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FilingBench-50Evidence 2026-08-29Independent companionDataset page live

Can an agent find the number, show its provenance, and update the model?

Public financial-research questions paired with a deterministic DCF, assumptions, period-data, and review-note world.

50upstream Harbor tasks
4independent companion tasks
28files per task room
56+criteria per task

Baseline leaderboard

Solvable, discriminating, and honest about what ran.

All companion tasks are solvable by their reference traces, exact replays, and reject thirteen task-applicable controls including correct state with wrong reasoning, wrong target, and keyword stuffing. No paid or frontier model run is claimed. These 4 tasks are Blobfish-authored companions, not conversions of the 50-task upstream suite. The first two rows are harness controls; the model leaderboard remains open until a version-pinned submission exists.

EntryRoleTasksPass rateMean rewardTool calls
Reference solverDeterministic trace replay; not a model rank.
Solvability ceiling4/4100%1.00213/213 successful
Wrong-evidence causal controlExact-release deterministic negative control; not a model rank.
Adversarial discrimination floor0/40%0.00213/213 successful
Frontier model submissionsAgent, model revision, trials, costs, and full traces required.
Model leaderboardAwaiting first run
Why these controls matter

A 100% reference ceiling shows the tasks are executable, not all failing. A 0% wrong-evidence floor shows the verifier rejects a plausible workflow that relies on the wrong source record. Neither row measures model capability.

Task browser

Read every released task.

These are 4 independent Blobfish v3.1 realism tasks—not excerpts relabeled from the upstream suite. Each is a high-level employee request backed by a multi-source evidence room, three operating options, a task-specific causal evaluation narrative, and deterministic state checks.

train61 reference stepshard · generator label

fa_finalize_solstice_dcf

Can you tell me whether the Solstice Energy base case is actually ready for this afternoon's review? The number circulating has not been signed off, and I do not want us finalizing a model built on the wrong issuer history or an unsupported assumption. If the evidence holds, finish the controlled review and give the Head of Research the enterprise value and a short audit trail. If it does not, leave the model under review and explain what blocks it.

How the employee outcome is evaluated

Evidence has to support the decision, the write, and the final answer.

Provider evidence
26 exact reads
Live records
26 correlated reads
Supported writes
4
Proof
4 readbacks
Reasoning contract

Finalise the Solstice base-case DCF (model_id 9201, company 9001). Total the free_cash_flow across every financial period belonging to company 9001 — other companies' periods do not count. Set model 9201's enterprise_value to that total and its status to 'final', mark its WACC assumption (assumption_id 9301) as status 'verified', and file the review: create a review note on model 9201 from reviewer 'Head of Research' with status 'open' and a body containing the summed cash flow.

Deterministic success

All exact provider and live-domain evidence is read before the first write; the task-specific predicates support the chosen branch; only the authorized state delta and one completion row are created; the persisted result is reopened.

Exact total call order is not graded. Equivalent investigation is accepted when the same task-specific evidence is established before mutation, the supported state is produced, and get_dcf_assumption → get_dcf_model → get_review_note → get_task_result reopens every changed provider row and the persisted result.

Required evidence systems

  1. 01gmail.messages.list
  2. 02gmail.messages.get
  3. 03google_drive.files.list
  4. 04google_drive.files.get
  5. 05google_sheets.spreadsheets.values.get
  6. 06slack.search_messages
  7. 07slack.conversations_replies
  8. 08search_fa_companies
  9. 09count_fa_companies
  10. 10get_fa_company
  11. 11search_dcf_models
  12. 12count_dcf_models
  13. 13get_dcf_model
  14. 14search_financial_periods
  15. 15count_financial_periods
  16. 16get_financial_period
  17. 17search_dcf_assumptions
  18. 18count_dcf_assumptions
  19. 19get_dcf_assumption
  20. 20search_review_notes
  21. 21count_review_notes
Reference
PASS
Wrong-evidence floor
FAIL
Verifier
exact final tables, argument-aware causal trace, persisted result, and readback
Gradable
Yes

