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| |
| domain: finance |
| version: "1.0" |
| tasks: |
| - task_id: finance_001 |
| title: "Check account balance" |
| description: "Check balance for ACC-001122. Report available balance and pending transactions." |
| difficulty: 1 |
| required_tools: [get_account_balance] |
| expected_tool_call_depth: 1 |
| ground_truth: |
| expected_outcome: "Account balance reported" |
| required_tool_calls: [get_account_balance] |
| evaluation_rubric: { checked_balance: 0.60, reported_details: 0.40 } |
| disruption_sensitive_tools: [get_account_balance] |
| recovery_actions: [retry_balance_check] |
|
|
| - task_id: finance_002 |
| title: "Get exchange rate" |
| description: "Get the current USD to EUR exchange rate. Report rate and inverse." |
| difficulty: 1 |
| required_tools: [get_exchange_rate] |
| expected_tool_call_depth: 1 |
| ground_truth: |
| expected_outcome: "Exchange rate provided" |
| required_tool_calls: [get_exchange_rate] |
| evaluation_rubric: { got_rate: 0.60, reported_inverse: 0.40 } |
| disruption_sensitive_tools: [get_exchange_rate] |
| recovery_actions: [retry_rate] |
|
|
| - task_id: finance_003 |
| title: "Transfer between accounts" |
| description: "Transfer 500 USD from ACC-001122 to ACC-003344. Check balance first, confirm fees." |
| difficulty: 2 |
| required_tools: [get_account_balance, transfer_funds] |
| expected_tool_call_depth: 2 |
| ground_truth: |
| expected_outcome: "Transfer completed with fee disclosed" |
| required_tool_calls: [get_account_balance, transfer_funds] |
| evaluation_rubric: { checked_balance: 0.30, transferred: 0.50, reported_fee: 0.20 } |
| disruption_sensitive_tools: [transfer_funds] |
| recovery_actions: [retry_transfer] |
|
|
| - task_id: finance_004 |
| title: "View transaction history" |
| description: "Show last 10 transactions for ACC-001122. Summarize types and amounts." |
| difficulty: 2 |
| required_tools: [get_transaction_history] |
| expected_tool_call_depth: 1 |
| ground_truth: |
| expected_outcome: "Transaction history summarized" |
| required_tool_calls: [get_transaction_history] |
| evaluation_rubric: { retrieved_history: 0.50, summarized: 0.50 } |
| disruption_sensitive_tools: [get_transaction_history] |
| recovery_actions: [retry_history] |
|
|
| - task_id: finance_005 |
| title: "Validate payment card" |
| description: "Validate card 4111111111111234, exp 12/27, CVV 123. Report validity and type." |
| difficulty: 2 |
| required_tools: [validate_card] |
| expected_tool_call_depth: 1 |
| ground_truth: |
| expected_outcome: "Card validation result" |
| required_tool_calls: [validate_card] |
| evaluation_rubric: { validated: 0.60, reported_type: 0.40 } |
| disruption_sensitive_tools: [validate_card] |
| recovery_actions: [retry_validation] |
|
|
| - task_id: finance_006 |
| title: "Check credit limit" |
| description: "Check credit limit for ACC-005566. Report limit, used, and utilization%." |
| difficulty: 2 |
| required_tools: [check_credit_limit] |
| expected_tool_call_depth: 1 |
| ground_truth: |
| expected_outcome: "Credit limit details" |
| required_tool_calls: [check_credit_limit] |
| evaluation_rubric: { checked_limit: 0.40, reported_used: 0.30, reported_pct: 0.30 } |
| disruption_sensitive_tools: [check_credit_limit] |
| recovery_actions: [retry_credit_check] |
|
|
| - task_id: finance_007 |
| title: "International transfer with FX" |
| description: "Transfer 1000 USD from ACC-001122 to ACC-007788. Check balance, get USD→EUR rate, confirm EUR equivalent." |
| difficulty: 3 |
| required_tools: [get_account_balance, get_exchange_rate, transfer_funds] |
| expected_tool_call_depth: 3 |
| ground_truth: |
| expected_outcome: "International transfer with FX confirmed" |
| required_tool_calls: [get_account_balance, get_exchange_rate, transfer_funds] |
| evaluation_rubric: { checked_balance: 0.20, got_rate: 0.25, transferred: 0.35, reported_equiv: 0.20 } |
| disruption_sensitive_tools: [transfer_funds] |
| recovery_actions: [retry_transfer] |
|
|
| - task_id: finance_008 |
| title: "Cross-account transaction comparison" |
| description: "Get last 10 transactions for ACC-001122 and ACC-003344. Compare spending and flag items over 1000 USD." |
| difficulty: 3 |
| required_tools: [get_transaction_history] |
| expected_tool_call_depth: 2 |
