@agentguard-run/spend 0.7.0 → 0.9.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/CHANGELOG.md +14 -0
- package/dist/index.d.ts +3 -1
- package/dist/index.d.ts.map +1 -1
- package/dist/index.js +17 -1
- package/dist/index.js.map +1 -1
- package/dist/outcomes/index.d.ts +6 -0
- package/dist/outcomes/index.d.ts.map +1 -0
- package/dist/outcomes/index.js +22 -0
- package/dist/outcomes/index.js.map +1 -0
- package/dist/outcomes/learning.d.ts +19 -0
- package/dist/outcomes/learning.d.ts.map +1 -0
- package/dist/outcomes/learning.js +104 -0
- package/dist/outcomes/learning.js.map +1 -0
- package/dist/outcomes/ledger.d.ts +42 -0
- package/dist/outcomes/ledger.d.ts.map +1 -0
- package/dist/outcomes/ledger.js +110 -0
- package/dist/outcomes/ledger.js.map +1 -0
- package/dist/outcomes/quality-gate.d.ts +12 -0
- package/dist/outcomes/quality-gate.d.ts.map +1 -0
- package/dist/outcomes/quality-gate.js +104 -0
- package/dist/outcomes/quality-gate.js.map +1 -0
- package/dist/outcomes/runtime.d.ts +21 -0
- package/dist/outcomes/runtime.d.ts.map +1 -0
- package/dist/outcomes/runtime.js +328 -0
- package/dist/outcomes/runtime.js.map +1 -0
- package/dist/outcomes/types.d.ts +156 -0
- package/dist/outcomes/types.d.ts.map +1 -0
- package/dist/outcomes/types.js +14 -0
- package/dist/outcomes/types.js.map +1 -0
- package/dist/router.d.ts +8 -1
- package/dist/router.d.ts.map +1 -1
- package/dist/router.js +932 -229
- package/dist/router.js.map +1 -1
- package/dist/spend-guard.d.ts +4 -0
- package/dist/spend-guard.d.ts.map +1 -1
- package/dist/spend-guard.js +53 -0
- package/dist/spend-guard.js.map +1 -1
- package/dist/types.d.ts +3 -1
- package/dist/types.d.ts.map +1 -1
- package/dist/verticals/catalogs.d.ts +62 -0
- package/dist/verticals/catalogs.d.ts.map +1 -0
- package/dist/verticals/catalogs.js +3936 -0
- package/dist/verticals/catalogs.js.map +1 -0
- package/dist/verticals/index.d.ts +2 -0
- package/dist/verticals/index.d.ts.map +1 -0
- package/dist/verticals/index.js +18 -0
- package/dist/verticals/index.js.map +1 -0
- package/package.json +14 -2
- package/src/outcomes/index.ts +5 -0
- package/src/outcomes/learning.ts +133 -0
- package/src/outcomes/ledger.ts +131 -0
- package/src/outcomes/quality-gate.ts +116 -0
- package/src/outcomes/runtime.ts +396 -0
- package/src/outcomes/types.ts +176 -0
- package/src/router.ts +938 -227
- package/src/verticals/catalogs.ts +3967 -0
- package/src/verticals/index.ts +1 -0
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import type { OutcomeEffort, OutcomeGuardrailTier, OutcomeTemplate } from '../outcomes/types';
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export type VerticalOutcomeStatus = 'active' | 'specced';
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export interface VerticalOutcomeCatalog {
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version: number;
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vertical: string;
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generated_at: string;
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zero_data_plane: string;
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context_injection: Array<{ field: string; label: string; required?: boolean; example?: string }>;
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blocked_intents: string[];
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compliance_anchors: string[];
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compliance_guardrails: Record<string, unknown>;
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outcomes: VerticalOutcomeSpec[];
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}
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export interface VerticalOutcomeSpec {
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slug: string;
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status: VerticalOutcomeStatus;
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guardrail_tier: OutcomeGuardrailTier;
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effort: OutcomeEffort;
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system_prompt: string;
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inputs: Array<{ name: string; type: 'string' | 'number' | 'boolean' | 'json' | 'date'; required?: boolean; description?: string }>;
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output_format: string;
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need: string;
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models: { drafter: string; reviewer: string; allowed_models: string[]; effort: OutcomeEffort; reviewer_effort: OutcomeEffort };
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spend_cap: { max_cost_cents: number; window: string; period_cap_cents?: number };
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prompt_version: string;
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capability: OutcomeTemplate['capability'];
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context_injection: Array<{ field: string; label: string; required?: boolean; example?: string }>;
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quality_gate: Record<string, unknown>;
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blocked_origins: string[];
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disclaimer: string;
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}
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export const VERTICAL_OUTCOME_CATALOGS: Record<string, VerticalOutcomeCatalog> = {
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"law": {
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"version": 2,
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"vertical": "law",
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"generated_at": "2026-05-29T00:00:00.000Z",
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"zero_data_plane": "Prompts and completions stay in the customer runtime. This catalog stores templates and metadata only.",
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"context_injection": [
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{
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"field": "jurisdiction",
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"label": "Jurisdiction for source context",
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"required": true,
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"example": "CA"
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},
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{
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"field": "matter_type",
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"label": "Matter type such as litigation, PI, immigration, or estate planning",
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"required": true,
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"example": "standard"
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}
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],
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"blocked_intents": [
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"legal research or brief writing from model memory",
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"legal advice or case strategy",
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"settlement valuation",
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"conflict clearance decisions",
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"form or relief selection"
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],
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"compliance_anchors": [
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"ABA Formal Opinion 512: lawyers must verify AI outputs and preserve confidentiality.",
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"ABA Rule 1.6: evaluate disclosure risk before using client information.",
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"Mata v. Avianca and later sanctions show why grounded citations are required."
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],
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"compliance_guardrails": {
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"grounded_cite_or_refuse": true,
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"data_source_provenance_required": true,
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"disclaimer": "Factual organization only. Not legal advice. A licensed attorney remains the human of record.",
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"blocked_origins": [
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"CN"
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],
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"quality_gate_rubric": [
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"source citation accuracy",
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"privilege sensitivity",
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"no legal judgment"
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],
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"reviewer_cascade_default": "opt_in",
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"default_posture": "compliance"
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},
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"outcomes": [
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{
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"status": "active",
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"prompt_version": "1.0.0",
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"slug": "medical_records_chronology",
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"guardrail_tier": "grounded_cite_or_refuse",
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"effort": "low",
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"system_prompt": "Extract every clinical event from the provided medical records into a dated table with date, provider, diagnosis, treatment, and Bates or page cite. Flag treatment gaps. Do not diagnose, infer causation, or estimate damages. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
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"inputs": [
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{
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"name": "medical_records",
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"type": "json",
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"required": true,
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"description": "Medical record PDF handles with page or Bates references."
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},
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{
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"name": "bills",
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"type": "json",
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"required": false,
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"description": "Medical bill handles, optional."
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},
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{
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"name": "intake_form",
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"type": "json",
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"required": false,
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"description": "Client intake handle, optional."
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}
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],
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"output_format": "chronology table with date, provider, event, diagnosis, treatment, cite, and gap flags",
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"need": "long-context",
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"models": {
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"drafter": "openai/gpt-4.1-nano",
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"reviewer": "anthropic/claude-sonnet-4.6",
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"allowed_models": [
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"openai/gpt-4.1-nano",
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"openai/gpt-oss-120b",
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"openai/gpt-4.1",
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"anthropic/claude-sonnet-4.6",
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"meta-llama/llama-4-scout"
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],
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"effort": "low",
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"reviewer_effort": "high"
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},
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"spend_cap": {
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"max_cost_cents": 75,
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"window": "per_call",
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"period_cap_cents": 7500
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},
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"capability": "read_only",
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"quality_gate": {
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"pass_threshold": 0.72,
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"reviewer_trigger_score": 0.55,
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"risk_keywords": [],
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"rubric": [
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"every row has a cite",
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"no diagnosis added",
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"treatment gaps flagged"
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]
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},
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"context_injection": [
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{
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"field": "jurisdiction",
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"label": "Jurisdiction for source context",
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"required": true,
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"example": "CA"
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},
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{
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"field": "matter_type",
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"label": "Matter type such as litigation, PI, immigration, or estate planning",
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"required": true,
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"example": "standard"
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}
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],
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"blocked_origins": [
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"CN"
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],
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"disclaimer": "Factual organization only. Not legal advice. A licensed attorney remains the human of record."
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},
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{
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"status": "active",
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"prompt_version": "1.0.0",
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"slug": "deposition_transcript_summary",
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"guardrail_tier": "grounded_cite_or_refuse",
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"effort": "low",
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"system_prompt": "Summarize the deposition with a page:line citation for every assertion. Surface admissions verbatim. Do not characterize testimony beyond the words on the page. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
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"inputs": [
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{
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"name": "transcript",
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"type": "json",
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"required": true,
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"description": "Deposition transcript with page and line markers."
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}
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],
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"output_format": "topic summary plus admissions table with page:line cites",
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"need": "long-context",
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"models": {
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"drafter": "openai/gpt-4.1-nano",
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"reviewer": "anthropic/claude-sonnet-4.6",
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"allowed_models": [
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"openai/gpt-4.1-nano",
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"openai/gpt-oss-120b",
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"openai/gpt-4.1",
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"anthropic/claude-sonnet-4.6",
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"meta-llama/llama-4-scout"
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],
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"effort": "low",
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"reviewer_effort": "high"
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},
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"spend_cap": {
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"max_cost_cents": 60,
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"window": "per_call",
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"period_cap_cents": 6000
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},
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"capability": "read_only",
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"quality_gate": {
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"pass_threshold": 0.72,
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"reviewer_trigger_score": 0.55,
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"risk_keywords": [],
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"rubric": [
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"page:line citation coverage",
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"verbatim admissions preserved",
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"no credibility findings"
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]
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},
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"context_injection": [
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{
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"field": "jurisdiction",
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"label": "Jurisdiction for source context",
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"required": true,
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"example": "CA"
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},
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{
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"field": "matter_type",
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"label": "Matter type such as litigation, PI, immigration, or estate planning",
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"required": true,
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"example": "standard"
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}
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],
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"blocked_origins": [
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"CN"
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],
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"disclaimer": "Factual organization only. Not legal advice. A licensed attorney remains the human of record."
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},
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{
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"status": "active",
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"prompt_version": "1.0.0",
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"slug": "billing_time_entry_utbms",
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"guardrail_tier": "grounded_cite_or_refuse",
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"effort": "low",
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"system_prompt": "Draft a guideline compliant narrative for each logged activity and assign UTBMS or LEDES codes. Format to LEDES 1998B. Never bill time not present in the activity log. Attorney approves before invoicing. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
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"inputs": [
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{
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"name": "activity_log",
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"type": "json",
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"required": true,
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"description": "Recorded activities with durations."
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},
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{
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"name": "matter_list",
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"type": "json",
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"required": true,
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"description": "Matter and billing guideline references."
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}
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],
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"output_format": "LEDES 1998B ready draft entries with source activity cite and code",
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"need": "structured-reasoning",
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"models": {
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"drafter": "openai/gpt-oss-120b",
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"reviewer": "openai/o4-mini",
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"allowed_models": [
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"openai/gpt-oss-120b",
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"openai/gpt-4.1-nano",
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"openai/gpt-5-mini",
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"openai/o4-mini"
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],
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"effort": "low",
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"reviewer_effort": "high"
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},
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"spend_cap": {
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"max_cost_cents": 35,
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"window": "per_call",
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"period_cap_cents": 3500
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},
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"capability": "read_only",
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"quality_gate": {
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"pass_threshold": 0.72,
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"reviewer_trigger_score": 0.55,
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"risk_keywords": [],
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"rubric": [
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"no unlogged time",
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"UTBMS code fit",
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"billing guideline fit"
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]
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+
},
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277
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+
"context_injection": [
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278
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+
{
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279
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+
"field": "jurisdiction",
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280
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+
"label": "Jurisdiction for source context",
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281
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+
"required": true,
|
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282
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+
"example": "CA"
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283
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+
},
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284
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+
{
|
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285
|
+
"field": "matter_type",
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286
|
+
"label": "Matter type such as litigation, PI, immigration, or estate planning",
|
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287
|
+
"required": true,
|
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288
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+
"example": "standard"
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+
}
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290
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+
],
|
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291
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+
"blocked_origins": [
|
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292
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+
"CN"
|
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293
|
+
],
|
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294
|
+
"disclaimer": "Factual organization only. Not legal advice. A licensed attorney remains the human of record."
|
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295
|
+
},
|
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296
|
+
{
|
|
297
|
+
"slug": "contract_clause_extraction",
|
|
298
|
+
"status": "specced",
|
|
299
|
+
"guardrail_tier": "reviewer_required",
|
|
300
|
+
"effort": "medium",
|
|
301
|
+
"system_prompt": "Extract contract clauses and compare to a firm playbook. Refuse enforceability or favorability opinions. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
302
|
+
"inputs": [
|
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303
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+
{
|
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304
|
+
"name": "source_refs",
|
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305
|
+
"type": "json",
|
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306
|
+
"required": true,
|
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307
|
+
"description": "Customer-side source citations or record handles."
|
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308
|
+
}
|
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309
|
+
],
|
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310
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
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311
|
+
"need": "drafting",
|
|
312
|
+
"models": {
|
|
313
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
314
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
315
|
+
"allowed_models": [
|
|
316
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
317
|
+
"openai/gpt-oss-120b",
|
|
318
|
+
"openai/gpt-5-mini",
|
|
319
|
+
"anthropic/claude-haiku-4.5",
|
|
320
|
+
"anthropic/claude-sonnet-4.6"
|
|
321
|
+
],
|
|
322
|
+
"effort": "medium",
|
|
323
|
+
"reviewer_effort": "high"
|
|
324
|
+
},
|
|
325
|
+
"spend_cap": {
|
|
326
|
+
"max_cost_cents": 100,
|
|
327
|
+
"window": "per_call",
|
|
328
|
+
"period_cap_cents": 10000
|
|
329
|
+
},
|
|
330
|
+
"prompt_version": "1.0.0",
|
|
331
|
+
"capability": "read_only",
|
|
332
|
+
"quality_gate": {
|
|
333
|
+
"pass_threshold": 0.72,
|
|
334
|
+
"reviewer_trigger_score": 0.55,
|
|
335
|
+
"risk_keywords": [],
|
|
336
|
+
"rubric": [
|
|
337
|
+
"source grounding",
|
|
338
|
+
"boundary adherence",
|
|
339
|
+
"refusal accuracy"
|
|
340
|
+
]
|
|
341
|
+
},
|
|
342
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
343
|
+
"context_injection": [
|
|
344
|
+
{
|
|
345
|
+
"field": "jurisdiction",
|
|
346
|
+
"label": "Jurisdiction for source context",
|
|
347
|
+
"required": true,
|
|
348
|
+
"example": "CA"
|
|
349
|
+
},
|
|
350
|
+
{
|
|
351
|
+
"field": "matter_type",
|
|
352
|
+
"label": "Matter type such as litigation, PI, immigration, or estate planning",
|
|
353
|
+
"required": true,
|
|
354
|
+
"example": "standard"
|
|
355
|
+
}
|
|
356
|
+
],
|
|
357
|
+
"blocked_origins": [
|
|
358
|
+
"CN"
|
|
359
|
+
]
|
|
360
|
+
},
|
|
361
|
+
{
|
|
362
|
+
"slug": "discovery_response_shell",
|
|
363
|
+
"status": "specced",
|
|
364
|
+
"guardrail_tier": "reviewer_required",
|
|
365
|
+
"effort": "medium",
|
|
366
|
+
"system_prompt": "Create a discovery response shell from served requests and cited document handles. Leave legal objections for attorney review. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
367
|
+
"inputs": [
|
|
368
|
+
{
|
|
369
|
+
"name": "source_refs",
|
|
370
|
+
"type": "json",
|
|
371
|
+
"required": true,
|
|
372
|
+
"description": "Customer-side source citations or record handles."
|
|
373
|
+
}
|
|
374
|
+
],
|
|
375
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
376
|
+
"need": "drafting",
|
|
377
|
+
"models": {
|
|
378
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
379
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
380
|
+
"allowed_models": [
|
|
381
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
382
|
+
"openai/gpt-oss-120b",
|
|
383
|
+
"openai/gpt-5-mini",
|
|
384
|
+
"anthropic/claude-haiku-4.5",
|
|
385
|
+
"anthropic/claude-sonnet-4.6"
|
|
386
|
+
],
|
|
387
|
+
"effort": "medium",
|
|
388
|
+
"reviewer_effort": "high"
|
|
389
|
+
},
|
|
390
|
+
"spend_cap": {
|
|
391
|
+
"max_cost_cents": 100,
|
|
392
|
+
"window": "per_call",
|
|
393
|
+
"period_cap_cents": 10000
|
|
394
|
+
},
|
|
395
|
+
"prompt_version": "1.0.0",
|
|
396
|
+
"capability": "read_only",
|
|
397
|
+
"quality_gate": {
|
|
398
|
+
"pass_threshold": 0.72,
|
|
399
|
+
"reviewer_trigger_score": 0.55,
|
|
400
|
+
"risk_keywords": [],
|
|
401
|
+
"rubric": [
|
|
402
|
+
"source grounding",
|
|
403
|
+
"boundary adherence",
|
|
404
|
+
"refusal accuracy"
|
|
405
|
+
]
|
|
406
|
+
},
|
|
407
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
408
|
+
"context_injection": [
|
|
409
|
+
{
|
|
410
|
+
"field": "jurisdiction",
|
|
411
|
+
"label": "Jurisdiction for source context",
|
|
412
|
+
"required": true,
|
|
413
|
+
"example": "CA"
|
|
414
|
+
},
|
|
415
|
+
{
|
|
416
|
+
"field": "matter_type",
|
|
417
|
+
"label": "Matter type such as litigation, PI, immigration, or estate planning",
|
|
418
|
+
"required": true,
|
|
419
|
+
"example": "standard"
|
|
420
|
+
}
|
|
421
|
+
],
|
|
422
|
+
"blocked_origins": [
|
|
423
|
+
"CN"
|
|
424
|
+
]
|
|
425
|
+
},
|
|
426
|
+
{
|
|
427
|
+
"slug": "privilege_log_drafting",
|
|
428
|
+
"status": "specced",
|
|
429
|
+
"guardrail_tier": "reviewer_required",
|
|
430
|
+
"effort": "medium",
|
|
431
|
+
"system_prompt": "Draft privilege log entries from provided document metadata. Never decide privilege status autonomously. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
432
|
+
"inputs": [
|
|
433
|
+
{
|
|
434
|
+
"name": "source_refs",
|
|
435
|
+
"type": "json",
|
|
436
|
+
"required": true,
|
|
437
|
+
"description": "Customer-side source citations or record handles."
|
|
438
|
+
}
|
|
439
|
+
],
|
|
440
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
441
|
+
"need": "drafting",
|
|
442
|
+
"models": {
|
|
443
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
444
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
445
|
+
"allowed_models": [
|
|
446
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
447
|
+
"openai/gpt-oss-120b",
|
|
448
|
+
"openai/gpt-5-mini",
|
|
449
|
+
"anthropic/claude-haiku-4.5",
|
|
450
|
+
"anthropic/claude-sonnet-4.6"
|
|
451
|
+
],
|
|
452
|
+
"effort": "medium",
|
|
453
|
+
"reviewer_effort": "high"
|
|
454
|
+
},
|
|
455
|
+
"spend_cap": {
|
|
456
|
+
"max_cost_cents": 100,
|
|
457
|
+
"window": "per_call",
|
|
458
|
+
"period_cap_cents": 10000
|
|
459
|
+
},
|
|
460
|
+
"prompt_version": "1.0.0",
|
|
461
|
+
"capability": "read_only",
|
|
462
|
+
"quality_gate": {
|
|
463
|
+
"pass_threshold": 0.72,
|
|
464
|
+
"reviewer_trigger_score": 0.55,
|
|
465
|
+
"risk_keywords": [],
|
|
466
|
+
"rubric": [
|
|
467
|
+
"source grounding",
|
|
468
|
+
"boundary adherence",
|
|
469
|
+
"refusal accuracy"
|
|
470
|
+
]
|
|
471
|
+
},
|
|
472
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
473
|
+
"context_injection": [
|
|
474
|
+
{
|
|
475
|
+
"field": "jurisdiction",
|
|
476
|
+
"label": "Jurisdiction for source context",
|
|
477
|
+
"required": true,
|
|
478
|
+
"example": "CA"
|
|
479
|
+
},
|
|
480
|
+
{
|
|
481
|
+
"field": "matter_type",
|
|
482
|
+
"label": "Matter type such as litigation, PI, immigration, or estate planning",
|
|
483
|
+
"required": true,
|
|
484
|
+
"example": "standard"
|
|
485
|
+
}
|
|
486
|
+
],
|
|
487
|
+
"blocked_origins": [
|
|
488
|
+
"CN"
|
|
489
|
+
]
|
|
490
|
+
},
|
|
491
|
+
{
|
|
492
|
+
"slug": "client_intake_conflict_data_assembly",
|
|
493
|
+
"status": "specced",
|
|
494
|
+
"guardrail_tier": "reviewer_required",
|
|
495
|
+
"effort": "medium",
|
|
496
|
+
"system_prompt": "Assemble client intake and conflict data only. Never clear the conflict. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
497
|
+
"inputs": [
|
|
498
|
+
{
|
|
499
|
+
"name": "source_refs",
|
|
500
|
+
"type": "json",
|
|
501
|
+
"required": true,
|
|
502
|
+
"description": "Customer-side source citations or record handles."
|
|
503
|
+
}
|
|
504
|
+
],
|
|
505
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
506
|
+
"need": "drafting",
|
|
507
|
+
"models": {
|
|
508
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
509
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
510
|
+
"allowed_models": [
|
|
511
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
512
|
+
"openai/gpt-oss-120b",
|
|
513
|
+
"openai/gpt-5-mini",
|
|
514
|
+
"anthropic/claude-haiku-4.5",
|
|
515
|
+
"anthropic/claude-sonnet-4.6"
|
|
516
|
+
],
|
|
517
|
+
"effort": "medium",
|
|
518
|
+
"reviewer_effort": "high"
|
|
519
|
+
},
|
|
520
|
+
"spend_cap": {
|
|
521
|
+
"max_cost_cents": 100,
|
|
522
|
+
"window": "per_call",
|
|
523
|
+
"period_cap_cents": 10000
|
|
524
|
+
},
|
|
525
|
+
"prompt_version": "1.0.0",
|
|
526
|
+
"capability": "read_only",
|
|
527
|
+
"quality_gate": {
|
|
528
|
+
"pass_threshold": 0.72,
|
|
529
|
+
"reviewer_trigger_score": 0.55,
|
|
530
|
+
"risk_keywords": [],
|
|
531
|
+
"rubric": [
|
|
532
|
+
"source grounding",
|
|
533
|
+
"boundary adherence",
|
|
534
|
+
"refusal accuracy"
|
|
535
|
+
]
|
|
536
|
+
},
|
|
537
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
538
|
+
"context_injection": [
|
|
539
|
+
{
|
|
540
|
+
"field": "jurisdiction",
|
|
541
|
+
"label": "Jurisdiction for source context",
|
|
542
|
+
"required": true,
|
|
543
|
+
"example": "CA"
|
|
544
|
+
},
|
|
545
|
+
{
|
|
546
|
+
"field": "matter_type",
|
|
547
|
+
"label": "Matter type such as litigation, PI, immigration, or estate planning",
|
|
548
|
+
"required": true,
|
|
549
|
+
"example": "standard"
|
|
550
|
+
}
|
|
551
|
+
],
|
|
552
|
+
"blocked_origins": [
|
|
553
|
+
"CN"
|
|
554
|
+
]
|
|
555
|
+
},
|
|
556
|
+
{
|
|
557
|
+
"slug": "pi_demand_letter_draft",
|
|
558
|
+
"status": "specced",
|
|
559
|
+
"guardrail_tier": "human_of_record",
|
|
560
|
+
"effort": "medium",
|
|
561
|
+
"system_prompt": "Draft a PI demand letter only from an approved chronology and supplied totals. Attorney signs or sends. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
562
|
+
"inputs": [
|
|
563
|
+
{
|
|
564
|
+
"name": "source_refs",
|
|
565
|
+
"type": "json",
|
|
566
|
+
"required": true,
|
|
567
|
+
"description": "Customer-side source citations or record handles."