Operating options

  1. Complete the bounded supported outcomeCurrent authority, usable live evidence, and the available internal review window all support this task-scoped outcome.
  2. 02
    Hold for an independent evidence reviewThis remains within authority but misses the documented need date even though the current evidence has no unresolved control conflict.
  3. 03
    Extend remediation to neighboring recordsThe wider change exceeds both the approved immutable-record scope and the current incremental-cost authority.
Evidence files
28
Exact criteria
65
Allowed writes
4
Call order
Not graded
Task evidenceTypeSizeSHA-256Open
operating-policy.mdassets/fa_finalize_solstice_dcf/operating-policy.md
MD1.0 KB647e4314b566673fView ↗
source-request.emlassets/fa_finalize_solstice_dcf/source-request.eml
EML813 Bdcd4775007ce0c1dView ↗
issuer-filing-extract.pdfassets/fa_finalize_solstice_dcf/issuer-filing-extract.pdf
PDF941 Bc18635e93faddc01View ↗
valuation-review-model.xlsxassets/fa_finalize_solstice_dcf/valuation-review-model.xlsx
XLSX9.4 KB3ea52cb056147504View ↗
approval-decision.jsonassets/fa_finalize_solstice_dcf/approval-decision.json
JSON732 B579f3ad9dbc072a6View ↗
team-slack-intake.jsonassets/fa_finalize_solstice_dcf/team-slack-intake.json
JSON759 Baea2b8306e5fc497View ↗
drive-source-index.jsonassets/fa_finalize_solstice_dcf/drive-source-index.json
JSON373 B9e77066219a64f9dView ↗
provider-contracts.jsonassets/fa_finalize_solstice_dcf/provider-contracts.json
JSON21.2 KB0ac6f1371d259bbfView ↗
former-owner-suggestion.emlassets/fa_finalize_solstice_dcf/former-owner-suggestion.eml
EML635 B83a7a3d6c45695afView ↗
approval-scope.emlassets/fa_finalize_solstice_dcf/approval-scope.eml
EML835 B167a45ac06457fdaView ↗
operations-slack-thread.jsonassets/fa_finalize_solstice_dcf/operations-slack-thread.json
JSON424 B02a0ebe66f7fe0dcView ↗
drive-approval-record.jsonassets/fa_finalize_solstice_dcf/drive-approval-record.json
JSON558 B0b0d71b71bc7d991View ↗
authority-revision-2026-3.mdassets/fa_finalize_solstice_dcf/authority-revision-2026-3.md
MD275 Bbb1e6ea5d3767f1dView ↗
authority-revision-2025-4.mdassets/fa_finalize_solstice_dcf/authority-revision-2025-4.md
MD219 Bdcb5c1a8c1daa814View ↗
control-standard-2025-4.pdfassets/fa_finalize_solstice_dcf/control-standard-2025-4.pdf
PDF815 B0322f2b21e691626View ↗
review-calendar.xlsxassets/fa_finalize_solstice_dcf/review-calendar.xlsx
XLSX2.1 KB3844083dd8b4d80bView ↗
record-lineage.csvassets/fa_finalize_solstice_dcf/record-lineage.csv
CSV522 B5fc65a9f4ce478c9View ↗
system-audit.logassets/fa_finalize_solstice_dcf/system-audit.log
LOG874 B5803fc4b63dd7df6View ↗
live-snapshot.jsonassets/fa_finalize_solstice_dcf/live-snapshot.json
JSON14.0 KBb7e80a4e1d90642fView ↗
evidence-status.yamlassets/fa_finalize_solstice_dcf/evidence-status.yaml
YAML218 Bb4c6e2d4fc75a426View ↗
custodian-notes.txtassets/fa_finalize_solstice_dcf/custodian-notes.txt
TXT208 B9298f8237444cb8fView ↗
fa_companies-system-export.csvassets/fa_finalize_solstice_dcf/fa_companies-system-export.csv
CSV2.1 KBc6869242d6b34cd0View ↗
dcf_models-system-export.csvassets/fa_finalize_solstice_dcf/dcf_models-system-export.csv
CSV2.0 KB1eca099dbd230603View ↗
financial_periods-system-export.csvassets/fa_finalize_solstice_dcf/financial_periods-system-export.csv
CSV2.2 KBc4b614cda6aec610View ↗
dcf_assumptions-system-export.csvassets/fa_finalize_solstice_dcf/dcf_assumptions-system-export.csv
CSV2.3 KB9da7d74f7894f79cView ↗
review_notes-system-export.csvassets/fa_finalize_solstice_dcf/review_notes-system-export.csv
CSV4.4 KB9c62581579fe830dView ↗
lbo_models-system-export.csvassets/fa_finalize_solstice_dcf/lbo_models-system-export.csv
CSV1.6 KB3cc8d7edc8abaabcView ↗
asset-manifest.jsonassets/fa_finalize_solstice_dcf/asset-manifest.json
JSON4.4 KBda1c9994b623895bView ↗
Inspect all 65 deterministic criteria
  1. 01
    identity · identity_dcf_assumptionsFor fa_finalize_solstice_dcf, resolve dcf_assumptions by immutable assumption_id and explicit relationships; matching display text is insufficient. Enforced by exact argument-aware selectors: [{"args": {"limit": 50}, "tool": "search_dcf_assumptions"}, {"args": {}, "tool": "count_dcf_assumptions"}, {"args": {"limit": 50, "model_id": 9201}, "tool": "search_dcf_assumptions"}, {"args": {"model_id": 9201}, "tool": "count_dcf_assumptions"}, {"args": {"assumption_id": 9301}, "tool": "get_dcf_assumption"}].
  2. 02
    investigation · investigation_dcf_assumptionsEstablish the relevant and competing dcf_assumptions records before deciding the fa_finalize_solstice_dcf outcome; broad search, count, and detail evidence must agree. Enforced by successful exact MCP requests plus isolated seed.
  3. 03
    identity · identity_dcf_modelsFor fa_finalize_solstice_dcf, resolve dcf_models by immutable model_id and explicit relationships; matching display text is insufficient. Enforced by exact argument-aware selectors: [{"args": {"limit": 50}, "tool": "search_dcf_models"}, {"args": {}, "tool": "count_dcf_models"}, {"args": {"company_id": 9001, "limit": 50}, "tool": "search_dcf_models"}, {"args": {"company_id": 9001}, "tool": "count_dcf_models"}, {"args": {"model_id": 9201}, "tool": "get_dcf_model"}].
  4. 04
    investigation · investigation_dcf_modelsEstablish the relevant and competing dcf_models records before deciding the fa_finalize_solstice_dcf outcome; broad search, count, and detail evidence must agree. Enforced by successful exact MCP requests plus isolated seed.
  5. 05
    identity · identity_fa_companiesFor fa_finalize_solstice_dcf, resolve fa_companies by immutable company_id and explicit relationships; matching display text is insufficient. Enforced by exact argument-aware selectors: [{"args": {"limit": 50}, "tool": "search_fa_companies"}, {"args": {}, "tool": "count_fa_companies"}, {"args": {"limit": 50, "name": "Solstice Energy"}, "tool": "search_fa_companies"}, {"args": {"name": "Solstice Energy"}, "tool": "count_fa_companies"}, {"args": {"company_id": 9001}, "tool": "get_fa_company"}].
  6. 06
    investigation · investigation_fa_companiesEstablish the relevant and competing fa_companies records before deciding the fa_finalize_solstice_dcf outcome; broad search, count, and detail evidence must agree. Enforced by successful exact MCP requests plus isolated seed.
  7. 07
    identity · identity_financial_periodsFor fa_finalize_solstice_dcf, resolve financial_periods by immutable period_id and explicit relationships; matching display text is insufficient. Enforced by exact argument-aware selectors: [{"args": {"limit": 50}, "tool": "search_financial_periods"}, {"args": {}, "tool": "count_financial_periods"}, {"args": {"company_id": 9001, "limit": 50}, "tool": "search_financial_periods"}, {"args": {"company_id": 9001}, "tool": "count_financial_periods"}, {"args": {"period_id": 9101}, "tool": "get_financial_period"}, {"args": {"period_id": 9102}, "tool": "get_financial_period"}, {"args": {"period_id": 9103}, "tool": "get_financial_period"}].
  8. 08
    investigation · investigation_financial_periodsEstablish the relevant and competing financial_periods records before deciding the fa_finalize_solstice_dcf outcome; broad search, count, and detail evidence must agree. Enforced by successful exact MCP requests plus isolated seed.
  9. 09
    identity · identity_review_notesFor fa_finalize_solstice_dcf, resolve review_notes by immutable note_id and explicit relationships; matching display text is insufficient. Enforced by exact argument-aware selectors: [{"args": {"limit": 50}, "tool": "search_review_notes"}, {"args": {}, "tool": "count_review_notes"}, {"args": {"limit": 50, "model_id": 9201}, "tool": "search_review_notes"}, {"args": {"model_id": 9201}, "tool": "count_review_notes"}].
  10. 10
    investigation · investigation_review_notesEstablish the relevant and competing review_notes records before deciding the fa_finalize_solstice_dcf outcome; broad search, count, and detail evidence must agree. Enforced by successful exact MCP requests plus isolated seed.
  11. 11
    investigation · investigation_provider_gmailFor fa_finalize_solstice_dcf, use task-scoped gmail discovery and exact record reads to inspect source-request.eml (msg-6a02c41ec2c7908f56f9), former-owner-suggestion.eml (msg-a3859fdd8b6dde1dfd91), approval-scope.eml (msg-369888fa4cd226854a04). The remaining 0 listed gmail records remain available for open-ended investigation but are not falsely claimed as inspected. The communication or file content is evidence; it does not precompute the business outcome. Enforced by exact documented provider selectors: [{"args": {"maxResults": 100, "q": "\"DB24-FILINGBENCH-50-FA_FINALIZE_SOLSTICE_DCF\"", "userId": "me"}, "tool": "gmail.messages.list"}, {"args": {"format": "raw", "id": "msg-6a02c41ec2c7908f56f9", "userId": "me"}, "tool": "gmail.messages.get"}, {"args": {"format": "raw", "id": "msg-a3859fdd8b6dde1dfd91", "userId": "me"}, "tool": "gmail.messages.get"}, {"args": {"format": "raw", "id": "msg-369888fa4cd226854a04", "userId": "me"}, "tool": "gmail.messages.get"}].
  12. 12
    investigation · investigation_provider_google_driveFor fa_finalize_solstice_dcf, use task-scoped google_drive discovery and exact record reads to inspect operating-policy.md (file-4f7f602567f25f0ceced), issuer-filing-extract.pdf (file-85daaaa1f655f828efdb), approval-decision.json (file-ba1befb3f34aacd98f87), drive-source-index.json (file-449aa4d3f2962992baca), drive-approval-record.json (file-c17b25ec14d4ce70c9de), authority-revision-2026-3.md (file-76d1aff002da28751d67), authority-revision-2025-4.md (file-2a857ed446abda210217), record-lineage.csv (file-f4e565b8ccc3b9f169d6), live-snapshot.json (file-58f10bcdad11474ca4c3), fa_companies-system-export.csv (file-0a1551c275585b2dc5ed), dcf_models-system-export.csv (file-be74ae297db504cbda48), financial_periods-system-export.csv (file-f725914ea935e75b3d25), dcf_assumptions-system-export.csv (file-685a07277edb13d22e96), review_notes-system-export.csv (file-c307c47e0a4aca47b561), lbo_models-system-export.csv (file-ae994e57f782cf6f7a89), asset-manifest.json (file-58f8fe6ef69d7e523545). The remaining 5 listed google_drive records remain available for open-ended investigation but are not falsely claimed as inspected. The communication or file content is evidence; it does not precompute the business outcome. Enforced by exact documented provider selectors: [{"args": {"fields": "files(id,name,mimeType,modifiedTime,version)", "pageSize": 1000, "q": "fullText contains 'DB24-FILINGBENCH-50-FA_FINALIZE_SOLSTICE_DCF'"}, "tool": "google_drive.files.list"}, {"args": {"alt": "media", "fileId": "file-4f7f602567f25f0ceced"}, "tool": "google_drive.files.get"}, {"args": {"alt": "media", "fileId": "file-85daaaa1f655f828efdb"}, "tool": "google_drive.files.get"}, {"args": {"alt": "media", "fileId": "file-ba1befb3f34aacd98f87"}, "tool": "google_drive.files.get"}, {"args": {"alt": "media", "fileId": "file-449aa4d3f2962992baca"}, "tool": "google_drive.files.get"}, {"args": {"alt": "media", "fileId": "file-685a07277edb13d22e96"}, "tool": "google_drive.files.get"}, {"args": {"alt": "media", "fileId": "file-be74ae297db504cbda48"}, "tool": "google_drive.files.get"}, {"args": {"alt": "media", "fileId": "file-0a1551c275585b2dc5ed"}, "tool": "google_drive.files.get"}, {"args": {"alt": "media", "fileId": "file-f725914ea935e75b3d25"}, "tool": "google_drive.files.get"}, {"args": {"alt": "media", "fileId": "file-ae994e57f782cf6f7a89"}, "tool": "google_drive.files.get"}, {"args": {"alt": "media", "fileId": "file-c307c47e0a4aca47b561"}, "tool": "google_drive.files.get"}, {"args": {"alt": "media", "fileId": "file-c17b25ec14d4ce70c9de"}, "tool": "google_drive.files.get"}, {"args": {"alt": "media", "fileId": "file-76d1aff002da28751d67"}, "tool": "google_drive.files.get"}, {"args": {"alt": "media", "fileId": "file-2a857ed446abda210217"}, "tool": "google_drive.files.get"}, {"args": {"alt": "media", "fileId": "file-f4e565b8ccc3b9f169d6"}, "tool": "google_drive.files.get"}, {"args": {"alt": "media", "fileId": "file-58f10bcdad11474ca4c3"}, "tool": "google_drive.files.get"}, {"args": {"alt": "media", "fileId": "file-58f8fe6ef69d7e523545"}, "tool": "google_drive.files.get"}].
  13. 13
    investigation · investigation_provider_google_sheetsFor fa_finalize_solstice_dcf, use task-scoped google_sheets discovery and exact record reads to inspect valuation-review-model.xlsx (sheet-6754468a021f983acee3), review-calendar.xlsx (sheet-1d5a4ee07edbe874c9be). The remaining 0 listed google_sheets records remain available for open-ended investigation but are not falsely claimed as inspected. The communication or file content is evidence; it does not precompute the business outcome. Enforced by exact documented provider selectors: [{"args": {"range": "A:Z", "spreadsheetId": "sheet-6754468a021f983acee3"}, "tool": "google_sheets.spreadsheets.values.get"}, {"args": {"range": "A:Z", "spreadsheetId": "sheet-1d5a4ee07edbe874c9be"}, "tool": "google_sheets.spreadsheets.values.get"}].
  14. 14
    investigation · investigation_provider_slackFor fa_finalize_solstice_dcf, use task-scoped slack discovery and exact record reads to inspect team-slack-intake.json (thread-de497d3e2d822bdb6034), operations-slack-thread.json (thread-943a3ffa7947f7161bd9). The remaining 0 listed slack records remain available for open-ended investigation but are not falsely claimed as inspected. The communication or file content is evidence; it does not precompute the business outcome. Enforced by exact documented provider selectors: [{"args": {"count": 100, "query": "\"DB24-FILINGBENCH-50-FA_FINALIZE_SOLSTICE_DCF\"", "sort": "timestamp", "sort_dir": "asc"}, "tool": "slack.search_messages"}, {"args": {"channel": "#research-review", "limit": 100, "ts": "1724937600.330729"}, "tool": "slack.conversations_replies"}, {"args": {"channel": "#research-review", "limit": 100, "ts": "1724937600.967773"}, "tool": "slack.conversations_replies"}].
  15. 15
    authority · authority_effective_revisionUse the effective 2026.3 operating control for fa_finalize_solstice_dcf, corroborated by the approval and Drive revision records. Enforced by current-control PDF, Drive record, and policy revision identity.
  16. 16
    authority · authority_retired_conflictTreat the retained 2025.4 note for fa_finalize_solstice_dcf as a competing historical hypothesis, not as permission or current authority. Enforced by current-versus-retired revision comparison.
  17. 17
    correlation · correlation_cross_system_identityCorrelate the employee request, controlled workbook, system exports, Slack discussion, Drive record, and approval email for fa_finalize_solstice_dcf by case and immutable record IDs. Enforced by cross-file case IDs and exact world selectors.
  18. 18
    correlation · correlation_live_over_snapshotReconcile the released snapshot for fa_finalize_solstice_dcf to successful live MCP reads before relying on either source; the files alone do not establish the final outcome. Enforced by asset digests plus exact live trace.
  19. 19
    correlation · correlation_count_detail_relationshipFor fa_finalize_solstice_dcf, reconcile broad counts with detail records and foreign-key relationships so duplicates and similarly named distractors are not collapsed. Enforced by search/count/get selector intersection.
  20. 20
    identity · identity_asset_lineageBind every cited fa_finalize_solstice_dcf file to its case-specific asset-manifest digest and reject evidence copied from another task, even when its filename and business vocabulary look plausible. Enforced by globally unique asset SHA-256 census and manifest membership.
  21. 21
    investigation · investigation_structured_exportsReconcile the fa_finalize_solstice_dcf structured exports (dcf_assumptions-system-export.csv, dcf_models-system-export.csv, fa_companies-system-export.csv, financial_periods-system-export.csv, lbo_models-system-export.csv, review_notes-system-export.csv) with the live records they represent; no single export is sufficient when related tables disagree. Enforced by exact table selectors, live-state snapshot, and parser-validated CSV records.
  22. 22
    investigation · investigation_controlled_workbookUse the parser-validated review-calendar workbook for fa_finalize_solstice_dcf to test timing and capacity assumptions against current records, while treating workbook conclusions as evidence rather than authorization. Enforced by XLSX parser gate, workbook digest, and exact temporal selectors.
  23. 23
    correlation · correlation_communication_authority_splitFor fa_finalize_solstice_dcf, distinguish what the source request, operations Slack thread, and former-owner message say from what the signed approval and current control actually authorize. Enforced by communication-record correlation plus current-authority and approval-scope checks.
  24. 24
    correlation · correlation_provider_live_lineageJoin the task-scoped Gmail, Drive, Sheets, and Slack records for fa_finalize_solstice_dcf to the exact live-domain selectors by case id, provider id, immutable row id, and effective revision; a same-name file or row from another task is not equivalent evidence. Enforced by provider asset ids and SHA-256 manifest joined to argument-aware domain selectors.
  25. 25
    alternatives · alternatives_blast_radiusCompare the complete table-level blast radius of the supported fa_finalize_solstice_dcf branch with the hold and broad-cleanup alternatives; reject any option that changes an unapproved neighbor even if its headline answer is correct. Enforced by all-table before/after digests and unauthorized-write control.
  26. 26
    decision · decision_citation_lineageCarry the selected fa_finalize_solstice_dcf decision into the result row with the exact current evidence IDs used to derive it, so a correct-looking answer backed by stale or cross-task evidence fails. Enforced by exact result evidence set and wrong-evidence control.
  27. 27
    alternatives · alternatives_supportedKeep the bounded evidence-supported outcome for fa_finalize_solstice_dcf available only if effective authority and current records agree. Enforced by exact final-state and result contract.
  28. 28
    alternatives · alternatives_holdRetain a hold/escalate branch for fa_finalize_solstice_dcf if controlling records conflict or authority is absent; difficulty alone is not a reason to hold. Enforced by wrong-decision negative control.
  29. 29
    alternatives · alternatives_broadReject a broad neighboring-record cleanup for fa_finalize_solstice_dcf, even when similar names or stale notes make it superficially plausible. Enforced by unauthorized-write negative control.
  30. 30
    alternatives · alternatives_no_changeEvaluate a no-domain-change outcome for fa_finalize_solstice_dcf: retain it only when the exact live predicates do not authorize a mutation; otherwise it is an incomplete state-only or shortcut branch. Enforced by task-specific source VCode plus no-op and state-only controls.
  31. 31
    decision · decision_supported_branchDerive the selected fa_finalize_solstice_dcf branch from the intersection of authority, identity, relationship, timing, and live-state evidence—not from the prompt's requested outcome. Enforced by source VCode, exact state digests, and task-result row.
  32. 32
    decision · decision_task_specific_causal_pathThe deterministic reasoning for fa_finalize_solstice_dcf is task-specific: Finalise the Solstice base-case DCF (model_id 9201, company 9001). Total the free_cash_flow across every financial period belonging to company 9001 — other companies' periods do not count. Set model 9201's enterprise_value to that total and its status to 'final', mark its WACC assumption (assumption_id 9301) as status 'verified', and file the review: create a review note on model 9201 from reviewer 'Head of Research' with status 'open' and a body containing the summed cash flow. The model must establish each predicate from the provider evidence and live domain records, then carry only the supported branch into state. Enforced by exact source VCode, authored selectors, before/after state, and adversarial branch controls.
  33. 33
    procedure · procedure_successful_evidenceEvery exact contextual selector required for fa_finalize_solstice_dcf must succeed; a failed or differently filtered call is not equivalent evidence. Enforced by argument-aware successful trace.
  34. 34
    procedure · procedure_provider_discovery_before_detailFor fa_finalize_solstice_dcf, complete the task-scoped Gmail, Drive, and Slack discovery calls before relying on exact message, file, spreadsheet, or thread records; the verifier accepts equivalent causal ordering but requires every exact discovery and detail selector before state changes. Enforced by provider list/search and exact-get trace selectors before first mutation.
  35. 35
    procedure · procedure_read_before_writeComplete all 52 causal reads for fa_finalize_solstice_dcf before the first domain mutation or persisted completion result. Enforced by trace sequence bounds.
  36. 36
    procedure · procedure_result_after_workPersist the exact fa_finalize_solstice_dcf result only after any supported domain transition has completed. Enforced by source-mutation-before-submit sequence check.
  37. 37
    procedure · procedure_post_write_readbackReopen the exact persisted fa_finalize_solstice_dcf result after submission so verification observes stored state rather than trusting the write response. Enforced by exact get_task_result selector after submit.
  38. 38
    state · state_dcf_assumptionsProduce only the supported fa_finalize_solstice_dcf transition in dcf_assumptions: added assumption_id=none; removed assumption_id=none; updated ["assumption_id=9301 (status:'unverified'→'verified')"]. The complete final table must match digest a281fbc8f92f0729558ab2e6d87079c04df66b27bcca5535f19e284677601eca. Enforced by exact complete-table digest and source VCode.
  39. 39
    state · state_dcf_modelsProduce only the supported fa_finalize_solstice_dcf transition in dcf_models: added model_id=none; removed model_id=none; updated ["model_id=9201 (enterprise_value:0.0→360.0, status:'draft'→'final')"]. The complete final table must match digest 4f59701265ff9d6d201de4451cec88a49fd3071f4f9345fbdf7d5b10b3dfdea0. Enforced by exact complete-table digest and source VCode.
  40. 40
    state · state_review_notesProduce only the supported fa_finalize_solstice_dcf transition in review_notes: added note_id=['9502']; removed note_id=none; updated none. The complete final table must match digest c50be13852569399bb762c8cbd9d7d16dbb10fe80adad004056a00af26618354. Enforced by exact complete-table digest and source VCode.
  41. 41
    state · state_authorized_transition_01The fa_finalize_solstice_dcf state transition with exact arguments {"enterprise_value": 360.0, "model_id": 9201, "status": "final"} must succeed and be reflected in the final audited tables. Enforced by successful exact MCP trace plus complete-table digest.
  42. 42
    state · state_authorized_transition_02The fa_finalize_solstice_dcf state transition with exact arguments {"assumption_id": 9301, "status": "verified"} must succeed and be reflected in the final audited tables. Enforced by successful exact MCP trace plus complete-table digest.
  43. 43
    state · state_authorized_transition_03The fa_finalize_solstice_dcf state transition with exact arguments {"body": "Unlevered free cash flow across the period set totals 360.", "model_id": 9201, "reviewer_name": "Head of Research", "status": "open"} must succeed and be reflected in the final audited tables. Enforced by successful exact MCP trace plus complete-table digest.
  44. 44
    state · state_authorized_transition_04The fa_finalize_solstice_dcf state transition with exact arguments {"channel": "#research-review", "client_msg_id": "081722302081d2d5b6262be43f41918d", "text": "Finalize model 9201 at enterprise value 360, verify WACC assumption 9301, and open the Head of Research review note. I reconciled 98 candidate rows across 5 live record families, excluded 92 neighbor rows, and retained 6 immutable task records. The selected outcome is scheduled for 2026-09-03 (-1 days versus the 2026-09-04 need date), costs $2600, fits with 4 internal hours to spare, and is authorized by APR-dd2b7f5d040bc9e4. The broader neighbor remediation requires additional approval and was not executed. Exact answer: 360."} must succeed and be reflected in the final audited tables. Enforced by successful exact MCP trace plus complete-table digest.
  45. 45
    state · state_source_outcomeAll 2 task-specific executable outcome assertions for fa_finalize_solstice_dcf must hold against the final sandbox state. Enforced by checked-in deterministic VCode.
  46. 46
    state · state_result_rowCreate exactly one task-result row for fa_finalize_solstice_dcf containing the supported decision, exact summary, evidence IDs, causal workpaper, and exact answer when applicable. Enforced by persisted task_results state.
  47. 47
    answer · answer_result_submittedReturn an audit-ready fa_finalize_solstice_dcf conclusion in the persisted result row rather than only narrating intended work. Enforced by exact task-result state verifier.
  48. 48
    answer · answer_evidence_citationsCite the current policy, source request, controlled workbook, and effective source document for fa_finalize_solstice_dcf; stale authority cannot substitute. Enforced by exact required evidence set.
  49. 49
    answer · answer_exact_valueReturn the exact task-supported scalar for fa_finalize_solstice_dcf, derived from the live records rather than copied from an asset. Enforced by deterministic submitted-answer equality.
  50. 50
    containment · containment_write_scopeUse only the fa_finalize_solstice_dcf authorized domain mutation set and the task-result handoff; no neighboring table or record may change. Enforced by allowed-write trace plus all-table digests.
  51. 51
    containment · containment_no_rejected_mutationNo state-changing request in fa_finalize_solstice_dcf may fail and then be hidden by a later correct-looking final answer. Enforced by successful mutation trace.
  52. 52
    identity · identity_H01_scope_identityLocate fa_finalize_solstice_dcf through case DB24-FILINGBENCH-50-FA_FINALIZE_SOLSTICE_DCF and the exact immutable target map {"dcf_assumptions": [9301], "dcf_models": [9201], "fa_companies": [9001], "financial_periods": [9101, 9102, 9103], "review_notes": []}. Enforced by exact workpaper.scope plus successful argument-aware search/count/get evidence.
  53. 53
    decision · decision_H02_requirement_derivationApply the controlled task rule from operating-policy.md#task-specific-decision-control and derive all 5 required record families before choosing an outcome. Enforced by exact workpaper.requirement and D02.
  54. 54
    investigation · investigation_H03_availability_reconciliationReconcile 98 observed candidate rows, 92 excluded neighbors, and 6 usable targets. Enforced by exact workpaper.reconciliation and D03-D05.
  55. 55
    decision · decision_H04_gap_or_boundNet 5 required families against 5 covered families into exact gap 0. Enforced by exact workpaper.gapOrBound and D06.
  56. 56
    authority · authority_H05_external_constraintApply independent approval APR-dd2b7f5d040bc9e4 and its $2800 cost boundary. Enforced by exact workpaper.externalConstraint corroborated by approval email and Drive record.
  57. 57
    investigation · investigation_H06_internal_constraintApply the 2026-09-04 business need, 17 available hours, and $200 hourly rate from the controlled calendar. Enforced by exact workpaper.internalConstraint and D07-D10.
  58. 58
    alternatives · alternatives_H07_qualified_optionsGrade all three task-specific alternatives with exact outcome, date, signed variance, incremental cost, authority status, and one selected branch. Enforced by exact workpaper.options equality and wrong-reasoning control.
  59. 59
    decision · decision_H08_recommendationSelect evidence-backed-scoped-outcome with exact outcome 'Finalize model 9201 at enterprise value 360, verify WACC assumption 9301, and open the Head of Research review note.'. Enforced by exact workpaper.recommendation and D13.
  60. 60
    decision · decision_H09_control_comparisonCompare outcome 2026-09-03 to need 2026-09-04 into signed variance -1 and status ON_OR_BEFORE_NEED. Enforced by independently recomputed exact workpaper.controlComparison and D11.
  61. 61
    authority · authority_H10_authority_applicationApply authority APR-dd2b7f5d040bc9e4 to the selected immutable scope and reject broad-neighbor-remediation. Enforced by exact workpaper.authorityApplication and D12.
  62. 62
    state · state_H11_controlled_executionExecute exactly 3 authorized domain writes across 3 changed tables, perform 3 exact-record provider readbacks, then reopen the persisted result. Enforced by exact writes, complete-table digests, provider-native exact-record readbacks, persisted result, and result readback trace.
  63. 63
    answer · answer_H12_stakeholder_communicationPost the exact stakeholder handoff to #research-review carrying the selected outcome, timing, cost, capacity constraint, and authority. Enforced by exact slack.chat_postMessage call and persisted stakeholder-message row.
  64. 64
    answer · answer_H13_exact_intermediatesPersist all 13 dependent derivations and every intermediate requirement, reconciliation, constraint, option, authority, state, and answer field exactly. Enforced by exact causal-workpaper equality; wrong-reasoning negative control.
  65. 65
    containment · containment_visible_hidden_partitionThe 28 files visible for fa_finalize_solstice_dcf contain evidence only; verifier digests, the oracle trajectory, and precomputed outcomes remain outside the asset room. Enforced by release-tree partition and leakage gate.

Generator label only; no empirical model difficulty claim is published.

Episode trace

Follow the tools, outputs, and verdict.

Switch between a successful reference replay and a real failing floor episode. Both start from the same immutable world state; neither is a model leaderboard row.

deterministic solvability ceiling

Reference solver

A checked-in v3 causal investigation replayed against a fresh SQLite copy. This proves the task can pass; it is not a model submission.

Task
fa_finalize_solstice_dcf
Steps
61
Reward
1.0
Status
passed
  1. 00
    Task loadeduser → agent

    Fresh seeded database copied into an isolated episode.