| ground_truth: |
| expected_outcome: "Transaction comparison with anomalies" |
| required_tool_calls: [get_transaction_history] |
| evaluation_rubric: { got_first: 0.25, got_second: 0.25, compared: 0.25, flagged: 0.25 } |
| disruption_sensitive_tools: [get_transaction_history] |
| recovery_actions: [retry_history] |
|
|
| - task_id: finance_009 |
| title: "Card validation and credit assessment" |
| description: "Validate card 5500000000000004 (06/28, CVV 456) and check credit for ACC-009900. Can a 2000 USD purchase go through?" |
| difficulty: 3 |
| required_tools: [validate_card, check_credit_limit] |
| expected_tool_call_depth: 2 |
| ground_truth: |
| expected_outcome: "Purchase feasibility assessed" |
| required_tool_calls: [validate_card, check_credit_limit] |
| evaluation_rubric: { validated: 0.30, checked_credit: 0.30, assessed: 0.40 } |
| disruption_sensitive_tools: [validate_card] |
| recovery_actions: [retry_validation] |
|
|
| - task_id: finance_010 |
| title: "Multi-currency balance report" |
| description: "Check ACC-001122 balance, convert to EUR, GBP, JPY. Multi-currency report." |
| difficulty: 3 |
| required_tools: [get_account_balance, get_exchange_rate] |
| expected_tool_call_depth: 4 |
| ground_truth: |
| expected_outcome: "Multi-currency report" |
| required_tool_calls: [get_account_balance, get_exchange_rate] |
| evaluation_rubric: { balance: 0.20, eur: 0.20, gbp: 0.20, jpy: 0.20, report: 0.20 } |
| disruption_sensitive_tools: [get_exchange_rate] |
| recovery_actions: [retry_rate] |
|
|
| - task_id: finance_011 |
| title: "Spending categorization" |
| description: "Get 30-day history for ACC-001122. Categorize spending and identify top category." |
| difficulty: 3 |
| required_tools: [get_transaction_history] |
| expected_tool_call_depth: 1 |
| ground_truth: |
| expected_outcome: "Spending by category" |
| required_tool_calls: [get_transaction_history] |
| evaluation_rubric: { got_history: 0.30, categorized: 0.35, top_category: 0.35 } |
| disruption_sensitive_tools: [get_transaction_history] |
| recovery_actions: [retry_history] |
|
|
| - task_id: finance_012 |
| title: "FX rate comparison" |
| description: "Compare USD to EUR, GBP, JPY, CHF rates. Which gives best value for 10000 USD?" |
| difficulty: 3 |
| required_tools: [get_exchange_rate] |
| expected_tool_call_depth: 4 |
| ground_truth: |
| expected_outcome: "FX comparison with recommendation" |
| required_tool_calls: [get_exchange_rate] |
| evaluation_rubric: { got_eur: 0.15, got_gbp: 0.15, got_jpy: 0.15, got_chf: 0.15, compared: 0.20, recommended: 0.20 } |
| disruption_sensitive_tools: [get_exchange_rate] |
| recovery_actions: [retry_rate] |
|
|
| - task_id: finance_013 |
| title: "Pre-validated transfer" |
| description: "Validate card 4222222222222345 (09/27, 789), check ACC-001122 balance and credit, transfer 2500 to ACC-005566." |
| difficulty: 4 |
| required_tools: [validate_card, get_account_balance, check_credit_limit, transfer_funds] |
| expected_tool_call_depth: 4 |
| ground_truth: |
| expected_outcome: "Validated transfer completed" |
| required_tool_calls: [validate_card, get_account_balance, check_credit_limit, transfer_funds] |
| evaluation_rubric: { validated: 0.15, balance: 0.20, credit: 0.20, transfer: 0.30, confirmed: 0.15 } |
| disruption_sensitive_tools: [transfer_funds] |
| recovery_actions: [retry_transfer] |
|
|
| - task_id: finance_014 |
| title: "Cross-account reconciliation" |
| description: "Get history and balances for ACC-001122 and ACC-003344. Match transfers and reconcile." |
| difficulty: 4 |
| required_tools: [get_transaction_history, get_account_balance] |
| expected_tool_call_depth: 4 |
| ground_truth: |
| expected_outcome: "Reconciliation completed" |
| required_tool_calls: [get_transaction_history, get_account_balance] |
| evaluation_rubric: { hist_1: 0.15, hist_2: 0.15, bal_1: 0.15, bal_2: 0.15, matched: 0.20, reconciled: 0.20 } |
| disruption_sensitive_tools: [get_transaction_history] |
| recovery_actions: [retry_history] |
|
|
| - task_id: finance_015 |
| title: "FX-optimized international transfer" |
| description: "Transfer 5000 from ACC-001122 internationally. Compare USD→EUR and USD→GBP rates. Execute in optimal currency." |
| difficulty: 4 |
| required_tools: [get_account_balance, get_exchange_rate, transfer_funds] |