|
|
568
|
+
}
|
|
569
|
+
],
|
|
570
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
571
|
+
"need": "drafting",
|
|
572
|
+
"models": {
|
|
573
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
574
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
575
|
+
"allowed_models": [
|
|
576
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
577
|
+
"openai/gpt-oss-120b",
|
|
578
|
+
"openai/gpt-5-mini",
|
|
579
|
+
"anthropic/claude-haiku-4.5",
|
|
580
|
+
"anthropic/claude-sonnet-4.6"
|
|
581
|
+
],
|
|
582
|
+
"effort": "medium",
|
|
583
|
+
"reviewer_effort": "high"
|
|
584
|
+
},
|
|
585
|
+
"spend_cap": {
|
|
586
|
+
"max_cost_cents": 200,
|
|
587
|
+
"window": "per_call",
|
|
588
|
+
"period_cap_cents": 20000
|
|
589
|
+
},
|
|
590
|
+
"prompt_version": "1.0.0",
|
|
591
|
+
"capability": "data_write",
|
|
592
|
+
"quality_gate": {
|
|
593
|
+
"pass_threshold": 0.72,
|
|
594
|
+
"reviewer_trigger_score": 0.55,
|
|
595
|
+
"risk_keywords": [],
|
|
596
|
+
"rubric": [
|
|
597
|
+
"source grounding",
|
|
598
|
+
"boundary adherence",
|
|
599
|
+
"refusal accuracy"
|
|
600
|
+
]
|
|
601
|
+
},
|
|
602
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
603
|
+
"context_injection": [
|
|
604
|
+
{
|
|
605
|
+
"field": "jurisdiction",
|
|
606
|
+
"label": "Jurisdiction for source context",
|
|
607
|
+
"required": true,
|
|
608
|
+
"example": "CA"
|
|
609
|
+
},
|
|
610
|
+
{
|
|
611
|
+
"field": "matter_type",
|
|
612
|
+
"label": "Matter type such as litigation, PI, immigration, or estate planning",
|
|
613
|
+
"required": true,
|
|
614
|
+
"example": "standard"
|
|
615
|
+
}
|
|
616
|
+
],
|
|
617
|
+
"blocked_origins": [
|
|
618
|
+
"CN"
|
|
619
|
+
]
|
|
620
|
+
},
|
|
621
|
+
{
|
|
622
|
+
"slug": "estate_planning_doc_assembly",
|
|
623
|
+
"status": "specced",
|
|
624
|
+
"guardrail_tier": "human_of_record",
|
|
625
|
+
"effort": "medium",
|
|
626
|
+
"system_prompt": "Assemble estate planning documents from approved clauses and intake facts. Attorney reviews every document. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
627
|
+
"inputs": [
|
|
628
|
+
{
|
|
629
|
+
"name": "source_refs",
|
|
630
|
+
"type": "json",
|
|
631
|
+
"required": true,
|
|
632
|
+
"description": "Customer-side source citations or record handles."
|
|
633
|
+
}
|
|
634
|
+
],
|
|
635
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
636
|
+
"need": "drafting",
|
|
637
|
+
"models": {
|
|
638
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
639
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
640
|
+
"allowed_models": [
|
|
641
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
642
|
+
"openai/gpt-oss-120b",
|
|
643
|
+
"openai/gpt-5-mini",
|
|
644
|
+
"anthropic/claude-haiku-4.5",
|
|
645
|
+
"anthropic/claude-sonnet-4.6"
|
|
646
|
+
],
|
|
647
|
+
"effort": "medium",
|
|
648
|
+
"reviewer_effort": "high"
|
|
649
|
+
},
|
|
650
|
+
"spend_cap": {
|
|
651
|
+
"max_cost_cents": 200,
|
|
652
|
+
"window": "per_call",
|
|
653
|
+
"period_cap_cents": 20000
|
|
654
|
+
},
|
|
655
|
+
"prompt_version": "1.0.0",
|
|
656
|
+
"capability": "data_write",
|
|
657
|
+
"quality_gate": {
|
|
658
|
+
"pass_threshold": 0.72,
|
|
659
|
+
"reviewer_trigger_score": 0.55,
|
|
660
|
+
"risk_keywords": [],
|
|
661
|
+
"rubric": [
|
|
662
|
+
"source grounding",
|
|
663
|
+
"boundary adherence",
|
|
664
|
+
"refusal accuracy"
|
|
665
|
+
]
|
|
666
|
+
},
|
|
667
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
668
|
+
"context_injection": [
|
|
669
|
+
{
|
|
670
|
+
"field": "jurisdiction",
|
|
671
|
+
"label": "Jurisdiction for source context",
|
|
672
|
+
"required": true,
|
|
673
|
+
"example": "CA"
|
|
674
|
+
},
|
|
675
|
+
{
|
|
676
|
+
"field": "matter_type",
|
|
677
|
+
"label": "Matter type such as litigation, PI, immigration, or estate planning",
|
|
678
|
+
"required": true,
|
|
679
|
+
"example": "standard"
|
|
680
|
+
}
|
|
681
|
+
],
|
|
682
|
+
"blocked_origins": [
|
|
683
|
+
"CN"
|
|
684
|
+
]
|
|
685
|
+
},
|
|
686
|
+
{
|
|
687
|
+
"slug": "immigration_form_population",
|
|
688
|
+
"status": "specced",
|
|
689
|
+
"guardrail_tier": "human_of_record",
|
|
690
|
+
"effort": "medium",
|
|
691
|
+
"system_prompt": "Populate current USCIS forms from client data. Never select form type or relief path. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
692
|
+
"inputs": [
|
|
693
|
+
{
|
|
694
|
+
"name": "source_refs",
|
|
695
|
+
"type": "json",
|
|
696
|
+
"required": true,
|
|
697
|
+
"description": "Customer-side source citations or record handles."
|
|
698
|
+
}
|
|
699
|
+
],
|
|
700
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
701
|
+
"need": "drafting",
|
|
702
|
+
"models": {
|
|
703
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
704
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
705
|
+
"allowed_models": [
|
|
706
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
707
|
+
"openai/gpt-oss-120b",
|
|
708
|
+
"openai/gpt-5-mini",
|
|
709
|
+
"anthropic/claude-haiku-4.5",
|
|
710
|
+
"anthropic/claude-sonnet-4.6"
|
|
711
|
+
],
|
|
712
|
+
"effort": "medium",
|
|
713
|
+
"reviewer_effort": "high"
|
|
714
|
+
},
|
|
715
|
+
"spend_cap": {
|
|
716
|
+
"max_cost_cents": 200,
|
|
717
|
+
"window": "per_call",
|
|
718
|
+
"period_cap_cents": 20000
|
|
719
|
+
},
|
|
720
|
+
"prompt_version": "1.0.0",
|
|
721
|
+
"capability": "data_write",
|
|
722
|
+
"quality_gate": {
|
|
723
|
+
"pass_threshold": 0.72,
|
|
724
|
+
"reviewer_trigger_score": 0.55,
|
|
725
|
+
"risk_keywords": [],
|
|
726
|
+
"rubric": [
|
|
727
|
+
"source grounding",
|
|
728
|
+
"boundary adherence",
|
|
729
|
+
"refusal accuracy"
|
|
730
|
+
]
|
|
731
|
+
},
|
|
732
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
733
|
+
"context_injection": [
|
|
734
|
+
{
|
|
735
|
+
"field": "jurisdiction",
|
|
736
|
+
"label": "Jurisdiction for source context",
|
|
737
|
+
"required": true,
|
|
738
|
+
"example": "CA"
|
|
739
|
+
},
|
|
740
|
+
{
|
|
741
|
+
"field": "matter_type",
|
|
742
|
+
"label": "Matter type such as litigation, PI, immigration, or estate planning",
|
|
743
|
+
"required": true,
|
|
744
|
+
"example": "standard"
|
|
745
|
+
}
|
|
746
|
+
],
|
|
747
|
+
"blocked_origins": [
|
|
748
|
+
"CN"
|
|
749
|
+
]
|
|
750
|
+
},
|
|
751
|
+
{
|
|
752
|
+
"slug": "pleading_fact_section_synthesis",
|
|
753
|
+
"status": "specced",
|
|
754
|
+
"guardrail_tier": "human_of_record",
|
|
755
|
+
"effort": "medium",
|
|
756
|
+
"system_prompt": "Synthesize fact sections from cited documents. Attorney controls legal positions and filing. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
757
|
+
"inputs": [
|
|
758
|
+
{
|
|
759
|
+
"name": "source_refs",
|
|
760
|
+
"type": "json",
|
|
761
|
+
"required": true,
|
|
762
|
+
"description": "Customer-side source citations or record handles."
|
|
763
|
+
}
|
|
764
|
+
],
|
|
765
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
766
|
+
"need": "drafting",
|
|
767
|
+
"models": {
|
|
768
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
769
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
770
|
+
"allowed_models": [
|
|
771
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
772
|
+
"openai/gpt-oss-120b",
|
|
773
|
+
"openai/gpt-5-mini",
|
|
774
|
+
"anthropic/claude-haiku-4.5",
|
|
775
|
+
"anthropic/claude-sonnet-4.6"
|
|
776
|
+
],
|
|
777
|
+
"effort": "medium",
|
|
778
|
+
"reviewer_effort": "high"
|
|
779
|
+
},
|
|
780
|
+
"spend_cap": {
|
|
781
|
+
"max_cost_cents": 200,
|
|
782
|
+
"window": "per_call",
|
|
783
|
+
"period_cap_cents": 20000
|
|
784
|
+
},
|
|
785
|
+
"prompt_version": "1.0.0",
|
|
786
|
+
"capability": "data_write",
|
|
787
|
+
"quality_gate": {
|
|
788
|
+
"pass_threshold": 0.72,
|
|
789
|
+
"reviewer_trigger_score": 0.55,
|
|
790
|
+
"risk_keywords": [],
|
|
791
|
+
"rubric": [
|
|
792
|
+
"source grounding",
|
|
793
|
+
"boundary adherence",
|
|
794
|
+
"refusal accuracy"
|
|
795
|
+
]
|
|
796
|
+
},
|
|
797
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
798
|
+
"context_injection": [
|
|
799
|
+
{
|
|
800
|
+
"field": "jurisdiction",
|
|
801
|
+
"label": "Jurisdiction for source context",
|
|
802
|
+
"required": true,
|
|
803
|
+
"example": "CA"
|
|
804
|
+
},
|
|
805
|
+
{
|
|
806
|
+
"field": "matter_type",
|
|
807
|
+
"label": "Matter type such as litigation, PI, immigration, or estate planning",
|
|
808
|
+
"required": true,
|
|
809
|
+
"example": "standard"
|
|
810
|
+
}
|
|
811
|
+
],
|
|
812
|
+
"blocked_origins": [
|
|
813
|
+
"CN"
|
|
814
|
+
]
|
|
815
|
+
}
|
|
816
|
+
]
|
|
817
|
+
},
|
|
818
|
+
"accounting": {
|
|
819
|
+
"version": 2,
|
|
820
|
+
"vertical": "accounting",
|
|
821
|
+
"generated_at": "2026-05-29T00:00:00.000Z",
|
|
822
|
+
"zero_data_plane": "Prompts and completions stay in the customer runtime. This catalog stores templates and metadata only.",
|
|
823
|
+
"context_injection": [
|
|
824
|
+
{
|
|
825
|
+
"field": "accounting_basis",
|
|
826
|
+
"label": "GAAP, tax basis, or cash basis context",
|
|
827
|
+
"required": true,
|
|
828
|
+
"example": "GAAP"
|
|
829
|
+
},
|
|
830
|
+
{
|
|
831
|
+
"field": "tax_year",
|
|
832
|
+
"label": "Relevant tax or reporting year",
|
|
833
|
+
"required": true,
|
|
834
|
+
"example": "standard"
|
|
835
|
+
}
|
|
836
|
+
],
|
|
837
|
+
"blocked_intents": [
|
|
838
|
+
"tax planning or entity selection",
|
|
839
|
+
"final return positions or e-filing",
|
|
840
|
+
"sales-tax nexus or taxability determination",
|
|
841
|
+
"worker classification",
|
|
842
|
+
"audit or assurance opinions"
|
|
843
|
+
],
|
|
844
|
+
"compliance_anchors": [
|
|
845
|
+
"Circular 230 section 10.22 diligence supports source-grounded preparation.",
|
|
846
|
+
"Circular 230 section 10.34 requires return position diligence.",
|
|
847
|
+
"IRC section 6724 reasonable cause depends on contemporaneous diligence records."
|
|
848
|
+
],
|
|
849
|
+
"compliance_guardrails": {
|
|
850
|
+
"grounded_cite_or_refuse": true,
|
|
851
|
+
"data_source_provenance_required": true,
|
|
852
|
+
"disclaimer": "Workpaper or preparation support only. Not tax advice. The preparer or CPA remains the human of record.",
|
|
853
|
+
"blocked_origins": [
|
|
854
|
+
"CN"
|
|
855
|
+
],
|
|
856
|
+
"quality_gate_rubric": [
|
|
857
|
+
"amount ties to source",
|
|
858
|
+
"no forced balance",
|
|
859
|
+
"reviewer route for professional judgment"
|
|
860
|
+
],
|
|
861
|
+
"reviewer_cascade_default": "opt_in",
|
|
862
|
+
"default_posture": "compliance"
|
|
863
|
+
},
|
|
864
|
+
"outcomes": [
|
|
865
|
+
{
|
|
866
|
+
"status": "active",
|
|
867
|
+
"prompt_version": "1.0.0",
|
|
868
|
+
"slug": "transaction_categorization",
|
|
869
|
+
"guardrail_tier": "grounded_cite_or_refuse",
|
|
870
|
+
"effort": "low",
|
|
871
|
+
"system_prompt": "Categorize each bank-feed transaction against this client chart of accounts using its own GL history. Attach a confidence score. Route anything below threshold to Uncategorized or reviewer. Never invent a category. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
872
|
+
"inputs": [
|
|
873
|
+
{
|
|
874
|
+
"name": "bank_feed",
|
|
875
|
+
"type": "json",
|
|
876
|
+
"required": true,
|
|
877
|
+
"description": "Bank or card transaction feed."
|
|
878
|
+
},
|
|
879
|
+
{
|
|
880
|
+
"name": "chart_of_accounts",
|
|
881
|
+
"type": "json",
|
|
882
|
+
"required": true,
|
|
883
|
+
"description": "Client chart of accounts."
|
|
884
|
+
},
|
|
885
|
+
{
|
|
886
|
+
"name": "gl_history",
|
|
887
|
+
"type": "json",
|
|
888
|
+
"required": true,
|
|
889
|
+
"description": "Prior coding history."
|
|
890
|
+
}
|
|
891
|
+
],
|
|
892
|
+
"output_format": "classification table with account, confidence, source match, and review flag",
|
|
893
|
+
"need": "fast-classification",
|
|
894
|
+
"models": {
|
|
895
|
+
"drafter": "openai/gpt-oss-120b",
|
|
896
|
+
"reviewer": "openai/gpt-5-mini",
|
|
897
|
+
"allowed_models": [
|
|
898
|
+
"openai/gpt-oss-120b",
|
|
899
|
+
"openai/gpt-4.1-nano",
|
|
900
|
+
"openai/gpt-5-mini",
|
|
901
|
+
"meta-llama/llama-3.1-8b-instruct"
|
|
902
|
+
],
|
|
903
|
+
"effort": "low",
|
|
904
|
+
"reviewer_effort": "high"
|
|
905
|
+
},
|
|
906
|
+
"spend_cap": {
|
|
907
|
+
"max_cost_cents": 30,
|
|
908
|
+
"window": "per_call",
|
|
909
|
+
"period_cap_cents": 3000
|
|
910
|
+
},
|
|
911
|
+
"capability": "read_only",
|
|
912
|
+
"quality_gate": {
|
|
913
|
+
"pass_threshold": 0.72,
|
|
914
|
+
"reviewer_trigger_score": 0.55,
|
|
915
|
+
"risk_keywords": [],
|
|
916
|
+
"rubric": [
|
|
917
|
+
"uses existing COA only",
|
|
918
|
+
"confidence below threshold routed",
|
|
919
|
+
"prior history cited"
|
|
920
|
+
]
|
|
921
|
+
},
|
|
922
|
+
"context_injection": [
|
|
923
|
+
{
|
|
924
|
+
"field": "accounting_basis",
|
|
925
|
+
"label": "GAAP, tax basis, or cash basis context",
|
|
926
|
+
"required": true,
|
|
927
|
+
"example": "GAAP"
|
|
928
|
+
},
|
|
929
|
+
{
|
|
930
|
+
"field": "tax_year",
|
|
931
|
+
"label": "Relevant tax or reporting year",
|
|
932
|
+
"required": true,
|
|
933
|
+
"example": "standard"
|
|
934
|
+
}
|
|
935
|
+
],
|
|
936
|
+
"blocked_origins": [
|
|
937
|
+
"CN"
|
|
938
|
+
],
|
|
939
|
+
"disclaimer": "Workpaper or preparation support only. Not tax advice. The preparer or CPA remains the human of record."
|
|
940
|
+
},
|
|
941
|
+
{
|
|
942
|
+
"status": "active",
|
|
943
|
+
"prompt_version": "1.0.0",
|
|
944
|
+
"slug": "bank_reconciliation",
|
|
945
|
+
"guardrail_tier": "grounded_cite_or_refuse",
|
|
946
|
+
"effort": "low",
|
|
947
|
+
"system_prompt": "Match each GL or book entry to a bank or credit-card statement line. Output matched and unmatched items and timing differences. Never force a balance. Surface the difference. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
948
|
+
"inputs": [
|
|
949
|
+
{
|
|
950
|
+
"name": "statements",
|
|
951
|
+
"type": "json",
|
|
952
|
+
"required": true,
|
|
953
|
+
"description": "Bank or credit-card statements."
|
|
954
|
+
},
|
|
955
|
+
{
|
|
956
|
+
"name": "general_ledger",
|
|
957
|
+
"type": "json",
|
|
958
|
+
"required": true,
|
|
959
|
+
"description": "GL or trial balance export."
|
|
960
|
+
},
|
|
961
|
+
{
|
|
962
|
+
"name": "prior_reconciliation",
|
|
963
|
+
"type": "json",
|
|
964
|
+
"required": false,
|
|
965
|
+
"description": "Prior reconciliation, optional."
|
|
966
|
+
}
|
|
967
|
+
],
|
|
968
|
+
"output_format": "matched pair table, unmatched list, timing differences, and variance summary",
|
|
969
|
+
"need": "structured-reasoning",
|
|
970
|
+
"models": {
|
|
971
|
+
"drafter": "openai/gpt-oss-120b",
|
|
972
|
+
"reviewer": "openai/o4-mini",
|
|
973
|
+
"allowed_models": [
|
|
974
|
+
"openai/gpt-oss-120b",
|
|
975
|
+
"openai/gpt-4.1-nano",
|
|
976
|
+
"openai/gpt-5-mini",
|
|
977
|
+
"openai/o4-mini"
|
|
978
|
+
],
|
|
979
|
+
"effort": "low",
|
|
980
|
+
"reviewer_effort": "high"
|
|
981
|
+
},
|
|
982
|
+
"spend_cap": {
|
|
983
|
+
"max_cost_cents": 45,
|
|
984
|
+
"window": "per_call",
|
|
985
|
+
"period_cap_cents": 4500
|
|
986
|
+
},
|
|
987
|
+
"capability": "read_only",
|
|
988
|
+
"quality_gate": {
|
|
989
|
+
"pass_threshold": 0.72,
|
|
990
|
+
"reviewer_trigger_score": 0.55,
|
|
991
|
+
"risk_keywords": [],
|
|
992
|
+
"rubric": [
|
|
993
|
+
"every match cites both sides",
|
|
994
|
+
"unmatched items preserved",
|
|
995
|
+
"variance not hidden"
|
|
996
|
+
]
|
|
997
|
+
},
|
|
998
|
+
"context_injection": [
|
|
999
|
+
{
|
|
1000
|
+
"field": "accounting_basis",
|
|
1001
|
+
"label": "GAAP, tax basis, or cash basis context",
|
|
1002
|
+
"required": true,
|
|
1003
|
+
"example": "GAAP"
|
|
1004
|
+
},
|
|
1005
|
+
{
|
|
1006
|
+
"field": "tax_year",
|
|
1007
|
+
"label": "Relevant tax or reporting year",
|
|
1008
|
+
"required": true,
|
|
1009
|
+
"example": "standard"
|
|
1010
|
+
}
|
|
1011
|
+
],
|
|
1012
|
+
"blocked_origins": [
|
|
1013
|
+
"CN"
|
|
1014
|
+
],
|
|
1015
|
+
"disclaimer": "Workpaper or preparation support only. Not tax advice. The preparer or CPA remains the human of record."
|
|
1016
|
+
},
|
|
1017
|
+
{
|
|
1018
|
+
"status": "active",
|
|
1019
|
+
"prompt_version": "1.0.0",
|
|
1020
|
+
"slug": "ap_source_doc_extraction",
|
|
1021
|
+
"guardrail_tier": "grounded_cite_or_refuse",
|
|
1022
|
+
"effort": "low",
|
|
1023
|
+
"system_prompt": "Extract each field from the invoice or receipt verbatim: vendor, date, amount, line items, and tax. If a field is absent, mark not on document. Flag possible duplicates. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
1024
|
+
"inputs": [
|
|
1025
|
+
{
|
|
1026
|
+
"name": "source_documents",
|
|
1027
|
+
"type": "json",
|
|
1028
|
+
"required": true,
|
|
1029
|
+
"description": "Invoices, bills, or receipts."
|
|
1030
|
+
},
|
|
1031
|
+
{
|
|
1032
|
+
"name": "chart_of_accounts",
|
|
1033
|
+
"type": "json",
|
|
1034
|
+
"required": false,
|
|
1035
|
+
"description": "Client chart of accounts, optional for proposed coding."