  2. 01
    gmail.messages.listtool success
    Arguments
    {
      "maxResults": 100,
      "q": "\"DB24-FILINGBENCH-50-FA_FINALIZE_SOLSTICE_DCF\"",
      "userId": "me"
    }
    Result
    {
      "messages": [
        {
          "id": "msg-6a02c41ec2c7908f56f9",
          "threadId": "msg-6a02c41ec2c7908f56f9"
        },
        {
          "id": "msg-a3859fdd8b6dde1dfd91",
          "threadId": "msg-a3859fdd8b6dde1dfd91"
        },
        {
          "id": "msg-369888fa4cd226854a04",
          "threadId": "msg-369888fa4cd226854a04"
        }
      ],
      "resultSizeEstimate": 3
    }
  3. 02
    gmail.messages.gettool success
    Arguments
    {
      "format": "raw",
      "id": "msg-6a02c41ec2c7908f56f9",
      "userId": "me"
    }
    Result
    {
      "id": "msg-6a02c41ec2c7908f56f9",
      "name": "source-request.eml",
      "mimeType": "message/rfc822",
      "sha256": "dcd4775007ce0c1d5b158c01a28e6ad04de30242181f907b19ab8862963a1479",
      "bytes": 813
    }
  4. 03
    gmail.messages.gettool success
    Arguments
    {
      "format": "raw",
      "id": "msg-a3859fdd8b6dde1dfd91",
      "userId": "me"
    }
    Result
    {
      "id": "msg-a3859fdd8b6dde1dfd91",
      "name": "former-owner-suggestion.eml",
      "mimeType": "message/rfc822",
      "sha256": "83a7a3d6c45695af93b663b53d3997806b8750aa0f83858e9b73c074352af3b3",
      "bytes": 635
    }
  5. 04
    gmail.messages.gettool success
    Arguments
    {
      "format": "raw",
      "id": "msg-369888fa4cd226854a04",
      "userId": "me"
    }
    Result
    {
      "id": "msg-369888fa4cd226854a04",
      "name": "approval-scope.eml",
      "mimeType": "message/rfc822",
      "sha256": "167a45ac06457fda01bfcf045f3f141bb592094dd3c2ad0bf8ab7d9c5c8eddf8",
      "bytes": 835
    }
  6. 05
    google_drive.files.listtool success
    Arguments
    {
      "fields": "files(id,name,mimeType,modifiedTime,version)",
      "pageSize": 1000,
      "q": "fullText contains 'DB24-FILINGBENCH-50-FA_FINALIZE_SOLSTICE_DCF'"
    }
    Result
    {
      "files": [
        {
          "id": "file-4f7f602567f25f0ceced",
          "name": "operating-policy.md",
          "mimeType": "text/markdown",
          "modifiedTime": "2026-08-29T09:00:00Z",
          "version": "1"
        },
        {
          "id": "file-85daaaa1f655f828efdb",
          "name": "issuer-filing-extract.pdf",
          "mimeType": "application/pdf",
          "modifiedTime": "2026-08-29T09:00:00Z",
          "version": "1"
        },
        {
          "id": "sheet-6754468a021f983acee3",
          "name": "valuation-review-model.xlsx",
          "mimeType": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
          "modifiedTime": "2026-08-29T09:00:00Z",
          "version": "1"
        },
        {
          "id": "file-ba1befb3f34aacd98f87",
          "name": "approval-decision.json",
          "mimeType": "application/json",
          "modifiedTime": "2026-08-29T09:00:00Z",
          "version": "1"
        },
        {
          "id": "file-449aa4d3f2962992baca",
          "name": "drive-source-index.json",
          "mimeType": "application/json",
          "modifiedTime": "2026-08-29T09:00:00Z",
          "version": "1"
        },
        {
          "id": "file-bc744fb4e743886f16a7",
          "name": "provider-contracts.json",
          "mimeType": "application/json",
          "modifiedTime": "2026-08-29T09:00:00Z",
          "version": "1"
        },
        {
          "id": "file-c17b25ec14d4ce70c9de",
          "name": "drive-approval-record.json",
          "mimeType": "application/json",
          "modifiedTime": "2026-08-29T09:00:00Z",
          "version": "1"
        },
        {
          "id": "file-76d1aff002da28751d67",
          "name": "authority-revision-2026-3.md",
          "mimeType": "text/markdown",
          "modifiedTime": "2026-08-29T09:00:00Z",
          "version": "1"
        },
        {
          "id": "file-2a857ed446abda210217",
          "name": "authority-revision-2025-4.md",
          "mimeType": "text/markdown",
          "modifiedTime": "2026-08-29T09:00:00Z",
          "version": "1"
        },
        {
          "id": "file-a8861e3d491909302593",
          "name": "control-standard-2025-4.pdf",
          "mimeType": "application/pdf",
          "modifiedTime": "2026-08-29T09:00:00Z",
          "version": "1"
        },
        {
          "id": "sheet-1d5a4ee07edbe874c9be",
          "name": "review-calendar.xlsx",
          "mimeType": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
          "modifiedTime": "2026-08-29T09:00:00Z",
          "version": "1"
        },
        {
          "id": "file-f4e565b8ccc3b9f169d6",
          "name": "record-lineage.csv",
          "mimeType": "text/csv",
          "modifiedTime": "2026-08-29T09:00:00Z",
          "version": "1"
        },
        {
          "id": "file-4c07dac7f1d5542c90a4",
          "name": "system-audit.log",
          "mimeType": "text/plain",
          "modifiedTime": "2026-08-29T09:00:00Z",
          "version": "1"
        },
        {
          "id": "file-58f10bcdad11474ca4c3",
          "name": "live-snapshot.json",
          "mimeType": "application/json",
          "modifiedTime": "2026-08-29T09:00:00Z",
          "version": "1"
        },
        {
          "id": "file-070d9a3082911d004d8c",
          "name": "evidence-status.yaml",
          "mimeType": "application/yaml",
          "modifiedTime": "2026-08-29T09:00:00Z",
          "version": "1"
        },
        {
          "id": "file-64a8b9e4e6f86561a91e",
          "name": "custodian-notes.txt",
          "mimeType": "text/plain",
          "modifiedTime": "2026-08-29T09:00:00Z",
          "version": "1"
        },
        {
          "id": "file-0a1551c275585b2dc5ed",
          "name": "fa_companies-system-export.csv",
          "mimeType": "text/csv",
          "modifiedTime": "2026-08-29T09:00:00Z",
          "version": "1"
        },
        {
          "id": "file-be74ae297db504cbda48",
          "name": "dcf_models-system-export.csv",
          "mimeType": "text/csv",
          "modifiedTime": "2026-08-29T09:00:00Z",
          "version": "1"
        },
        {
          "id": "file-f725914ea935e75b3d25",
          "name": "financial_periods-system-export.csv",
          "mimeType": "text/csv",
          "modifiedTime": "2026-08-29T09:00:00Z",
          "version": "1"
        },
        {
          "id": "file-685a07277edb13d22e96",
          "name": "dcf_assumptions-system-export.csv",
          "mimeType": "text/csv",
          "modifiedTime": "2026-08-29T09:00:00Z",
          "version": "1"
        },
        {
          "id": "file-c307c47e0a4aca47b561",
          "name": "review_notes-system-export.csv",
          "mimeType": "text/csv",
          "modifiedTime": "2026-08-29T09:00:00Z",
          "version": "1"
        },
        {
          "id": "file-ae994e57f782cf6f7a89",
          "name": "lbo_models-system-export.csv",
          "mimeType": "text/csv",
          "modifiedTime": "2026-08-29T09:00:00Z",
          "version": "1"
        },
        {
          "id": "file-58f8fe6ef69d7e523545",
          "name": "asset-manifest.json",
          "mimeType": "application/json",
          "modifiedTime": "2026-08-29T09:00:00Z",
          "version": "1"
        }
      ]
    }
  7. 06
    google_drive.files.gettool success
    Arguments
    {
      "alt": "media",
      "fileId": "file-4f7f602567f25f0ceced"
    }
    Result
    {
      "id": "file-4f7f602567f25f0ceced",
      "name": "operating-policy.md",
      "mimeType": "text/markdown",
      "sha256": "647e4314b566673feeec9f7d1c159fe6c69ace15a3fcb67bda71f3267dcaaf25",
      "bytes": 1030
    }
  8. 07
    google_drive.files.gettool success
    Arguments
    {
      "alt": "media",
      "fileId": "file-85daaaa1f655f828efdb"
    }
    Result
    {
      "id": "file-85daaaa1f655f828efdb",
      "name": "issuer-filing-extract.pdf",
      "mimeType": "application/pdf",
      "sha256": "c18635e93faddc0110a2e0f7130f5404790630f8d9835226ed18d875b42f877f",
      "bytes": 941
    }
  9. 08
    google_drive.files.gettool success
    Arguments
    {
      "alt": "media",
      "fileId": "file-ba1befb3f34aacd98f87"
    }
    Result
    {
      "id": "file-ba1befb3f34aacd98f87",
      "name": "approval-decision.json",
      "mimeType": "application/json",
      "sha256": "579f3ad9dbc072a61fa54de4c3e5d286048d74804b2e3247cd0e15c065844d52",
      "bytes": 732
    }
  10. 09
    google_drive.files.gettool success
    Arguments
    {
      "alt": "media",
      "fileId": "file-449aa4d3f2962992baca"
    }
    Result
    {
      "id": "file-449aa4d3f2962992baca",
      "name": "drive-source-index.json",
      "mimeType": "application/json",
      "sha256": "9e77066219a64f9d5deb3203a14f415d911a6ff299ee69d4ee2008af512e620d",
      "bytes": 373
    }
  11. 10
    google_drive.files.gettool success
    Arguments
    {
      "alt": "media",
      "fileId": "file-685a07277edb13d22e96"
    }
    Result
    {
      "id": "file-685a07277edb13d22e96",
      "name": "dcf_assumptions-system-export.csv",
      "mimeType": "text/csv",
      "sha256": "9da7d74f7894f79caa18e0679906ee3457c53f2e906354a889860c4719044cd1",
      "bytes": 2390
    }
  12. 11
    google_drive.files.gettool success
    Arguments
    {
      "alt": "media",
      "fileId": "file-be74ae297db504cbda48"
    }
    Result
    {
      "id": "file-be74ae297db504cbda48",
      "name": "dcf_models-system-export.csv",
      "mimeType": "text/csv",
      "sha256": "1eca099dbd2306037b9f2f74260da75a53e2a57d1ada46b53521e1a58da7996f",
      "bytes": 2070
    }
  13. 12
    google_drive.files.gettool success
    Arguments
    {
      "alt": "media",
      "fileId": "file-0a1551c275585b2dc5ed"
    }
    Result
    {
      "id": "file-0a1551c275585b2dc5ed",
      "name": "fa_companies-system-export.csv",
      "mimeType": "text/csv",
      "sha256": "c6869242d6b34cd0f537e4df8bc33a7141a481246292a56689e71f1487ea55e1",
      "bytes": 2128
    }
  14. 13
    google_drive.files.gettool success
    Arguments
    {
      "alt": "media",
      "fileId": "file-f725914ea935e75b3d25"
    }
    Result
    {
      "id": "file-f725914ea935e75b3d25",
      "name": "financial_periods-system-export.csv",
      "mimeType": "text/csv",
      "sha256": "c4b614cda6aec610de1e2de9d59e6617647c06628e7258f4739f4837cdc6a11b",
      "bytes": 2295
    }
  15. 14
    google_drive.files.gettool success
    Arguments
    {
      "alt": "media",
      "fileId": "file-ae994e57f782cf6f7a89"
    }
    Result
    {
      "id": "file-ae994e57f782cf6f7a89",
      "name": "lbo_models-system-export.csv",
      "mimeType": "text/csv",
      "sha256": "3cc8d7edc8abaabc8a6c5fe1fb2d52317e8c04818043a1b40348ad9583963eba",
      "bytes": 1602
    }
  16. 15
    google_drive.files.gettool success
    Arguments
    {
      "alt": "media",
      "fileId": "file-c307c47e0a4aca47b561"
    }
    Result
    {
      "id": "file-c307c47e0a4aca47b561",
      "name": "review_notes-system-export.csv",
      "mimeType": "text/csv",
      "sha256": "9c62581579fe830daaa24f8a81cb28f8ec23fc442cf3a4b3012b749dfcd672f7",
      "bytes": 4527
    }
  17. 16
    google_drive.files.gettool success
    Arguments
    {
      "alt": "media",
      "fileId": "file-c17b25ec14d4ce70c9de"
    }
    Result
    {
      "id": "file-c17b25ec14d4ce70c9de",
      "name": "drive-approval-record.json",
      "mimeType": "application/json",
      "sha256": "0b0d71b71bc7d9917698dcda1b1006a348d64702d15a07d2da90541eaf3e9aa3",
      "bytes": 558
    }
  18. 17
    google_drive.files.gettool success
    Arguments
    {
      "alt": "media",
      "fileId": "file-76d1aff002da28751d67"
    }
    Result
    {
      "id": "file-76d1aff002da28751d67",
      "name": "authority-revision-2026-3.md",
      "mimeType": "text/markdown",
      "sha256": "bb1e6ea5d3767f1da508e12de326af4961fe928d5c05e01aa440acb5305d51e4",
      "bytes": 275
    }
  19. 18
    google_drive.files.gettool success
    Arguments
    {
      "alt": "media",
      "fileId": "file-2a857ed446abda210217"
    }
    Result
    {
      "id": "file-2a857ed446abda210217",
      "name": "authority-revision-2025-4.md",
      "mimeType": "text/markdown",
      "sha256": "dcb5c1a8c1daa8147e000553d3cdf108f8c64c4bac1c28f34e8016787cd3243c",
      "bytes": 219
    }
  20. 19
    google_drive.files.gettool success
    Arguments
    {
      "alt": "media",
      "fileId": "file-f4e565b8ccc3b9f169d6"
    }
    Result
    {
      "id": "file-f4e565b8ccc3b9f169d6",
      "name": "record-lineage.csv",
      "mimeType": "text/csv",
      "sha256": "5fc65a9f4ce478c96b25ad08ea4f480b30205221cba0551e012cda4af0279361",
      "bytes": 522
    }
  21. 20
    google_drive.files.gettool success
    Arguments
    {
      "alt": "media",
      "fileId": "file-58f10bcdad11474ca4c3"
    }
    Result
    {
      "id": "file-58f10bcdad11474ca4c3",
      "name": "live-snapshot.json",
      "mimeType": "application/json",
      "sha256": "b7e80a4e1d90642f70cb5510badb695507d23bbbbd3ecdc2b33cf6a0ed7af98d",
      "bytes": 14348
    }
  22. 21
    google_drive.files.gettool success
    Arguments
    {
      "alt": "media",
      "fileId": "file-58f8fe6ef69d7e523545"
    }
    Result
    {
      "id": "file-58f8fe6ef69d7e523545",
      "name": "asset-manifest.json",
      "mimeType": "application/json",
      "sha256": "da1c9994b623895b88c831d5d3a78129829c560beb7d4c86c11bc9d685abdfff",
      "bytes": 4491
    }
  23. 22
    google_sheets.spreadsheets.values.gettool success
    Arguments
    {
      "range": "A:Z",
      "spreadsheetId": "sheet-6754468a021f983acee3"
    }
    Result
    {
      "id": "sheet-6754468a021f983acee3",
      "name": "valuation-review-model.xlsx",
      "mimeType": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
      "sha256": "3ea52cb056147504f913351f24f565cab431dc6476e9e597ee1fd5ae48d51421",
      "bytes": 9659
    }
  24. 23
    google_sheets.spreadsheets.values.gettool success
    Arguments
    {
      "range": "A:Z",
      "spreadsheetId": "sheet-1d5a4ee07edbe874c9be"
    }
    Result
    {
      "id": "sheet-1d5a4ee07edbe874c9be",
      "name": "review-calendar.xlsx",
      "mimeType": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
      "sha256": "3844083dd8b4d80b20f9929df4c0f4424567d051905f14a106edf14b04f9fab0",
      "bytes": 2106
    }
  25. 24
    slack.search_messagestool success
    Arguments
    {
      "count": 100,
      "query": "\"DB24-FILINGBENCH-50-FA_FINALIZE_SOLSTICE_DCF\"",
      "sort": "timestamp",
      "sort_dir": "asc"
    }
    Result
    {
      "messages": {
        "matches": [
          {
            "channel_id": "#research-review",
            "ts": "1724937600.330729",
            "text": "Task evidence thread for DB24-FILINGBENCH-50-FA_FINALIZE_SOLSTICE_DCF: team-slack-intake.json"
          },
          {
            "channel_id": "#research-review",
            "ts": "1724937600.967773",
            "text": "Task evidence thread for DB24-FILINGBENCH-50-FA_FINALIZE_SOLSTICE_DCF: operations-slack-thread.json"
          }
        ]
      }
    }
  26. 25
    slack.conversations_repliestool success
    Arguments
    {
      "channel": "#research-review",
      "limit": 100,
      "ts": "1724937600.330729"
    }
    Result
    {
      "id": "thread-de497d3e2d822bdb6034",
      "name": "team-slack-intake.json",
      "mimeType": "application/json",
      "sha256": "aea2b8306e5fc497409651147fc2404312d5d80aee26d6496fe59d68ba198d79",
      "bytes": 759
    }
  27. 26
    slack.conversations_repliestool success
    Arguments
    {
      "channel": "#research-review",
      "limit": 100,
      "ts": "1724937600.967773"
    }
    Result
    {
      "id": "thread-943a3ffa7947f7161bd9",
      "name": "operations-slack-thread.json",
      "mimeType": "application/json",
      "sha256": "02a0ebe66f7fe0dcd1eb2532d816388c0e83cb9c21145212a583bd77e50c21c4",
      "bytes": 424
    }
  28. 27
    search_fa_companiestool success
    Arguments
    {
      "limit": 50
    }
    Result
    [
      {
        "company_id": 1,
        "name": "Thomas Global Industries",
        "ticker": "Standard Ticker E95",
        "sector": "Backup Sector A61"
      },
      {
        "company_id": 2,
        "name": "Lopez Allied Group",
        "ticker": "Secondary Ticker A95",
        "sector": "Regional Sector A83"
      },
      {
        "company_id": 3,
        "name": "Gonzalez Supply Co",
        "ticker": "Backup Ticker E92",
        "sector": "Backup Sector A48"
      },
      {
        "company_id": 4,
        "name": "Moore United Inc",
        "ticker": "Standard Ticker C33",
        "sector": "Backup Sector E83"
      },
      {
        "company_id": 5,
        "name": "Thompson Global Supply Co",
        "ticker": "Primary Ticker F86",
        "sector": "General Sector D39"
      },
      {
        "company_id": 6,
        "name": "Brown Meridian Trading Co",
        "ticker": "Backup Ticker B71",
        "sector": "Backup Sector D63"
      },
      {
        "company_id": 7,
        "name": "Thomas Corp",
        "ticker": "Preferred Ticker B99",
        "sector": "Consolidated Sector E69"
      },
      {
        "company_id": 8,
        "name": "Gonzalez Continental Logistics",
        "ticker": "General Ticker F38",
        "sector": "General Sector A66"
      },
      {
        "company_id": 9,
        "name": "Young Meridian Enterprises",
        "ticker": "General Ticker E35",
        "sector": "Consolidated Sector F24"
      },
      {
        "company_id": 10,
        "name": "Walker Holdings",
        "ticker": "Standard Ticker A14",
        "sector": "Consolidated Sector B29"
      },
      {
        "company_id": 11,
        "name": "Harris Precision LLC",
        "ticker": "Secondary Ticker F44",
        "sector": "Backup Sector B68"
      },
      {
        "company_id": 12,
        "name": "Lee United LLC",
        "ticker": "Standard Ticker C22",
        "sector": "Standard Sector D98"
      },
      {
        "company_id": 13,
        "name": "Jones Supply Co",
        "ticker": "Backup Ticker B79",
        "sector": "Secondary Sector F43"
      },
      {
        "company_id": 14,
        "name": "Smith Meridian Logistics",
        "ticker": "Preferred Ticker A46",
        "sector": "Standard Sector A84"
      },
      {
        "company_id": 15,
        "name": "Lewis Allied Industries",
        "ticker": "Consolidated Ticker A92",
        "sector": "General Sector F99"
      },
      {
        "company_id": 16,
        "name": "King Northern Solutions",
        "ticker": "Secondary Ticker D55",
        "sector": "Backup Sector B35"
      },
      {
        "company_id": 17,
        "name": "Ramirez Precision Enterprises",
        "ticker": "Regional Ticker B51",
        "sector": "Backup Sector B99"
      },
      {
        "company_id": 9001,
        "name": "Solstice Energy",
        "ticker": "SLE",
        "sector": "energy"
      },
      {
        "company_id": 9002,
        "name": "Solstice Energy",
        "ticker": "SLE-B",
        "sector": "energy"
      },
      {
        "company_id": 9003,
        "name": "Kestrel Retail",
        "ticker": "KSR",
        "sector": "consumer"
      }
    ]
  29. 28
    count_fa_companiestool success
    Arguments
    {}
    Result
    20
  30. 29
    search_fa_companiestool success
    Arguments
    {
      "limit": 50,
      "name": "Solstice Energy"
    }
    Result
    [
      {
        "company_id": 9001,
        "name": "Solstice Energy",
        "ticker": "SLE",
        "sector": "energy"
      },
      {
        "company_id": 9002,
        "name": "Solstice Energy",
        "ticker": "SLE-B",
        "sector": "energy"
      }
    ]
  31. 30
    count_fa_companiestool success
    Arguments
    {
      "name": "Solstice Energy"
    }
    Result
    2
  32. 31
    get_fa_companytool success
    Arguments
    {
      "company_id": 9001
    }
    Result
    {
      "company_id": 9001,
      "name": "Solstice Energy",
      "ticker": "SLE",
      "sector": "energy"
    }
  33. 32
    search_dcf_modelstool success
    Arguments
    {
      "limit": 50
    }
    Result
    [
      {
        "model_id": 1,
        "company_id": 7,
        "name": "Priority Export Dcf Model",
        "discount_rate": 419.28,
        "terminal_growth": 334.88,
        "status": "draft",
        "enterprise_value": 184.89
      },
      {
        "model_id": 2,
        "company_id": 5,
        "name": "Recurring Retail Dcf Model",
        "discount_rate": 409.23,
        "terminal_growth": 284.39,
        "status": "submitted",
        "enterprise_value": 351.35
      },
      {
        "model_id": 3,
        "company_id": 3,
        "name": "Expedited Internal Dcf Model",
        "discount_rate": 263.7,
        "terminal_growth": 442.2,
        "status": "submitted",
        "enterprise_value": 308.05
      },
      {
        "model_id": 4,
        "company_id": 9,
        "name": "Expedited Partner Dcf Model",
        "discount_rate": 93.2,
        "terminal_growth": 207.57,
        "status": "final",
        "enterprise_value": 184.21
      },
      {
        "model_id": 5,
        "company_id": 10,
        "name": "Recurring Domestic Dcf Model",
        "discount_rate": 310.85,
        "terminal_growth": 77.41,
        "status": "draft",
        "enterprise_value": 397
      },
      {
        "model_id": 6,
        "company_id": 12,
        "name": "Expedited Domestic Dcf Model",
        "discount_rate": 142.96,
        "terminal_growth": 475.7,
        "status": "approved",
        "enterprise_value": 291.46
      },
      {
        "model_id": 7,
        "company_id": 2,
        "name": "Consolidated Domestic Dcf Model",
        "discount_rate": 409.91,
        "terminal_growth": 319.89,
        "status": "final",
        "enterprise_value": 78.65
      },
      {
        "model_id": 8,
        "company_id": 4,
        "name": "Expedited Partner Dcf Model",
        "discount_rate": 276.69,
        "terminal_growth": 162.67,
        "status": "approved",
        "enterprise_value": 335.81
      },
      {
        "model_id": 9,
        "company_id": 11,
        "name": "Standard Export Dcf Model",
        "discount_rate": 55.27,
        "terminal_growth": 464.98,
        "status": "approved",
        "enterprise_value": 220.84
      },
      {
        "model_id": 10,
        "company_id": 3,
        "name": "Consolidated Partner Dcf Model",
        "discount_rate": 418.9,
        "terminal_growth": 439.72,
        "status": "draft",
        "enterprise_value": 497.88
      },
      {
        "model_id": 11,
        "company_id": 6,
        "name": "Expedited Domestic Dcf Model",
        "discount_rate": 185.53,
        "terminal_growth": 316.62,
        "status": "submitted",
        "enterprise_value": 19.15
      },
      {
        "model_id": 12,
        "company_id": 4,
        "name": "Recurring Export Dcf Model",
        "discount_rate": 407.56,
        "terminal_growth": 324.17,
        "status": "draft",
        "enterprise_value": 10.32
      },
      {
        "model_id": 13,
        "company_id": 2,
        "name": "Annual Internal Dcf Model",
        "discount_rate": 66.64,
        "terminal_growth": 193.28,
        "status": "draft",
        "enterprise_value": 439.29
      },
      {
        "model_id": 14,
        "company_id": 17,
        "name": "Expedited Partner Dcf Model",
        "discount_rate": 212.69,
        "terminal_growth": 144,
        "status": "approved",
        "enterprise_value": 338
      },
      {
        "model_id": 15,
        "company_id": 12,