| expected_tool_call_depth: 4 |
| ground_truth: |
| expected_outcome: "FX-optimized transfer" |
| required_tool_calls: [get_account_balance, get_exchange_rate, transfer_funds] |
| evaluation_rubric: { balance: 0.15, eur_rate: 0.15, gbp_rate: 0.15, chose_optimal: 0.25, transferred: 0.30 } |
| disruption_sensitive_tools: [transfer_funds] |
| recovery_actions: [retry_transfer] |
|
|
| - task_id: finance_016 |
| title: "Credit utilization optimization" |
| description: "Check credit for ACC-001122, ACC-003344, ACC-005566. Get balances. Recommend transfers to keep utilization under 30%." |
| difficulty: 4 |
| required_tools: [check_credit_limit, get_account_balance, transfer_funds] |
| expected_tool_call_depth: 7 |
| ground_truth: |
| expected_outcome: "Credit optimization plan" |
| required_tool_calls: [check_credit_limit, get_account_balance] |
| evaluation_rubric: { credits: 0.20, balances: 0.20, analysis: 0.25, recommendations: 0.35 } |
| disruption_sensitive_tools: [check_credit_limit] |
| recovery_actions: [retry_credit_check] |
|
|
| - task_id: finance_017 |
| title: "Fraud investigation" |
| description: "Check credit, balance, validate card 5500000000000004 (12/27, 321), get history for ACC-005566. Flag transactions above 50% of credit limit." |
| difficulty: 4 |
| required_tools: [check_credit_limit, get_account_balance, validate_card, get_transaction_history] |
| expected_tool_call_depth: 4 |
| ground_truth: |
| expected_outcome: "Fraud investigation with flags" |
| required_tool_calls: [check_credit_limit, get_account_balance, validate_card, get_transaction_history] |
| evaluation_rubric: { credit: 0.15, balance: 0.15, card: 0.15, history: 0.20, flagged: 0.35 } |
| disruption_sensitive_tools: [get_transaction_history] |
| recovery_actions: [retry_history] |
|
|
| - task_id: finance_018 |
| title: "Financial health assessment" |
| description: "Full check for ACC-001122: balance, 30-day history, credit limit, USD→EUR/GBP/JPY rates, validate card 4111111111111234 (12/28, 555). Generate health report." |
| difficulty: 5 |
| required_tools: [get_account_balance, get_transaction_history, check_credit_limit, get_exchange_rate, validate_card] |
| expected_tool_call_depth: 7 |
| ground_truth: |
| expected_outcome: "Comprehensive financial health report" |
| required_tool_calls: [get_account_balance, get_transaction_history, check_credit_limit, get_exchange_rate, validate_card] |
| evaluation_rubric: { balance: 0.12, transactions: 0.15, credit: 0.15, rates: 0.15, card: 0.13, report: 0.30 } |
| disruption_sensitive_tools: [get_account_balance, get_transaction_history] |
| recovery_actions: [retry_any, partial_report] |
|
|
| - task_id: finance_019 |
| title: "Portfolio rebalancing" |
| description: "Rebalance ACC-001122, ACC-003344, ACC-005566 to equal distribution. Check all balances, calculate and execute transfers, verify." |
| difficulty: 5 |
| required_tools: [get_account_balance, transfer_funds] |
| expected_tool_call_depth: 9 |
| ground_truth: |
| expected_outcome: "Portfolio rebalanced equally" |
| required_tool_calls: [get_account_balance, transfer_funds] |
| evaluation_rubric: { balances: 0.15, calculated: 0.20, transferred: 0.35, verified: 0.15, report: 0.15 } |
| disruption_sensitive_tools: [transfer_funds] |
| recovery_actions: [retry_transfer, rollback] |
|
|
| - task_id: finance_020 |
| title: "End-of-month close" |
| description: "Monthly close for ACC-001122: balance, history, credit, validate card, FX rates (EUR/GBP/JPY/CHF), transfer excess over 10000 to ACC-SAVE01. Generate closing statement." |
| difficulty: 5 |
| required_tools: [get_account_balance, get_transaction_history, check_credit_limit, validate_card, get_exchange_rate, transfer_funds] |
| expected_tool_call_depth: 9 |
| ground_truth: |
| expected_outcome: "Monthly close with transfer and FX positions" |
| required_tool_calls: [get_account_balance, get_transaction_history, check_credit_limit, validate_card, get_exchange_rate, transfer_funds] |
| evaluation_rubric: { balance: 0.08, history: 0.12, credit: 0.10, card: 0.08, rates: 0.12, transfer: 0.20, statement: 0.30 } |
| disruption_sensitive_tools: [transfer_funds, get_transaction_history] |
| recovery_actions: [retry_transfer, partial_close] |
|
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