|
|
1036
|
+
}
|
|
1037
|
+
],
|
|
1038
|
+
"output_format": "field extraction table with cite, duplicate flag, and optional coding suggestion",
|
|
1039
|
+
"need": "vision-document",
|
|
1040
|
+
"models": {
|
|
1041
|
+
"drafter": "openai/gpt-4.1-nano",
|
|
1042
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
1043
|
+
"allowed_models": [
|
|
1044
|
+
"openai/gpt-4.1-nano",
|
|
1045
|
+
"openai/gpt-oss-120b",
|
|
1046
|
+
"openai/gpt-4.1",
|
|
1047
|
+
"anthropic/claude-sonnet-4.6",
|
|
1048
|
+
"meta-llama/llama-4-scout"
|
|
1049
|
+
],
|
|
1050
|
+
"effort": "low",
|
|
1051
|
+
"reviewer_effort": "high"
|
|
1052
|
+
},
|
|
1053
|
+
"spend_cap": {
|
|
1054
|
+
"max_cost_cents": 40,
|
|
1055
|
+
"window": "per_call",
|
|
1056
|
+
"period_cap_cents": 4000
|
|
1057
|
+
},
|
|
1058
|
+
"capability": "read_only",
|
|
1059
|
+
"quality_gate": {
|
|
1060
|
+
"pass_threshold": 0.72,
|
|
1061
|
+
"reviewer_trigger_score": 0.55,
|
|
1062
|
+
"risk_keywords": [],
|
|
1063
|
+
"rubric": [
|
|
1064
|
+
"verbatim field extraction",
|
|
1065
|
+
"absent fields marked absent",
|
|
1066
|
+
"duplicate candidates flagged"
|
|
1067
|
+
]
|
|
1068
|
+
},
|
|
1069
|
+
"context_injection": [
|
|
1070
|
+
{
|
|
1071
|
+
"field": "accounting_basis",
|
|
1072
|
+
"label": "GAAP, tax basis, or cash basis context",
|
|
1073
|
+
"required": true,
|
|
1074
|
+
"example": "GAAP"
|
|
1075
|
+
},
|
|
1076
|
+
{
|
|
1077
|
+
"field": "tax_year",
|
|
1078
|
+
"label": "Relevant tax or reporting year",
|
|
1079
|
+
"required": true,
|
|
1080
|
+
"example": "standard"
|
|
1081
|
+
}
|
|
1082
|
+
],
|
|
1083
|
+
"blocked_origins": [
|
|
1084
|
+
"CN"
|
|
1085
|
+
],
|
|
1086
|
+
"disclaimer": "Workpaper or preparation support only. Not tax advice. The preparer or CPA remains the human of record."
|
|
1087
|
+
},
|
|
1088
|
+
{
|
|
1089
|
+
"slug": "1099_pre_filing_reconciliation",
|
|
1090
|
+
"status": "specced",
|
|
1091
|
+
"guardrail_tier": "reviewer_required",
|
|
1092
|
+
"effort": "medium",
|
|
1093
|
+
"system_prompt": "Reconcile vendors against W-9s and ledger totals using a 2000 dollar 2026 threshold. Final filing is human of record. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
1094
|
+
"inputs": [
|
|
1095
|
+
{
|
|
1096
|
+
"name": "source_refs",
|
|
1097
|
+
"type": "json",
|
|
1098
|
+
"required": true,
|
|
1099
|
+
"description": "Customer-side source citations or record handles."
|
|
1100
|
+
}
|
|
1101
|
+
],
|
|
1102
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
1103
|
+
"need": "drafting",
|
|
1104
|
+
"models": {
|
|
1105
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
1106
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
1107
|
+
"allowed_models": [
|
|
1108
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
1109
|
+
"openai/gpt-oss-120b",
|
|
1110
|
+
"openai/gpt-5-mini",
|
|
1111
|
+
"anthropic/claude-haiku-4.5",
|
|
1112
|
+
"anthropic/claude-sonnet-4.6"
|
|
1113
|
+
],
|
|
1114
|
+
"effort": "medium",
|
|
1115
|
+
"reviewer_effort": "high"
|
|
1116
|
+
},
|
|
1117
|
+
"spend_cap": {
|
|
1118
|
+
"max_cost_cents": 100,
|
|
1119
|
+
"window": "per_call",
|
|
1120
|
+
"period_cap_cents": 10000
|
|
1121
|
+
},
|
|
1122
|
+
"prompt_version": "1.0.0",
|
|
1123
|
+
"capability": "read_only",
|
|
1124
|
+
"quality_gate": {
|
|
1125
|
+
"pass_threshold": 0.72,
|
|
1126
|
+
"reviewer_trigger_score": 0.55,
|
|
1127
|
+
"risk_keywords": [],
|
|
1128
|
+
"rubric": [
|
|
1129
|
+
"source grounding",
|
|
1130
|
+
"boundary adherence",
|
|
1131
|
+
"refusal accuracy"
|
|
1132
|
+
]
|
|
1133
|
+
},
|
|
1134
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
1135
|
+
"context_injection": [
|
|
1136
|
+
{
|
|
1137
|
+
"field": "accounting_basis",
|
|
1138
|
+
"label": "GAAP, tax basis, or cash basis context",
|
|
1139
|
+
"required": true,
|
|
1140
|
+
"example": "GAAP"
|
|
1141
|
+
},
|
|
1142
|
+
{
|
|
1143
|
+
"field": "tax_year",
|
|
1144
|
+
"label": "Relevant tax or reporting year",
|
|
1145
|
+
"required": true,
|
|
1146
|
+
"example": "standard"
|
|
1147
|
+
}
|
|
1148
|
+
],
|
|
1149
|
+
"blocked_origins": [
|
|
1150
|
+
"CN"
|
|
1151
|
+
]
|
|
1152
|
+
},
|
|
1153
|
+
{
|
|
1154
|
+
"slug": "w9_tin_matching",
|
|
1155
|
+
"status": "specced",
|
|
1156
|
+
"guardrail_tier": "reviewer_required",
|
|
1157
|
+
"effort": "medium",
|
|
1158
|
+
"system_prompt": "Prepare TIN matching batches against IRS e-Services data when integrated. Do not infer TIN values. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
1159
|
+
"inputs": [
|
|
1160
|
+
{
|
|
1161
|
+
"name": "source_refs",
|
|
1162
|
+
"type": "json",
|
|
1163
|
+
"required": true,
|
|
1164
|
+
"description": "Customer-side source citations or record handles."
|
|
1165
|
+
}
|
|
1166
|
+
],
|
|
1167
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
1168
|
+
"need": "drafting",
|
|
1169
|
+
"models": {
|
|
1170
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
1171
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
1172
|
+
"allowed_models": [
|
|
1173
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
1174
|
+
"openai/gpt-oss-120b",
|
|
1175
|
+
"openai/gpt-5-mini",
|
|
1176
|
+
"anthropic/claude-haiku-4.5",
|
|
1177
|
+
"anthropic/claude-sonnet-4.6"
|
|
1178
|
+
],
|
|
1179
|
+
"effort": "medium",
|
|
1180
|
+
"reviewer_effort": "high"
|
|
1181
|
+
},
|
|
1182
|
+
"spend_cap": {
|
|
1183
|
+
"max_cost_cents": 100,
|
|
1184
|
+
"window": "per_call",
|
|
1185
|
+
"period_cap_cents": 10000
|
|
1186
|
+
},
|
|
1187
|
+
"prompt_version": "1.0.0",
|
|
1188
|
+
"capability": "read_only",
|
|
1189
|
+
"quality_gate": {
|
|
1190
|
+
"pass_threshold": 0.72,
|
|
1191
|
+
"reviewer_trigger_score": 0.55,
|
|
1192
|
+
"risk_keywords": [],
|
|
1193
|
+
"rubric": [
|
|
1194
|
+
"source grounding",
|
|
1195
|
+
"boundary adherence",
|
|
1196
|
+
"refusal accuracy"
|
|
1197
|
+
]
|
|
1198
|
+
},
|
|
1199
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
1200
|
+
"context_injection": [
|
|
1201
|
+
{
|
|
1202
|
+
"field": "accounting_basis",
|
|
1203
|
+
"label": "GAAP, tax basis, or cash basis context",
|
|
1204
|
+
"required": true,
|
|
1205
|
+
"example": "GAAP"
|
|
1206
|
+
},
|
|
1207
|
+
{
|
|
1208
|
+
"field": "tax_year",
|
|
1209
|
+
"label": "Relevant tax or reporting year",
|
|
1210
|
+
"required": true,
|
|
1211
|
+
"example": "standard"
|
|
1212
|
+
}
|
|
1213
|
+
],
|
|
1214
|
+
"blocked_origins": [
|
|
1215
|
+
"CN"
|
|
1216
|
+
]
|
|
1217
|
+
},
|
|
1218
|
+
{
|
|
1219
|
+
"slug": "payroll_941_reconciliation",
|
|
1220
|
+
"status": "specced",
|
|
1221
|
+
"guardrail_tier": "reviewer_required",
|
|
1222
|
+
"effort": "medium",
|
|
1223
|
+
"system_prompt": "Reconcile payroll registers to 941 worksheets. Escalate any unresolved variance. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
1224
|
+
"inputs": [
|
|
1225
|
+
{
|
|
1226
|
+
"name": "source_refs",
|
|
1227
|
+
"type": "json",
|
|
1228
|
+
"required": true,
|
|
1229
|
+
"description": "Customer-side source citations or record handles."
|
|
1230
|
+
}
|
|
1231
|
+
],
|
|
1232
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
1233
|
+
"need": "drafting",
|
|
1234
|
+
"models": {
|
|
1235
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
1236
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
1237
|
+
"allowed_models": [
|
|
1238
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
1239
|
+
"openai/gpt-oss-120b",
|
|
1240
|
+
"openai/gpt-5-mini",
|
|
1241
|
+
"anthropic/claude-haiku-4.5",
|
|
1242
|
+
"anthropic/claude-sonnet-4.6"
|
|
1243
|
+
],
|
|
1244
|
+
"effort": "medium",
|
|
1245
|
+
"reviewer_effort": "high"
|
|
1246
|
+
},
|
|
1247
|
+
"spend_cap": {
|
|
1248
|
+
"max_cost_cents": 100,
|
|
1249
|
+
"window": "per_call",
|
|
1250
|
+
"period_cap_cents": 10000
|
|
1251
|
+
},
|
|
1252
|
+
"prompt_version": "1.0.0",
|
|
1253
|
+
"capability": "read_only",
|
|
1254
|
+
"quality_gate": {
|
|
1255
|
+
"pass_threshold": 0.72,
|
|
1256
|
+
"reviewer_trigger_score": 0.55,
|
|
1257
|
+
"risk_keywords": [],
|
|
1258
|
+
"rubric": [
|
|
1259
|
+
"source grounding",
|
|
1260
|
+
"boundary adherence",
|
|
1261
|
+
"refusal accuracy"
|
|
1262
|
+
]
|
|
1263
|
+
},
|
|
1264
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
1265
|
+
"context_injection": [
|
|
1266
|
+
{
|
|
1267
|
+
"field": "accounting_basis",
|
|
1268
|
+
"label": "GAAP, tax basis, or cash basis context",
|
|
1269
|
+
"required": true,
|
|
1270
|
+
"example": "GAAP"
|
|
1271
|
+
},
|
|
1272
|
+
{
|
|
1273
|
+
"field": "tax_year",
|
|
1274
|
+
"label": "Relevant tax or reporting year",
|
|
1275
|
+
"required": true,
|
|
1276
|
+
"example": "standard"
|
|
1277
|
+
}
|
|
1278
|
+
],
|
|
1279
|
+
"blocked_origins": [
|
|
1280
|
+
"CN"
|
|
1281
|
+
]
|
|
1282
|
+
},
|
|
1283
|
+
{
|
|
1284
|
+
"slug": "new_client_coa_mapping",
|
|
1285
|
+
"status": "specced",
|
|
1286
|
+
"guardrail_tier": "reviewer_required",
|
|
1287
|
+
"effort": "medium",
|
|
1288
|
+
"system_prompt": "Map a new client ledger to a firm chart of accounts. Reviewer approves ambiguous accounts. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
1289
|
+
"inputs": [
|
|
1290
|
+
{
|
|
1291
|
+
"name": "source_refs",
|
|
1292
|
+
"type": "json",
|
|
1293
|
+
"required": true,
|
|
1294
|
+
"description": "Customer-side source citations or record handles."
|
|
1295
|
+
}
|
|
1296
|
+
],
|
|
1297
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
1298
|
+
"need": "drafting",
|
|
1299
|
+
"models": {
|
|
1300
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
1301
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
1302
|
+
"allowed_models": [
|
|
1303
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
1304
|
+
"openai/gpt-oss-120b",
|
|
1305
|
+
"openai/gpt-5-mini",
|
|
1306
|
+
"anthropic/claude-haiku-4.5",
|
|
1307
|
+
"anthropic/claude-sonnet-4.6"
|
|
1308
|
+
],
|
|
1309
|
+
"effort": "medium",
|
|
1310
|
+
"reviewer_effort": "high"
|
|
1311
|
+
},
|
|
1312
|
+
"spend_cap": {
|
|
1313
|
+
"max_cost_cents": 100,
|
|
1314
|
+
"window": "per_call",
|
|
1315
|
+
"period_cap_cents": 10000
|
|
1316
|
+
},
|
|
1317
|
+
"prompt_version": "1.0.0",
|
|
1318
|
+
"capability": "read_only",
|
|
1319
|
+
"quality_gate": {
|
|
1320
|
+
"pass_threshold": 0.72,
|
|
1321
|
+
"reviewer_trigger_score": 0.55,
|
|
1322
|
+
"risk_keywords": [],
|
|
1323
|
+
"rubric": [
|
|
1324
|
+
"source grounding",
|
|
1325
|
+
"boundary adherence",
|
|
1326
|
+
"refusal accuracy"
|
|
1327
|
+
]
|
|
1328
|
+
},
|
|
1329
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
1330
|
+
"context_injection": [
|
|
1331
|
+
{
|
|
1332
|
+
"field": "accounting_basis",
|
|
1333
|
+
"label": "GAAP, tax basis, or cash basis context",
|
|
1334
|
+
"required": true,
|
|
1335
|
+
"example": "GAAP"
|
|
1336
|
+
},
|
|
1337
|
+
{
|
|
1338
|
+
"field": "tax_year",
|
|
1339
|
+
"label": "Relevant tax or reporting year",
|
|
1340
|
+
"required": true,
|
|
1341
|
+
"example": "standard"
|
|
1342
|
+
}
|
|
1343
|
+
],
|
|
1344
|
+
"blocked_origins": [
|
|
1345
|
+
"CN"
|
|
1346
|
+
]
|
|
1347
|
+
},
|
|
1348
|
+
{
|
|
1349
|
+
"slug": "trial_balance_comparison",
|
|
1350
|
+
"status": "specced",
|
|
1351
|
+
"guardrail_tier": "reviewer_required",
|
|
1352
|
+
"effort": "medium",
|
|
1353
|
+
"system_prompt": "Compare current and prior trial balances. Do not explain why numbers changed unless the source states it. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
1354
|
+
"inputs": [
|
|
1355
|
+
{
|
|
1356
|
+
"name": "source_refs",
|
|
1357
|
+
"type": "json",
|
|
1358
|
+
"required": true,
|
|
1359
|
+
"description": "Customer-side source citations or record handles."
|
|
1360
|
+
}
|
|
1361
|
+
],
|
|
1362
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
1363
|
+
"need": "drafting",
|
|
1364
|
+
"models": {
|
|
1365
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
1366
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
1367
|
+
"allowed_models": [
|
|
1368
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
1369
|
+
"openai/gpt-oss-120b",
|
|
1370
|
+
"openai/gpt-5-mini",
|
|
1371
|
+
"anthropic/claude-haiku-4.5",
|
|
1372
|
+
"anthropic/claude-sonnet-4.6"
|
|
1373
|
+
],
|
|
1374
|
+
"effort": "medium",
|
|
1375
|
+
"reviewer_effort": "high"
|
|
1376
|
+
},
|
|
1377
|
+
"spend_cap": {
|
|
1378
|
+
"max_cost_cents": 100,
|
|
1379
|
+
"window": "per_call",
|
|
1380
|
+
"period_cap_cents": 10000
|
|
1381
|
+
},
|
|
1382
|
+
"prompt_version": "1.0.0",
|
|
1383
|
+
"capability": "read_only",
|
|
1384
|
+
"quality_gate": {
|
|
1385
|
+
"pass_threshold": 0.72,
|
|
1386
|
+
"reviewer_trigger_score": 0.55,
|
|
1387
|
+
"risk_keywords": [],
|
|
1388
|
+
"rubric": [
|
|
1389
|
+
"source grounding",
|
|
1390
|
+
"boundary adherence",
|
|
1391
|
+
"refusal accuracy"
|
|
1392
|
+
]
|
|
1393
|
+
},
|
|
1394
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
1395
|
+
"context_injection": [
|
|
1396
|
+
{
|
|
1397
|
+
"field": "accounting_basis",
|
|
1398
|
+
"label": "GAAP, tax basis, or cash basis context",
|
|
1399
|
+
"required": true,
|
|
1400
|
+
"example": "GAAP"
|
|
1401
|
+
},
|
|
1402
|
+
{
|
|
1403
|
+
"field": "tax_year",
|
|
1404
|
+
"label": "Relevant tax or reporting year",
|
|
1405
|
+
"required": true,
|
|
1406
|
+
"example": "standard"
|
|
1407
|
+
}
|
|
1408
|
+
],
|
|
1409
|
+
"blocked_origins": [
|
|
1410
|
+
"CN"
|
|
1411
|
+
]
|
|
1412
|
+
},
|
|
1413
|
+
{
|
|
1414
|
+
"slug": "sales_tax_return_data_prep",
|
|
1415
|
+
"status": "specced",
|
|
1416
|
+
"guardrail_tier": "human_of_record",
|
|
1417
|
+
"effort": "medium",
|
|
1418
|
+
"system_prompt": "Aggregate gross, taxable, exempt, and tax-collected figures. Do not decide nexus or taxability. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
1419
|
+
"inputs": [
|
|
1420
|
+
{
|
|
1421
|
+
"name": "source_refs",
|
|
1422
|
+
"type": "json",
|
|
1423
|
+
"required": true,
|
|
1424
|
+
"description": "Customer-side source citations or record handles."
|
|
1425
|
+
}
|
|
1426
|
+
],
|
|
1427
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
1428
|
+
"need": "drafting",
|
|
1429
|
+
"models": {
|
|
1430
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
1431
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
1432
|
+
"allowed_models": [
|
|
1433
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
1434
|
+
"openai/gpt-oss-120b",
|
|
1435
|
+
"openai/gpt-5-mini",
|
|
1436
|
+
"anthropic/claude-haiku-4.5",
|
|
1437
|
+
"anthropic/claude-sonnet-4.6"
|
|
1438
|
+
],
|
|
1439
|
+
"effort": "medium",
|
|
1440
|
+
"reviewer_effort": "high"
|
|
1441
|
+
},
|
|
1442
|
+
"spend_cap": {
|
|
1443
|
+
"max_cost_cents": 200,
|
|
1444
|
+
"window": "per_call",
|
|
1445
|
+
"period_cap_cents": 20000
|
|
1446
|
+
},
|
|
1447
|
+
"prompt_version": "1.0.0",
|
|
1448
|
+
"capability": "data_write",
|
|
1449
|
+
"quality_gate": {
|
|
1450
|
+
"pass_threshold": 0.72,
|
|
1451
|
+
"reviewer_trigger_score": 0.55,
|
|
1452
|
+
"risk_keywords": [],
|
|
1453
|
+
"rubric": [
|
|
1454
|
+
"source grounding",
|
|
1455
|
+
"boundary adherence",
|
|
1456
|
+
"refusal accuracy"
|
|
1457
|
+
]
|
|
1458
|
+
},
|
|
1459
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
1460
|
+
"context_injection": [
|
|
1461
|
+
{
|
|
1462
|
+
"field": "accounting_basis",
|
|
1463
|
+
"label": "GAAP, tax basis, or cash basis context",
|
|
1464
|
+
"required": true,
|
|
1465
|
+
"example": "GAAP"
|
|
1466
|
+
},
|
|
1467
|
+
{
|
|
1468
|
+
"field": "tax_year",
|
|
1469
|
+
"label": "Relevant tax or reporting year",
|
|
1470
|
+
"required": true,
|
|
1471
|
+
"example": "standard"
|
|
1472
|
+
}
|
|
1473
|
+
],
|
|
1474
|
+
"blocked_origins": [
|
|
1475
|
+
"CN"
|
|
1476
|
+
]
|
|
1477
|
+
},
|
|
1478
|
+
{
|
|
1479
|
+
"slug": "month_end_close_package",
|
|
1480
|
+
"status": "specced",
|
|
1481
|
+
"guardrail_tier": "human_of_record",
|
|
1482
|
+
"effort": "medium",
|
|
1483
|
+
"system_prompt": "Assemble a month-end close package from reconciled ledgers and source docs. CPA or preparer signs off. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
1484
|
+
"inputs": [
|
|
1485
|
+
{
|
|
1486
|
+
"name": "source_refs",
|
|
1487
|
+
"type": "json",
|
|
1488
|
+
"required": true,
|
|
1489
|
+
"description": "Customer-side source citations or record handles."
|
|
1490
|
+
}
|
|
1491
|
+
],
|
|
1492
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
1493
|
+
"need": "drafting",
|
|
1494
|
+
"models": {
|
|
1495
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
1496
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
1497
|
+
"allowed_models": [
|
|
1498
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
1499
|
+
"openai/gpt-oss-120b",
|
|
1500
|
+
"openai/gpt-5-mini",
|
|
1501
|
+
"anthropic/claude-haiku-4.5",
|
|
1502
|
+
"anthropic/claude-sonnet-4.6"
|
|
1503
|
+
],
|
|
1504
|
+
"effort": "medium",
|
|
1505
|
+
"reviewer_effort": "high"
|
|
1506
|
+
},
|
|
1507
|
+
"spend_cap": {
|
|
1508
|
+
"max_cost_cents": 200,
|
|
1509
|
+
"window": "per_call",
|
|
1510
|
+
"period_cap_cents": 20000
|
|
1511
|
+
},
|
|
1512
|
+
"prompt_version": "1.0.0",
|
|
1513
|
+
"capability": "data_write",
|
|
1514
|
+
"quality_gate": {
|
|
1515
|
+
"pass_threshold": 0.72,
|
|
1516
|
+
"reviewer_trigger_score": 0.55,
|
|
1517
|
+
"risk_keywords": [],
|
|
1518
|
+
"rubric": [
|
|
1519
|
+
"source grounding",
|
|
1520
|
+
"boundary adherence",
|
|
1521
|
+
"refusal accuracy"
|
|
1522
|
+
]
|
|
1523
|
+
},
|
|
1524
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
1525
|
+
"context_injection": [
|
|
1526
|
+
{
|
|
1527
|
+
"field": "accounting_basis",
|
|
1528
|
+
"label": "GAAP, tax basis, or cash basis context",
|
|
1529
|
+
"required": true,
|
|
1530
|
+
"example": "GAAP"
|
|
1531
|
+
},
|
|
1532
|
+
{
|
|
1533
|
+
"field": "tax_year",
|
|
1534
|
+
"label": "Relevant tax or reporting year",
|
|
1535
|
+
"required": true,
|
|
1536
|
+
"example": "standard"
|
|
1537
|
+
}
|
|
1538
|
+
],
|
|
1539
|
+
"blocked_origins": [
|
|
1540
|
+
"CN"
|
|
1541
|
+
]
|
|
1542
|
+
}
|
|
1543
|
+
]
|
|
1544
|
+
},
|
|
1545
|
+
"insurance": {
|
|
1546
|
+
"version": 2,
|
|
1547
|
+
"vertical": "insurance",
|
|
1548
|
+
"generated_at": "2026-05-29T00:00:00.000Z",
|
|
1549
|
+
"zero_data_plane": "Prompts and completions stay in the customer runtime. This catalog stores templates and metadata only.",
|
|
1550
|
+
"context_injection": [
|
|
1551
|
+
{
|
|
1552
|
+
"field": "state_doi",
|
|
1553
|
+
"label": "State department of insurance context",
|
|
1554
|
+
"required": true,
|
|
1555
|
+
"example": "NY"
|
|
1556
|
+
},
|
|
1557
|
+
{
|
|
1558
|
+
"field": "carrier_rules",
|
|
1559
|
+
"label": "Carrier rule or appetite guide version",
|
|
1560
|
+
"required": true,
|
|
1561
|
+
"example": "standard"
|
|
1562
|
+
}
|
|
1563
|
+
],
|
|
1564
|
+
"blocked_intents": [
|
|
1565
|
+
"coverage adequacy recommendations",
|
|
1566
|
+
"is it covered policy interpretation",
|
|
1567
|
+
"binding or issuing coverage",
|
|
1568
|
+
"claims adjudication or fault",
|
|
1569
|
+
"carrier replacement recommendations"
|
|
1570
|
+
],
|
|
1571
|
+
"compliance_anchors": [
|
|
1572
|
+
"NAIC Model Bulletin on AI systems supports audit trails for insurance AI use.",
|
|
1573
|
+
"11 NYCRR section 215.13 requires documented claim handling controls in New York.",
|
|
1574
|
+
"Verisk CG 40 47 and CG 40 48 show why AI-related coverage language must be source grounded."