        "name": "Recurring Partner Dcf Model",
        "discount_rate": 384.01,
        "terminal_growth": 347.04,
        "status": "draft",
        "enterprise_value": 413.38
      },
      {
        "model_id": 16,
        "company_id": 17,
        "name": "Scheduled Export Dcf Model",
        "discount_rate": 70.8,
        "terminal_growth": 240.79,
        "status": "draft",
        "enterprise_value": 460.29
      },
      {
        "model_id": 17,
        "company_id": 11,
        "name": "Recurring Domestic Dcf Model",
        "discount_rate": 61.83,
        "terminal_growth": 268.48,
        "status": "submitted",
        "enterprise_value": 23.58
      },
      {
        "model_id": 9201,
        "company_id": 9001,
        "name": "Solstice base case",
        "discount_rate": 0.09,
        "terminal_growth": 0.02,
        "status": "draft",
        "enterprise_value": 0
      },
      {
        "model_id": 9202,
        "company_id": 9003,
        "name": "Kestrel quick cut",
        "discount_rate": 0,
        "terminal_growth": 0.02,
        "status": "final",
        "enterprise_value": 640
      }
    ]
  34. 33
    count_dcf_modelstool success
    Arguments
    {}
    Result
    19
  35. 34
    search_dcf_modelstool success
    Arguments
    {
      "company_id": 9001,
      "limit": 50
    }
    Result
    [
      {
        "model_id": 9201,
        "company_id": 9001,
        "name": "Solstice base case",
        "discount_rate": 0.09,
        "terminal_growth": 0.02,
        "status": "draft",
        "enterprise_value": 0
      }
    ]
  36. 35
    count_dcf_modelstool success
    Arguments
    {
      "company_id": 9001
    }
    Result
    1
  37. 36
    get_dcf_modeltool success
    Arguments
    {
      "model_id": 9201
    }
    Result
    {
      "model_id": 9201,
      "company_id": 9001,
      "name": "Solstice base case",
      "discount_rate": 0.09,
      "terminal_growth": 0.02,
      "status": "draft",
      "enterprise_value": 0
    }
  38. 37
    search_financial_periodstool success
    Arguments
    {
      "limit": 50
    }
    Result
    [
      {
        "period_id": 1,
        "company_id": 8,
        "period_label": "Consolidated Partner Financial Period",
        "revenue": 379.26,
        "ebitda": 457.25,
        "capex": 340.27,
        "free_cash_flow": 379.57
      },
      {
        "period_id": 2,
        "company_id": 12,
        "period_label": "Annual Retail Financial Period",
        "revenue": 370.26,
        "ebitda": 269.49,
        "capex": 53.71,
        "free_cash_flow": 189.24
      },
      {
        "period_id": 3,
        "company_id": 4,
        "period_label": "Recurring Internal Financial Period",
        "revenue": 215.32,
        "ebitda": 293.39,
        "capex": 122.68,
        "free_cash_flow": 117.32
      },
      {
        "period_id": 4,
        "company_id": 2,
        "period_label": "Annual Retail Financial Period",
        "revenue": 320.36,
        "ebitda": 321.49,
        "capex": 57.42,
        "free_cash_flow": 355.51
      },
      {
        "period_id": 5,
        "company_id": 6,
        "period_label": "Standard Internal Financial Period",
        "revenue": 430.38,
        "ebitda": 32.19,
        "capex": 305.19,
        "free_cash_flow": 303.13
      },
      {
        "period_id": 6,
        "company_id": 7,
        "period_label": "Annual Regional Financial Period",
        "revenue": 425.26,
        "ebitda": 14.34,
        "capex": 88.47,
        "free_cash_flow": 17.57
      },
      {
        "period_id": 7,
        "company_id": 12,
        "period_label": "Priority Export Financial Period",
        "revenue": 455.6,
        "ebitda": 96.69,
        "capex": 348.18,
        "free_cash_flow": 357.82
      },
      {
        "period_id": 8,
        "company_id": 1,
        "period_label": "Standard Retail Financial Period",
        "revenue": 256.23,
        "ebitda": 273.99,
        "capex": 444.19,
        "free_cash_flow": 309.48
      },
      {
        "period_id": 9,
        "company_id": 4,
        "period_label": "Annual Retail Financial Period",
        "revenue": 492.16,
        "ebitda": 150.68,
        "capex": 90.31,
        "free_cash_flow": 284.24
      },
      {
        "period_id": 10,
        "company_id": 5,
        "period_label": "Recurring Domestic Financial Period",
        "revenue": 380.99,
        "ebitda": 223.94,
        "capex": 493.04,
        "free_cash_flow": 352.72
      },
      {
        "period_id": 11,
        "company_id": 6,
        "period_label": "Consolidated Domestic Financial Period",
        "revenue": 347.01,
        "ebitda": 244.41,
        "capex": 252.43,
        "free_cash_flow": 380.21
      },
      {
        "period_id": 12,
        "company_id": 5,
        "period_label": "Annual Internal Financial Period",
        "revenue": 50.77,
        "ebitda": 386.54,
        "capex": 53.33,
        "free_cash_flow": 309.6
      },
      {
        "period_id": 13,
        "company_id": 6,
        "period_label": "Priority Retail Financial Period",
        "revenue": 390.07,
        "ebitda": 457.97,
        "capex": 204.22,
        "free_cash_flow": 44.53
      },
      {
        "period_id": 14,
        "company_id": 9,
        "period_label": "Quarterly Partner Financial Period",
        "revenue": 189.77,
        "ebitda": 83.85,
        "capex": 319.46,
        "free_cash_flow": 225.1
      },
      {
        "period_id": 15,
        "company_id": 10,
        "period_label": "Recurring Internal Financial Period",
        "revenue": 298.75,
        "ebitda": 76.22,
        "capex": 15.09,
        "free_cash_flow": 122.31
      },
      {
        "period_id": 16,
        "company_id": 15,
        "period_label": "Annual Regional Financial Period",
        "revenue": 160.24,
        "ebitda": 108.71,
        "capex": 361.66,
        "free_cash_flow": 156.11
      },
      {
        "period_id": 17,
        "company_id": 1,
        "period_label": "Consolidated Retail Financial Period",
        "revenue": 17.26,
        "ebitda": 477.49,
        "capex": 325.07,
        "free_cash_flow": 476.72
      },
      {
        "period_id": 9101,
        "company_id": 9001,
        "period_label": "2024",
        "revenue": 800,
        "ebitda": 200,
        "capex": 60,
        "free_cash_flow": 100
      },
      {
        "period_id": 9102,
        "company_id": 9001,
        "period_label": "2025",
        "revenue": 900,
        "ebitda": 230,
        "capex": 65,
        "free_cash_flow": 120
      },
      {
        "period_id": 9103,
        "company_id": 9001,
        "period_label": "2026",
        "revenue": 1000,
        "ebitda": 260,
        "capex": 70,
        "free_cash_flow": 140
      },
      {
        "period_id": 9111,
        "company_id": 9003,
        "period_label": "2026",
        "revenue": 500,
        "ebitda": 90,
        "capex": 25,
        "free_cash_flow": 45
      }
    ]
  39. 38
    count_financial_periodstool success
    Arguments
    {}
    Result
    21
  40. 39
    search_financial_periodstool success
    Arguments
    {
      "company_id": 9001,
      "limit": 50
    }
    Result
    [
      {
        "period_id": 9101,
        "company_id": 9001,
        "period_label": "2024",
        "revenue": 800,
        "ebitda": 200,
        "capex": 60,
        "free_cash_flow": 100
      },
      {
        "period_id": 9102,
        "company_id": 9001,
        "period_label": "2025",
        "revenue": 900,
        "ebitda": 230,
        "capex": 65,
        "free_cash_flow": 120
      },
      {
        "period_id": 9103,
        "company_id": 9001,
        "period_label": "2026",
        "revenue": 1000,
        "ebitda": 260,
        "capex": 70,
        "free_cash_flow": 140
      }
    ]
  41. 40
    count_financial_periodstool success
    Arguments
    {
      "company_id": 9001
    }
    Result
    3
  42. 41
    get_financial_periodtool success
    Arguments
    {
      "period_id": 9101
    }
    Result
    {
      "period_id": 9101,
      "company_id": 9001,
      "period_label": "2024",
      "revenue": 800,
      "ebitda": 200,
      "capex": 60,
      "free_cash_flow": 100
    }
  43. 42
    get_financial_periodtool success
    Arguments
    {
      "period_id": 9102
    }
    Result
    {
      "period_id": 9102,
      "company_id": 9001,
      "period_label": "2025",
      "revenue": 900,
      "ebitda": 230,
      "capex": 65,
      "free_cash_flow": 120
    }
  44. 43
    get_financial_periodtool success
    Arguments
    {
      "period_id": 9103
    }
    Result
    {
      "period_id": 9103,
      "company_id": 9001,
      "period_label": "2026",
      "revenue": 1000,
      "ebitda": 260,
      "capex": 70,
      "free_cash_flow": 140
    }
  45. 44
    search_dcf_assumptionstool success
    Arguments
    {
      "limit": 50
    }
    Result
    [
      {
        "assumption_id": 1,
        "model_id": 12,
        "name": "Priority Partner Dcf Assumption",
        "value": 270.05,
        "source": "Backup Source F70",
        "status": "unverified"
      },
      {
        "assumption_id": 2,
        "model_id": 3,
        "name": "Consolidated Internal Dcf Assumption",
        "value": 404.67,
        "source": "Primary Source B93",
        "status": "unverified"
      },
      {
        "assumption_id": 3,
        "model_id": 7,
        "name": "Consolidated Regional Dcf Assumption",
        "value": 139.9,
        "source": "Standard Source D40",
        "status": "unverified"
      },
      {
        "assumption_id": 4,
        "model_id": 10,
        "name": "Quarterly Regional Dcf Assumption",
        "value": 183.47,
        "source": "Secondary Source D36",
        "status": "unverified"
      },
      {
        "assumption_id": 5,
        "model_id": 8,
        "name": "Annual Domestic Dcf Assumption",
        "value": 101.91,
        "source": "Preferred Source F38",
        "status": "unverified"
      },
      {
        "assumption_id": 6,
        "model_id": 1,
        "name": "Quarterly Internal Dcf Assumption",
        "value": 198.88,
        "source": "Regional Source D14",
        "status": "unverified"
      },
      {
        "assumption_id": 7,
        "model_id": 6,
        "name": "Quarterly Regional Dcf Assumption",
        "value": 83.46,
        "source": "General Source F92",
        "status": "unverified"
      },
      {
        "assumption_id": 8,
        "model_id": 2,
        "name": "Annual Export Dcf Assumption",
        "value": 61.46,
        "source": "Preferred Source C85",
        "status": "unverified"
      },
      {
        "assumption_id": 9,
        "model_id": 7,
        "name": "Recurring Internal Dcf Assumption",
        "value": 306.69,
        "source": "Standard Source C83",
        "status": "unverified"
      },
      {
        "assumption_id": 10,
        "model_id": 9,
        "name": "Standard Partner Dcf Assumption",
        "value": 433.6,
        "source": "Preferred Source E60",
        "status": "unverified"
      },
      {
        "assumption_id": 11,
        "model_id": 5,
        "name": "Consolidated Retail Dcf Assumption",
        "value": 342.09,
        "source": "Secondary Source C34",
        "status": "unverified"
      },
      {
        "assumption_id": 12,
        "model_id": 10,
        "name": "Consolidated Retail Dcf Assumption",
        "value": 17.48,
        "source": "Primary Source F51",
        "status": "unverified"
      },
      {
        "assumption_id": 13,
        "model_id": 8,
        "name": "Quarterly Partner Dcf Assumption",
        "value": 199.47,
        "source": "Regional Source F88",
        "status": "unverified"
      },
      {
        "assumption_id": 14,
        "model_id": 7,
        "name": "Recurring Retail Dcf Assumption",
        "value": 161.6,
        "source": "Regional Source B75",
        "status": "unverified"
      },
      {
        "assumption_id": 15,
        "model_id": 13,
        "name": "Annual Partner Dcf Assumption",
        "value": 415.76,
        "source": "Regional Source D16",
        "status": "unverified"
      },
      {
        "assumption_id": 16,
        "model_id": 9,
        "name": "Scheduled Regional Dcf Assumption",
        "value": 169.31,
        "source": "Backup Source A65",
        "status": "unverified"
      },
      {
        "assumption_id": 17,
        "model_id": 14,
        "name": "Expedited Internal Dcf Assumption",
        "value": 217.1,
        "source": "Preferred Source D15",
        "status": "unverified"
      },
      {
        "assumption_id": 9301,
        "model_id": 9201,
        "name": "WACC",
        "value": 0.09,
        "source": "Capital IQ",
        "status": "unverified"
      },
      {
        "assumption_id": 9311,
        "model_id": 9202,
        "name": "Terminal growth",
        "value": 0.02,
        "source": "House view",
        "status": "unverified"
      },
      {
        "assumption_id": 9312,
        "model_id": 9202,
        "name": "Terminal growth",
        "value": 0.02,
        "source": "House view",
        "status": "unverified"
      }
    ]
  46. 45
    count_dcf_assumptionstool success
    Arguments
    {}
    Result
    20
  47. 46
    search_dcf_assumptionstool success
    Arguments
    {
      "limit": 50,
      "model_id": 9201
    }
    Result
    [
      {
        "assumption_id": 9301,
        "model_id": 9201,
        "name": "WACC",
        "value": 0.09,
        "source": "Capital IQ",
        "status": "unverified"
      }
    ]
  48. 47
    count_dcf_assumptionstool success
    Arguments
    {
      "model_id": 9201
    }
    Result
    1
  49. 48
    get_dcf_assumptiontool success
    Arguments
    {
      "assumption_id": 9301
    }
    Result
    {
      "assumption_id": 9301,
      "model_id": 9201,
      "name": "WACC",
      "value": 0.09,
      "source": "Capital IQ",
      "status": "unverified"
    }
  50. 49
    search_review_notestool success
    Arguments
    {
      "limit": 50
    }
    Result
    [
      {
        "note_id": 1,
        "model_id": 11,
        "reviewer_name": "Consolidated Export Review Note",
        "body": "{\"checksum\": \"6cd0f00d\", \"received_via\": \"csv_import\", \"record_type\": \"review_note\", \"reference\": \"RN-000001\", \"source\": \"web_portal\", \"version\": 1}",
        "status": "on_hold"
      },
      {
        "note_id": 2,
        "model_id": 8,
        "reviewer_name": "Standard Retail Review Note",
        "body": "{\"checksum\": \"92b660b0\", \"received_via\": \"webhook\", \"record_type\": \"review_note\", \"reference\": \"RN-000002\", \"source\": \"shopee\", \"version\": 1}",
        "status": "closed"
      },
      {
        "note_id": 3,
        "model_id": 3,
        "reviewer_name": "Consolidated Export Review Note",
        "body": "{\"checksum\": \"6beb5423\", \"received_via\": \"csv_import\", \"record_type\": \"review_note\", \"reference\": \"RN-000003\", \"source\": \"edi_gateway\", \"version\": 4}",
        "status": "on_hold"
      },
      {
        "note_id": 4,
        "model_id": 9,
        "reviewer_name": "Standard Internal Review Note",
        "body": "{\"checksum\": \"0da727cf\", \"received_via\": \"csv_import\", \"record_type\": \"review_note\", \"reference\": \"RN-000004\", \"source\": \"web_portal\", \"version\": 2}",
        "status": "open"
      },
      {
        "note_id": 5,
        "model_id": 9,
        "reviewer_name": "Expedited Retail Review Note",
        "body": "{\"checksum\": \"16c41be5\", \"received_via\": \"webhook\", \"record_type\": \"review_note\", \"reference\": \"RN-000005\", \"source\": \"edi_gateway\", \"version\": 1}",
        "status": "closed"
      },
      {
        "note_id": 6,
        "model_id": 11,
        "reviewer_name": "Priority Retail Review Note",
        "body": "{\"checksum\": \"72f4c4b8\", \"received_via\": \"api\", \"record_type\": \"review_note\", \"reference\": \"RN-000006\", \"source\": \"shopee\", \"version\": 2}",
        "status": "closed"
      },
      {
        "note_id": 7,
        "model_id": 10,
        "reviewer_name": "Priority Partner Review Note",
        "body": "{\"checksum\": \"d4901bce\", \"received_via\": \"webhook\", \"record_type\": \"review_note\", \"reference\": \"RN-000007\", \"source\": \"web_portal\", \"version\": 3}",
        "status": "open"
      },
      {
        "note_id": 8,
        "model_id": 2,
        "reviewer_name": "Recurring Retail Review Note",
        "body": "{\"checksum\": \"681af84e\", \"received_via\": \"manual_entry\", \"record_type\": \"review_note\", \"reference\": \"RN-000008\", \"source\": \"cyberbiz\", \"version\": 4}",
        "status": "open"
      },
      {
        "note_id": 9,
        "model_id": 3,
        "reviewer_name": "Consolidated Partner Review Note",
        "body": "{\"checksum\": \"6d5b4a56\", \"received_via\": \"csv_import\", \"record_type\": \"review_note\", \"reference\": \"RN-000009\", \"source\": \"cyberbiz\", \"version\": 4}",
        "status": "closed"
      },
      {
        "note_id": 10,
        "model_id": 6,
        "reviewer_name": "Expedited Internal Review Note",
        "body": "{\"checksum\": \"a450995c\", \"received_via\": \"webhook\", \"record_type\": \"review_note\", \"reference\": \"RN-000010\", \"source\": \"cyberbiz\", \"version\": 3}",
        "status": "open"
      },
      {
        "note_id": 11,
        "model_id": 8,
        "reviewer_name": "Expedited Regional Review Note",
        "body": "{\"checksum\": \"be53910d\", \"received_via\": \"manual_entry\", \"record_type\": \"review_note\", \"reference\": \"RN-000011\", \"source\": \"shopee\", \"version\": 2}",
        "status": "closed"
      },
      {
        "note_id": 12,
        "model_id": 11,
        "reviewer_name": "Quarterly Retail Review Note",
        "body": "{\"checksum\": \"f61a1a0a\", \"received_via\": \"csv_import\", \"record_type\": \"review_note\", \"reference\": \"RN-000012\", \"source\": \"shopee\", \"version\": 3}",
        "status": "open"
      },
      {
        "note_id": 13,
        "model_id": 17,
        "reviewer_name": "Consolidated Domestic Review Note",
        "body": "{\"checksum\": \"2fed51c3\", \"received_via\": \"manual_entry\", \"record_type\": \"review_note\", \"reference\": \"RN-001001\", \"source\": \"momo\", \"version\": 4}",
        "status": "closed"
      },
      {
        "note_id": 14,
        "model_id": 15,
        "reviewer_name": "Annual Partner Review Note",
        "body": "{\"checksum\": \"f2e73995\", \"received_via\": \"manual_entry\", \"record_type\": \"review_note\", \"reference\": \"RN-001002\", \"source\": \"erp_sync\", \"version\": 2}",
        "status": "closed"
      },
      {
        "note_id": 15,
        "model_id": 1,
        "reviewer_name": "Recurring Export Review Note",
        "body": "{\"checksum\": \"32caee16\", \"received_via\": \"manual_entry\", \"record_type\": \"review_note\", \"reference\": \"RN-001003\", \"source\": \"cyberbiz\", \"version\": 4}",
        "status": "on_hold"
      },
      {
        "note_id": 16,
        "model_id": 10,
        "reviewer_name": "Standard Internal Review Note",
        "body": "{\"checksum\": \"042d186d\", \"received_via\": \"manual_entry\", \"record_type\": \"review_note\", \"reference\": \"RN-001004\", \"source\": \"web_portal\", \"version\": 1}",
        "status": "closed"
      },
      {
        "note_id": 17,
        "model_id": 6,
        "reviewer_name": "Standard Domestic Review Note",
        "body": "{\"checksum\": \"d5be494e\", \"received_via\": \"csv_import\", \"record_type\": \"review_note\", \"reference\": \"RN-001005\", \"source\": \"cyberbiz\", \"version\": 2}",
        "status": "open"
      },
      {
        "note_id": 9501,
        "model_id": 9202,
        "reviewer_name": "Head of Research",
        "body": "Rebuild before circulating.",
        "status": "open"
      }
    ]
  51. 50
    count_review_notestool success
    Arguments
    {}
    Result
    18
  52. 51
    search_review_notestool success
    Arguments
    {
      "limit": 50,
      "model_id": 9201
    }
    Result
    []
  53. 52
    count_review_notestool success
    Arguments
    {
      "model_id": 9201
    }
    Result
    0
  54. 53
    update_dcf_modeltool success
    Arguments
    {
      "enterprise_value": 360,
      "model_id": 9201,
      "status": "final"
    }
    Result
    {
      "model_id": 9201,
      "company_id": 9001,
      "name": "Solstice base case",
      "discount_rate": 0.09,
      "terminal_growth": 0.02,
      "status": "final",
      "enterprise_value": 360
    }
  55. 54
    update_dcf_assumptiontool success
    Arguments
    {
      "assumption_id": 9301,
      "status": "verified"
    }
    Result
    {
      "assumption_id": 9301,
      "model_id": 9201,
      "name": "WACC",
      "value": 0.09,
      "source": "Capital IQ",
      "status": "verified"
    }
  56. 55
    create_review_notetool success
    Arguments
    {
      "body": "Unlevered free cash flow across the period set totals 360.",
      "model_id": 9201,
      "reviewer_name": "Head of Research",
      "status": "open"
    }
    Result
    {
      "note_id": 9502,
      "model_id": 9201,
      "reviewer_name": "Head of Research",
      "body": "Unlevered free cash flow across the period set totals 360.",
      "status": "open"
    }
  57. 56
    get_dcf_assumptiontool success
    Arguments
    {
      "assumption_id": 9301
    }
    Result
    {
      "assumption_id": 9301,
      "model_id": 9201,
      "name": "WACC",
      "value": 0.09,
      "source": "Capital IQ",
      "status": "verified"
    }
  58. 57
    get_dcf_modeltool success
    Arguments
    {
      "model_id": 9201
    }
    Result
    {
      "model_id": 9201,
      "company_id": 9001,
      "name": "Solstice base case",
      "discount_rate": 0.09,
      "terminal_growth": 0.02,
      "status": "final",
      "enterprise_value": 360
    }
  59. 58
    get_review_notetool success
    Arguments
    {
      "note_id": 9502
    }
    Result
    {
      "note_id": 9502,
      "model_id": 9201,
      "reviewer_name": "Head of Research",
      "body": "Unlevered free cash flow across the period set totals 360.",
      "status": "open"
    }
  60. 59
    slack.chat_postMessagetool success
    Arguments
    {
      "channel": "#research-review",
      "client_msg_id": "081722302081d2d5b6262be43f41918d",
      "text": "Finalize model 9201 at enterprise value 360, verify WACC assumption 9301, and open the Head of Research review note. I reconciled 98 candidate rows across 5 live record families, excluded 92 neighbor rows, and retained 6 immutable task records. The selected outcome is scheduled for 2026-09-03 (-1 days versus the 2026-09-04 need date), costs $2600, fits with 4 internal hours to spare, and is authorized by APR-dd2b7f5d040bc9e4. The broader neighbor remediation requires additional approval and was not executed. Exact answer: 360."
    }
    Result
    {
      "ok": true,
      "channel": "#research-review",
      "ts": "1724937600.508831",
      "message": {
        "text": "Finalize model 9201 at enterprise value 360, verify WACC assumption 9301, and open the Head of Research review note. I reconciled 98 candidate rows across 5 live record families, excluded 92 neighbor rows, and retained 6 immutable task records. The selected outcome is scheduled for 2026-09-03 (-1 days versus the 2026-09-04 need date), costs $2600, fits with 4 internal hours to spare, and is authorized by APR-dd2b7f5d040bc9e4. The broader neighbor remediation requires additional approval and was not executed. Exact answer: 360.",
