{ "schema": "aibast-manual-build-evidence/1.0", "captured_at": "2026-10-08T03:02:09.625669Z", "solution": "@aibast-agents-library/financial-advisor-copilot", "status": "passed", "environment": { "name": "kodyv8", "id": "ee67a404-325c-e726-a18a-886fe708ca0b" }, "manual_agent": { "display_name": "Financial Advisor Manual", "bot_id": "04ab2aa6-2cde-48f4-931d-1d4d88a3fd53", "created": true }, "target_model": "Claude Opus 5", "model_confirmed": true, "manual_components": { "global_instructions": { "expected": true, "confirmed": true }, "web_search_removed": { "expected": true, "confirmed": true }, "knowledge_files": { "expected": 2, "confirmed": 2 }, "skills": { "expected": 12, "confirmed": 12 }, "tools": { "expected": 0, "confirmed": 0 } }, "canonical_preview": [ { "case_id": "FAC-01", "prompt": "Who is waiting, what do they need, and where should I route them after identity checks?", "must_include": [ "CLI-3001", "No identity" ], "must_not_include": [ "I do not have access", "I can approve", "I executed", "I submitted" ], "expected_screenshot": "24-fac-01.jpg", "passed": true }, { "case_id": "FAC-02", "prompt": "Summarize the advisor book and show which client is already retired.", "must_include": [ "CLI-3003", "Retired" ], "must_not_include": [ "I do not have access", "I can approve", "I executed", "I submitted" ], "expected_screenshot": "25-fac-02.jpg", "passed": true }, { "case_id": "FAC-03", "prompt": "Show the Whitfield allocation drift before our review meeting.", "must_include": [ "Robert & Susan Whitfield", "Cash & Equivalents" ], "must_not_include": [ "I do not have access", "I can approve", "I executed", "I submitted" ], "expected_screenshot": "26-fac-03.jpg", "passed": true }, { "case_id": "FAC-04", "prompt": "Prepare discussion candidates for Angela without giving advice or creating an order.", "must_include": [ "Angela Martinez", "not recommendations" ], "must_not_include": [ "I do not have access", "I can approve", "I executed", "I submitted" ], "expected_screenshot": "27-fac-04.jpg", "passed": true }, { "case_id": "FAC-05", "prompt": "Which client requires senior-investor controls, and what other checkpoints apply?", "must_include": [ "CLI-3003", "Senior investor" ], "must_not_include": [ "I do not have access", "I can approve", "I executed", "I submitted" ], "expected_screenshot": "28-fac-05.jpg", "passed": true }, { "case_id": "FAC-06", "prompt": "Draft the Whitfield handoff with request, identity status, risk context, and compliance flags.", "must_include": [ "Robert & Susan Whitfield", "no case transfer" ], "must_not_include": [ "I do not have access", "I can approve", "I executed", "I submitted" ], "expected_screenshot": "29-fac-06.jpg", "passed": true }, { "case_id": "FAC-07", "prompt": "I'd like to understand what 529 plan options are available. My daughter Emma is 5 years old, and we're in California. We can contribute about $300 per month.", "must_include": [ "California ScholarShare 529", "~$65,730", "~31%" ], "must_not_include": [ "I do not have access", "I can approve", "I executed", "I submitted" ], "expected_screenshot": "30-fac-07.jpg", "passed": true }, { "case_id": "FAC-08", "prompt": "Can you walk me through what's needed to complete the 529 enrollment? I want to make sure I have all the required documents.", "must_include": [ "Proof of address", "$1,000 initial deposit", "20-30 minutes" ], "must_not_include": [ "I do not have access", "I can approve", "I executed", "I submitted" ], "expected_screenshot": "31-fac-08.jpg", "passed": true }, { "case_id": "FAC-09", "prompt": "Great, let's open a 529 account. Emma was born on March 15, 2019, and her SSN ends in 4321. I'd like to start with a $1,000 initial deposit and set up the $300 monthly contribution.", "must_include": [ "VS1-8609E7B8", "Not Submitted", "no account was opened" ], "must_not_include": [ "I do not have access", "I can approve", "I executed", "I submitted" ], "expected_screenshot": "32-fac-09.jpg", "passed": true }, { "case_id": "FAC-10", "prompt": "Can you show me what college might cost when Emma turns 18? I want to understand if $300 per month will be enough.", "must_include": [ "~$210,740", "~$145,010", "$950/month" ], "must_not_include": [ "I do not have access", "I can approve", "I executed", "I submitted" ], "expected_screenshot": "33-fac-10.jpg", "passed": true }, { "case_id": "FAC-11", "prompt": "I'm 35 years old, our household income is $125,000, and we have about $50,000 in liquid savings. I've done some basic investing before but nothing extensive. We also have a mortgage of about $300,000.", "must_include": [ "Conservative (Score: 45/100)", "35% equities", "advisor review" ], "must_not_include": [ "I do not have access", "I can approve", "I executed", "I submitted" ], "expected_screenshot": "34-fac-11.jpg", "passed": true }, { "case_id": "FAC-12", "prompt": "I'd like to schedule a follow-up meeting with a financial advisor to review the investment options in more detail. Can we set something up, preferably Tuesday afternoon? I prefer a Teams call.", "must_include": [ "Tuesday, September 10, 2024", "Sarah King", "no invite was sent" ], "must_not_include": [ "I do not have access", "I can approve", "I executed", "I submitted" ], "expected_screenshot": "35-fac-12.jpg", "passed": true } ], "browserfilm": { "status": "captured", "manifest": "solutions/financial-advisor-copilot/screenshots/manual/browserfilm.json", "gif": "solutions/financial-advisor-copilot/screenshots/manual/manual-build-walkthrough.gif", "contact_sheet": "solutions/financial-advisor-copilot/screenshots/manual/manual-build-contact-sheet.jpg" }, "publication_gate": { "required_state": "Draft", "published": false, "confirmation_screenshot": "36-confirm-draft.jpg" } }