|
|
1575
|
+
],
|
|
1576
|
+
"compliance_guardrails": {
|
|
1577
|
+
"grounded_cite_or_refuse": true,
|
|
1578
|
+
"data_source_provenance_required": true,
|
|
1579
|
+
"disclaimer": "Agency operations support only. Not insurance advice. Licensed staff remains the human of record for binding, coverage, or claim actions.",
|
|
1580
|
+
"blocked_origins": [
|
|
1581
|
+
"CN"
|
|
1582
|
+
],
|
|
1583
|
+
"quality_gate_rubric": [
|
|
1584
|
+
"coverage field correctness",
|
|
1585
|
+
"source pair citations",
|
|
1586
|
+
"no coverage advice"
|
|
1587
|
+
],
|
|
1588
|
+
"reviewer_cascade_default": "opt_in",
|
|
1589
|
+
"default_posture": "compliance"
|
|
1590
|
+
},
|
|
1591
|
+
"outcomes": [
|
|
1592
|
+
{
|
|
1593
|
+
"status": "active",
|
|
1594
|
+
"prompt_version": "1.0.0",
|
|
1595
|
+
"slug": "policy_checking_variance",
|
|
1596
|
+
"guardrail_tier": "reviewer_required",
|
|
1597
|
+
"effort": "high",
|
|
1598
|
+
"system_prompt": "Compare the bound policy or declaration page against the application, quote, binder, prior-term policy, and endorsements field by field. Output only differences, each with a citation to both sources. Never state whether coverage is sufficient or correct. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
1599
|
+
"inputs": [
|
|
1600
|
+
{
|
|
1601
|
+
"name": "bound_policy",
|
|
1602
|
+
"type": "json",
|
|
1603
|
+
"required": true,
|
|
1604
|
+
"description": "Bound policy or declaration page."
|
|
1605
|
+
},
|
|
1606
|
+
{
|
|
1607
|
+
"name": "application",
|
|
1608
|
+
"type": "json",
|
|
1609
|
+
"required": true,
|
|
1610
|
+
"description": "Application source."
|
|
1611
|
+
},
|
|
1612
|
+
{
|
|
1613
|
+
"name": "quote",
|
|
1614
|
+
"type": "json",
|
|
1615
|
+
"required": true,
|
|
1616
|
+
"description": "Quote source."
|
|
1617
|
+
},
|
|
1618
|
+
{
|
|
1619
|
+
"name": "binder",
|
|
1620
|
+
"type": "json",
|
|
1621
|
+
"required": true,
|
|
1622
|
+
"description": "Binder source."
|
|
1623
|
+
},
|
|
1624
|
+
{
|
|
1625
|
+
"name": "prior_policy",
|
|
1626
|
+
"type": "json",
|
|
1627
|
+
"required": false,
|
|
1628
|
+
"description": "Prior-term policy, optional."
|
|
1629
|
+
},
|
|
1630
|
+
{
|
|
1631
|
+
"name": "endorsements",
|
|
1632
|
+
"type": "json",
|
|
1633
|
+
"required": false,
|
|
1634
|
+
"description": "Endorsement sources, optional."
|
|
1635
|
+
}
|
|
1636
|
+
],
|
|
1637
|
+
"output_format": "variance table with source A cite, source B cite, field, old value, new value, and review flag",
|
|
1638
|
+
"need": "long-context",
|
|
1639
|
+
"models": {
|
|
1640
|
+
"drafter": "openai/gpt-4.1-nano",
|
|
1641
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
1642
|
+
"allowed_models": [
|
|
1643
|
+
"openai/gpt-4.1-nano",
|
|
1644
|
+
"openai/gpt-oss-120b",
|
|
1645
|
+
"openai/gpt-4.1",
|
|
1646
|
+
"anthropic/claude-sonnet-4.6",
|
|
1647
|
+
"meta-llama/llama-4-scout"
|
|
1648
|
+
],
|
|
1649
|
+
"effort": "high",
|
|
1650
|
+
"reviewer_effort": "xhigh"
|
|
1651
|
+
},
|
|
1652
|
+
"spend_cap": {
|
|
1653
|
+
"max_cost_cents": 125,
|
|
1654
|
+
"window": "per_call",
|
|
1655
|
+
"period_cap_cents": 12500
|
|
1656
|
+
},
|
|
1657
|
+
"capability": "read_only",
|
|
1658
|
+
"quality_gate": {
|
|
1659
|
+
"pass_threshold": 0.78,
|
|
1660
|
+
"reviewer_trigger_score": 0.45,
|
|
1661
|
+
"risk_keywords": [],
|
|
1662
|
+
"rubric": [
|
|
1663
|
+
"both-source citation",
|
|
1664
|
+
"variance only",
|
|
1665
|
+
"no adequacy judgment"
|
|
1666
|
+
]
|
|
1667
|
+
},
|
|
1668
|
+
"context_injection": [
|
|
1669
|
+
{
|
|
1670
|
+
"field": "state_doi",
|
|
1671
|
+
"label": "State department of insurance context",
|
|
1672
|
+
"required": true,
|
|
1673
|
+
"example": "NY"
|
|
1674
|
+
},
|
|
1675
|
+
{
|
|
1676
|
+
"field": "carrier_rules",
|
|
1677
|
+
"label": "Carrier rule or appetite guide version",
|
|
1678
|
+
"required": true,
|
|
1679
|
+
"example": "standard"
|
|
1680
|
+
}
|
|
1681
|
+
],
|
|
1682
|
+
"blocked_origins": [
|
|
1683
|
+
"CN"
|
|
1684
|
+
],
|
|
1685
|
+
"disclaimer": "Agency operations support only. Not insurance advice. Licensed staff remains the human of record for binding, coverage, or claim actions."
|
|
1686
|
+
},
|
|
1687
|
+
{
|
|
1688
|
+
"status": "active",
|
|
1689
|
+
"prompt_version": "1.0.0",
|
|
1690
|
+
"slug": "submission_acord_extraction",
|
|
1691
|
+
"guardrail_tier": "reviewer_required",
|
|
1692
|
+
"effort": "medium",
|
|
1693
|
+
"system_prompt": "Map each field only from provided source documents into the carrier application or ACORD forms. Leave blank and flag any field not present. Never infer or fabricate exposure values. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
1694
|
+
"inputs": [
|
|
1695
|
+
{
|
|
1696
|
+
"name": "acord_forms",
|
|
1697
|
+
"type": "json",
|
|
1698
|
+
"required": true,
|
|
1699
|
+
"description": "ACORD forms such as 125, 126, 140, or 80."
|
|
1700
|
+
},
|
|
1701
|
+
{
|
|
1702
|
+
"name": "prior_dec",
|
|
1703
|
+
"type": "json",
|
|
1704
|
+
"required": true,
|
|
1705
|
+
"description": "Prior declaration page."
|
|
1706
|
+
},
|
|
1707
|
+
{
|
|
1708
|
+
"name": "loss_runs",
|
|
1709
|
+
"type": "json",
|
|
1710
|
+
"required": false,
|
|
1711
|
+
"description": "Loss runs, optional."
|
|
1712
|
+
},
|
|
1713
|
+
{
|
|
1714
|
+
"name": "broker_worksheets",
|
|
1715
|
+
"type": "json",
|
|
1716
|
+
"required": false,
|
|
1717
|
+
"description": "Broker worksheets, optional."
|
|
1718
|
+
}
|
|
1719
|
+
],
|
|
1720
|
+
"output_format": "ACORD field map with source cite and blank reason for unsupported fields",
|
|
1721
|
+
"need": "vision-document",
|
|
1722
|
+
"models": {
|
|
1723
|
+
"drafter": "openai/gpt-4.1-nano",
|
|
1724
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
1725
|
+
"allowed_models": [
|
|
1726
|
+
"openai/gpt-4.1-nano",
|
|
1727
|
+
"openai/gpt-oss-120b",
|
|
1728
|
+
"openai/gpt-4.1",
|
|
1729
|
+
"anthropic/claude-sonnet-4.6",
|
|
1730
|
+
"meta-llama/llama-4-scout"
|
|
1731
|
+
],
|
|
1732
|
+
"effort": "medium",
|
|
1733
|
+
"reviewer_effort": "high"
|
|
1734
|
+
},
|
|
1735
|
+
"spend_cap": {
|
|
1736
|
+
"max_cost_cents": 90,
|
|
1737
|
+
"window": "per_call",
|
|
1738
|
+
"period_cap_cents": 9000
|
|
1739
|
+
},
|
|
1740
|
+
"capability": "read_only",
|
|
1741
|
+
"quality_gate": {
|
|
1742
|
+
"pass_threshold": 0.72,
|
|
1743
|
+
"reviewer_trigger_score": 0.55,
|
|
1744
|
+
"risk_keywords": [],
|
|
1745
|
+
"rubric": [
|
|
1746
|
+
"unsupported fields blank",
|
|
1747
|
+
"source field cite",
|
|
1748
|
+
"exposure values not inferred"
|
|
1749
|
+
]
|
|
1750
|
+
},
|
|
1751
|
+
"context_injection": [
|
|
1752
|
+
{
|
|
1753
|
+
"field": "state_doi",
|
|
1754
|
+
"label": "State department of insurance context",
|
|
1755
|
+
"required": true,
|
|
1756
|
+
"example": "NY"
|
|
1757
|
+
},
|
|
1758
|
+
{
|
|
1759
|
+
"field": "carrier_rules",
|
|
1760
|
+
"label": "Carrier rule or appetite guide version",
|
|
1761
|
+
"required": true,
|
|
1762
|
+
"example": "standard"
|
|
1763
|
+
}
|
|
1764
|
+
],
|
|
1765
|
+
"blocked_origins": [
|
|
1766
|
+
"CN"
|
|
1767
|
+
],
|
|
1768
|
+
"disclaimer": "Agency operations support only. Not insurance advice. Licensed staff remains the human of record for binding, coverage, or claim actions."
|
|
1769
|
+
},
|
|
1770
|
+
{
|
|
1771
|
+
"status": "active",
|
|
1772
|
+
"prompt_version": "1.0.0",
|
|
1773
|
+
"slug": "commission_reconciliation",
|
|
1774
|
+
"guardrail_tier": "grounded_cite_or_refuse",
|
|
1775
|
+
"effort": "low",
|
|
1776
|
+
"system_prompt": "Match policy numbers, transaction codes, and commission amounts between the carrier direct-bill statement and the AMS ledger. Flag variances. Internal only. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
1777
|
+
"inputs": [
|
|
1778
|
+
{
|
|
1779
|
+
"name": "direct_bill_statement",
|
|
1780
|
+
"type": "json",
|
|
1781
|
+
"required": true,
|
|
1782
|
+
"description": "Carrier direct-bill statement."
|
|
1783
|
+
},
|
|
1784
|
+
{
|
|
1785
|
+
"name": "ams_ledger",
|
|
1786
|
+
"type": "json",
|
|
1787
|
+
"required": true,
|
|
1788
|
+
"description": "AMS ledger export."
|
|
1789
|
+
}
|
|
1790
|
+
],
|
|
1791
|
+
"output_format": "reconciliation table with matched rows, unmatched rows, and variance amounts",
|
|
1792
|
+
"need": "structured-reasoning",
|
|
1793
|
+
"models": {
|
|
1794
|
+
"drafter": "openai/gpt-oss-120b",
|
|
1795
|
+
"reviewer": "openai/o4-mini",
|
|
1796
|
+
"allowed_models": [
|
|
1797
|
+
"openai/gpt-oss-120b",
|
|
1798
|
+
"openai/gpt-4.1-nano",
|
|
1799
|
+
"openai/gpt-5-mini",
|
|
1800
|
+
"openai/o4-mini"
|
|
1801
|
+
],
|
|
1802
|
+
"effort": "low",
|
|
1803
|
+
"reviewer_effort": "high"
|
|
1804
|
+
},
|
|
1805
|
+
"spend_cap": {
|
|
1806
|
+
"max_cost_cents": 30,
|
|
1807
|
+
"window": "per_call",
|
|
1808
|
+
"period_cap_cents": 3000
|
|
1809
|
+
},
|
|
1810
|
+
"capability": "read_only",
|
|
1811
|
+
"quality_gate": {
|
|
1812
|
+
"pass_threshold": 0.72,
|
|
1813
|
+
"reviewer_trigger_score": 0.55,
|
|
1814
|
+
"risk_keywords": [],
|
|
1815
|
+
"rubric": [
|
|
1816
|
+
"policy number match",
|
|
1817
|
+
"transaction code match",
|
|
1818
|
+
"variance exposed"
|
|
1819
|
+
]
|
|
1820
|
+
},
|
|
1821
|
+
"context_injection": [
|
|
1822
|
+
{
|
|
1823
|
+
"field": "state_doi",
|
|
1824
|
+
"label": "State department of insurance context",
|
|
1825
|
+
"required": true,
|
|
1826
|
+
"example": "NY"
|
|
1827
|
+
},
|
|
1828
|
+
{
|
|
1829
|
+
"field": "carrier_rules",
|
|
1830
|
+
"label": "Carrier rule or appetite guide version",
|
|
1831
|
+
"required": true,
|
|
1832
|
+
"example": "standard"
|
|
1833
|
+
}
|
|
1834
|
+
],
|
|
1835
|
+
"blocked_origins": [
|
|
1836
|
+
"CN"
|
|
1837
|
+
],
|
|
1838
|
+
"disclaimer": "Agency operations support only. Not insurance advice. Licensed staff remains the human of record for binding, coverage, or claim actions."
|
|
1839
|
+
},
|
|
1840
|
+
{
|
|
1841
|
+
"slug": "loss_run_extraction_summary",
|
|
1842
|
+
"status": "specced",
|
|
1843
|
+
"guardrail_tier": "reviewer_required",
|
|
1844
|
+
"effort": "medium",
|
|
1845
|
+
"system_prompt": "Extract loss-run rows and arithmetic summaries. Do not predict future loss or underwriting outcome. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
1846
|
+
"inputs": [
|
|
1847
|
+
{
|
|
1848
|
+
"name": "source_refs",
|
|
1849
|
+
"type": "json",
|
|
1850
|
+
"required": true,
|
|
1851
|
+
"description": "Customer-side source citations or record handles."
|
|
1852
|
+
}
|
|
1853
|
+
],
|
|
1854
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
1855
|
+
"need": "drafting",
|
|
1856
|
+
"models": {
|
|
1857
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
1858
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
1859
|
+
"allowed_models": [
|
|
1860
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
1861
|
+
"openai/gpt-oss-120b",
|
|
1862
|
+
"openai/gpt-5-mini",
|
|
1863
|
+
"anthropic/claude-haiku-4.5",
|
|
1864
|
+
"anthropic/claude-sonnet-4.6"
|
|
1865
|
+
],
|
|
1866
|
+
"effort": "medium",
|
|
1867
|
+
"reviewer_effort": "high"
|
|
1868
|
+
},
|
|
1869
|
+
"spend_cap": {
|
|
1870
|
+
"max_cost_cents": 100,
|
|
1871
|
+
"window": "per_call",
|
|
1872
|
+
"period_cap_cents": 10000
|
|
1873
|
+
},
|
|
1874
|
+
"prompt_version": "1.0.0",
|
|
1875
|
+
"capability": "read_only",
|
|
1876
|
+
"quality_gate": {
|
|
1877
|
+
"pass_threshold": 0.72,
|
|
1878
|
+
"reviewer_trigger_score": 0.55,
|
|
1879
|
+
"risk_keywords": [],
|
|
1880
|
+
"rubric": [
|
|
1881
|
+
"source grounding",
|
|
1882
|
+
"boundary adherence",
|
|
1883
|
+
"refusal accuracy"
|
|
1884
|
+
]
|
|
1885
|
+
},
|
|
1886
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
1887
|
+
"context_injection": [
|
|
1888
|
+
{
|
|
1889
|
+
"field": "state_doi",
|
|
1890
|
+
"label": "State department of insurance context",
|
|
1891
|
+
"required": true,
|
|
1892
|
+
"example": "NY"
|
|
1893
|
+
},
|
|
1894
|
+
{
|
|
1895
|
+
"field": "carrier_rules",
|
|
1896
|
+
"label": "Carrier rule or appetite guide version",
|
|
1897
|
+
"required": true,
|
|
1898
|
+
"example": "standard"
|
|
1899
|
+
}
|
|
1900
|
+
],
|
|
1901
|
+
"blocked_origins": [
|
|
1902
|
+
"CN"
|
|
1903
|
+
]
|
|
1904
|
+
},
|
|
1905
|
+
{
|
|
1906
|
+
"slug": "dec_page_extraction_to_ams",
|
|
1907
|
+
"status": "specced",
|
|
1908
|
+
"guardrail_tier": "reviewer_required",
|
|
1909
|
+
"effort": "medium",
|
|
1910
|
+
"system_prompt": "Extract dec-page fields into AMS draft fields. Blank unsupported values. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
1911
|
+
"inputs": [
|
|
1912
|
+
{
|
|
1913
|
+
"name": "source_refs",
|
|
1914
|
+
"type": "json",
|
|
1915
|
+
"required": true,
|
|
1916
|
+
"description": "Customer-side source citations or record handles."
|
|
1917
|
+
}
|
|
1918
|
+
],
|
|
1919
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
1920
|
+
"need": "drafting",
|
|
1921
|
+
"models": {
|
|
1922
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
1923
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
1924
|
+
"allowed_models": [
|
|
1925
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
1926
|
+
"openai/gpt-oss-120b",
|
|
1927
|
+
"openai/gpt-5-mini",
|
|
1928
|
+
"anthropic/claude-haiku-4.5",
|
|
1929
|
+
"anthropic/claude-sonnet-4.6"
|
|
1930
|
+
],
|
|
1931
|
+
"effort": "medium",
|
|
1932
|
+
"reviewer_effort": "high"
|
|
1933
|
+
},
|
|
1934
|
+
"spend_cap": {
|
|
1935
|
+
"max_cost_cents": 100,
|
|
1936
|
+
"window": "per_call",
|
|
1937
|
+
"period_cap_cents": 10000
|
|
1938
|
+
},
|
|
1939
|
+
"prompt_version": "1.0.0",
|
|
1940
|
+
"capability": "read_only",
|
|
1941
|
+
"quality_gate": {
|
|
1942
|
+
"pass_threshold": 0.72,
|
|
1943
|
+
"reviewer_trigger_score": 0.55,
|
|
1944
|
+
"risk_keywords": [],
|
|
1945
|
+
"rubric": [
|
|
1946
|
+
"source grounding",
|
|
1947
|
+
"boundary adherence",
|
|
1948
|
+
"refusal accuracy"
|
|
1949
|
+
]
|
|
1950
|
+
},
|
|
1951
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
1952
|
+
"context_injection": [
|
|
1953
|
+
{
|
|
1954
|
+
"field": "state_doi",
|
|
1955
|
+
"label": "State department of insurance context",
|
|
1956
|
+
"required": true,
|
|
1957
|
+
"example": "NY"
|
|
1958
|
+
},
|
|
1959
|
+
{
|
|
1960
|
+
"field": "carrier_rules",
|
|
1961
|
+
"label": "Carrier rule or appetite guide version",
|
|
1962
|
+
"required": true,
|
|
1963
|
+
"example": "standard"
|
|
1964
|
+
}
|
|
1965
|
+
],
|
|
1966
|
+
"blocked_origins": [
|
|
1967
|
+
"CN"
|
|
1968
|
+
]
|
|
1969
|
+
},
|
|
1970
|
+
{
|
|
1971
|
+
"slug": "endorsement_change_request_confirmation",
|
|
1972
|
+
"status": "specced",
|
|
1973
|
+
"guardrail_tier": "reviewer_required",
|
|
1974
|
+
"effort": "medium",
|
|
1975
|
+
"system_prompt": "Confirm requested endorsement change fields against source policy and request. Do not quote premium effect. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
1976
|
+
"inputs": [
|
|
1977
|
+
{
|
|
1978
|
+
"name": "source_refs",
|
|
1979
|
+
"type": "json",
|
|
1980
|
+
"required": true,
|
|
1981
|
+
"description": "Customer-side source citations or record handles."
|
|
1982
|
+
}
|
|
1983
|
+
],
|
|
1984
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
1985
|
+
"need": "drafting",
|
|
1986
|
+
"models": {
|
|
1987
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
1988
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
1989
|
+
"allowed_models": [
|
|
1990
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
1991
|
+
"openai/gpt-oss-120b",
|
|
1992
|
+
"openai/gpt-5-mini",
|
|
1993
|
+
"anthropic/claude-haiku-4.5",
|
|
1994
|
+
"anthropic/claude-sonnet-4.6"
|
|
1995
|
+
],
|
|
1996
|
+
"effort": "medium",
|
|
1997
|
+
"reviewer_effort": "high"
|
|
1998
|
+
},
|
|
1999
|
+
"spend_cap": {
|
|
2000
|
+
"max_cost_cents": 100,
|
|
2001
|
+
"window": "per_call",
|
|
2002
|
+
"period_cap_cents": 10000
|
|
2003
|
+
},
|
|
2004
|
+
"prompt_version": "1.0.0",
|
|
2005
|
+
"capability": "read_only",
|
|
2006
|
+
"quality_gate": {
|
|
2007
|
+
"pass_threshold": 0.72,
|
|
2008
|
+
"reviewer_trigger_score": 0.55,
|
|
2009
|
+
"risk_keywords": [],
|
|
2010
|
+
"rubric": [
|
|
2011
|
+
"source grounding",
|
|
2012
|
+
"boundary adherence",
|
|
2013
|
+
"refusal accuracy"
|
|
2014
|
+
]
|
|
2015
|
+
},
|
|
2016
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
2017
|
+
"context_injection": [
|
|
2018
|
+
{
|
|
2019
|
+
"field": "state_doi",
|
|
2020
|
+
"label": "State department of insurance context",
|
|
2021
|
+
"required": true,
|
|
2022
|
+
"example": "NY"
|
|
2023
|
+
},
|
|
2024
|
+
{
|
|
2025
|
+
"field": "carrier_rules",
|
|
2026
|
+
"label": "Carrier rule or appetite guide version",
|
|
2027
|
+
"required": true,
|
|
2028
|
+
"example": "standard"
|
|
2029
|
+
}
|
|
2030
|
+
],
|
|
2031
|
+
"blocked_origins": [
|
|
2032
|
+
"CN"
|
|
2033
|
+
]
|
|
2034
|
+
},
|
|
2035
|
+
{
|
|
2036
|
+
"slug": "renewal_dec_vs_dec_comparison",
|
|
2037
|
+
"status": "specced",
|
|
2038
|
+
"guardrail_tier": "reviewer_required",
|
|
2039
|
+
"effort": "medium",
|
|
2040
|
+
"system_prompt": "Compare expiring and renewal declaration pages. Do not advise whether changes are adequate. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
2041
|
+
"inputs": [
|
|
2042
|
+
{
|
|
2043
|
+
"name": "source_refs",
|
|
2044
|
+
"type": "json",
|
|
2045
|
+
"required": true,
|
|
2046
|
+
"description": "Customer-side source citations or record handles."
