval, operations, challenge, and stale threads.

required_calls exact email.messages_list({"label": "INBOX", "q": "FINCASE-100"}) + successful_required_calls + reads_before_write

Open approval message em-lgr-100-approval and confirm the reviewer, timestamp, and approved scope.

required_calls exact email.messages_get({"id": "em-lgr-100-approval"}) + successful_required_calls + reads_before_write

Read the attachment on em-lgr-100-approval to distinguish authorization to investigate from authorization of a predetermined outcome.

required_calls exact email.attachments_get({"message_id": "em-lgr-100-approval"}) + successful_required_calls + reads_before_write

Open current operations message em-lgr-100-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-100-operations"}) + successful_required_calls + reads_before_write

Open retained draft em-lgr-100-prior and reject its shortcut because its date and governing revision are stale.

required_calls exact email.messages_get({"id": "em-lgr-100-prior"}) + successful_required_calls + reads_before_write

Search Drive for FINCASE-100 to find both the current evidence register and the retained prior tracker.

required_calls exact sheets.drive_search({"q": "FINCASE-100"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-100-control-pack.xlsx and establish its owner and modification time before trusting its rows.

required_calls exact sheets.get_drive_item({"item": "fincase-100-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F5 from fincase-100-control-pack.xlsx and reconcile the current identity, authority, operations, and approval references.

required_calls exact sheets.workbook_range({"address": "A1:F5", "item": "fincase-100-control-pack.xlsx"}) + successful_required_calls + reads_before_write

Inspect Drive metadata for fincase-100-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-100-prior-tracker.xlsx"}) + successful_required_calls + reads_before_write

Read A1:F3 from fincase-100-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-100-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 active people with current approved authority belong on the mandate; removals and additions require exact evidence.

Reject the unsupported branch: Copy last year's mandate or infer authority from job title.

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

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

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

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

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

deterministic answer check: contains_all

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

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

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

Use the Dynamics generic action surface to move only FINCASE-100 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.

Copy last year's mandate or infer authority from job title.