        "client_msg_id": "081722302081d2d5b6262be43f41918d"
      }
    }
  61. 60
    submit_task_resulttool success
    Arguments
    {
      "answer": "360",
      "decision": "evidence-backed-scoped-outcome",
      "evidence": [
        "assets/fa_finalize_solstice_dcf/operating-policy.md",
        "assets/fa_finalize_solstice_dcf/source-request.eml",
        "assets/fa_finalize_solstice_dcf/issuer-filing-extract.pdf",
        "assets/fa_finalize_solstice_dcf/valuation-review-model.xlsx",
        "assets/fa_finalize_solstice_dcf/approval-decision.json",
        "assets/fa_finalize_solstice_dcf/approval-scope.eml",
        "assets/fa_finalize_solstice_dcf/operations-slack-thread.json",
        "assets/fa_finalize_solstice_dcf/drive-approval-record.json"
      ],
      "summary": "Finalize model 9201 at enterprise value 360, verify WACC assumption 9301, and open the Head of Research review note. I reconciled 98 candidate rows across 5 live record families, excluded 92 neighbor rows, and retained 6 immutable task records. The selected outcome is scheduled for 2026-09-03 (-1 days versus the 2026-09-04 need date), costs $2600, fits with 4 internal hours to spare, and is authorized by APR-dd2b7f5d040bc9e4. The broader neighbor remediation requires additional approval and was not executed. Exact answer: 360.",
      "workpaper": {
        "authorityApplication": {
          "authorityRecordId": "APR-dd2b7f5d040bc9e4",
          "costAuthorized": true,
          "maximumIncrementalCost": 2800,
          "rejectedUnauthorizedOptionId": "broad-neighbor-remediation",
          "scopeAuthorized": true,
          "selectedIncrementalCost": 2600,
          "selectedOptionId": "evidence-backed-scoped-outcome",
          "selectedScope": {
            "dcf_assumptions": [
              9301
            ],
            "dcf_models": [
              9201
            ],
            "fa_companies": [
              9001
            ],
            "financial_periods": [
              9101,
              9102,
              9103
            ],
            "review_notes": []
          }
        },
        "businessFacts": [
          {
            "factId": "F01",
            "observed": {
              "count": 20,
              "records": [
                {
                  "company_id": 1,
                  "name": "Thomas Global Industries",
                  "sector": "Backup Sector A61",
                  "ticker": "Standard Ticker E95"
                },
                {
                  "company_id": 2,
                  "name": "Lopez Allied Group",
                  "sector": "Regional Sector A83",
                  "ticker": "Secondary Ticker A95"
                },
                {
                  "company_id": 3,
                  "name": "Gonzalez Supply Co",
                  "sector": "Backup Sector A48",
                  "ticker": "Backup Ticker E92"
                },
                {
                  "company_id": 4,
                  "name": "Moore United Inc",
                  "sector": "Backup Sector E83",
                  "ticker": "Standard Ticker C33"
                },
                {
                  "company_id": 5,
                  "name": "Thompson Global Supply Co",
                  "sector": "General Sector D39",
                  "ticker": "Primary Ticker F86"
                },
                {
                  "company_id": 6,
                  "name": "Brown Meridian Trading Co",
                  "sector": "Backup Sector D63",
                  "ticker": "Backup Ticker B71"
                },
                {
                  "company_id": 7,
                  "name": "Thomas Corp",
                  "sector": "Consolidated Sector E69",
                  "ticker": "Preferred Ticker B99"
                },
                {
                  "company_id": 8,
                  "name": "Gonzalez Continental Logistics",
                  "sector": "General Sector A66",
                  "ticker": "General Ticker F38"
                },
                {
                  "company_id": 9,
                  "name": "Young Meridian Enterprises",
                  "sector": "Consolidated Sector F24",
                  "ticker": "General Ticker E35"
                },
                {
                  "company_id": 10,
                  "name": "Walker Holdings",
                  "sector": "Consolidated Sector B29",
                  "ticker": "Standard Ticker A14"
                },
                {
                  "company_id": 11,
                  "name": "Harris Precision LLC",
                  "sector": "Backup Sector B68",
                  "ticker": "Secondary Ticker F44"
                },
                {
                  "company_id": 12,
                  "name": "Lee United LLC",
                  "sector": "Standard Sector D98",
                  "ticker": "Standard Ticker C22"
                },
                {
                  "company_id": 13,
                  "name": "Jones Supply Co",
                  "sector": "Secondary Sector F43",
                  "ticker": "Backup Ticker B79"
                },
                {
                  "company_id": 14,
                  "name": "Smith Meridian Logistics",
                  "sector": "Standard Sector A84",
                  "ticker": "Preferred Ticker A46"
                },
                {
                  "company_id": 15,
                  "name": "Lewis Allied Industries",
                  "sector": "General Sector F99",
                  "ticker": "Consolidated Ticker A92"
                },
                {
                  "company_id": 16,
                  "name": "King Northern Solutions",
                  "sector": "Backup Sector B35",
                  "ticker": "Secondary Ticker D55"
                },
                {
                  "company_id": 17,
                  "name": "Ramirez Precision Enterprises",
                  "sector": "Backup Sector B99",
                  "ticker": "Regional Ticker B51"
                },
                {
                  "company_id": 9001,
                  "name": "Solstice Energy",
                  "sector": "energy",
                  "ticker": "SLE"
                },
                {
                  "company_id": 9002,
                  "name": "Solstice Energy",
                  "sector": "energy",
                  "ticker": "SLE-B"
                },
                {
                  "company_id": 9003,
                  "name": "Kestrel Retail",
                  "sector": "consumer",
                  "ticker": "KSR"
                }
              ]
            },
            "selector": {
              "limit": 50
            },
            "sourceTool": "search_fa_companies"
          },
          {
            "factId": "F02",
            "observed": 20,
            "selector": {},
            "sourceTool": "count_fa_companies"
          },
          {
            "factId": "F03",
            "observed": {
              "count": 2,
              "records": [
                {
                  "company_id": 9001,
                  "name": "Solstice Energy",
                  "sector": "energy",
                  "ticker": "SLE"
                },
                {
                  "company_id": 9002,
                  "name": "Solstice Energy",
                  "sector": "energy",
                  "ticker": "SLE-B"
                }
              ]
            },
            "selector": {
              "limit": 50,
              "name": "Solstice Energy"
            },
            "sourceTool": "search_fa_companies"
          },
          {
            "factId": "F04",
            "observed": 2,
            "selector": {
              "name": "Solstice Energy"
            },
            "sourceTool": "count_fa_companies"
          },
          {
            "factId": "F05",
            "observed": {
              "company_id": 9001,
              "name": "Solstice Energy",
              "sector": "energy",
              "ticker": "SLE"
            },
            "selector": {
              "company_id": 9001
            },
            "sourceTool": "get_fa_company"
          },
          {
            "factId": "F06",
            "observed": {
              "count": 19,
              "records": [
                {
                  "company_id": 7,
                  "discount_rate": 419.28,
                  "enterprise_value": 184.89,
                  "model_id": 1,
                  "name": "Priority Export Dcf Model",
                  "status": "draft",
                  "terminal_growth": 334.88
                },
                {
                  "company_id": 5,
                  "discount_rate": 409.23,
                  "enterprise_value": 351.35,
                  "model_id": 2,
                  "name": "Recurring Retail Dcf Model",
                  "status": "submitted",
                  "terminal_growth": 284.39
                },
                {
                  "company_id": 3,
                  "discount_rate": 263.7,
                  "enterprise_value": 308.05,
                  "model_id": 3,
                  "name": "Expedited Internal Dcf Model",
                  "status": "submitted",
                  "terminal_growth": 442.2
                },
                {
                  "company_id": 9,
                  "discount_rate": 93.2,
                  "enterprise_value": 184.21,
                  "model_id": 4,
                  "name": "Expedited Partner Dcf Model",
                  "status": "final",
                  "terminal_growth": 207.57
                },
                {
                  "company_id": 10,
                  "discount_rate": 310.85,
                  "enterprise_value": 397,
                  "model_id": 5,
                  "name": "Recurring Domestic Dcf Model",
                  "status": "draft",
                  "terminal_growth": 77.41
                },
                {
                  "company_id": 12,
                  "discount_rate": 142.96,
                  "enterprise_value": 291.46,
                  "model_id": 6,
                  "name": "Expedited Domestic Dcf Model",
                  "status": "approved",
                  "terminal_growth": 475.7
                },
                {
                  "company_id": 2,
                  "discount_rate": 409.91,
                  "enterprise_value": 78.65,
                  "model_id": 7,
                  "name": "Consolidated Domestic Dcf Model",
                  "status": "final",
                  "terminal_growth": 319.89
                },
                {
                  "company_id": 4,
                  "discount_rate": 276.69,
                  "enterprise_value": 335.81,
                  "model_id": 8,
                  "name": "Expedited Partner Dcf Model",
                  "status": "approved",
                  "terminal_growth": 162.67
                },
                {
                  "company_id": 11,
                  "discount_rate": 55.27,
                  "enterprise_value": 220.84,
                  "model_id": 9,
                  "name": "Standard Export Dcf Model",
                  "status": "approved",
                  "terminal_growth": 464.98
                },
                {
                  "company_id": 3,
                  "discount_rate": 418.9,
                  "enterprise_value": 497.88,
                  "model_id": 10,
                  "name": "Consolidated Partner Dcf Model",
                  "status": "draft",
                  "terminal_growth": 439.72
                },
                {
                  "company_id": 6,
                  "discount_rate": 185.53,
                  "enterprise_value": 19.15,
                  "model_id": 11,
                  "name": "Expedited Domestic Dcf Model",
                  "status": "submitted",
                  "terminal_growth": 316.62
                },
                {
                  "company_id": 4,
                  "discount_rate": 407.56,
                  "enterprise_value": 10.32,
                  "model_id": 12,
                  "name": "Recurring Export Dcf Model",
                  "status": "draft",
                  "terminal_growth": 324.17
                },
                {
                  "company_id": 2,
                  "discount_rate": 66.64,
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            "selector": {
              "model_id": 9201
            },
            "sourceTool": "count_review_notes"
          }
        ],
        "controlComparison": {
          "businessNeedDate": "2026-09-04",
          "selectedOutcomeDate": "2026-09-03",
          "signedVarianceDays": -1,
          "timingStatus": "ON_OR_BEFORE_NEED"
        },
        "derivations": [
          {
            "dependsOn": [
              "liveEvidenceTargets"
            ],
            "id": "D01",
            "inputs": {
              "caseId": "DB24-FILINGBENCH-50-FA_FINALIZE_SOLSTICE_DCF",
              "targetRecords": {
                "dcf_assumptions": [
                  9301
                ],
                "dcf_models": [
                  9201
                ],
                "fa_companies": [
                  9001
                ],
                "financial_periods": [
                  9101,
                  9102,
                  9103
                ],
                "review_notes": []
              }
            },
            "operation": "bind immutable target ids to the selected case",
            "result": {
              "dcf_assumptions": [
                9301
              ],
              "dcf_models": [
                9201
              ],
              "fa_companies": [
                9001
              ],
              "financial_periods": [
                9101,
                9102,
                9103
              ],
              "review_notes": []
            }
          },
          {
            "dependsOn": [
              "D01",
              "operating-policy.md"
            ],
            "id": "D02",
            "inputs": {
              "decisionPredicates": [
                "resolve_issuer_listing_identity",
                "aggregate_supported_period_cash_flow",
                "validate_discount_and_growth_assumptions",
                "derive_enterprise_value",
                "finalize_model_and_open_review_note"
              ],
              "requiredFamilies": 5
            },
            "operation": "derive required evidence families and decision predicates",
            "result": {
              "requiredFamilies": 5,
              "requiredPredicates": 5
            }
          },
          {
            "dependsOn": [
              "F01",
              "F26"
            ],
            "id": "D03",
            "inputs": {
              "dcf_assumptions": 20,
              "dcf_models": 19,
              "fa_companies": 20,
              "financial_periods": 21,
              "review_notes": 18
            },
            "operation": "sum broad candidate rows across required record families",
            "result": 98
          },
          {
            "dependsOn": [
              "D01",
              "D03"
            ],
            "id": "D04",
            "inputs": {
              "dcf_assumptions": 19,
              "dcf_models": 18,
              "fa_companies": 19,
              "financial_periods": 18,
              "review_notes": 18
            },
            "operation": "exclude same-name and unrelated neighbor rows by immutable id",
            "result": 92
          },
          {
            "dependsOn": [
              "D03",
              "D04"
            ],
            "id": "D05",
            "inputs": {
              "excluded": 92,
              "observed": 98
            },
            "operation": "net observed candidates against excluded neighbors",
            "result": 6
          },
          {
            "dependsOn": [
              "D02",
              "D05"
            ],
            "id": "D06",
            "inputs": {
              "covered": 5,
              "required": 5
            },
            "operation": "compare required evidence families with covered families",
            "result": {
              "gap": 0,
              "status": "FULLY_COVERED"
            }
          },
          {
            "dependsOn": [
              "D02",
              "D06"
            ],
            "id": "D07",
            "inputs": {
              "authorizedDomainWriteCount": 3,
              "predicateCount": 5
            },
            "operation": "estimate bounded effort from predicates and authorized writes",
            "result": 13
          },
          {
            "dependsOn": [
              "D07",
              "review-calendar.xlsx"
            ],
            "id": "D08",
            "inputs": {
              "hourlyRate": 200,
              "hours": 13
            },
            "operation": "multiply selected effort hours by the controlled hourly rate",
            "result": 2600
          },
          {
            "dependsOn": [
              "D07",
              "review-calendar.xlsx"
            ],
            "id": "D09",
            "inputs": {
              "availableHours": 17,
              "requiredHours": 13
            },
            "operation": "net required effort against the available internal window",
            "result": {
              "capacitySlackHours": 4,
              "fits": true
            }
          },
          {
            "dependsOn": [
              "D09",
              "review-calendar.xlsx"
            ],
            "id": "D10",
            "inputs": {
              "leadDays": 1,
              "scheduledStartDate": "2026-09-02"
            },
            "operation": "apply the bounded lead interval to the scheduled start",
            "result": "2026-09-03"
          },
          {
            "dependsOn": [
              "D10",
              "review-calendar.xlsx"
            ],
            "id": "D11",
            "inputs": {
              "businessNeedDate": "2026-09-04",
              "outcomeDate": "2026-09-03"
            },
            "operation": "subtract the business need date from the selected outcome date",
            "result": {
              "signedVarianceDays": -1,
              "timingStatus": "ON_OR_BEFORE_NEED"
            }
          },
          {
            "dependsOn": [
              "D01",
              "D08",
              "approval-scope.eml"
            ],
            "id": "D12",
            "inputs": {
              "authorityRecordId": "APR-dd2b7f5d040bc9e4",
              "maximumAuthorizedCost": 2800,
              "selectedCost": 2600,
              "selectedScope": {
                "dcf_assumptions": [
                  9301
                ],
                "dcf_models": [
                  9201
                ],
                "fa_companies": [
                  9001
                ],
                "financial_periods": [
                  9101,
                  9102,
                  9103
                ],
                "review_notes": []
              }
            },
            "operation": "apply approval scope and incremental-cost authority",
            "result": {
              "authorityStatus": "AUTHORIZED",
              "costAuthorized": true,
              "scopeAuthorized": true
            }
          },
          {
            "dependsOn": [
              "D06",
              "D09",
              "D11",
              "D12"
            ],
            "id": "D13",
            "inputs": {
              "options": [
                {
                  "authorityStatus": "AUTHORIZED",
                  "id": "evidence-backed-scoped-outcome",
                  "incrementalCost": 2600,
                  "label": "Complete the bounded supported outcome",
                  "outcome": "Finalize model 9201 at enterprise value 360, verify WACC assumption 9301, and open the Head of Research review note.",
                  "outcomeDate": "2026-09-03",
                  "reason": "Current authority, usable live evidence, and the available internal review window all support this task-scoped outcome.",
                  "selected": true,
                  "signedVarianceDays": -1,
                  "timingStatus": "ON_OR_BEFORE_NEED"
                },
                {
                  "authorityStatus": "AUTHORIZED_BUT_INFERIOR",
                  "id": "hold-for-independent-review",
                  "incrementalCost": 800,
                  "label": "Hold for an independent evidence review",
                  "outcome": "Leave fa_finalize_solstice_dcf unresolved until the independent review window; preserve all domain state and carry the delay to the stakeholder.",
                  "outcomeDate": "2026-09-07",
                  "reason": "This remains within authority but misses the documented need date even though the current evidence has no unresolved control conflict.",
                  "selected": false,
                  "signedVarianceDays": 3,
                  "timingStatus": "AFTER_NEED"
                },
                {
                  "authorityStatus": "ADDITIONAL_APPROVAL_REQUIRED",
                  "id": "broad-neighbor-remediation",
                  "incrementalCost": 4400,
                  "label": "Extend remediation to neighboring records",
                  "outcome": "Apply the fa_finalize_solstice_dcf disposition to same-label neighboring records and perform a wider master-data cleanup.",
                  "outcomeDate": "2026-09-06",
                  "reason": "The wider change exceeds both the approved immutable-record scope and the current incremental-cost authority.",
                  "selected": false,
                  "signedVarianceDays": 2,
                  "timingStatus": "AFTER_NEED"
                }
              ]
            },
            "operation": "select the only covered, feasible, timely, and authorized option",
            "result": "evidence-backed-scoped-outcome"
          }
        ],
        "evidenceIds": [
          "assets/fa_finalize_solstice_dcf/operating-policy.md",
          "assets/fa_finalize_solstice_dcf/source-request.eml",
          "assets/fa_finalize_solstice_dcf/issuer-filing-extract.pdf",
          "assets/fa_finalize_solstice_dcf/valuation-review-model.xlsx",
          "assets/fa_finalize_solstice_dcf/approval-decision.json",
          "assets/fa_finalize_solstice_dcf/approval-scope.eml",
          "assets/fa_finalize_solstice_dcf/operations-slack-thread.json",
          "assets/fa_finalize_solstice_dcf/drive-approval-record.json"
        ],
        "exactAnswer": "360",
        "execution": {
          "authorizedDomainCalls": [
            {
              "args": {
                "enterprise_value": 360,
                "model_id": 9201,
                "status": "final"
              },
              "tool": "update_dcf_model"
            },
            {
              "args": {
                "assumption_id": 9301,
                "status": "verified"
              },
              "tool": "update_dcf_assumption"
            },
            {
              "args": {
                "body": "Unlevered free cash flow across the period set totals 360.",
                "model_id": 9201,
                "reviewer_name": "Head of Research",
                "status": "open"
              },
              "tool": "create_review_note"
            }
          ],