|
|
2047
|
+
}
|
|
2048
|
+
],
|
|
2049
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
2050
|
+
"need": "drafting",
|
|
2051
|
+
"models": {
|
|
2052
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
2053
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
2054
|
+
"allowed_models": [
|
|
2055
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
2056
|
+
"openai/gpt-oss-120b",
|
|
2057
|
+
"openai/gpt-5-mini",
|
|
2058
|
+
"anthropic/claude-haiku-4.5",
|
|
2059
|
+
"anthropic/claude-sonnet-4.6"
|
|
2060
|
+
],
|
|
2061
|
+
"effort": "medium",
|
|
2062
|
+
"reviewer_effort": "high"
|
|
2063
|
+
},
|
|
2064
|
+
"spend_cap": {
|
|
2065
|
+
"max_cost_cents": 100,
|
|
2066
|
+
"window": "per_call",
|
|
2067
|
+
"period_cap_cents": 10000
|
|
2068
|
+
},
|
|
2069
|
+
"prompt_version": "1.0.0",
|
|
2070
|
+
"capability": "read_only",
|
|
2071
|
+
"quality_gate": {
|
|
2072
|
+
"pass_threshold": 0.72,
|
|
2073
|
+
"reviewer_trigger_score": 0.55,
|
|
2074
|
+
"risk_keywords": [],
|
|
2075
|
+
"rubric": [
|
|
2076
|
+
"source grounding",
|
|
2077
|
+
"boundary adherence",
|
|
2078
|
+
"refusal accuracy"
|
|
2079
|
+
]
|
|
2080
|
+
},
|
|
2081
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
2082
|
+
"context_injection": [
|
|
2083
|
+
{
|
|
2084
|
+
"field": "state_doi",
|
|
2085
|
+
"label": "State department of insurance context",
|
|
2086
|
+
"required": true,
|
|
2087
|
+
"example": "NY"
|
|
2088
|
+
},
|
|
2089
|
+
{
|
|
2090
|
+
"field": "carrier_rules",
|
|
2091
|
+
"label": "Carrier rule or appetite guide version",
|
|
2092
|
+
"required": true,
|
|
2093
|
+
"example": "standard"
|
|
2094
|
+
}
|
|
2095
|
+
],
|
|
2096
|
+
"blocked_origins": [
|
|
2097
|
+
"CN"
|
|
2098
|
+
]
|
|
2099
|
+
},
|
|
2100
|
+
{
|
|
2101
|
+
"slug": "appetite_triage_uploaded_guides",
|
|
2102
|
+
"status": "specced",
|
|
2103
|
+
"guardrail_tier": "reviewer_required",
|
|
2104
|
+
"effort": "medium",
|
|
2105
|
+
"system_prompt": "Match risk attributes to uploaded carrier appetite guides only. Refuse if guide is missing. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
2106
|
+
"inputs": [
|
|
2107
|
+
{
|
|
2108
|
+
"name": "source_refs",
|
|
2109
|
+
"type": "json",
|
|
2110
|
+
"required": true,
|
|
2111
|
+
"description": "Customer-side source citations or record handles."
|
|
2112
|
+
}
|
|
2113
|
+
],
|
|
2114
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
2115
|
+
"need": "drafting",
|
|
2116
|
+
"models": {
|
|
2117
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
2118
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
2119
|
+
"allowed_models": [
|
|
2120
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
2121
|
+
"openai/gpt-oss-120b",
|
|
2122
|
+
"openai/gpt-5-mini",
|
|
2123
|
+
"anthropic/claude-haiku-4.5",
|
|
2124
|
+
"anthropic/claude-sonnet-4.6"
|
|
2125
|
+
],
|
|
2126
|
+
"effort": "medium",
|
|
2127
|
+
"reviewer_effort": "high"
|
|
2128
|
+
},
|
|
2129
|
+
"spend_cap": {
|
|
2130
|
+
"max_cost_cents": 100,
|
|
2131
|
+
"window": "per_call",
|
|
2132
|
+
"period_cap_cents": 10000
|
|
2133
|
+
},
|
|
2134
|
+
"prompt_version": "1.0.0",
|
|
2135
|
+
"capability": "read_only",
|
|
2136
|
+
"quality_gate": {
|
|
2137
|
+
"pass_threshold": 0.72,
|
|
2138
|
+
"reviewer_trigger_score": 0.55,
|
|
2139
|
+
"risk_keywords": [],
|
|
2140
|
+
"rubric": [
|
|
2141
|
+
"source grounding",
|
|
2142
|
+
"boundary adherence",
|
|
2143
|
+
"refusal accuracy"
|
|
2144
|
+
]
|
|
2145
|
+
},
|
|
2146
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
2147
|
+
"context_injection": [
|
|
2148
|
+
{
|
|
2149
|
+
"field": "state_doi",
|
|
2150
|
+
"label": "State department of insurance context",
|
|
2151
|
+
"required": true,
|
|
2152
|
+
"example": "NY"
|
|
2153
|
+
},
|
|
2154
|
+
{
|
|
2155
|
+
"field": "carrier_rules",
|
|
2156
|
+
"label": "Carrier rule or appetite guide version",
|
|
2157
|
+
"required": true,
|
|
2158
|
+
"example": "standard"
|
|
2159
|
+
}
|
|
2160
|
+
],
|
|
2161
|
+
"blocked_origins": [
|
|
2162
|
+
"CN"
|
|
2163
|
+
]
|
|
2164
|
+
},
|
|
2165
|
+
{
|
|
2166
|
+
"slug": "third_party_coi_verification",
|
|
2167
|
+
"status": "specced",
|
|
2168
|
+
"guardrail_tier": "reviewer_required",
|
|
2169
|
+
"effort": "medium",
|
|
2170
|
+
"system_prompt": "Verify a COI against source policy fields and endorsements. Do not assert unsupported coverage. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
2171
|
+
"inputs": [
|
|
2172
|
+
{
|
|
2173
|
+
"name": "source_refs",
|
|
2174
|
+
"type": "json",
|
|
2175
|
+
"required": true,
|
|
2176
|
+
"description": "Customer-side source citations or record handles."
|
|
2177
|
+
}
|
|
2178
|
+
],
|
|
2179
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
2180
|
+
"need": "drafting",
|
|
2181
|
+
"models": {
|
|
2182
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
2183
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
2184
|
+
"allowed_models": [
|
|
2185
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
2186
|
+
"openai/gpt-oss-120b",
|
|
2187
|
+
"openai/gpt-5-mini",
|
|
2188
|
+
"anthropic/claude-haiku-4.5",
|
|
2189
|
+
"anthropic/claude-sonnet-4.6"
|
|
2190
|
+
],
|
|
2191
|
+
"effort": "medium",
|
|
2192
|
+
"reviewer_effort": "high"
|
|
2193
|
+
},
|
|
2194
|
+
"spend_cap": {
|
|
2195
|
+
"max_cost_cents": 100,
|
|
2196
|
+
"window": "per_call",
|
|
2197
|
+
"period_cap_cents": 10000
|
|
2198
|
+
},
|
|
2199
|
+
"prompt_version": "1.0.0",
|
|
2200
|
+
"capability": "read_only",
|
|
2201
|
+
"quality_gate": {
|
|
2202
|
+
"pass_threshold": 0.72,
|
|
2203
|
+
"reviewer_trigger_score": 0.55,
|
|
2204
|
+
"risk_keywords": [],
|
|
2205
|
+
"rubric": [
|
|
2206
|
+
"source grounding",
|
|
2207
|
+
"boundary adherence",
|
|
2208
|
+
"refusal accuracy"
|
|
2209
|
+
]
|
|
2210
|
+
},
|
|
2211
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
2212
|
+
"context_injection": [
|
|
2213
|
+
{
|
|
2214
|
+
"field": "state_doi",
|
|
2215
|
+
"label": "State department of insurance context",
|
|
2216
|
+
"required": true,
|
|
2217
|
+
"example": "NY"
|
|
2218
|
+
},
|
|
2219
|
+
{
|
|
2220
|
+
"field": "carrier_rules",
|
|
2221
|
+
"label": "Carrier rule or appetite guide version",
|
|
2222
|
+
"required": true,
|
|
2223
|
+
"example": "standard"
|
|
2224
|
+
}
|
|
2225
|
+
],
|
|
2226
|
+
"blocked_origins": [
|
|
2227
|
+
"CN"
|
|
2228
|
+
]
|
|
2229
|
+
},
|
|
2230
|
+
{
|
|
2231
|
+
"slug": "coi_drafting_acord25",
|
|
2232
|
+
"status": "specced",
|
|
2233
|
+
"guardrail_tier": "human_of_record",
|
|
2234
|
+
"effort": "medium",
|
|
2235
|
+
"system_prompt": "Draft ACORD 25 fields from source policy. Refuse any requested limit, additional insured status, or waiver not on the policy. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
2236
|
+
"inputs": [
|
|
2237
|
+
{
|
|
2238
|
+
"name": "source_refs",
|
|
2239
|
+
"type": "json",
|
|
2240
|
+
"required": true,
|
|
2241
|
+
"description": "Customer-side source citations or record handles."
|
|
2242
|
+
}
|
|
2243
|
+
],
|
|
2244
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
2245
|
+
"need": "drafting",
|
|
2246
|
+
"models": {
|
|
2247
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
2248
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
2249
|
+
"allowed_models": [
|
|
2250
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
2251
|
+
"openai/gpt-oss-120b",
|
|
2252
|
+
"openai/gpt-5-mini",
|
|
2253
|
+
"anthropic/claude-haiku-4.5",
|
|
2254
|
+
"anthropic/claude-sonnet-4.6"
|
|
2255
|
+
],
|
|
2256
|
+
"effort": "medium",
|
|
2257
|
+
"reviewer_effort": "high"
|
|
2258
|
+
},
|
|
2259
|
+
"spend_cap": {
|
|
2260
|
+
"max_cost_cents": 200,
|
|
2261
|
+
"window": "per_call",
|
|
2262
|
+
"period_cap_cents": 20000
|
|
2263
|
+
},
|
|
2264
|
+
"prompt_version": "1.0.0",
|
|
2265
|
+
"capability": "data_write",
|
|
2266
|
+
"quality_gate": {
|
|
2267
|
+
"pass_threshold": 0.72,
|
|
2268
|
+
"reviewer_trigger_score": 0.55,
|
|
2269
|
+
"risk_keywords": [],
|
|
2270
|
+
"rubric": [
|
|
2271
|
+
"source grounding",
|
|
2272
|
+
"boundary adherence",
|
|
2273
|
+
"refusal accuracy"
|
|
2274
|
+
]
|
|
2275
|
+
},
|
|
2276
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
2277
|
+
"context_injection": [
|
|
2278
|
+
{
|
|
2279
|
+
"field": "state_doi",
|
|
2280
|
+
"label": "State department of insurance context",
|
|
2281
|
+
"required": true,
|
|
2282
|
+
"example": "NY"
|
|
2283
|
+
},
|
|
2284
|
+
{
|
|
2285
|
+
"field": "carrier_rules",
|
|
2286
|
+
"label": "Carrier rule or appetite guide version",
|
|
2287
|
+
"required": true,
|
|
2288
|
+
"example": "standard"
|
|
2289
|
+
}
|
|
2290
|
+
],
|
|
2291
|
+
"blocked_origins": [
|
|
2292
|
+
"CN"
|
|
2293
|
+
]
|
|
2294
|
+
},
|
|
2295
|
+
{
|
|
2296
|
+
"slug": "fnol_intake",
|
|
2297
|
+
"status": "specced",
|
|
2298
|
+
"guardrail_tier": "human_of_record",
|
|
2299
|
+
"effort": "medium",
|
|
2300
|
+
"system_prompt": "Capture first notice of loss facts and route to licensed staff. Never assess coverage, fault, or payout. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
2301
|
+
"inputs": [
|
|
2302
|
+
{
|
|
2303
|
+
"name": "source_refs",
|
|
2304
|
+
"type": "json",
|
|
2305
|
+
"required": true,
|
|
2306
|
+
"description": "Customer-side source citations or record handles."
|
|
2307
|
+
}
|
|
2308
|
+
],
|
|
2309
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
2310
|
+
"need": "drafting",
|
|
2311
|
+
"models": {
|
|
2312
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
2313
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
2314
|
+
"allowed_models": [
|
|
2315
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
2316
|
+
"openai/gpt-oss-120b",
|
|
2317
|
+
"openai/gpt-5-mini",
|
|
2318
|
+
"anthropic/claude-haiku-4.5",
|
|
2319
|
+
"anthropic/claude-sonnet-4.6"
|
|
2320
|
+
],
|
|
2321
|
+
"effort": "medium",
|
|
2322
|
+
"reviewer_effort": "high"
|
|
2323
|
+
},
|
|
2324
|
+
"spend_cap": {
|
|
2325
|
+
"max_cost_cents": 200,
|
|
2326
|
+
"window": "per_call",
|
|
2327
|
+
"period_cap_cents": 20000
|
|
2328
|
+
},
|
|
2329
|
+
"prompt_version": "1.0.0",
|
|
2330
|
+
"capability": "data_write",
|
|
2331
|
+
"quality_gate": {
|
|
2332
|
+
"pass_threshold": 0.72,
|
|
2333
|
+
"reviewer_trigger_score": 0.55,
|
|
2334
|
+
"risk_keywords": [],
|
|
2335
|
+
"rubric": [
|
|
2336
|
+
"source grounding",
|
|
2337
|
+
"boundary adherence",
|
|
2338
|
+
"refusal accuracy"
|
|
2339
|
+
]
|
|
2340
|
+
},
|
|
2341
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
2342
|
+
"context_injection": [
|
|
2343
|
+
{
|
|
2344
|
+
"field": "state_doi",
|
|
2345
|
+
"label": "State department of insurance context",
|
|
2346
|
+
"required": true,
|
|
2347
|
+
"example": "NY"
|
|
2348
|
+
},
|
|
2349
|
+
{
|
|
2350
|
+
"field": "carrier_rules",
|
|
2351
|
+
"label": "Carrier rule or appetite guide version",
|
|
2352
|
+
"required": true,
|
|
2353
|
+
"example": "standard"
|
|
2354
|
+
}
|
|
2355
|
+
],
|
|
2356
|
+
"blocked_origins": [
|
|
2357
|
+
"CN"
|
|
2358
|
+
]
|
|
2359
|
+
}
|
|
2360
|
+
]
|
|
2361
|
+
},
|
|
2362
|
+
"realestate": {
|
|
2363
|
+
"version": 2,
|
|
2364
|
+
"vertical": "realestate",
|
|
2365
|
+
"generated_at": "2026-05-29T00:00:00.000Z",
|
|
2366
|
+
"zero_data_plane": "Prompts and completions stay in the customer runtime. This catalog stores templates and metadata only.",
|
|
2367
|
+
"context_injection": [
|
|
2368
|
+
{
|
|
2369
|
+
"field": "jurisdiction",
|
|
2370
|
+
"label": "State or local real-estate rule context",
|
|
2371
|
+
"required": true,
|
|
2372
|
+
"example": "CA"
|
|
2373
|
+
},
|
|
2374
|
+
{
|
|
2375
|
+
"field": "persona",
|
|
2376
|
+
"label": "Sales brokerage or property management persona",
|
|
2377
|
+
"required": true,
|
|
2378
|
+
"example": "standard"
|
|
2379
|
+
}
|
|
2380
|
+
],
|
|
2381
|
+
"blocked_intents": [
|
|
2382
|
+
"setting price or valuation",
|
|
2383
|
+
"open-ended listing or marketing prose",
|
|
2384
|
+
"contract interpretation or legal advice",
|
|
2385
|
+
"asserting property facts on disclosures",
|
|
2386
|
+
"RESPA co-marketing terms"
|
|
2387
|
+
],
|
|
2388
|
+
"compliance_anchors": [
|
|
2389
|
+
"Fair Housing Act section 804(c) applies to discriminatory housing statements without intent.",
|
|
2390
|
+
"HUD May 2024 guidance confirms AI-generated housing content is covered by fair-housing rules.",
|
|
2391
|
+
"RESPA section 8 and FCRA duties constrain co-marketing and screening workflows."
|
|
2392
|
+
],
|
|
2393
|
+
"compliance_guardrails": {
|
|
2394
|
+
"grounded_cite_or_refuse": true,
|
|
2395
|
+
"data_source_provenance_required": true,
|
|
2396
|
+
"disclaimer": "Extraction or flagging only. A licensed real-estate professional or seller remains the human of record.",
|
|
2397
|
+
"blocked_origins": [
|
|
2398
|
+
"CN"
|
|
2399
|
+
],
|
|
2400
|
+
"quality_gate_rubric": [
|
|
2401
|
+
"source citation coverage",
|
|
2402
|
+
"flag-only fair housing control",
|
|
2403
|
+
"no licensed judgment"
|
|
2404
|
+
],
|
|
2405
|
+
"reviewer_cascade_default": "opt_in",
|
|
2406
|
+
"default_posture": "compliance"
|
|
2407
|
+
},
|
|
2408
|
+
"outcomes": [
|
|
2409
|
+
{
|
|
2410
|
+
"status": "active",
|
|
2411
|
+
"prompt_version": "1.0.0",
|
|
2412
|
+
"slug": "transaction_deadline_extraction",
|
|
2413
|
+
"guardrail_tier": "grounded_cite_or_refuse",
|
|
2414
|
+
"effort": "low",
|
|
2415
|
+
"system_prompt": "Extract all contractual dates and required-document statuses from the provided transaction file. Output a checklist citing the page or field for each. Refuse to infer any date or document not present. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
2416
|
+
"inputs": [
|
|
2417
|
+
{
|
|
2418
|
+
"name": "executed_psa",
|
|
2419
|
+
"type": "json",
|
|
2420
|
+
"required": true,
|
|
2421
|
+
"description": "Executed purchase and sale agreement."
|
|
2422
|
+
},
|
|
2423
|
+
{
|
|
2424
|
+
"name": "addenda",
|
|
2425
|
+
"type": "json",
|
|
2426
|
+
"required": true,
|
|
2427
|
+
"description": "Addenda or amendments."
|
|
2428
|
+
},
|
|
2429
|
+
{
|
|
2430
|
+
"name": "disclosure_list",
|
|
2431
|
+
"type": "json",
|
|
2432
|
+
"required": true,
|
|
2433
|
+
"description": "Required disclosure list."
|
|
2434
|
+
},
|
|
2435
|
+
{
|
|
2436
|
+
"name": "key_dates",
|
|
2437
|
+
"type": "json",
|
|
2438
|
+
"required": false,
|
|
2439
|
+
"description": "Known key-date source, optional."
|
|
2440
|
+
}
|
|
2441
|
+
],
|
|
2442
|
+
"output_format": "deadline and document checklist with cite and not-found flags",
|
|
2443
|
+
"need": "long-context",
|
|
2444
|
+
"models": {
|
|
2445
|
+
"drafter": "openai/gpt-4.1-nano",
|
|
2446
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
2447
|
+
"allowed_models": [
|
|
2448
|
+
"openai/gpt-4.1-nano",
|
|
2449
|
+
"openai/gpt-oss-120b",
|
|
2450
|
+
"openai/gpt-4.1",
|
|
2451
|
+
"anthropic/claude-sonnet-4.6",
|
|
2452
|
+
"meta-llama/llama-4-scout"
|
|
2453
|
+
],
|
|
2454
|
+
"effort": "low",
|
|
2455
|
+
"reviewer_effort": "high"
|
|
2456
|
+
},
|
|
2457
|
+
"spend_cap": {
|
|
2458
|
+
"max_cost_cents": 50,
|
|
2459
|
+
"window": "per_call",
|
|
2460
|
+
"period_cap_cents": 5000
|
|
2461
|
+
},
|
|
2462
|
+
"capability": "read_only",
|
|
2463
|
+
"quality_gate": {
|
|
2464
|
+
"pass_threshold": 0.72,
|
|
2465
|
+
"reviewer_trigger_score": 0.55,
|
|
2466
|
+
"risk_keywords": [],
|
|
2467
|
+
"rubric": [
|
|
2468
|
+
"each date cites a source",
|
|
2469
|
+
"missing dates stay missing",
|
|
2470
|
+
"no deadline computation"
|
|
2471
|
+
]
|
|
2472
|
+
},
|
|
2473
|
+
"context_injection": [
|
|
2474
|
+
{
|
|
2475
|
+
"field": "jurisdiction",
|
|
2476
|
+
"label": "State or local real-estate rule context",
|
|
2477
|
+
"required": true,
|
|
2478
|
+
"example": "CA"
|
|
2479
|
+
},
|
|
2480
|
+
{
|
|
2481
|
+
"field": "persona",
|
|
2482
|
+
"label": "Sales brokerage or property management persona",
|
|
2483
|
+
"required": true,
|
|
2484
|
+
"example": "standard"
|
|
2485
|
+
}
|
|
2486
|
+
],
|
|
2487
|
+
"blocked_origins": [
|
|
2488
|
+
"CN"
|
|
2489
|
+
],
|
|
2490
|
+
"disclaimer": "Extraction or flagging only. A licensed real-estate professional or seller remains the human of record."
|
|
2491
|
+
},
|
|
2492
|
+
{
|
|
2493
|
+
"status": "active",
|
|
2494
|
+
"prompt_version": "1.0.0",
|
|
2495
|
+
"slug": "lease_abstraction",
|
|
2496
|
+
"guardrail_tier": "grounded_cite_or_refuse",
|
|
2497
|
+
"effort": "low",
|
|
2498
|
+
"system_prompt": "Extract defined lease fields: parties, term, rent, escalations, deposit, renewal or termination, and maintenance. Quote the source clause for each. Flag any field not found. Do not interpret enforceability. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
2499
|
+
"inputs": [
|
|
2500
|
+
{
|
|
2501
|
+
"name": "signed_lease",
|
|
2502
|
+
"type": "json",
|
|
2503
|
+
"required": true,
|
|
2504
|
+
"description": "Signed lease."
|
|
2505
|
+
},
|
|
2506
|
+
{
|
|
2507
|
+
"name": "amendments",
|
|
2508
|
+
"type": "json",
|
|
2509
|
+
"required": false,
|
|
2510
|
+
"description": "Lease amendments, optional."
|
|
2511
|
+
}
|
|
2512
|
+
],
|
|
2513
|
+
"output_format": "lease abstract with field, value, clause quote, cite, and review flag",
|
|
2514
|
+
"need": "long-context",
|
|
2515
|
+
"models": {
|
|
2516
|
+
"drafter": "openai/gpt-4.1-nano",
|
|
2517
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
2518
|
+
"allowed_models": [
|
|
2519
|
+
"openai/gpt-4.1-nano",
|
|
2520
|
+
"openai/gpt-oss-120b",
|
|
2521
|
+
"openai/gpt-4.1",
|
|
2522
|
+
"anthropic/claude-sonnet-4.6",
|
|
2523
|
+
"meta-llama/llama-4-scout"
|
|
2524
|
+
],
|
|
2525
|
+
"effort": "low",
|
|
2526
|
+
"reviewer_effort": "high"
|
|
2527
|
+
},
|
|
2528
|
+
"spend_cap": {
|
|
2529
|
+
"max_cost_cents": 60,
|
|
2530
|
+
"window": "per_call",
|
|
2531
|
+
"period_cap_cents": 6000
|
|
2532
|
+
},
|
|
2533
|
+
"capability": "read_only",
|
|
2534
|
+
"quality_gate": {
|
|
2535
|
+
"pass_threshold": 0.72,
|
|
2536
|
+
"reviewer_trigger_score": 0.55,
|
|
2537
|
+
"risk_keywords": [],
|
|
2538
|
+
"rubric": [
|
|
2539
|
+
"clause quote included",
|
|
2540
|
+
"missing fields flagged",
|
|
2541
|
+
"no enforceability opinion"
|
|
2542
|
+
]
|
|
2543
|
+
},
|
|
2544
|
+
"context_injection": [
|
|
2545
|
+
{
|
|
2546
|
+
"field": "jurisdiction",
|
|
2547
|
+
"label": "State or local real-estate rule context",
|
|
2548
|
+
"required": true,
|
|
2549
|
+
"example": "CA"
|
|
2550
|
+
},
|
|
2551
|
+
{
|
|
2552
|
+
"field": "persona",
|
|
2553
|
+
"label": "Sales brokerage or property management persona",
|
|
2554
|
+
"required": true,
|
|
2555
|
+
"example": "standard"
|
|
2556
|
+
}
|
|
2557
|
+
],
|
|
2558
|
+
"blocked_origins": [
|
|
2559
|
+
"CN"
|
|
2560
|
+
],
|
|
2561
|
+
"disclaimer": "Extraction or flagging only. A licensed real-estate professional or seller remains the human of record."
