AI analyst readiness

Issues & evidence

Trace findings back to the exact source and revision.

Prioritized findings

Severity follows case importance and source conflicts. Failure causes are hypotheses.

Refund timing · Finance · Monthly close

high impact

Conflicting source evidence · Business context hypothesis · reject

Exact source evidence

Source identifier: old-close-faq
Revision: archive
Location: sample/old-close-faq.md · line 3
Observed: 2026-11-03T10:00:00.000Z
Coverage: complete
Input SHA-256: aab8aa499a279d483b35d75d6f91beafb2afa8920978dce123d12eebbc79201b

Assign refunds to the month of the original charge.

Conflicting excerpt · finance-refunds

Source identifier: finance-refunds
Revision: 1
Location: sample/finance-refunds.md · line 3
Observed: 2026-11-03T10:00:00.000Z
Coverage: complete
Input SHA-256: f6ff79cf69d4c34b289a4a823d874e9dd5ede21df7713194f45057e1ddc7c50c

Assign refunds to the UTC calendar month when the refund settles.

Current approved statement

Assign refunds to the UTC calendar month when the refund settles.

What is an active customer?

high impact

Incorrect · Business context hypothesis · needs review

Observed and expected

Expected: Ask whether the user means Product engagement or Finance monthly close.
Observed: An active customer is an organization with a settled payment this month.
Origin: Authored synthetic baseline response fixture
Confidence: high

Which month gets a refund for an October charge that settled in November?

high impact

Confidently incorrect · Business context hypothesis · needs review

Observed and expected

Expected: November in UTC, based on settlement date.
Observed: Definitely October. Refunds always use the original charge month.
Origin: Authored synthetic baseline response fixture
Confidence: high

Source snapshots

old-close-faq @ archive · complete

Location: sample/old-close-faq.md
Observed: 2026-11-03T10:00:00.000Z
Scope: Finance · Monthly close
Coverage: complete
Structured claims: 1
SHA-256: aab8aa499a279d483b35d75d6f91beafb2afa8920978dce123d12eebbc79201b

# Finance · Monthly close

Assign refunds to the month of the original charge.

finance-refunds @ 1 · complete

Location: sample/finance-refunds.md
Observed: 2026-11-03T10:00:00.000Z
Scope: Finance · Monthly close
Coverage: complete
Structured claims: 1
SHA-256: f6ff79cf69d4c34b289a4a823d874e9dd5ede21df7713194f45057e1ddc7c50c

# Finance · Monthly close

Assign refunds to the UTC calendar month when the refund settles.

finance-active @ 1 · complete

Location: sample/finance-active.md
Observed: 2026-11-03T10:00:00.000Z
Scope: Finance · Monthly close
Coverage: complete
Structured claims: 1
SHA-256: 12176d3b9c070511176d9b4b648f344e4de73c0ab09794324dc468c9354eb74e

# Finance · Monthly close

Count organizations with a settled subscription payment during the UTC calendar month. Exclude refunded payments.

product-active @ 1 · complete

Location: sample/product-active.md
Observed: 2026-11-03T10:00:00.000Z
Scope: Product · Engagement
Coverage: complete
Structured claims: 1
SHA-256: 2b2d3091852fa53dd433664fbc6460fe2f235b81175b03a880c47fd794539116

# Product · Engagement

Count organizations with at least one qualifying workspace event in the prior rolling 30 days. Exclude internal and sandbox workspaces.