          "changedTables": [
            {
              "afterDigest": "a281fbc8f92f0729558ab2e6d87079c04df66b27bcca5535f19e284677601eca",
              "beforeDigest": "a9bb752f469f165bce0ac243d5abd3a7bb1dc60206daf6d635439d948815c852",
              "delta": {
                "added": [],
                "primaryKey": "assumption_id",
                "removed": [],
                "updated": [
                  {
                    "changes": {
                      "status": {
                        "after": "verified",
                        "before": "unverified"
                      }
                    },
                    "recordId": "9301"
                  }
                ]
              },
              "table": "dcf_assumptions"
            },
            {
              "afterDigest": "4f59701265ff9d6d201de4451cec88a49fd3071f4f9345fbdf7d5b10b3dfdea0",
              "beforeDigest": "f0a1178e73d4b0a7a91cfdb8c436af7de83e0eaef94cf781c58af6591bafc02a",
              "delta": {
                "added": [],
                "primaryKey": "model_id",
                "removed": [],
                "updated": [
                  {
                    "changes": {
                      "enterprise_value": {
                        "after": 360,
                        "before": 0
                      },
                      "status": {
                        "after": "final",
                        "before": "draft"
                      }
                    },
                    "recordId": "9201"
                  }
                ]
              },
              "table": "dcf_models"
            },
            {
              "afterDigest": "c50be13852569399bb762c8cbd9d7d16dbb10fe80adad004056a00af26618354",
              "beforeDigest": "b07b499092d1b96042c29daec6472289bb010bdc3bf43336c7f77b4c0b723c18",
              "delta": {
                "added": [
                  "9502"
                ],
                "primaryKey": "note_id",
                "removed": [],
                "updated": []
              },
              "table": "review_notes"
            }
          ],
          "preservedTableCount": 3,
          "providerPostWriteVerifications": [
            {
              "call": {
                "args": {
                  "assumption_id": 9301
                },
                "tool": "get_dcf_assumption"
              },
              "expectedOutput": {
                "assumption_id": 9301,
                "model_id": 9201,
                "name": "WACC",
                "source": "Capital IQ",
                "status": "verified",
                "value": 0.09
              }
            },
            {
              "call": {
                "args": {
                  "model_id": 9201
                },
                "tool": "get_dcf_model"
              },
              "expectedOutput": {
                "company_id": 9001,
                "discount_rate": 0.09,
                "enterprise_value": 360,
                "model_id": 9201,
                "name": "Solstice base case",
                "status": "final",
                "terminal_growth": 0.02
              }
            },
            {
              "call": {
                "args": {
                  "note_id": 9502
                },
                "tool": "get_review_note"
              },
              "expectedOutput": {
                "body": "Unlevered free cash flow across the period set totals 360.",
                "model_id": 9201,
                "note_id": 9502,
                "reviewer_name": "Head of Research",
                "status": "open"
              }
            }
          ],
          "readback": {
            "args": {
              "task_id": "fa_finalize_solstice_dcf"
            },
            "tool": "get_task_result"
          }
        },
        "externalConstraint": {
          "approvedCaseId": "DB24-FILINGBENCH-50-FA_FINALIZE_SOLSTICE_DCF",
          "authorityRecordId": "APR-dd2b7f5d040bc9e4",
          "corroboratingSource": "drive-approval-record.json",
          "maximumIncrementalCost": 2800,
          "source": "approval-scope.eml"
        },
        "gapOrBound": {
          "coveredEvidenceFamilies": 5,
          "gap": 0,
          "requiredEvidenceFamilies": 5,
          "status": "FULLY_COVERED"
        },
        "internalConstraint": {
          "availableHours": 17,
          "businessNeedDate": "2026-09-04",
          "hourlyRate": 200,
          "scheduledStartDate": "2026-09-02",
          "selectedEffortHours": 13,
          "source": "review-calendar.xlsx"
        },
        "options": [
          {
            "authorityStatus": "AUTHORIZED",
            "id": "evidence-backed-scoped-outcome",
            "incrementalCost": 2600,
            "label": "Complete the bounded supported outcome",
            "outcome": "Finalize model 9201 at enterprise value 360, verify WACC assumption 9301, and open the Head of Research review note.",
            "outcomeDate": "2026-09-03",
            "reason": "Current authority, usable live evidence, and the available internal review window all support this task-scoped outcome.",
            "selected": true,
            "signedVarianceDays": -1,
            "timingStatus": "ON_OR_BEFORE_NEED"
          },
          {
            "authorityStatus": "AUTHORIZED_BUT_INFERIOR",
            "id": "hold-for-independent-review",
            "incrementalCost": 800,
            "label": "Hold for an independent evidence review",
            "outcome": "Leave fa_finalize_solstice_dcf unresolved until the independent review window; preserve all domain state and carry the delay to the stakeholder.",
            "outcomeDate": "2026-09-07",
            "reason": "This remains within authority but misses the documented need date even though the current evidence has no unresolved control conflict.",
            "selected": false,
            "signedVarianceDays": 3,
            "timingStatus": "AFTER_NEED"
          },
          {
            "authorityStatus": "ADDITIONAL_APPROVAL_REQUIRED",
            "id": "broad-neighbor-remediation",
            "incrementalCost": 4400,
            "label": "Extend remediation to neighboring records",
            "outcome": "Apply the fa_finalize_solstice_dcf disposition to same-label neighboring records and perform a wider master-data cleanup.",
            "outcomeDate": "2026-09-06",
            "reason": "The wider change exceeds both the approved immutable-record scope and the current incremental-cost authority.",
            "selected": false,
            "signedVarianceDays": 2,
            "timingStatus": "AFTER_NEED"
          }
        ],
        "recommendation": {
          "authorityStatus": "AUTHORIZED",
          "id": "evidence-backed-scoped-outcome",
          "incrementalCost": 2600,
          "outcome": "Finalize model 9201 at enterprise value 360, verify WACC assumption 9301, and open the Head of Research review note.",
          "outcomeDate": "2026-09-03",
          "signedVarianceDays": -1,
          "timingStatus": "ON_OR_BEFORE_NEED"
        },
        "reconciliation": {
          "coveredFamilies": [
            "dcf_assumptions",
            "dcf_models",
            "fa_companies",
            "financial_periods",
            "review_notes"
          ],
          "excludedNeighborCount": 92,
          "families": [
            {
              "absenceScopes": [
                {
                  "model_id": 9201
                }
              ],
              "excludedNeighborCount": 19,
              "observedCandidateCount": 20,
              "table": "dcf_assumptions",
              "targetRecordIds": [
                9301
              ],
              "usableTargetCount": 1
            },
            {
              "absenceScopes": [
                {
                  "company_id": 9001
                }
              ],
              "excludedNeighborCount": 18,
              "observedCandidateCount": 19,
              "table": "dcf_models",
              "targetRecordIds": [
                9201
              ],
              "usableTargetCount": 1
            },
            {
              "absenceScopes": [
                {
                  "name": "Solstice Energy"
                }
              ],
              "excludedNeighborCount": 19,
              "observedCandidateCount": 20,
              "table": "fa_companies",
              "targetRecordIds": [
                9001
              ],
              "usableTargetCount": 1
            },
            {
              "absenceScopes": [
                {
                  "company_id": 9001
                }
              ],
              "excludedNeighborCount": 18,
              "observedCandidateCount": 21,
              "table": "financial_periods",
              "targetRecordIds": [
                9101,
                9102,
                9103
              ],
              "usableTargetCount": 3
            },
            {
              "absenceScopes": [
                {
                  "model_id": 9201
                }
              ],
              "excludedNeighborCount": 18,
              "observedCandidateCount": 18,
              "table": "review_notes",
              "targetRecordIds": [],
              "usableTargetCount": 0
            }
          ],
          "observedCandidateCount": 98,
          "uncoveredFamilies": [],
          "usableTargetCount": 6
        },
        "requirement": {
          "decisionRule": "Finalise the Solstice base-case DCF (model_id 9201, company 9001). Total the free_cash_flow across every financial period belonging to company 9001 — other companies' periods do not count. Set model 9201's enterprise_value to that total and its status to 'final', mark its WACC assumption (assumption_id 9301) as status 'verified', and file the review: create a review note on model 9201 from reviewer 'Head of Research' with status 'open' and a body containing the summed cash flow.",
          "requiredDecisionPredicates": [
            "resolve_issuer_listing_identity",
            "aggregate_supported_period_cash_flow",
            "validate_discount_and_growth_assumptions",
            "derive_enterprise_value",
            "finalize_model_and_open_review_note"
          ],
          "requiredEvidenceFamilies": 5,
          "source": "operating-policy.md#task-specific-decision-control"
        },
        "schemaVersion": "blobfish.causal-workpaper.v2",
        "scope": {
          "caseId": "DB24-FILINGBENCH-50-FA_FINALIZE_SOLSTICE_DCF",
          "targetRecords": {
            "dcf_assumptions": [
              9301
            ],
            "dcf_models": [
              9201
            ],
            "fa_companies": [
              9001
            ],
            "financial_periods": [
              9101,
              9102,
              9103
            ],
            "review_notes": []
          }
        },
        "stakeholderArtifact": {
          "args": {
            "channel": "#research-review",
            "client_msg_id": "081722302081d2d5b6262be43f41918d",
            "text": "Finalize model 9201 at enterprise value 360, verify WACC assumption 9301, and open the Head of Research review note. I reconciled 98 candidate rows across 5 live record families, excluded 92 neighbor rows, and retained 6 immutable task records. The selected outcome is scheduled for 2026-09-03 (-1 days versus the 2026-09-04 need date), costs $2600, fits with 4 internal hours to spare, and is authorized by APR-dd2b7f5d040bc9e4. The broader neighbor remediation requires additional approval and was not executed. Exact answer: 360."
          },
          "tool": "slack.chat_postMessage"
        }
      }
    }
    Result
    {
      "accepted": true,
      "task_id": "fa_finalize_solstice_dcf"
    }
  62. 61
    get_task_resulttool success
    Arguments
    {
      "task_id": "fa_finalize_solstice_dcf"
    }
    Result
    {
      "decision": "evidence-backed-scoped-outcome",
      "summary": "Finalize model 9201 at enterprise value 360, verify WACC assumption 9301, and open the Head of Research review note. I reconciled 98 candidate rows across 5 live record families, excluded 92 neighbor rows, and retained 6 immutable task records. The selected outcome is scheduled for 2026-09-03 (-1 days versus the 2026-09-04 need date), costs $2600, fits with 4 internal hours to spare, and is authorized by APR-dd2b7f5d040bc9e4. The broader neighbor remediation requires additional approval and was not executed. Exact answer: 360.",
      "evidence": [
        "assets/fa_finalize_solstice_dcf/operating-policy.md",
        "assets/fa_finalize_solstice_dcf/source-request.eml",
        "assets/fa_finalize_solstice_dcf/issuer-filing-extract.pdf",
        "assets/fa_finalize_solstice_dcf/valuation-review-model.xlsx",
        "assets/fa_finalize_solstice_dcf/approval-decision.json",
        "assets/fa_finalize_solstice_dcf/approval-scope.eml",
        "assets/fa_finalize_solstice_dcf/operations-slack-thread.json",
        "assets/fa_finalize_solstice_dcf/drive-approval-record.json"
      ],
      "answer": "360",
      "workpaper": {
        "authorityApplication": {
          "authorityRecordId": "APR-dd2b7f5d040bc9e4",
          "costAuthorized": true,
          "maximumIncrementalCost": 2800,
          "rejectedUnauthorizedOptionId": "broad-neighbor-remediation",
          "scopeAuthorized": true,
          "selectedIncrementalCost": 2600,
          "selectedOptionId": "evidence-backed-scoped-outcome",
          "selectedScope": {
            "dcf_assumptions": [
              9301
            ],
            "dcf_models": [
              9201
            ],
            "fa_companies": [
              9001
            ],
            "financial_periods": [
              9101,
              9102,
              9103
            ],
            "review_notes": []
          }
        },
        "businessFacts": [
          {
            "factId": "F01",
            "observed": {
              "count": 20,
              "records": [
                {
                  "company_id": 1,
                  "name": "Thomas Global Industries",
                  "sector": "Backup Sector A61",
                  "ticker": "Standard Ticker E95"
                },
                {
                  "company_id": 2,
                  "name": "Lopez Allied Group",
                  "sector": "Regional Sector A83",
                  "ticker": "Secondary Ticker A95"
                },
                {
                  "company_id": 3,
                  "name": "Gonzalez Supply Co",
                  "sector": "Backup Sector A48",
                  "ticker": "Backup Ticker E92"
                },
                {
                  "company_id": 4,
                  "name": "Moore United Inc",
                  "sector": "Backup Sector E83",
                  "ticker": "Standard Ticker C33"
                },
                {
                  "company_id": 5,
                  "name": "Thompson Global Supply Co",
                  "sector": "General Sector D39",
                  "ticker": "Primary Ticker F86"
                },
                {
                  "company_id": 6,
                  "name": "Brown Meridian Trading Co",
                  "sector": "Backup Sector D63",
                  "ticker": "Backup Ticker B71"
                },
                {
                  "company_id": 7,
                  "name": "Thomas Corp",
                  "sector": "Consolidated Sector E69",
                  "ticker": "Preferred Ticker B99"
                },
                {
                  "company_id": 8,
                  "name": "Gonzalez Continental Logistics",
                  "sector": "General Sector A66",
                  "ticker": "General Ticker F38"
                },
                {
                  "company_id": 9,
                  "name": "Young Meridian Enterprises",
                  "sector": "Consolidated Sector F24",
                  "ticker": "General Ticker E35"
                },
                {
                  "company_id": 10,
                  "name": "Walker Holdings",
                  "sector": "Consolidated Sector B29",
                  "ticker": "Standard Ticker A14"
                },
                {
                  "company_id": 11,
                  "name": "Harris Precision LLC",
                  "sector": "Backup Sector B68",
                  "ticker": "Secondary Ticker F44"
                },
                {
                  "company_id": 12,
                  "name": "Lee United LLC",
                  "sector": "Standard Sector D98",
                  "ticker": "Standard Ticker C22"
                },
                {
                  "company_id": 13,
                  "name": "Jones Supply Co",
                  "sector": "Secondary Sector F43",
                  "ticker": "Backup Ticker B79"
                },
                {
                  "company_id": 14,
                  "name": "Smith Meridian Logistics",
                  "sector": "Standard Sector A84",
                  "ticker": "Preferred Ticker A46"
                },
                {
                  "company_id": 15,
                  "name": "Lewis Allied Industries",
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                  "status": "on_hold"
                },
                {
                  "body": "{\"checksum\": \"0da727cf\", \"received_via\": \"csv_import\", \"record_type\": \"review_note\", \"reference\": \"RN-000004\", \"source\": \"web_portal\", \"version\": 2}",
                  "model_id": 9,
                  "note_id": 4,
                  "reviewer_name": "Standard Internal Review Note",
                  "status": "open"
                },
                {
                  "body": "{\"checksum\": \"16c41be5\", \"received_via\": \"webhook\", \"record_type\": \"review_note\", \"reference\": \"RN-000005\", \"source\": \"edi_gateway\", \"version\": 1}",
                  "model_id": 9,
                  "note_id": 5,
                  "reviewer_name": "Expedited Retail Review Note",
                  "status": "closed"
                },
                {
                  "body": "{\"checksum\": \"72f4c4b8\", \"received_via\": \"api\", \"record_type\": \"review_note\", \"reference\": \"RN-000006\", \"source\": \"shopee\", \"version\": 2}",
                  "model_id": 11,
                  "note_id": 6,
                  "reviewer_name": "Priority Retail Review Note",
                  "status": "closed"
                },
                {
                  "body": "{\"checksum\": \"d4901bce\", \"received_via\": \"webhook\", \"record_type\": \"review_note\", \"reference\": \"RN-000007\", \"source\": \"web_portal\", \"version\": 3}",
                  "model_id": 10,
                  "note_id": 7,
                  "reviewer_name": "Priority Partner Review Note",
                  "status": "open"
                },
                {
                  "body": "{\"checksum\": \"681af84e\", \"received_via\": \"manual_entry\", \"record_type\": \"review_note\", \"reference\": \"RN-000008\", \"source\": \"cyberbiz\", \"version\": 4}",
                  "model_id": 2,
                  "note_id": 8,
                  "reviewer_name": "Recurring Retail Review Note",
                  "status": "open"
                },
                {
                  "body": "{\"checksum\": \"6d5b4a56\", \"received_via\": \"csv_import\", \"record_type\": \"review_note\", \"reference\": \"RN-000009\", \"source\": \"cyberbiz\", \"version\": 4}",
                  "model_id": 3,
                  "note_id": 9,
                  "reviewer_name": "Consolidated Partner Review Note",
                  "status": "closed"
                },
                {
                  "body": "{\"checksum\": \"a450995c\", \"received_via\": \"webhook\", \"record_type\": \"review_note\", \"reference\": \"RN-000010\", \"source\": \"cyberbiz\", \"version\": 3}",
                  "model_id": 6,
                  "note_id": 10,
                  "reviewer_name": "Expedited Internal Review Note",
                  "status": "open"
                },
                {
                  "body": "{\"checksum\": \"be53910d\", \"received_via\": \"manual_entry\", \"record_type\": \"review_note\", \"reference\": \"RN-000011\", \"source\": \"shopee\", \"version\": 2}",
                  "model_id": 8,
                  "note_id": 11,
                  "reviewer_name": "Expedited Regional Review Note",
                  "status": "closed"
                },
                {
                  "body": "{\"checksum\": \"f61a1a0a\", \"received_via\": \"csv_import\", \"record_type\": \"review_note\", \"reference\": \"RN-000012\", \"source\": \"shopee\", \"version\": 3}",
                  "model_id": 11,
                  "note_id": 12,
                  "reviewer_name": "Quarterly Retail Review Note",
                  "status": "open"
                },
                {
                  "body": "{\"checksum\": \"2fed51c3\", \"received_via\": \"manual_entry\", \"record_type\": \"review_note\", \"reference\": \"RN-001001\", \"source\": \"momo\", \"version\": 4}",
                  "model_id": 17,
                  "note_id": 13,
                  "reviewer_name": "Consolidated Domestic Review Note",
                  "status": "closed"
                },
                {
                  "body": "{\"checksum\": \"f2e73995\", \"received_via\": \"manual_entry\", \"record_type\": \"review_note\", \"reference\": \"RN-001002\", \"source\": \"erp_sync\", \"version\": 2}",
                  "model_id": 15,
                  "note_id": 14,
                  "reviewer_name": "Annual Partner Review Note",
                  "status": "closed"
                },
                {
                  "body": "{\"checksum\": \"32caee16\", \"received_via\": \"manual_entry\", \"record_type\": \"review_note\", \"reference\": \"RN-001003\", \"source\": \"cyberbiz\", \"version\": 4}",
                  "model_id": 1,
                  "note_id": 15,
                  "reviewer_name": "Recurring Export Review Note",
                  "status": "on_hold"
                },
                {
                  "body": "{\"checksum\": \"042d186d\", \"received_via\": \"manual_entry\", \"record_type\": \"review_note\", \"reference\": \"RN-001004\", \"source\": \"web_portal\", \"version\": 1}",
                  "model_id": 10,
                  "note_id": 16,
                  "reviewer_name": "Standard Internal Review Note",
                  "status": "closed"
                },
                {
                  "body": "{\"checksum\": \"d5be494e\", \"received_via\": \"csv_import\", \"record_type\": \"review_note\", \"reference\": \"RN-001005\", \"source\": \"cyberbiz\", \"version\": 2}",
                  "model_id": 6,
                  "note_id": 17,
                  "reviewer_name": "Standard Domestic Review Note",
                  "status": "open"
                },
                {
                  "body": "Rebuild before circulating.",
                  "model_id": 9202,
                  "note_id": 9501,
                  "reviewer_name": "Head of Research",
                  "status": "open"
                }
              ]
            },
            "selector": {
              "limit": 50
            },
            "sourceTool": "search_review_notes"
          },
          {
            "factId": "F24",
            "observed": 18,
            "selector": {},