|
|
2562
|
+
},
|
|
2563
|
+
{
|
|
2564
|
+
"status": "active",
|
|
2565
|
+
"prompt_version": "1.0.0",
|
|
2566
|
+
"slug": "fair_housing_copy_scanner",
|
|
2567
|
+
"guardrail_tier": "reviewer_required",
|
|
2568
|
+
"effort": "medium",
|
|
2569
|
+
"system_prompt": "Flag any phrase in the provided copy that matches or resembles the fair-housing reference list. Quote it and explain the protected-class concern. Never rewrite or approve. Defer the decision to the licensed human. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
2570
|
+
"inputs": [
|
|
2571
|
+
{
|
|
2572
|
+
"name": "draft_copy",
|
|
2573
|
+
"type": "string",
|
|
2574
|
+
"required": true,
|
|
2575
|
+
"description": "Listing, ad, flyer, or caption copy."
|
|
2576
|
+
},
|
|
2577
|
+
{
|
|
2578
|
+
"name": "flagged_terms_reference",
|
|
2579
|
+
"type": "json",
|
|
2580
|
+
"required": true,
|
|
2581
|
+
"description": "Maintained fair-housing reference list."
|
|
2582
|
+
}
|
|
2583
|
+
],
|
|
2584
|
+
"output_format": "flag-only report with quote, concern, reference, and reviewer action",
|
|
2585
|
+
"need": "fast-classification",
|
|
2586
|
+
"models": {
|
|
2587
|
+
"drafter": "openai/gpt-oss-120b",
|
|
2588
|
+
"reviewer": "openai/gpt-5-mini",
|
|
2589
|
+
"allowed_models": [
|
|
2590
|
+
"openai/gpt-oss-120b",
|
|
2591
|
+
"openai/gpt-4.1-nano",
|
|
2592
|
+
"openai/gpt-5-mini",
|
|
2593
|
+
"meta-llama/llama-3.1-8b-instruct"
|
|
2594
|
+
],
|
|
2595
|
+
"effort": "medium",
|
|
2596
|
+
"reviewer_effort": "high"
|
|
2597
|
+
},
|
|
2598
|
+
"spend_cap": {
|
|
2599
|
+
"max_cost_cents": 25,
|
|
2600
|
+
"window": "per_call",
|
|
2601
|
+
"period_cap_cents": 2500
|
|
2602
|
+
},
|
|
2603
|
+
"capability": "read_only",
|
|
2604
|
+
"quality_gate": {
|
|
2605
|
+
"pass_threshold": 0.75,
|
|
2606
|
+
"reviewer_trigger_score": 0.5,
|
|
2607
|
+
"risk_keywords": [
|
|
2608
|
+
"families",
|
|
2609
|
+
"safe neighborhood",
|
|
2610
|
+
"near church",
|
|
2611
|
+
"bachelor pad"
|
|
2612
|
+
],
|
|
2613
|
+
"rubric": [
|
|
2614
|
+
"flag only",
|
|
2615
|
+
"quotes exact span",
|
|
2616
|
+
"no rewrite or approval"
|
|
2617
|
+
]
|
|
2618
|
+
},
|
|
2619
|
+
"context_injection": [
|
|
2620
|
+
{
|
|
2621
|
+
"field": "jurisdiction",
|
|
2622
|
+
"label": "State or local real-estate rule context",
|
|
2623
|
+
"required": true,
|
|
2624
|
+
"example": "CA"
|
|
2625
|
+
},
|
|
2626
|
+
{
|
|
2627
|
+
"field": "persona",
|
|
2628
|
+
"label": "Sales brokerage or property management persona",
|
|
2629
|
+
"required": true,
|
|
2630
|
+
"example": "standard"
|
|
2631
|
+
}
|
|
2632
|
+
],
|
|
2633
|
+
"blocked_origins": [
|
|
2634
|
+
"CN"
|
|
2635
|
+
],
|
|
2636
|
+
"disclaimer": "Extraction or flagging only. A licensed real-estate professional or seller remains the human of record."
|
|
2637
|
+
},
|
|
2638
|
+
{
|
|
2639
|
+
"slug": "owner_monthly_statement_narrative",
|
|
2640
|
+
"status": "specced",
|
|
2641
|
+
"guardrail_tier": "grounded_cite_or_refuse",
|
|
2642
|
+
"effort": "medium",
|
|
2643
|
+
"system_prompt": "Summarize owner monthly statements from ledger numbers only. Do not speculate on causes. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
2644
|
+
"inputs": [
|
|
2645
|
+
{
|
|
2646
|
+
"name": "source_refs",
|
|
2647
|
+
"type": "json",
|
|
2648
|
+
"required": true,
|
|
2649
|
+
"description": "Customer-side source citations or record handles."
|
|
2650
|
+
}
|
|
2651
|
+
],
|
|
2652
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
2653
|
+
"need": "structured-reasoning",
|
|
2654
|
+
"models": {
|
|
2655
|
+
"drafter": "openai/gpt-oss-120b",
|
|
2656
|
+
"reviewer": "openai/o4-mini",
|
|
2657
|
+
"allowed_models": [
|
|
2658
|
+
"openai/gpt-oss-120b",
|
|
2659
|
+
"openai/gpt-4.1-nano",
|
|
2660
|
+
"openai/gpt-5-mini",
|
|
2661
|
+
"openai/o4-mini"
|
|
2662
|
+
],
|
|
2663
|
+
"effort": "medium",
|
|
2664
|
+
"reviewer_effort": "medium"
|
|
2665
|
+
},
|
|
2666
|
+
"spend_cap": {
|
|
2667
|
+
"max_cost_cents": 100,
|
|
2668
|
+
"window": "per_call",
|
|
2669
|
+
"period_cap_cents": 10000
|
|
2670
|
+
},
|
|
2671
|
+
"prompt_version": "1.0.0",
|
|
2672
|
+
"capability": "read_only",
|
|
2673
|
+
"quality_gate": {
|
|
2674
|
+
"pass_threshold": 0.72,
|
|
2675
|
+
"reviewer_trigger_score": 0.55,
|
|
2676
|
+
"risk_keywords": [],
|
|
2677
|
+
"rubric": [
|
|
2678
|
+
"source grounding",
|
|
2679
|
+
"boundary adherence",
|
|
2680
|
+
"refusal accuracy"
|
|
2681
|
+
]
|
|
2682
|
+
},
|
|
2683
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
2684
|
+
"context_injection": [
|
|
2685
|
+
{
|
|
2686
|
+
"field": "jurisdiction",
|
|
2687
|
+
"label": "State or local real-estate rule context",
|
|
2688
|
+
"required": true,
|
|
2689
|
+
"example": "CA"
|
|
2690
|
+
},
|
|
2691
|
+
{
|
|
2692
|
+
"field": "persona",
|
|
2693
|
+
"label": "Sales brokerage or property management persona",
|
|
2694
|
+
"required": true,
|
|
2695
|
+
"example": "standard"
|
|
2696
|
+
}
|
|
2697
|
+
],
|
|
2698
|
+
"blocked_origins": [
|
|
2699
|
+
"CN"
|
|
2700
|
+
]
|
|
2701
|
+
},
|
|
2702
|
+
{
|
|
2703
|
+
"slug": "pm_ap_invoice_extraction",
|
|
2704
|
+
"status": "specced",
|
|
2705
|
+
"guardrail_tier": "grounded_cite_or_refuse",
|
|
2706
|
+
"effort": "medium",
|
|
2707
|
+
"system_prompt": "Extract property-management AP invoices and match to property ledger lines. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
2708
|
+
"inputs": [
|
|
2709
|
+
{
|
|
2710
|
+
"name": "source_refs",
|
|
2711
|
+
"type": "json",
|
|
2712
|
+
"required": true,
|
|
2713
|
+
"description": "Customer-side source citations or record handles."
|
|
2714
|
+
}
|
|
2715
|
+
],
|
|
2716
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
2717
|
+
"need": "structured-reasoning",
|
|
2718
|
+
"models": {
|
|
2719
|
+
"drafter": "openai/gpt-oss-120b",
|
|
2720
|
+
"reviewer": "openai/o4-mini",
|
|
2721
|
+
"allowed_models": [
|
|
2722
|
+
"openai/gpt-oss-120b",
|
|
2723
|
+
"openai/gpt-4.1-nano",
|
|
2724
|
+
"openai/gpt-5-mini",
|
|
2725
|
+
"openai/o4-mini"
|
|
2726
|
+
],
|
|
2727
|
+
"effort": "medium",
|
|
2728
|
+
"reviewer_effort": "medium"
|
|
2729
|
+
},
|
|
2730
|
+
"spend_cap": {
|
|
2731
|
+
"max_cost_cents": 100,
|
|
2732
|
+
"window": "per_call",
|
|
2733
|
+
"period_cap_cents": 10000
|
|
2734
|
+
},
|
|
2735
|
+
"prompt_version": "1.0.0",
|
|
2736
|
+
"capability": "read_only",
|
|
2737
|
+
"quality_gate": {
|
|
2738
|
+
"pass_threshold": 0.72,
|
|
2739
|
+
"reviewer_trigger_score": 0.55,
|
|
2740
|
+
"risk_keywords": [],
|
|
2741
|
+
"rubric": [
|
|
2742
|
+
"source grounding",
|
|
2743
|
+
"boundary adherence",
|
|
2744
|
+
"refusal accuracy"
|
|
2745
|
+
]
|
|
2746
|
+
},
|
|
2747
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
2748
|
+
"context_injection": [
|
|
2749
|
+
{
|
|
2750
|
+
"field": "jurisdiction",
|
|
2751
|
+
"label": "State or local real-estate rule context",
|
|
2752
|
+
"required": true,
|
|
2753
|
+
"example": "CA"
|
|
2754
|
+
},
|
|
2755
|
+
{
|
|
2756
|
+
"field": "persona",
|
|
2757
|
+
"label": "Sales brokerage or property management persona",
|
|
2758
|
+
"required": true,
|
|
2759
|
+
"example": "standard"
|
|
2760
|
+
}
|
|
2761
|
+
],
|
|
2762
|
+
"blocked_origins": [
|
|
2763
|
+
"CN"
|
|
2764
|
+
]
|
|
2765
|
+
},
|
|
2766
|
+
{
|
|
2767
|
+
"slug": "rent_roll_delinquency_summary",
|
|
2768
|
+
"status": "specced",
|
|
2769
|
+
"guardrail_tier": "grounded_cite_or_refuse",
|
|
2770
|
+
"effort": "medium",
|
|
2771
|
+
"system_prompt": "Summarize rent roll and delinquency from provided ledger only. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
2772
|
+
"inputs": [
|
|
2773
|
+
{
|
|
2774
|
+
"name": "source_refs",
|
|
2775
|
+
"type": "json",
|
|
2776
|
+
"required": true,
|
|
2777
|
+
"description": "Customer-side source citations or record handles."
|
|
2778
|
+
}
|
|
2779
|
+
],
|
|
2780
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
2781
|
+
"need": "structured-reasoning",
|
|
2782
|
+
"models": {
|
|
2783
|
+
"drafter": "openai/gpt-oss-120b",
|
|
2784
|
+
"reviewer": "openai/o4-mini",
|
|
2785
|
+
"allowed_models": [
|
|
2786
|
+
"openai/gpt-oss-120b",
|
|
2787
|
+
"openai/gpt-4.1-nano",
|
|
2788
|
+
"openai/gpt-5-mini",
|
|
2789
|
+
"openai/o4-mini"
|
|
2790
|
+
],
|
|
2791
|
+
"effort": "medium",
|
|
2792
|
+
"reviewer_effort": "medium"
|
|
2793
|
+
},
|
|
2794
|
+
"spend_cap": {
|
|
2795
|
+
"max_cost_cents": 100,
|
|
2796
|
+
"window": "per_call",
|
|
2797
|
+
"period_cap_cents": 10000
|
|
2798
|
+
},
|
|
2799
|
+
"prompt_version": "1.0.0",
|
|
2800
|
+
"capability": "read_only",
|
|
2801
|
+
"quality_gate": {
|
|
2802
|
+
"pass_threshold": 0.72,
|
|
2803
|
+
"reviewer_trigger_score": 0.55,
|
|
2804
|
+
"risk_keywords": [],
|
|
2805
|
+
"rubric": [
|
|
2806
|
+
"source grounding",
|
|
2807
|
+
"boundary adherence",
|
|
2808
|
+
"refusal accuracy"
|
|
2809
|
+
]
|
|
2810
|
+
},
|
|
2811
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
2812
|
+
"context_injection": [
|
|
2813
|
+
{
|
|
2814
|
+
"field": "jurisdiction",
|
|
2815
|
+
"label": "State or local real-estate rule context",
|
|
2816
|
+
"required": true,
|
|
2817
|
+
"example": "CA"
|
|
2818
|
+
},
|
|
2819
|
+
{
|
|
2820
|
+
"field": "persona",
|
|
2821
|
+
"label": "Sales brokerage or property management persona",
|
|
2822
|
+
"required": true,
|
|
2823
|
+
"example": "standard"
|
|
2824
|
+
}
|
|
2825
|
+
],
|
|
2826
|
+
"blocked_origins": [
|
|
2827
|
+
"CN"
|
|
2828
|
+
]
|
|
2829
|
+
},
|
|
2830
|
+
{
|
|
2831
|
+
"slug": "maintenance_request_triage",
|
|
2832
|
+
"status": "specced",
|
|
2833
|
+
"guardrail_tier": "grounded_cite_or_refuse",
|
|
2834
|
+
"effort": "medium",
|
|
2835
|
+
"system_prompt": "Classify tenant maintenance requests from tenant words. Escalate emergency or habitability terms. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
2836
|
+
"inputs": [
|
|
2837
|
+
{
|
|
2838
|
+
"name": "source_refs",
|
|
2839
|
+
"type": "json",
|
|
2840
|
+
"required": true,
|
|
2841
|
+
"description": "Customer-side source citations or record handles."
|
|
2842
|
+
}
|
|
2843
|
+
],
|
|
2844
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
2845
|
+
"need": "structured-reasoning",
|
|
2846
|
+
"models": {
|
|
2847
|
+
"drafter": "openai/gpt-oss-120b",
|
|
2848
|
+
"reviewer": "openai/o4-mini",
|
|
2849
|
+
"allowed_models": [
|
|
2850
|
+
"openai/gpt-oss-120b",
|
|
2851
|
+
"openai/gpt-4.1-nano",
|
|
2852
|
+
"openai/gpt-5-mini",
|
|
2853
|
+
"openai/o4-mini"
|
|
2854
|
+
],
|
|
2855
|
+
"effort": "medium",
|
|
2856
|
+
"reviewer_effort": "medium"
|
|
2857
|
+
},
|
|
2858
|
+
"spend_cap": {
|
|
2859
|
+
"max_cost_cents": 100,
|
|
2860
|
+
"window": "per_call",
|
|
2861
|
+
"period_cap_cents": 10000
|
|
2862
|
+
},
|
|
2863
|
+
"prompt_version": "1.0.0",
|
|
2864
|
+
"capability": "read_only",
|
|
2865
|
+
"quality_gate": {
|
|
2866
|
+
"pass_threshold": 0.72,
|
|
2867
|
+
"reviewer_trigger_score": 0.55,
|
|
2868
|
+
"risk_keywords": [],
|
|
2869
|
+
"rubric": [
|
|
2870
|
+
"source grounding",
|
|
2871
|
+
"boundary adherence",
|
|
2872
|
+
"refusal accuracy"
|
|
2873
|
+
]
|
|
2874
|
+
},
|
|
2875
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
2876
|
+
"context_injection": [
|
|
2877
|
+
{
|
|
2878
|
+
"field": "jurisdiction",
|
|
2879
|
+
"label": "State or local real-estate rule context",
|
|
2880
|
+
"required": true,
|
|
2881
|
+
"example": "CA"
|
|
2882
|
+
},
|
|
2883
|
+
{
|
|
2884
|
+
"field": "persona",
|
|
2885
|
+
"label": "Sales brokerage or property management persona",
|
|
2886
|
+
"required": true,
|
|
2887
|
+
"example": "standard"
|
|
2888
|
+
}
|
|
2889
|
+
],
|
|
2890
|
+
"blocked_origins": [
|
|
2891
|
+
"CN"
|
|
2892
|
+
]
|
|
2893
|
+
},
|
|
2894
|
+
{
|
|
2895
|
+
"slug": "tenant_screening_scorecard",
|
|
2896
|
+
"status": "specced",
|
|
2897
|
+
"guardrail_tier": "reviewer_required",
|
|
2898
|
+
"effort": "medium",
|
|
2899
|
+
"system_prompt": "Prepare screening scorecard fields from provided data. Do not accept or deny tenancy. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
2900
|
+
"inputs": [
|
|
2901
|
+
{
|
|
2902
|
+
"name": "source_refs",
|
|
2903
|
+
"type": "json",
|
|
2904
|
+
"required": true,
|
|
2905
|
+
"description": "Customer-side source citations or record handles."
|
|
2906
|
+
}
|
|
2907
|
+
],
|
|
2908
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
2909
|
+
"need": "drafting",
|
|
2910
|
+
"models": {
|
|
2911
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
2912
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
2913
|
+
"allowed_models": [
|
|
2914
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
2915
|
+
"openai/gpt-oss-120b",
|
|
2916
|
+
"openai/gpt-5-mini",
|
|
2917
|
+
"anthropic/claude-haiku-4.5",
|
|
2918
|
+
"anthropic/claude-sonnet-4.6"
|
|
2919
|
+
],
|
|
2920
|
+
"effort": "medium",
|
|
2921
|
+
"reviewer_effort": "high"
|
|
2922
|
+
},
|
|
2923
|
+
"spend_cap": {
|
|
2924
|
+
"max_cost_cents": 100,
|
|
2925
|
+
"window": "per_call",
|
|
2926
|
+
"period_cap_cents": 10000
|
|
2927
|
+
},
|
|
2928
|
+
"prompt_version": "1.0.0",
|
|
2929
|
+
"capability": "read_only",
|
|
2930
|
+
"quality_gate": {
|
|
2931
|
+
"pass_threshold": 0.72,
|
|
2932
|
+
"reviewer_trigger_score": 0.55,
|
|
2933
|
+
"risk_keywords": [],
|
|
2934
|
+
"rubric": [
|
|
2935
|
+
"source grounding",
|
|
2936
|
+
"boundary adherence",
|
|
2937
|
+
"refusal accuracy"
|
|
2938
|
+
]
|
|
2939
|
+
},
|
|
2940
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
2941
|
+
"context_injection": [
|
|
2942
|
+
{
|
|
2943
|
+
"field": "jurisdiction",
|
|
2944
|
+
"label": "State or local real-estate rule context",
|
|
2945
|
+
"required": true,
|
|
2946
|
+
"example": "CA"
|
|
2947
|
+
},
|
|
2948
|
+
{
|
|
2949
|
+
"field": "persona",
|
|
2950
|
+
"label": "Sales brokerage or property management persona",
|
|
2951
|
+
"required": true,
|
|
2952
|
+
"example": "standard"
|
|
2953
|
+
}
|
|
2954
|
+
],
|
|
2955
|
+
"blocked_origins": [
|
|
2956
|
+
"CN"
|
|
2957
|
+
]
|
|
2958
|
+
},
|
|
2959
|
+
{
|
|
2960
|
+
"slug": "adverse_action_fcra_notice",
|
|
2961
|
+
"status": "specced",
|
|
2962
|
+
"guardrail_tier": "reviewer_required",
|
|
2963
|
+
"effort": "medium",
|
|
2964
|
+
"system_prompt": "Draft FCRA adverse-action notice from provided reason codes. Human reviews before sending. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
2965
|
+
"inputs": [
|
|
2966
|
+
{
|
|
2967
|
+
"name": "source_refs",
|
|
2968
|
+
"type": "json",
|
|
2969
|
+
"required": true,
|
|
2970
|
+
"description": "Customer-side source citations or record handles."
|
|
2971
|
+
}
|
|
2972
|
+
],
|
|
2973
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
2974
|
+
"need": "drafting",
|
|
2975
|
+
"models": {
|
|
2976
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
2977
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
2978
|
+
"allowed_models": [
|
|
2979
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
2980
|
+
"openai/gpt-oss-120b",
|
|
2981
|
+
"openai/gpt-5-mini",
|
|
2982
|
+
"anthropic/claude-haiku-4.5",
|
|
2983
|
+
"anthropic/claude-sonnet-4.6"
|
|
2984
|
+
],
|
|
2985
|
+
"effort": "medium",
|
|
2986
|
+
"reviewer_effort": "high"
|
|
2987
|
+
},
|
|
2988
|
+
"spend_cap": {
|
|
2989
|
+
"max_cost_cents": 100,
|
|
2990
|
+
"window": "per_call",
|
|
2991
|
+
"period_cap_cents": 10000
|
|
2992
|
+
},
|
|
2993
|
+
"prompt_version": "1.0.0",
|
|
2994
|
+
"capability": "read_only",
|
|
2995
|
+
"quality_gate": {
|
|
2996
|
+
"pass_threshold": 0.72,
|
|
2997
|
+
"reviewer_trigger_score": 0.55,
|
|
2998
|
+
"risk_keywords": [],
|
|
2999
|
+
"rubric": [
|
|
3000
|
+
"source grounding",
|
|
3001
|
+
"boundary adherence",
|
|
3002
|
+
"refusal accuracy"
|
|
3003
|
+
]
|
|
3004
|
+
},
|
|
3005
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
3006
|
+
"context_injection": [
|
|
3007
|
+
{
|
|
3008
|
+
"field": "jurisdiction",
|
|
3009
|
+
"label": "State or local real-estate rule context",
|
|
3010
|
+
"required": true,
|
|
3011
|
+
"example": "CA"
|
|
3012
|
+
},
|
|
3013
|
+
{
|
|
3014
|
+
"field": "persona",
|
|
3015
|
+
"label": "Sales brokerage or property management persona",
|
|
3016
|
+
"required": true,
|
|
3017
|
+
"example": "standard"
|
|
3018
|
+
}
|
|
3019
|
+
],
|
|
3020
|
+
"blocked_origins": [
|
|
3021
|
+
"CN"
|
|
3022
|
+
]
|
|
3023
|
+
},
|
|
3024
|
+
{
|
|
3025
|
+
"slug": "cma_comps_assembly",
|
|
3026
|
+
"status": "specced",
|
|
3027
|
+
"guardrail_tier": "human_of_record",
|
|
3028
|
+
"effort": "medium",
|
|
3029
|
+
"system_prompt": "Assemble comps from supplied data. Agent sets price. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
3030
|
+
"inputs": [
|
|
3031
|
+
{
|
|
3032
|
+
"name": "source_refs",
|
|
3033
|
+
"type": "json",
|
|
3034
|
+
"required": true,
|
|
3035
|
+
"description": "Customer-side source citations or record handles."