            "sourceTool": "count_review_notes"
          },
          {
            "factId": "F25",
            "observed": {
              "count": 0,
              "records": []
            },
            "selector": {
              "limit": 50,
              "model_id": 9201
            },
            "sourceTool": "search_review_notes"
          },
          {
            "factId": "F26",
            "observed": 0,
            "selector": {
              "model_id": 9201
            },
            "sourceTool": "count_review_notes"
          }
        ],
        "controlComparison": {
          "businessNeedDate": "2026-09-04",
          "selectedOutcomeDate": "2026-09-03",
          "signedVarianceDays": -1,
          "timingStatus": "ON_OR_BEFORE_NEED"
        },
        "derivations": [
          {
            "dependsOn": [
              "liveEvidenceTargets"
            ],
            "id": "D01",
            "inputs": {
              "caseId": "DB24-FILINGBENCH-50-FA_FINALIZE_SOLSTICE_DCF",
              "targetRecords": {
                "dcf_assumptions": [
                  9301
                ],
                "dcf_models": [
                  9201
                ],
                "fa_companies": [
                  9001
                ],
                "financial_periods": [
                  9101,
                  9102,
                  9103
                ],
                "review_notes": []
              }
            },
            "operation": "bind immutable target ids to the selected case",
            "result": {
              "dcf_assumptions": [
                9301
              ],
              "dcf_models": [
                9201
              ],
              "fa_companies": [
                9001
              ],
              "financial_periods": [
                9101,
                9102,
                9103
              ],
              "review_notes": []
            }
          },
          {
            "dependsOn": [
              "D01",
              "operating-policy.md"
            ],
            "id": "D02",
            "inputs": {
              "decisionPredicates": [
                "resolve_issuer_listing_identity",
                "aggregate_supported_period_cash_flow",
                "validate_discount_and_growth_assumptions",
                "derive_enterprise_value",
                "finalize_model_and_open_review_note"
              ],
              "requiredFamilies": 5
            },
            "operation": "derive required evidence families and decision predicates",
            "result": {
              "requiredFamilies": 5,
              "requiredPredicates": 5
            }
          },
          {
            "dependsOn": [
              "F01",
              "F26"
            ],
            "id": "D03",
            "inputs": {
              "dcf_assumptions": 20,
              "dcf_models": 19,
              "fa_companies": 20,
              "financial_periods": 21,
              "review_notes": 18
            },
            "operation": "sum broad candidate rows across required record families",
            "result": 98
          },
          {
            "dependsOn": [
              "D01",
              "D03"
            ],
            "id": "D04",
            "inputs": {
              "dcf_assumptions": 19,
              "dcf_models": 18,
              "fa_companies": 19,
              "financial_periods": 18,
              "review_notes": 18
            },
            "operation": "exclude same-name and unrelated neighbor rows by immutable id",
            "result": 92
          },
          {
            "dependsOn": [
              "D03",
              "D04"
            ],
            "id": "D05",
            "inputs": {
              "excluded": 92,
              "observed": 98
            },
            "operation": "net observed candidates against excluded neighbors",
            "result": 6
          },
          {
            "dependsOn": [
              "D02",
              "D05"
            ],
            "id": "D06",
            "inputs": {
              "covered": 5,
              "required": 5
            },
            "operation": "compare required evidence families with covered families",
            "result": {
              "gap": 0,
              "status": "FULLY_COVERED"
            }
          },
          {
            "dependsOn": [
              "D02",
              "D06"
            ],
            "id": "D07",
            "inputs": {
              "authorizedDomainWriteCount": 3,
              "predicateCount": 5
            },
            "operation": "estimate bounded effort from predicates and authorized writes",
            "result": 13
          },
          {
            "dependsOn": [
              "D07",
              "review-calendar.xlsx"
            ],
            "id": "D08",
            "inputs": {
              "hourlyRate": 200,
              "hours": 13
            },
            "operation": "multiply selected effort hours by the controlled hourly rate",
            "result": 2600
          },
          {
            "dependsOn": [
              "D07",
              "review-calendar.xlsx"
            ],
            "id": "D09",
            "inputs": {
              "availableHours": 17,
              "requiredHours": 13
            },
            "operation": "net required effort against the available internal window",
            "result": {
              "capacitySlackHours": 4,
              "fits": true
            }
          },
          {
            "dependsOn": [
              "D09",
              "review-calendar.xlsx"
            ],
            "id": "D10",
            "inputs": {
              "leadDays": 1,
              "scheduledStartDate": "2026-09-02"
            },
            "operation": "apply the bounded lead interval to the scheduled start",
            "result": "2026-09-03"
          },
          {
            "dependsOn": [
              "D10",
              "review-calendar.xlsx"
            ],
            "id": "D11",
            "inputs": {
              "businessNeedDate": "2026-09-04",
              "outcomeDate": "2026-09-03"
            },
            "operation": "subtract the business need date from the selected outcome date",
            "result": {
              "signedVarianceDays": -1,
              "timingStatus": "ON_OR_BEFORE_NEED"
            }
          },
          {
            "dependsOn": [
              "D01",
              "D08",
              "approval-scope.eml"
            ],
            "id": "D12",
            "inputs": {
              "authorityRecordId": "APR-dd2b7f5d040bc9e4",
              "maximumAuthorizedCost": 2800,
              "selectedCost": 2600,
              "selectedScope": {
                "dcf_assumptions": [
                  9301
                ],
                "dcf_models": [
                  9201
                ],
                "fa_companies": [
                  9001
                ],
                "financial_periods": [
                  9101,
                  9102,
                  9103
                ],
                "review_notes": []
              }
            },
            "operation": "apply approval scope and incremental-cost authority",
            "result": {
              "authorityStatus": "AUTHORIZED",
              "costAuthorized": true,
              "scopeAuthorized": true
            }
          },
          {
            "dependsOn": [
              "D06",
              "D09",
              "D11",
              "D12"
            ],
            "id": "D13",
            "inputs": {
              "options": [
                {
                  "authorityStatus": "AUTHORIZED",
                  "id": "evidence-backed-scoped-outcome",
                  "incrementalCost": 2600,
                  "label": "Complete the bounded supported outcome",
                  "outcome": "Finalize model 9201 at enterprise value 360, verify WACC assumption 9301, and open the Head of Research review note.",
                  "outcomeDate": "2026-09-03",
                  "reason": "Current authority, usable live evidence, and the available internal review window all support this task-scoped outcome.",
                  "selected": true,
                  "signedVarianceDays": -1,
                  "timingStatus": "ON_OR_BEFORE_NEED"
                },
                {
                  "authorityStatus": "AUTHORIZED_BUT_INFERIOR",
                  "id": "hold-for-independent-review",
                  "incrementalCost": 800,
                  "label": "Hold for an independent evidence review",
                  "outcome": "Leave fa_finalize_solstice_dcf unresolved until the independent review window; preserve all domain state and carry the delay to the stakeholder.",
                  "outcomeDate": "2026-09-07",
                  "reason": "This remains within authority but misses the documented need date even though the current evidence has no unresolved control conflict.",
                  "selected": false,
                  "signedVarianceDays": 3,
                  "timingStatus": "AFTER_NEED"
                },
                {
                  "authorityStatus": "ADDITIONAL_APPROVAL_REQUIRED",
                  "id": "broad-neighbor-remediation",
                  "incrementalCost": 4400,
                  "label": "Extend remediation to neighboring records",
                  "outcome": "Apply the fa_finalize_solstice_dcf disposition to same-label neighboring records and perform a wider master-data cleanup.",
                  "outcomeDate": "2026-09-06",
                  "reason": "The wider change exceeds both the approved immutable-record scope and the current incremental-cost authority.",
                  "selected": false,
                  "signedVarianceDays": 2,
                  "timingStatus": "AFTER_NEED"
                }
              ]
            },
            "operation": "select the only covered, feasible, timely, and authorized option",
            "result": "evidence-backed-scoped-outcome"
          }
        ],
        "evidenceIds": [
          "assets/fa_finalize_solstice_dcf/operating-policy.md",
          "assets/fa_finalize_solstice_dcf/source-request.eml",
          "assets/fa_finalize_solstice_dcf/issuer-filing-extract.pdf",
          "assets/fa_finalize_solstice_dcf/valuation-review-model.xlsx",
          "assets/fa_finalize_solstice_dcf/approval-decision.json",
          "assets/fa_finalize_solstice_dcf/approval-scope.eml",
          "assets/fa_finalize_solstice_dcf/operations-slack-thread.json",
          "assets/fa_finalize_solstice_dcf/drive-approval-record.json"
        ],
        "exactAnswer": "360",
        "execution": {
          "authorizedDomainCalls": [
            {
              "args": {
                "enterprise_value": 360,
                "model_id": 9201,
                "status": "final"
              },
              "tool": "update_dcf_model"
            },
            {
              "args": {
                "assumption_id": 9301,
                "status": "verified"
              },
              "tool": "update_dcf_assumption"
            },
            {
              "args": {
                "body": "Unlevered free cash flow across the period set totals 360.",
                "model_id": 9201,
                "reviewer_name": "Head of Research",
                "status": "open"
              },
              "tool": "create_review_note"
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          ],
          "changedTables": [
            {
              "afterDigest": "a281fbc8f92f0729558ab2e6d87079c04df66b27bcca5535f19e284677601eca",
              "beforeDigest": "a9bb752f469f165bce0ac243d5abd3a7bb1dc60206daf6d635439d948815c852",
              "delta": {
                "added": [],
                "primaryKey": "assumption_id",
                "removed": [],
                "updated": [
                  {
                    "changes": {
                      "status": {
                        "after": "verified",
                        "before": "unverified"
                      }
                    },
                    "recordId": "9301"
                  }
                ]
              },
              "table": "dcf_assumptions"
            },
            {
              "afterDigest": "4f59701265ff9d6d201de4451cec88a49fd3071f4f9345fbdf7d5b10b3dfdea0",
              "beforeDigest": "f0a1178e73d4b0a7a91cfdb8c436af7de83e0eaef94cf781c58af6591bafc02a",
              "delta": {
                "added": [],
                "primaryKey": "model_id",
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                "updated": [
                  {
                    "changes": {
                      "enterprise_value": {
                        "after": 360,
                        "before": 0
                      },
                      "status": {
                        "after": "final",
                        "before": "draft"
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                    },
                    "recordId": "9201"
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                ]
              },
              "table": "dcf_models"
            },
            {
              "afterDigest": "c50be13852569399bb762c8cbd9d7d16dbb10fe80adad004056a00af26618354",
              "beforeDigest": "b07b499092d1b96042c29daec6472289bb010bdc3bf43336c7f77b4c0b723c18",
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                "primaryKey": "note_id",
                "removed": [],
                "updated": []
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              "table": "review_notes"
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          ],
          "preservedTableCount": 3,
          "providerPostWriteVerifications": [
            {
              "call": {
                "args": {
                  "assumption_id": 9301
                },
                "tool": "get_dcf_assumption"
              },
              "expectedOutput": {
                "assumption_id": 9301,
                "model_id": 9201,
                "name": "WACC",
                "source": "Capital IQ",
                "status": "verified",
                "value": 0.09
              }
            },
            {
              "call": {
                "args": {
                  "model_id": 9201
                },
                "tool": "get_dcf_model"
              },
              "expectedOutput": {
                "company_id": 9001,
                "discount_rate": 0.09,
                "enterprise_value": 360,
                "model_id": 9201,
                "name": "Solstice base case",
                "status": "final",
                "terminal_growth": 0.02
              }
            },
            {
              "call": {
                "args": {
                  "note_id": 9502
                },
                "tool": "get_review_note"
              },
              "expectedOutput": {
                "body": "Unlevered free cash flow across the period set totals 360.",
                "model_id": 9201,
                "note_id": 9502,
                "reviewer_name": "Head of Research",
                "status": "open"
              }
            }
          ],
          "readback": {
            "args": {
              "task_id": "fa_finalize_solstice_dcf"
            },
            "tool": "get_task_result"
          }
        },
        "externalConstraint": {
          "approvedCaseId": "DB24-FILINGBENCH-50-FA_FINALIZE_SOLSTICE_DCF",
          "authorityRecordId": "APR-dd2b7f5d040bc9e4",
          "corroboratingSource": "drive-approval-record.json",
          "maximumIncrementalCost": 2800,
          "source": "approval-scope.eml"
        },
        "gapOrBound": {
          "coveredEvidenceFamilies": 5,
          "gap": 0,
          "requiredEvidenceFamilies": 5,
          "status": "FULLY_COVERED"
        },
        "internalConstraint": {
          "availableHours": 17,
          "businessNeedDate": "2026-09-04",
          "hourlyRate": 200,
          "scheduledStartDate": "2026-09-02",
          "selectedEffortHours": 13,
          "source": "review-calendar.xlsx"
        },
        "options": [
          {
            "authorityStatus": "AUTHORIZED",
            "id": "evidence-backed-scoped-outcome",
            "incrementalCost": 2600,
            "label": "Complete the bounded supported outcome",
            "outcome": "Finalize model 9201 at enterprise value 360, verify WACC assumption 9301, and open the Head of Research review note.",
            "outcomeDate": "2026-09-03",
            "reason": "Current authority, usable live evidence, and the available internal review window all support this task-scoped outcome.",
            "selected": true,
            "signedVarianceDays": -1,
            "timingStatus": "ON_OR_BEFORE_NEED"
          },
          {
            "authorityStatus": "AUTHORIZED_BUT_INFERIOR",
            "id": "hold-for-independent-review",
            "incrementalCost": 800,
            "label": "Hold for an independent evidence review",
            "outcome": "Leave fa_finalize_solstice_dcf unresolved until the independent review window; preserve all domain state and carry the delay to the stakeholder.",
            "outcomeDate": "2026-09-07",
            "reason": "This remains within authority but misses the documented need date even though the current evidence has no unresolved control conflict.",
            "selected": false,
            "signedVarianceDays": 3,
            "timingStatus": "AFTER_NEED"
          },
          {
            "authorityStatus": "ADDITIONAL_APPROVAL_REQUIRED",
            "id": "broad-neighbor-remediation",
            "incrementalCost": 4400,
            "label": "Extend remediation to neighboring records",
            "outcome": "Apply the fa_finalize_solstice_dcf disposition to same-label neighboring records and perform a wider master-data cleanup.",
            "outcomeDate": "2026-09-06",
            "reason": "The wider change exceeds both the approved immutable-record scope and the current incremental-cost authority.",
            "selected": false,
            "signedVarianceDays": 2,
            "timingStatus": "AFTER_NEED"
          }
        ],
        "recommendation": {
          "authorityStatus": "AUTHORIZED",
          "id": "evidence-backed-scoped-outcome",
          "incrementalCost": 2600,
          "outcome": "Finalize model 9201 at enterprise value 360, verify WACC assumption 9301, and open the Head of Research review note.",
          "outcomeDate": "2026-09-03",
          "signedVarianceDays": -1,
          "timingStatus": "ON_OR_BEFORE_NEED"
        },
        "reconciliation": {
          "coveredFamilies": [
            "dcf_assumptions",
            "dcf_models",
            "fa_companies",
            "financial_periods",
            "review_notes"
          ],
          "excludedNeighborCount": 92,
          "families": [
            {
              "absenceScopes": [
                {
                  "model_id": 9201
                }
              ],
              "excludedNeighborCount": 19,
              "observedCandidateCount": 20,
              "table": "dcf_assumptions",
              "targetRecordIds": [
                9301
              ],
              "usableTargetCount": 1
            },
            {
              "absenceScopes": [
                {
                  "company_id": 9001
                }
              ],
              "excludedNeighborCount": 18,
              "observedCandidateCount": 19,
              "table": "dcf_models",
              "targetRecordIds": [
                9201
              ],
              "usableTargetCount": 1
            },
            {
              "absenceScopes": [
                {
                  "name": "Solstice Energy"
                }
              ],
              "excludedNeighborCount": 19,
              "observedCandidateCount": 20,
              "table": "fa_companies",
              "targetRecordIds": [
                9001
              ],
              "usableTargetCount": 1
            },
            {
              "absenceScopes": [
                {
                  "company_id": 9001
                }
              ],
              "excludedNeighborCount": 18,
              "observedCandidateCount": 21,
              "table": "financial_periods",
              "targetRecordIds": [
                9101,
                9102,
                9103
              ],
              "usableTargetCount": 3
            },
            {
              "absenceScopes": [
                {
                  "model_id": 9201
                }
              ],
              "excludedNeighborCount": 18,
              "observedCandidateCount": 18,
              "table": "review_notes",
              "targetRecordIds": [],
              "usableTargetCount": 0
            }
          ],
          "observedCandidateCount": 98,
          "uncoveredFamilies": [],
          "usableTargetCount": 6
        },
        "requirement": {
          "decisionRule": "Finalise the Solstice base-case DCF (model_id 9201, company 9001). Total the free_cash_flow across every financial period belonging to company 9001 — other companies' periods do not count. Set model 9201's enterprise_value to that total and its status to 'final', mark its WACC assumption (assumption_id 9301) as status 'verified', and file the review: create a review note on model 9201 from reviewer 'Head of Research' with status 'open' and a body containing the summed cash flow.",
          "requiredDecisionPredicates": [
            "resolve_issuer_listing_identity",
            "aggregate_supported_period_cash_flow",
            "validate_discount_and_growth_assumptions",
            "derive_enterprise_value",
            "finalize_model_and_open_review_note"
          ],
          "requiredEvidenceFamilies": 5,
          "source": "operating-policy.md#task-specific-decision-control"
        },
        "schemaVersion": "blobfish.causal-workpaper.v2",
        "scope": {
          "caseId": "DB24-FILINGBENCH-50-FA_FINALIZE_SOLSTICE_DCF",
          "targetRecords": {
            "dcf_assumptions": [
              9301
            ],
            "dcf_models": [
              9201
            ],
            "fa_companies": [
              9001
            ],
            "financial_periods": [
              9101,
              9102,
              9103
            ],
            "review_notes": []
          }
        },
        "stakeholderArtifact": {
          "args": {
            "channel": "#research-review",
            "client_msg_id": "081722302081d2d5b6262be43f41918d",
            "text": "Finalize model 9201 at enterprise value 360, verify WACC assumption 9301, and open the Head of Research review note. I reconciled 98 candidate rows across 5 live record families, excluded 92 neighbor rows, and retained 6 immutable task records. The selected outcome is scheduled for 2026-09-03 (-1 days versus the 2026-09-04 need date), costs $2600, fits with 4 internal hours to spare, and is authorized by APR-dd2b7f5d040bc9e4. The broader neighbor remediation requires additional approval and was not executed. Exact answer: 360."
          },
          "tool": "slack.chat_postMessage"
        }
      }
    }
  63. 62
    Deterministic verifierpassed
    Basis
    exact final tables, argument-aware causal trace, persisted result, and readback
    Reward
    1.0
    Gradable
    yes