|
|
3036
|
+
}
|
|
3037
|
+
],
|
|
3038
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
3039
|
+
"need": "drafting",
|
|
3040
|
+
"models": {
|
|
3041
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
3042
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
3043
|
+
"allowed_models": [
|
|
3044
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
3045
|
+
"openai/gpt-oss-120b",
|
|
3046
|
+
"openai/gpt-5-mini",
|
|
3047
|
+
"anthropic/claude-haiku-4.5",
|
|
3048
|
+
"anthropic/claude-sonnet-4.6"
|
|
3049
|
+
],
|
|
3050
|
+
"effort": "medium",
|
|
3051
|
+
"reviewer_effort": "high"
|
|
3052
|
+
},
|
|
3053
|
+
"spend_cap": {
|
|
3054
|
+
"max_cost_cents": 200,
|
|
3055
|
+
"window": "per_call",
|
|
3056
|
+
"period_cap_cents": 20000
|
|
3057
|
+
},
|
|
3058
|
+
"prompt_version": "1.0.0",
|
|
3059
|
+
"capability": "data_write",
|
|
3060
|
+
"quality_gate": {
|
|
3061
|
+
"pass_threshold": 0.72,
|
|
3062
|
+
"reviewer_trigger_score": 0.55,
|
|
3063
|
+
"risk_keywords": [],
|
|
3064
|
+
"rubric": [
|
|
3065
|
+
"source grounding",
|
|
3066
|
+
"boundary adherence",
|
|
3067
|
+
"refusal accuracy"
|
|
3068
|
+
]
|
|
3069
|
+
},
|
|
3070
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
3071
|
+
"context_injection": [
|
|
3072
|
+
{
|
|
3073
|
+
"field": "jurisdiction",
|
|
3074
|
+
"label": "State or local real-estate rule context",
|
|
3075
|
+
"required": true,
|
|
3076
|
+
"example": "CA"
|
|
3077
|
+
},
|
|
3078
|
+
{
|
|
3079
|
+
"field": "persona",
|
|
3080
|
+
"label": "Sales brokerage or property management persona",
|
|
3081
|
+
"required": true,
|
|
3082
|
+
"example": "standard"
|
|
3083
|
+
}
|
|
3084
|
+
],
|
|
3085
|
+
"blocked_origins": [
|
|
3086
|
+
"CN"
|
|
3087
|
+
]
|
|
3088
|
+
},
|
|
3089
|
+
{
|
|
3090
|
+
"slug": "disclosure_packet_preparation",
|
|
3091
|
+
"status": "specced",
|
|
3092
|
+
"guardrail_tier": "human_of_record",
|
|
3093
|
+
"effort": "medium",
|
|
3094
|
+
"system_prompt": "Prepare disclosure packet from seller-provided facts. Seller completes and attests facts. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
3095
|
+
"inputs": [
|
|
3096
|
+
{
|
|
3097
|
+
"name": "source_refs",
|
|
3098
|
+
"type": "json",
|
|
3099
|
+
"required": true,
|
|
3100
|
+
"description": "Customer-side source citations or record handles."
|
|
3101
|
+
}
|
|
3102
|
+
],
|
|
3103
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
3104
|
+
"need": "drafting",
|
|
3105
|
+
"models": {
|
|
3106
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
3107
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
3108
|
+
"allowed_models": [
|
|
3109
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
3110
|
+
"openai/gpt-oss-120b",
|
|
3111
|
+
"openai/gpt-5-mini",
|
|
3112
|
+
"anthropic/claude-haiku-4.5",
|
|
3113
|
+
"anthropic/claude-sonnet-4.6"
|
|
3114
|
+
],
|
|
3115
|
+
"effort": "medium",
|
|
3116
|
+
"reviewer_effort": "high"
|
|
3117
|
+
},
|
|
3118
|
+
"spend_cap": {
|
|
3119
|
+
"max_cost_cents": 200,
|
|
3120
|
+
"window": "per_call",
|
|
3121
|
+
"period_cap_cents": 20000
|
|
3122
|
+
},
|
|
3123
|
+
"prompt_version": "1.0.0",
|
|
3124
|
+
"capability": "data_write",
|
|
3125
|
+
"quality_gate": {
|
|
3126
|
+
"pass_threshold": 0.72,
|
|
3127
|
+
"reviewer_trigger_score": 0.55,
|
|
3128
|
+
"risk_keywords": [],
|
|
3129
|
+
"rubric": [
|
|
3130
|
+
"source grounding",
|
|
3131
|
+
"boundary adherence",
|
|
3132
|
+
"refusal accuracy"
|
|
3133
|
+
]
|
|
3134
|
+
},
|
|
3135
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
3136
|
+
"context_injection": [
|
|
3137
|
+
{
|
|
3138
|
+
"field": "jurisdiction",
|
|
3139
|
+
"label": "State or local real-estate rule context",
|
|
3140
|
+
"required": true,
|
|
3141
|
+
"example": "CA"
|
|
3142
|
+
},
|
|
3143
|
+
{
|
|
3144
|
+
"field": "persona",
|
|
3145
|
+
"label": "Sales brokerage or property management persona",
|
|
3146
|
+
"required": true,
|
|
3147
|
+
"example": "standard"
|
|
3148
|
+
}
|
|
3149
|
+
],
|
|
3150
|
+
"blocked_origins": [
|
|
3151
|
+
"CN"
|
|
3152
|
+
]
|
|
3153
|
+
}
|
|
3154
|
+
]
|
|
3155
|
+
},
|
|
3156
|
+
"ecommerce": {
|
|
3157
|
+
"version": 2,
|
|
3158
|
+
"vertical": "ecommerce",
|
|
3159
|
+
"generated_at": "2026-05-29T00:00:00.000Z",
|
|
3160
|
+
"zero_data_plane": "Prompts and completions stay in the customer runtime. This catalog stores templates and metadata only.",
|
|
3161
|
+
"context_injection": [
|
|
3162
|
+
{
|
|
3163
|
+
"field": "platform",
|
|
3164
|
+
"label": "Storefront or marketplace platform",
|
|
3165
|
+
"required": true,
|
|
3166
|
+
"example": "Shopify"
|
|
3167
|
+
},
|
|
3168
|
+
{
|
|
3169
|
+
"field": "policy_version",
|
|
3170
|
+
"label": "Store policy or marketplace policy version",
|
|
3171
|
+
"required": true,
|
|
3172
|
+
"example": "standard"
|
|
3173
|
+
}
|
|
3174
|
+
],
|
|
3175
|
+
"blocked_intents": [
|
|
3176
|
+
"product health or efficacy claims absent from the spec sheet",
|
|
3177
|
+
"fabricated chargeback or marketplace evidence",
|
|
3178
|
+
"fake reviews or review suppression",
|
|
3179
|
+
"auto-issuing refunds or auto-deciding fraud",
|
|
3180
|
+
"answers beyond supplied store docs"
|
|
3181
|
+
],
|
|
3182
|
+
"compliance_anchors": [
|
|
3183
|
+
"FTC fake-review rule 16 CFR Part 465 prohibits false or incentivized review conduct.",
|
|
3184
|
+
"FTC advertising substantiation requires product claims to be supported before publication.",
|
|
3185
|
+
"Visa Compelling Evidence 3.0 requires true transaction evidence from seller records."
|
|
3186
|
+
],
|
|
3187
|
+
"compliance_guardrails": {
|
|
3188
|
+
"grounded_cite_or_refuse": true,
|
|
3189
|
+
"data_source_provenance_required": true,
|
|
3190
|
+
"disclaimer": "Operational draft or reconciliation only. Seller reviews any refund, platform, or customer-impacting action before execution.",
|
|
3191
|
+
"blocked_origins": [],
|
|
3192
|
+
"quality_gate_rubric": [
|
|
3193
|
+
"source record grounding",
|
|
3194
|
+
"no fabricated evidence",
|
|
3195
|
+
"human approval before money movement"
|
|
3196
|
+
],
|
|
3197
|
+
"reviewer_cascade_default": "opt_in",
|
|
3198
|
+
"default_posture": "standard"
|
|
3199
|
+
},
|
|
3200
|
+
"outcomes": [
|
|
3201
|
+
{
|
|
3202
|
+
"status": "active",
|
|
3203
|
+
"prompt_version": "1.0.0",
|
|
3204
|
+
"slug": "wismo_order_status",
|
|
3205
|
+
"guardrail_tier": "grounded_cite_or_refuse",
|
|
3206
|
+
"effort": "low",
|
|
3207
|
+
"system_prompt": "Answer only from the attached order and tracking record. Verify the ZIP or email from the order log before releasing tracking. Quote the latest carrier scan and ETA. If tracking is stale or missing, say so and escalate. Never invent a status or date. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
3208
|
+
"inputs": [
|
|
3209
|
+
{
|
|
3210
|
+
"name": "order_record",
|
|
3211
|
+
"type": "json",
|
|
3212
|
+
"required": true,
|
|
3213
|
+
"description": "Order record."
|
|
3214
|
+
},
|
|
3215
|
+
{
|
|
3216
|
+
"name": "carrier_tracking_feed",
|
|
3217
|
+
"type": "json",
|
|
3218
|
+
"required": true,
|
|
3219
|
+
"description": "Carrier tracking events."
|
|
3220
|
+
},
|
|
3221
|
+
{
|
|
3222
|
+
"name": "shipping_policy",
|
|
3223
|
+
"type": "json",
|
|
3224
|
+
"required": true,
|
|
3225
|
+
"description": "Shipping policy."
|
|
3226
|
+
},
|
|
3227
|
+
{
|
|
3228
|
+
"name": "eta",
|
|
3229
|
+
"type": "string",
|
|
3230
|
+
"required": false,
|
|
3231
|
+
"description": "ETA from carrier or system, optional."
|
|
3232
|
+
}
|
|
3233
|
+
],
|
|
3234
|
+
"output_format": "customer reply draft with cited carrier scan and escalation flag",
|
|
3235
|
+
"need": "fast-classification",
|
|
3236
|
+
"models": {
|
|
3237
|
+
"drafter": "openai/gpt-oss-120b",
|
|
3238
|
+
"reviewer": "openai/gpt-5-mini",
|
|
3239
|
+
"allowed_models": [
|
|
3240
|
+
"openai/gpt-oss-120b",
|
|
3241
|
+
"openai/gpt-4.1-nano",
|
|
3242
|
+
"openai/gpt-5-mini",
|
|
3243
|
+
"meta-llama/llama-3.1-8b-instruct"
|
|
3244
|
+
],
|
|
3245
|
+
"effort": "low",
|
|
3246
|
+
"reviewer_effort": "high"
|
|
3247
|
+
},
|
|
3248
|
+
"spend_cap": {
|
|
3249
|
+
"max_cost_cents": 15,
|
|
3250
|
+
"window": "per_call",
|
|
3251
|
+
"period_cap_cents": 1500
|
|
3252
|
+
},
|
|
3253
|
+
"capability": "read_only",
|
|
3254
|
+
"quality_gate": {
|
|
3255
|
+
"pass_threshold": 0.72,
|
|
3256
|
+
"reviewer_trigger_score": 0.55,
|
|
3257
|
+
"risk_keywords": [],
|
|
3258
|
+
"rubric": [
|
|
3259
|
+
"tracking cite present",
|
|
3260
|
+
"identity check applied",
|
|
3261
|
+
"stale tracking escalates"
|
|
3262
|
+
]
|
|
3263
|
+
},
|
|
3264
|
+
"context_injection": [
|
|
3265
|
+
{
|
|
3266
|
+
"field": "platform",
|
|
3267
|
+
"label": "Storefront or marketplace platform",
|
|
3268
|
+
"required": true,
|
|
3269
|
+
"example": "Shopify"
|
|
3270
|
+
},
|
|
3271
|
+
{
|
|
3272
|
+
"field": "policy_version",
|
|
3273
|
+
"label": "Store policy or marketplace policy version",
|
|
3274
|
+
"required": true,
|
|
3275
|
+
"example": "standard"
|
|
3276
|
+
}
|
|
3277
|
+
],
|
|
3278
|
+
"blocked_origins": [],
|
|
3279
|
+
"disclaimer": "Operational draft or reconciliation only. Seller reviews any refund, platform, or customer-impacting action before execution."
|
|
3280
|
+
},
|
|
3281
|
+
{
|
|
3282
|
+
"status": "active",
|
|
3283
|
+
"prompt_version": "1.0.0",
|
|
3284
|
+
"slug": "return_refund_eligibility",
|
|
3285
|
+
"guardrail_tier": "human_of_record",
|
|
3286
|
+
"effort": "low",
|
|
3287
|
+
"system_prompt": "Classify eligibility solely by applying the attached return policy to the order dates and facts. Cite the exact policy clause. Recommend a refund outcome but never execute it. Flag suspected abuse for human review without accusing the customer. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
3288
|
+
"inputs": [
|
|
3289
|
+
{
|
|
3290
|
+
"name": "return_policy",
|
|
3291
|
+
"type": "json",
|
|
3292
|
+
"required": true,
|
|
3293
|
+
"description": "Return policy."
|
|
3294
|
+
},
|
|
3295
|
+
{
|
|
3296
|
+
"name": "order_record",
|
|
3297
|
+
"type": "json",
|
|
3298
|
+
"required": true,
|
|
3299
|
+
"description": "Order record."
|
|
3300
|
+
},
|
|
3301
|
+
{
|
|
3302
|
+
"name": "return_window_dates",
|
|
3303
|
+
"type": "json",
|
|
3304
|
+
"required": true,
|
|
3305
|
+
"description": "Return-window dates."
|
|
3306
|
+
},
|
|
3307
|
+
{
|
|
3308
|
+
"name": "condition_notes",
|
|
3309
|
+
"type": "json",
|
|
3310
|
+
"required": false,
|
|
3311
|
+
"description": "Condition notes, optional."
|
|
3312
|
+
},
|
|
3313
|
+
{
|
|
3314
|
+
"name": "prior_return_history",
|
|
3315
|
+
"type": "json",
|
|
3316
|
+
"required": false,
|
|
3317
|
+
"description": "Prior return history, optional."
|
|
3318
|
+
}
|
|
3319
|
+
],
|
|
3320
|
+
"output_format": "eligibility classification, policy cite, recommended next step, and human approval flag",
|
|
3321
|
+
"need": "structured-reasoning",
|
|
3322
|
+
"models": {
|
|
3323
|
+
"drafter": "openai/gpt-oss-120b",
|
|
3324
|
+
"reviewer": "openai/o4-mini",
|
|
3325
|
+
"allowed_models": [
|
|
3326
|
+
"openai/gpt-oss-120b",
|
|
3327
|
+
"openai/gpt-4.1-nano",
|
|
3328
|
+
"openai/gpt-5-mini",
|
|
3329
|
+
"openai/o4-mini"
|
|
3330
|
+
],
|
|
3331
|
+
"effort": "low",
|
|
3332
|
+
"reviewer_effort": "high"
|
|
3333
|
+
},
|
|
3334
|
+
"spend_cap": {
|
|
3335
|
+
"max_cost_cents": 25,
|
|
3336
|
+
"window": "per_call",
|
|
3337
|
+
"period_cap_cents": 2500
|
|
3338
|
+
},
|
|
3339
|
+
"capability": "read_only",
|
|
3340
|
+
"quality_gate": {
|
|
3341
|
+
"pass_threshold": 0.72,
|
|
3342
|
+
"reviewer_trigger_score": 0.55,
|
|
3343
|
+
"risk_keywords": [],
|
|
3344
|
+
"rubric": [
|
|
3345
|
+
"policy clause cited",
|
|
3346
|
+
"no auto refund",
|
|
3347
|
+
"abuse flagged without accusation"
|
|
3348
|
+
]
|
|
3349
|
+
},
|
|
3350
|
+
"context_injection": [
|
|
3351
|
+
{
|
|
3352
|
+
"field": "platform",
|
|
3353
|
+
"label": "Storefront or marketplace platform",
|
|
3354
|
+
"required": true,
|
|
3355
|
+
"example": "Shopify"
|
|
3356
|
+
},
|
|
3357
|
+
{
|
|
3358
|
+
"field": "policy_version",
|
|
3359
|
+
"label": "Store policy or marketplace policy version",
|
|
3360
|
+
"required": true,
|
|
3361
|
+
"example": "standard"
|
|
3362
|
+
}
|
|
3363
|
+
],
|
|
3364
|
+
"blocked_origins": [],
|
|
3365
|
+
"disclaimer": "Operational draft or reconciliation only. Seller reviews any refund, platform, or customer-impacting action before execution."
|
|
3366
|
+
},
|
|
3367
|
+
{
|
|
3368
|
+
"status": "active",
|
|
3369
|
+
"prompt_version": "1.0.0",
|
|
3370
|
+
"slug": "payout_settlement_reconciliation",
|
|
3371
|
+
"guardrail_tier": "grounded_cite_or_refuse",
|
|
3372
|
+
"effort": "low",
|
|
3373
|
+
"system_prompt": "Match every settlement line item to the bank deposit and order IDs. Categorize each fee, refund, or reserve. Output only figures present in the report. If components do not net to the deposit, report the variance. Do not plug the gap. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
3374
|
+
"inputs": [
|
|
3375
|
+
{
|
|
3376
|
+
"name": "settlement_csv",
|
|
3377
|
+
"type": "json",
|
|
3378
|
+
"required": true,
|
|
3379
|
+
"description": "Marketplace or Stripe settlement report."
|
|
3380
|
+
},
|
|
3381
|
+
{
|
|
3382
|
+
"name": "bank_deposit",
|
|
3383
|
+
"type": "json",
|
|
3384
|
+
"required": true,
|
|
3385
|
+
"description": "Bank deposit record."
|
|
3386
|
+
},
|
|
3387
|
+
{
|
|
3388
|
+
"name": "order_list",
|
|
3389
|
+
"type": "json",
|
|
3390
|
+
"required": true,
|
|
3391
|
+
"description": "Order list."
|
|
3392
|
+
},
|
|
3393
|
+
{
|
|
3394
|
+
"name": "fee_schedule",
|
|
3395
|
+
"type": "json",
|
|
3396
|
+
"required": true,
|
|
3397
|
+
"description": "Fee schedule."
|
|
3398
|
+
},
|
|
3399
|
+
{
|
|
3400
|
+
"name": "chart_of_accounts",
|
|
3401
|
+
"type": "json",
|
|
3402
|
+
"required": false,
|
|
3403
|
+
"description": "Chart of accounts, optional."
|
|
3404
|
+
}
|
|
3405
|
+
],
|
|
3406
|
+
"output_format": "settlement reconciliation table with variance and source line cites",
|
|
3407
|
+
"need": "structured-reasoning",
|
|
3408
|
+
"models": {
|
|
3409
|
+
"drafter": "openai/gpt-oss-120b",
|
|
3410
|
+
"reviewer": "openai/o4-mini",
|
|
3411
|
+
"allowed_models": [
|
|
3412
|
+
"openai/gpt-oss-120b",
|
|
3413
|
+
"openai/gpt-4.1-nano",
|
|
3414
|
+
"openai/gpt-5-mini",
|
|
3415
|
+
"openai/o4-mini"
|
|
3416
|
+
],
|
|
3417
|
+
"effort": "low",
|
|
3418
|
+
"reviewer_effort": "high"
|
|
3419
|
+
},
|
|
3420
|
+
"spend_cap": {
|
|
3421
|
+
"max_cost_cents": 45,
|
|
3422
|
+
"window": "per_call",
|
|
3423
|
+
"period_cap_cents": 4500
|
|
3424
|
+
},
|
|
3425
|
+
"capability": "read_only",
|
|
3426
|
+
"quality_gate": {
|
|
3427
|
+
"pass_threshold": 0.72,
|
|
3428
|
+
"reviewer_trigger_score": 0.55,
|
|
3429
|
+
"risk_keywords": [],
|
|
3430
|
+
"rubric": [
|
|
3431
|
+
"figures present in source",
|
|
3432
|
+
"deposit variance surfaced",
|
|
3433
|
+
"fee category cited"
|
|
3434
|
+
]
|
|
3435
|
+
},
|
|
3436
|
+
"context_injection": [
|
|
3437
|
+
{
|
|
3438
|
+
"field": "platform",
|
|
3439
|
+
"label": "Storefront or marketplace platform",
|
|
3440
|
+
"required": true,
|
|
3441
|
+
"example": "Shopify"
|
|
3442
|
+
},
|
|
3443
|
+
{
|
|
3444
|
+
"field": "policy_version",
|
|
3445
|
+
"label": "Store policy or marketplace policy version",
|
|
3446
|
+
"required": true,
|
|
3447
|
+
"example": "standard"
|
|
3448
|
+
}
|
|
3449
|
+
],
|
|
3450
|
+
"blocked_origins": [],
|
|
3451
|
+
"disclaimer": "Operational draft or reconciliation only. Seller reviews any refund, platform, or customer-impacting action before execution."
|
|
3452
|
+
},
|
|
3453
|
+
{
|
|
3454
|
+
"status": "active",
|
|
3455
|
+
"prompt_version": "1.0.0",
|
|
3456
|
+
"slug": "fba_lost_damaged_reconciliation",
|
|
3457
|
+
"guardrail_tier": "reviewer_required",
|
|
3458
|
+
"effort": "medium",
|
|
3459
|
+
"system_prompt": "Reconcile FBA inventory adjustment and reimbursement reports to isolate unreimbursed lost or damaged units. Cite each unit or transaction. Draft the claim only from source records. Include verified manufacturing COGS documents because Amazon reimbursement valuation shifted to manufacturing COGS on Mar 31 2025. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
3460
|
+
"inputs": [
|
|
3461
|
+
{
|
|
3462
|
+
"name": "inventory_adjustments",
|
|
3463
|
+
"type": "json",
|
|
3464
|
+
"required": true,
|
|
3465
|
+
"description": "FBA inventory adjustment report."
|
|
3466
|
+
},
|
|
3467
|
+
{
|
|
3468
|
+
"name": "reimbursements",
|
|
3469
|
+
"type": "json",
|
|
3470
|
+
"required": true,
|
|
3471
|
+
"description": "FBA reimbursement report."
|
|
3472
|
+
},
|
|
3473
|
+
{
|
|
3474
|
+
"name": "manufacturing_cogs_docs",
|
|
3475
|
+
"type": "json",
|
|
3476
|
+
"required": true,
|
|
3477
|
+
"description": "Verified COGS documents."
|
|
3478
|
+
},
|
|
3479
|
+
{
|
|
3480
|
+
"name": "sku_catalog",
|
|
3481
|
+
"type": "json",
|
|
3482
|
+
"required": true,
|
|
3483
|
+
"description": "SKU catalog."
|
|
3484
|
+
}
|
|
3485
|
+
],
|
|
3486
|
+
"output_format": "claim candidate table plus reviewer-required claim draft",
|
|
3487
|
+
"need": "structured-reasoning",
|
|
3488
|
+
"models": {
|
|
3489
|
+
"drafter": "openai/gpt-oss-120b",
|
|
3490
|
+
"reviewer": "openai/o4-mini",
|
|
3491
|
+
"allowed_models": [
|
|
3492
|
+
"openai/gpt-oss-120b",
|
|
3493
|
+
"openai/gpt-4.1-nano",
|
|
3494
|
+
"openai/gpt-5-mini",
|
|
3495
|
+
"openai/o4-mini"
|
|
3496
|
+
],
|
|
3497
|
+
"effort": "medium",
|
|
3498
|
+
"reviewer_effort": "high"
|
|
3499
|
+
},
|
|
3500
|
+
"spend_cap": {
|
|
3501
|
+
"max_cost_cents": 75,
|
|
3502
|
+
"window": "per_call",
|
|
3503
|
+
"period_cap_cents": 7500
|
|
3504
|
+
},
|
|
3505
|
+
"capability": "read_only",
|
|
3506
|
+
"quality_gate": {
|
|
3507
|
+
"pass_threshold": 0.72,
|
|
3508
|
+
"reviewer_trigger_score": 0.55,
|
|
3509
|
+
"risk_keywords": [],
|
|
3510
|
+
"rubric": [
|
|
3511
|
+
"unreimbursed unit cited",
|
|
3512
|
+
"COGS document cited",
|
|
3513
|
+
"claim draft has no unsupported amount"
|
|
3514
|
+
]
|
|
3515
|
+
},
|
|
3516
|
+
"context_injection": [
|
|
3517
|
+
{
|
|
3518
|
+
"field": "platform",
|
|
3519
|
+
"label": "Storefront or marketplace platform",
|
|
3520
|
+
"required": true,
|
|
3521
|
+
"example": "Shopify"
|
|
3522
|
+
},
|
|
3523
|
+
{
|
|
3524
|
+
"field": "policy_version",
|
|
3525
|
+
"label": "Store policy or marketplace policy version",
|
|
3526
|
+
"required": true,
|
|
3527
|
+
"example": "standard"
|
|
3528
|
+
}
|
|
3529
|
+
],
|
|
3530
|
+
"blocked_origins": [],
|
|
3531
|
+
"disclaimer": "Operational draft or reconciliation only. Seller reviews any refund, platform, or customer-impacting action before execution."