Released assets

Every task has a real evidence room.

Each task browser above opens 28 agent-visible, task-scoped files across Gmail, Slack, Drive, PDF, Excel, structured exports, policy, approvals, and current-versus-stale authority. Starting state, verifier contracts, and oracle paths stay in the separate evaluation package. The 7 core world files are listed here.

AssetTypeSizeSHA-256Open
Seeded SQLite snapshotPristine state copied for every episode.
SQLite32 KBf70a5b84565d5aa9View ↗
Relational schemaHuman-readable table and constraint definitions.
SQL1.5 KB510bf7e2943495cbView ↗
Seed dataHuman-readable source for the released world state.
SQL14 KBc888acecc74c6705View ↗
MCP tool catalogPublic tool names, schemas, and implementations.
JSON102 KB6653f9d2a6e13304View ↗
Task manifestInstructions, splits, reference traces, and isolated verifier programs.
JSON104 KB96388b0f39e51ed1View ↗
MCP manifestStdio server declaration for the world.
JSON2.0 KBe92914c7b33fd3e5View ↗
World manifestContent identity, counts, split, and admission evidence.
JSON2.5 KB8475c86667f578b5View ↗

Environment

A stateful MCP system, not a prompt file.

6 related entity tables expose 30 read-only and 22 mutating tools. Every episode gets a fresh copy of the 116-row seed state.

  1. 01Seed snapshotImmutable SQLite state
  2. 02MCP gateway44 typed tools
  3. 03Agent episodeIsolated scratch copy
  4. 04Trace + stateCalls and full diff
  5. 05VerifierDeterministic verdict
01Fa Companiesfa_companies · 20 rows
02Financial Periodsfinancial_periods · 21 rows
03Dcf Modelsdcf_models · 19 rows
04Dcf Assumptionsdcf_assumptions · 20 rows
05Lbo Modelslbo_models · 18 rows
06Review Notesreview_notes · 18 rows
System and contract provenance

SEC EDGAR · Microsoft Dynamics 365 Finance · Google Drive · Gmail · Slack. Gmail v1, Drive v3, Sheets v4, and Slack Web API evidence reads plus the Slack chat.postMessage handoff use documented operation names and strict task-relevant schemas. Domain mutations remain disclosed typed benchmark-native adapters and do not claim a 1:1 upstream provider API shape.

PASStask admission
4/4reference replay
0/4wrong-evidence floor
Fresh copyper episode

MCP + CLI

Reproduce every layer locally.

Harbor preserves the upstream suite. Blobfish serves and evaluates the independent companion world. The reference policy is keyless; a model run requires an explicit provider and cost cap.

01Run this domain on Harbor
harbor run -d blobfishai/domainbench-24 \
  -i '*filingbench-50*' -a <agent> -m <provider/model>
02Run the upstream suite
harbor run -d vals/financeagent
  -a <agent> -m <provider/model>
03Serve the world over MCP
blobfish info benchmark/worlds/filingbench-50
blobfish serve benchmark/worlds/filingbench-50
04Replay the reference ceiling
blobfish eval benchmark/worlds/filingbench-50 \
  --policy oracle --split all --run release-oracle

Methodology

Archipelago-shaped evaluation, with deterministic grading.

Mercor’s open-source Archipelago clarified the public contract: environment, agent runner, trajectory, and grading should be inspectable together. Blobfish already has the same layers, plus fail-closed state policies and Harbor release gates.

LayerArchipelagoBlobfish implementation
EnvironmentDocker environment + MCP gateway + snapshotsSQLite world + MCP runtime + sandbox copy
Agent runnerLoop/ReAct registry with sandbox lifecycleMulti-provider harness + long-horizon trajectory runner
TrajectoryMessages, tool calls, outputs, and artifact editsFull-fidelity episode JSONL, calls, outputs, errors, and state evidence
GradingStatic, domain, and LLM verifiers over outputs and snapshotsState, trace, VCode, rubric, composite, and full-world diff verifiers
Release gateDataset/task package contractOracle admission, wrong-evidence probe, immutable Harbor export, and replay
01

Domain source

Finance Agent Benchmark contributes the upstream evaluation contract and 50 public tasks.

02

Independent world

The companion system is domain-aligned, generated with a fixed seed, and clearly labeled as separate from the source task set.

03

Two-sided probe

All 4 tasks must pass the reference replay and reject the wrong-evidence floor before release evidence is generated.

04

Model publication

No model row appears without a pinned model, agent, trials, runtime, costs, trajectories, and verifier outputs.