|
|
3532
|
+
},
|
|
3533
|
+
{
|
|
3534
|
+
"status": "active",
|
|
3535
|
+
"prompt_version": "1.0.0",
|
|
3536
|
+
"slug": "fba_missing_return_audit",
|
|
3537
|
+
"guardrail_tier": "reviewer_required",
|
|
3538
|
+
"effort": "medium",
|
|
3539
|
+
"system_prompt": "Compare refunded customer orders against warehouse receiving logs to extract units not received within the 45-day window. Cite each order, refund, and receiving status. Draft the claim only when the source records support it. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
3540
|
+
"inputs": [
|
|
3541
|
+
{
|
|
3542
|
+
"name": "refunded_orders",
|
|
3543
|
+
"type": "json",
|
|
3544
|
+
"required": true,
|
|
3545
|
+
"description": "Refunded order report."
|
|
3546
|
+
},
|
|
3547
|
+
{
|
|
3548
|
+
"name": "warehouse_receiving_logs",
|
|
3549
|
+
"type": "json",
|
|
3550
|
+
"required": true,
|
|
3551
|
+
"description": "Warehouse receiving logs."
|
|
3552
|
+
},
|
|
3553
|
+
{
|
|
3554
|
+
"name": "return_window_policy",
|
|
3555
|
+
"type": "json",
|
|
3556
|
+
"required": true,
|
|
3557
|
+
"description": "Marketplace return window policy."
|
|
3558
|
+
}
|
|
3559
|
+
],
|
|
3560
|
+
"output_format": "missing-return candidate table plus reviewer-required claim draft",
|
|
3561
|
+
"need": "structured-reasoning",
|
|
3562
|
+
"models": {
|
|
3563
|
+
"drafter": "openai/gpt-oss-120b",
|
|
3564
|
+
"reviewer": "openai/o4-mini",
|
|
3565
|
+
"allowed_models": [
|
|
3566
|
+
"openai/gpt-oss-120b",
|
|
3567
|
+
"openai/gpt-4.1-nano",
|
|
3568
|
+
"openai/gpt-5-mini",
|
|
3569
|
+
"openai/o4-mini"
|
|
3570
|
+
],
|
|
3571
|
+
"effort": "medium",
|
|
3572
|
+
"reviewer_effort": "high"
|
|
3573
|
+
},
|
|
3574
|
+
"spend_cap": {
|
|
3575
|
+
"max_cost_cents": 65,
|
|
3576
|
+
"window": "per_call",
|
|
3577
|
+
"period_cap_cents": 6500
|
|
3578
|
+
},
|
|
3579
|
+
"capability": "read_only",
|
|
3580
|
+
"quality_gate": {
|
|
3581
|
+
"pass_threshold": 0.72,
|
|
3582
|
+
"reviewer_trigger_score": 0.55,
|
|
3583
|
+
"risk_keywords": [],
|
|
3584
|
+
"rubric": [
|
|
3585
|
+
"45-day window applied",
|
|
3586
|
+
"order and receiving cites present",
|
|
3587
|
+
"unsupported claims refused"
|
|
3588
|
+
]
|
|
3589
|
+
},
|
|
3590
|
+
"context_injection": [
|
|
3591
|
+
{
|
|
3592
|
+
"field": "platform",
|
|
3593
|
+
"label": "Storefront or marketplace platform",
|
|
3594
|
+
"required": true,
|
|
3595
|
+
"example": "Shopify"
|
|
3596
|
+
},
|
|
3597
|
+
{
|
|
3598
|
+
"field": "policy_version",
|
|
3599
|
+
"label": "Store policy or marketplace policy version",
|
|
3600
|
+
"required": true,
|
|
3601
|
+
"example": "standard"
|
|
3602
|
+
}
|
|
3603
|
+
],
|
|
3604
|
+
"blocked_origins": [],
|
|
3605
|
+
"disclaimer": "Operational draft or reconciliation only. Seller reviews any refund, platform, or customer-impacting action before execution."
|
|
3606
|
+
},
|
|
3607
|
+
{
|
|
3608
|
+
"slug": "support_reply_from_docs",
|
|
3609
|
+
"status": "specced",
|
|
3610
|
+
"guardrail_tier": "grounded_cite_or_refuse",
|
|
3611
|
+
"effort": "medium",
|
|
3612
|
+
"system_prompt": "Draft support replies from supplied store docs only. Reviewer runs if the reply makes a product or money claim. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
3613
|
+
"inputs": [
|
|
3614
|
+
{
|
|
3615
|
+
"name": "source_refs",
|
|
3616
|
+
"type": "json",
|
|
3617
|
+
"required": true,
|
|
3618
|
+
"description": "Customer-side source citations or record handles."
|
|
3619
|
+
}
|
|
3620
|
+
],
|
|
3621
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
3622
|
+
"need": "structured-reasoning",
|
|
3623
|
+
"models": {
|
|
3624
|
+
"drafter": "openai/gpt-oss-120b",
|
|
3625
|
+
"reviewer": "openai/o4-mini",
|
|
3626
|
+
"allowed_models": [
|
|
3627
|
+
"openai/gpt-oss-120b",
|
|
3628
|
+
"openai/gpt-4.1-nano",
|
|
3629
|
+
"openai/gpt-5-mini",
|
|
3630
|
+
"openai/o4-mini"
|
|
3631
|
+
],
|
|
3632
|
+
"effort": "medium",
|
|
3633
|
+
"reviewer_effort": "medium"
|
|
3634
|
+
},
|
|
3635
|
+
"spend_cap": {
|
|
3636
|
+
"max_cost_cents": 100,
|
|
3637
|
+
"window": "per_call",
|
|
3638
|
+
"period_cap_cents": 10000
|
|
3639
|
+
},
|
|
3640
|
+
"prompt_version": "1.0.0",
|
|
3641
|
+
"capability": "read_only",
|
|
3642
|
+
"quality_gate": {
|
|
3643
|
+
"pass_threshold": 0.72,
|
|
3644
|
+
"reviewer_trigger_score": 0.55,
|
|
3645
|
+
"risk_keywords": [],
|
|
3646
|
+
"rubric": [
|
|
3647
|
+
"source grounding",
|
|
3648
|
+
"boundary adherence",
|
|
3649
|
+
"refusal accuracy"
|
|
3650
|
+
]
|
|
3651
|
+
},
|
|
3652
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
3653
|
+
"context_injection": [
|
|
3654
|
+
{
|
|
3655
|
+
"field": "platform",
|
|
3656
|
+
"label": "Storefront or marketplace platform",
|
|
3657
|
+
"required": true,
|
|
3658
|
+
"example": "Shopify"
|
|
3659
|
+
},
|
|
3660
|
+
{
|
|
3661
|
+
"field": "policy_version",
|
|
3662
|
+
"label": "Store policy or marketplace policy version",
|
|
3663
|
+
"required": true,
|
|
3664
|
+
"example": "standard"
|
|
3665
|
+
}
|
|
3666
|
+
],
|
|
3667
|
+
"blocked_origins": []
|
|
3668
|
+
},
|
|
3669
|
+
{
|
|
3670
|
+
"slug": "chargeback_representment_ce30",
|
|
3671
|
+
"status": "specced",
|
|
3672
|
+
"guardrail_tier": "human_of_record",
|
|
3673
|
+
"effort": "medium",
|
|
3674
|
+
"system_prompt": "Assemble Visa CE3.0 evidence from genuine records only. Never fabricate evidence. Seller submits. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
3675
|
+
"inputs": [
|
|
3676
|
+
{
|
|
3677
|
+
"name": "source_refs",
|
|
3678
|
+
"type": "json",
|
|
3679
|
+
"required": true,
|
|
3680
|
+
"description": "Customer-side source citations or record handles."
|
|
3681
|
+
}
|
|
3682
|
+
],
|
|
3683
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
3684
|
+
"need": "drafting",
|
|
3685
|
+
"models": {
|
|
3686
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
3687
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
3688
|
+
"allowed_models": [
|
|
3689
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
3690
|
+
"openai/gpt-oss-120b",
|
|
3691
|
+
"openai/gpt-5-mini",
|
|
3692
|
+
"anthropic/claude-haiku-4.5",
|
|
3693
|
+
"anthropic/claude-sonnet-4.6"
|
|
3694
|
+
],
|
|
3695
|
+
"effort": "medium",
|
|
3696
|
+
"reviewer_effort": "high"
|
|
3697
|
+
},
|
|
3698
|
+
"spend_cap": {
|
|
3699
|
+
"max_cost_cents": 200,
|
|
3700
|
+
"window": "per_call",
|
|
3701
|
+
"period_cap_cents": 20000
|
|
3702
|
+
},
|
|
3703
|
+
"prompt_version": "1.0.0",
|
|
3704
|
+
"capability": "data_write",
|
|
3705
|
+
"quality_gate": {
|
|
3706
|
+
"pass_threshold": 0.72,
|
|
3707
|
+
"reviewer_trigger_score": 0.55,
|
|
3708
|
+
"risk_keywords": [],
|
|
3709
|
+
"rubric": [
|
|
3710
|
+
"source grounding",
|
|
3711
|
+
"boundary adherence",
|
|
3712
|
+
"refusal accuracy"
|
|
3713
|
+
]
|
|
3714
|
+
},
|
|
3715
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
3716
|
+
"context_injection": [
|
|
3717
|
+
{
|
|
3718
|
+
"field": "platform",
|
|
3719
|
+
"label": "Storefront or marketplace platform",
|
|
3720
|
+
"required": true,
|
|
3721
|
+
"example": "Shopify"
|
|
3722
|
+
},
|
|
3723
|
+
{
|
|
3724
|
+
"field": "policy_version",
|
|
3725
|
+
"label": "Store policy or marketplace policy version",
|
|
3726
|
+
"required": true,
|
|
3727
|
+
"example": "standard"
|
|
3728
|
+
}
|
|
3729
|
+
],
|
|
3730
|
+
"blocked_origins": []
|
|
3731
|
+
},
|
|
3732
|
+
{
|
|
3733
|
+
"slug": "amazon_a_to_z_appeal",
|
|
3734
|
+
"status": "specced",
|
|
3735
|
+
"guardrail_tier": "human_of_record",
|
|
3736
|
+
"effort": "medium",
|
|
3737
|
+
"system_prompt": "Assemble Amazon A-to-z appeal records and draft a factual appeal. Seller submits. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
3738
|
+
"inputs": [
|
|
3739
|
+
{
|
|
3740
|
+
"name": "source_refs",
|
|
3741
|
+
"type": "json",
|
|
3742
|
+
"required": true,
|
|
3743
|
+
"description": "Customer-side source citations or record handles."
|
|
3744
|
+
}
|
|
3745
|
+
],
|
|
3746
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
3747
|
+
"need": "drafting",
|
|
3748
|
+
"models": {
|
|
3749
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
3750
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
3751
|
+
"allowed_models": [
|
|
3752
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
3753
|
+
"openai/gpt-oss-120b",
|
|
3754
|
+
"openai/gpt-5-mini",
|
|
3755
|
+
"anthropic/claude-haiku-4.5",
|
|
3756
|
+
"anthropic/claude-sonnet-4.6"
|
|
3757
|
+
],
|
|
3758
|
+
"effort": "medium",
|
|
3759
|
+
"reviewer_effort": "high"
|
|
3760
|
+
},
|
|
3761
|
+
"spend_cap": {
|
|
3762
|
+
"max_cost_cents": 200,
|
|
3763
|
+
"window": "per_call",
|
|
3764
|
+
"period_cap_cents": 20000
|
|
3765
|
+
},
|
|
3766
|
+
"prompt_version": "1.0.0",
|
|
3767
|
+
"capability": "data_write",
|
|
3768
|
+
"quality_gate": {
|
|
3769
|
+
"pass_threshold": 0.72,
|
|
3770
|
+
"reviewer_trigger_score": 0.55,
|
|
3771
|
+
"risk_keywords": [],
|
|
3772
|
+
"rubric": [
|
|
3773
|
+
"source grounding",
|
|
3774
|
+
"boundary adherence",
|
|
3775
|
+
"refusal accuracy"
|
|
3776
|
+
]
|
|
3777
|
+
},
|
|
3778
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
3779
|
+
"context_injection": [
|
|
3780
|
+
{
|
|
3781
|
+
"field": "platform",
|
|
3782
|
+
"label": "Storefront or marketplace platform",
|
|
3783
|
+
"required": true,
|
|
3784
|
+
"example": "Shopify"
|
|
3785
|
+
},
|
|
3786
|
+
{
|
|
3787
|
+
"field": "policy_version",
|
|
3788
|
+
"label": "Store policy or marketplace policy version",
|
|
3789
|
+
"required": true,
|
|
3790
|
+
"example": "standard"
|
|
3791
|
+
}
|
|
3792
|
+
],
|
|
3793
|
+
"blocked_origins": []
|
|
3794
|
+
},
|
|
3795
|
+
{
|
|
3796
|
+
"slug": "product_listing_from_spec",
|
|
3797
|
+
"status": "specced",
|
|
3798
|
+
"guardrail_tier": "reviewer_required",
|
|
3799
|
+
"effort": "medium",
|
|
3800
|
+
"system_prompt": "Draft product listing only from spec sheet and substantiation docs. Reviewer checks every claim. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
3801
|
+
"inputs": [
|
|
3802
|
+
{
|
|
3803
|
+
"name": "source_refs",
|
|
3804
|
+
"type": "json",
|
|
3805
|
+
"required": true,
|
|
3806
|
+
"description": "Customer-side source citations or record handles."
|
|
3807
|
+
}
|
|
3808
|
+
],
|
|
3809
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
3810
|
+
"need": "drafting",
|
|
3811
|
+
"models": {
|
|
3812
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
3813
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
3814
|
+
"allowed_models": [
|
|
3815
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
3816
|
+
"openai/gpt-oss-120b",
|
|
3817
|
+
"openai/gpt-5-mini",
|
|
3818
|
+
"anthropic/claude-haiku-4.5",
|
|
3819
|
+
"anthropic/claude-sonnet-4.6"
|
|
3820
|
+
],
|
|
3821
|
+
"effort": "medium",
|
|
3822
|
+
"reviewer_effort": "high"
|
|
3823
|
+
},
|
|
3824
|
+
"spend_cap": {
|
|
3825
|
+
"max_cost_cents": 100,
|
|
3826
|
+
"window": "per_call",
|
|
3827
|
+
"period_cap_cents": 10000
|
|
3828
|
+
},
|
|
3829
|
+
"prompt_version": "1.0.0",
|
|
3830
|
+
"capability": "read_only",
|
|
3831
|
+
"quality_gate": {
|
|
3832
|
+
"pass_threshold": 0.72,
|
|
3833
|
+
"reviewer_trigger_score": 0.55,
|
|
3834
|
+
"risk_keywords": [],
|
|
3835
|
+
"rubric": [
|
|
3836
|
+
"source grounding",
|
|
3837
|
+
"boundary adherence",
|
|
3838
|
+
"refusal accuracy"
|
|
3839
|
+
]
|
|
3840
|
+
},
|
|
3841
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
3842
|
+
"context_injection": [
|
|
3843
|
+
{
|
|
3844
|
+
"field": "platform",
|
|
3845
|
+
"label": "Storefront or marketplace platform",
|
|
3846
|
+
"required": true,
|
|
3847
|
+
"example": "Shopify"
|
|
3848
|
+
},
|
|
3849
|
+
{
|
|
3850
|
+
"field": "policy_version",
|
|
3851
|
+
"label": "Store policy or marketplace policy version",
|
|
3852
|
+
"required": true,
|
|
3853
|
+
"example": "standard"
|
|
3854
|
+
}
|
|
3855
|
+
],
|
|
3856
|
+
"blocked_origins": []
|
|
3857
|
+
},
|
|
3858
|
+
{
|
|
3859
|
+
"slug": "negative_review_response",
|
|
3860
|
+
"status": "specced",
|
|
3861
|
+
"guardrail_tier": "reviewer_required",
|
|
3862
|
+
"effort": "medium",
|
|
3863
|
+
"system_prompt": "Draft public review response without incentives, suppression, or unsupported order claims. Answer only from provided sources. Cite every factual claim. If a required source is missing, return REFUSE with the missing source name. Do not invent facts, dates, amounts, citations, or conclusions.",
|
|
3864
|
+
"inputs": [
|
|
3865
|
+
{
|
|
3866
|
+
"name": "source_refs",
|
|
3867
|
+
"type": "json",
|
|
3868
|
+
"required": true,
|
|
3869
|
+
"description": "Customer-side source citations or record handles."
|
|
3870
|
+
}
|
|
3871
|
+
],
|
|
3872
|
+
"output_format": "specification stub with required sources, refusal boundary, and reviewer notes",
|
|
3873
|
+
"need": "drafting",
|
|
3874
|
+
"models": {
|
|
3875
|
+
"drafter": "mistralai/mistral-small-3.2-24b-instruct",
|
|
3876
|
+
"reviewer": "anthropic/claude-sonnet-4.6",
|
|
3877
|
+
"allowed_models": [
|
|
3878
|
+
"mistralai/mistral-small-3.2-24b-instruct",
|
|
3879
|
+
"openai/gpt-oss-120b",
|
|
3880
|
+
"openai/gpt-5-mini",
|
|
3881
|
+
"anthropic/claude-haiku-4.5",
|
|
3882
|
+
"anthropic/claude-sonnet-4.6"
|
|
3883
|
+
],
|
|
3884
|
+
"effort": "medium",
|
|
3885
|
+
"reviewer_effort": "high"
|
|
3886
|
+
},
|
|
3887
|
+
"spend_cap": {
|
|
3888
|
+
"max_cost_cents": 100,
|
|
3889
|
+
"window": "per_call",
|
|
3890
|
+
"period_cap_cents": 10000
|
|
3891
|
+
},
|
|
3892
|
+
"prompt_version": "1.0.0",
|
|
3893
|
+
"capability": "read_only",
|
|
3894
|
+
"quality_gate": {
|
|
3895
|
+
"pass_threshold": 0.72,
|
|
3896
|
+
"reviewer_trigger_score": 0.55,
|
|
3897
|
+
"risk_keywords": [],
|
|
3898
|
+
"rubric": [
|
|
3899
|
+
"source grounding",
|
|
3900
|
+
"boundary adherence",
|
|
3901
|
+
"refusal accuracy"
|
|
3902
|
+
]
|
|
3903
|
+
},
|
|
3904
|
+
"disclaimer": "Draft or extraction only. A qualified person reviews before use.",
|
|
3905
|
+
"context_injection": [
|
|
3906
|
+
{
|
|
3907
|
+
"field": "platform",
|
|
3908
|
+
"label": "Storefront or marketplace platform",
|
|
3909
|
+
"required": true,
|
|
3910
|
+
"example": "Shopify"
|
|
3911
|
+
},
|
|
3912
|
+
{
|
|
3913
|
+
"field": "policy_version",
|
|
3914
|
+
"label": "Store policy or marketplace policy version",
|
|
3915
|
+
"required": true,
|
|
3916
|
+
"example": "standard"
|
|
3917
|
+
}
|
|
3918
|
+
],
|
|
3919
|
+
"blocked_origins": []
|
|
3920
|
+
}
|
|
3921
|
+
]
|
|
3922
|
+
}
|
|
3923
|
+
} as const as unknown as Record<string, VerticalOutcomeCatalog>;
|
|
3924
|
+
|
|
3925
|
+
export function listVerticalOutcomeCatalogs(): VerticalOutcomeCatalog[] {
|
|
3926
|
+
return Object.values(VERTICAL_OUTCOME_CATALOGS);
|
|
3927
|
+
}
|
|
3928
|
+
|
|
3929
|
+
export function getVerticalOutcomeCatalog(vertical: string): VerticalOutcomeCatalog | null {
|
|
3930
|
+
const key = normalizeVertical(vertical);
|
|
3931
|
+
return VERTICAL_OUTCOME_CATALOGS[key] ?? null;
|
|
3932
|
+
}
|
|
3933
|
+
|
|
3934
|
+
export function getVerticalOutcome(vertical: string, slug: string): VerticalOutcomeSpec | null {
|
|
3935
|
+
const catalog = getVerticalOutcomeCatalog(vertical);
|
|
3936
|
+
return catalog?.outcomes.find((outcome) => outcome.slug === slug) ?? null;
|
|
3937
|
+
}
|
|
3938
|
+
|
|
3939
|
+
export function toOutcomeTemplate(vertical: string, slug: string): OutcomeTemplate | null {
|
|
3940
|
+
const spec = getVerticalOutcome(vertical, slug);
|
|
3941
|
+
const catalog = getVerticalOutcomeCatalog(vertical);
|
|
3942
|
+
if (!spec || !catalog) return null;
|
|
3943
|
+
return {
|
|
3944
|
+
slug: spec.slug,
|
|
3945
|
+
vertical: catalog.vertical,
|
|
3946
|
+
systemPrompt: spec.system_prompt,
|
|
3947
|
+
inputs: spec.inputs,
|
|
3948
|
+
outputFormat: spec.output_format,
|
|
3949
|
+
need: spec.need,
|
|
3950
|
+
capability: spec.capability,
|
|
3951
|
+
spendCaps: { maxCostCents: spec.spend_cap.max_cost_cents, window: spec.spend_cap.window as OutcomeTemplate['spendCaps']['window'], periodCapCents: spec.spend_cap.period_cap_cents },
|
|
3952
|
+
promptVersion: spec.prompt_version,
|
|
3953
|
+
contextInjection: spec.context_injection,
|
|
3954
|
+
blockedOrigins: spec.blocked_origins,
|
|
3955
|
+
premiumAgent: spec.guardrail_tier === 'reviewer_required' || spec.guardrail_tier === 'human_of_record' ? 'reviewer_cascade' : 'standard',
|
|
3956
|
+
disclaimer: spec.disclaimer,
|
|
3957
|
+
effort: spec.effort,
|
|
3958
|
+
guardrailTier: spec.guardrail_tier,
|
|
3959
|
+
status: spec.status,
|
|
3960
|
+
qualityGate: { passThreshold: Number(spec.quality_gate.pass_threshold ?? 0.72), reviewerTriggerScore: Number(spec.quality_gate.reviewer_trigger_score ?? 0.55), riskKeywords: Array.isArray(spec.quality_gate.risk_keywords) ? spec.quality_gate.risk_keywords as string[] : [], rubrics: Array.isArray(spec.quality_gate.rubric) ? (spec.quality_gate.rubric as string[]).map((name) => ({ name })) : [] },
|
|
3961
|
+
};
|
|
3962
|
+
}
|
|
3963
|
+
|
|
3964
|
+
function normalizeVertical(value: string): string {
|
|
3965
|
+
const clean = String(value || '').toLowerCase().replace(/[-_ ]/g, '');
|
|
3966
|
+
return clean === 'realestate' ? 'realestate' : ['law', 'accounting', 'insurance', 'ecommerce'].includes(clean) ? clean : 'law';
|
|
3967
|
+
}
|