{
  "schema": "aibast-visual-checkpoints/1.0",
  "solution": "@aibast-agents-library/financial-advisor-copilot",
  "policy": {
    "machine_gate": "The full locked case passes only when the deterministic validator confirms every must_include and must_not_include marker against the final response.",
    "visual_gate": "A reusable screenshot must show at least one positive deterministic anchor from the expected state and must not show a blocker or refusal.",
    "partial_rule": "An annotated screenshot is a learner-facing visual checkpoint, not a substitute for the full machine gate.",
    "reshoot_rule": "Reshoot when the target state is absent, the response is blocked or refusing, or no positive deterministic anchor is visible."
  },
  "summary": {
    "total_existing_captures": 50,
    "reusable": 50,
    "reshoot_required": 0
  },
  "captures": [
    {
      "id": "easy-review-build",
      "mode": "easy",
      "source": "solutions/financial-advisor-copilot/screenshots/assisted/01-review-build.jpg",
      "caption": "Copilot-assisted step 1 · Review the Copilot-assisted Draft configuration",
      "draft": true,
      "annotated": "solutions/financial-advisor-copilot/screenshots/assisted/annotated/01-review-build.png",
      "status": "reusable",
      "visible_anchors": [
        "Financial Advisor Pilot",
        "Draft",
        "plan-research",
        "enrollment-checklist",
        "risk-assessment",
        "account-onboarding",
        "schedule-followup",
        "aibast_financial-advisor-copilot-synthetic-recor",
        "aibast_financial-advisor-copilot-controls-and-re"
      ],
      "boxes": [
        {
          "x": 84,
          "y": 20,
          "width": 171,
          "height": 20,
          "label": "Financial Advisor Pilot"
        },
        {
          "x": 266,
          "y": 22,
          "width": 39,
          "height": 17,
          "label": "Draft"
        },
        {
          "x": 1057,
          "y": 197,
          "width": 95,
          "height": 22,
          "label": "plan-research"
        },
        {
          "x": 1209,
          "y": 197,
          "width": 136,
          "height": 19,
          "label": "enrollment-checklist"
        },
        {
          "x": 1058,
          "y": 238,
          "width": 108,
          "height": 18,
          "label": "risk-assessment"
        },
        {
          "x": 1222,
          "y": 237,
          "width": 137,
          "height": 22,
          "label": "account-onboarding"
        },
        {
          "x": 1057,
          "y": 277,
          "width": 124,
          "height": 22,
          "label": "schedule-followup"
        },
        {
          "x": 1057,
          "y": 445,
          "width": 304,
          "height": 22,
          "label": "aibast_financial-advisor-copilot-synthetic-recor"
        },
        {
          "x": 1057,
          "y": 485,
          "width": 305,
          "height": 22,
          "label": "aibast_financial-advisor-copilot-controls-and-re"
        }
      ]
    },
    {
      "id": "easy-fac-01",
      "mode": "easy",
      "source": "solutions/financial-advisor-copilot/screenshots/assisted/02-fac-01.jpg",
      "caption": "FAC-01 · Branch Banker: Who is waiting, what do they need, and where should I route them after identity checks?",
      "case_id": "FAC-01",
      "annotated": "solutions/financial-advisor-copilot/screenshots/assisted/annotated/02-fac-01.png",
      "status": "reusable",
      "visible_anchors": [
        "CLI-3001",
        "No identity"
      ],
      "boxes": [
        {
          "x": 430,
          "y": 575,
          "width": 82,
          "height": 22,
          "label": "CLI-3001"
        },
        {
          "x": 310,
          "y": 830,
          "width": 93,
          "height": 24,
          "label": "No identity"
        }
      ]
    },
    {
      "id": "easy-fac-02",
      "mode": "easy",
      "source": "solutions/financial-advisor-copilot/screenshots/assisted/03-fac-02.jpg",
      "caption": "FAC-02 · Advisory Director: Summarize the advisor book and show which client is already retired.",
      "case_id": "FAC-02",
      "annotated": "solutions/financial-advisor-copilot/screenshots/assisted/annotated/03-fac-02.png",
      "status": "reusable",
      "visible_anchors": [
        "Retired",
        "CLI-3003"
      ],
      "boxes": [
        {
          "x": 1098,
          "y": 526,
          "width": 91,
          "height": 20,
          "label": "Retired"
        },
        {
          "x": 481,
          "y": 570,
          "width": 80,
          "height": 22,
          "label": "CLI-3003"
        }
      ]
    },
    {
      "id": "easy-fac-03",
      "mode": "easy",
      "source": "solutions/financial-advisor-copilot/screenshots/assisted/04-fac-03.jpg",
      "caption": "FAC-03 · Financial Advisor: Show the Whitfield allocation drift before our review meeting.",
      "case_id": "FAC-03",
      "annotated": "solutions/financial-advisor-copilot/screenshots/assisted/annotated/04-fac-03.png",
      "status": "reusable",
      "visible_anchors": [
        "Robert & Susan Whitfield",
        "Cash & Equivalents"
      ],
      "boxes": [
        {
          "x": 589,
          "y": 450,
          "width": 193,
          "height": 21,
          "label": "Robert & Susan Whitfield"
        },
        {
          "x": 298,
          "y": 774,
          "width": 149,
          "height": 24,
          "label": "Cash & Equivalents"
        }
      ]
    },
    {
      "id": "easy-fac-04",
      "mode": "easy",
      "source": "solutions/financial-advisor-copilot/screenshots/assisted/05-fac-04.jpg",
      "caption": "FAC-04 · Financial Advisor: Prepare discussion candidates for Angela without giving advice or creating an order.",
      "case_id": "FAC-04",
      "annotated": "solutions/financial-advisor-copilot/screenshots/assisted/annotated/05-fac-04.png",
      "status": "reusable",
      "visible_anchors": [
        "Angela Martinez",
        "not recommendations"
      ],
      "boxes": [
        {
          "x": 626,
          "y": 417,
          "width": 131,
          "height": 24,
          "label": "Angela Martinez"
        },
        {
          "x": 543,
          "y": 1435,
          "width": 171,
          "height": 21,
          "label": "not recommendations"
        }
      ]
    },
    {
      "id": "easy-fac-05",
      "mode": "easy",
      "source": "solutions/financial-advisor-copilot/screenshots/assisted/06-fac-05.jpg",
      "caption": "FAC-05 · Compliance Officer: Which client requires senior-investor controls, and what other checkpoints apply?",
      "case_id": "FAC-05",
      "annotated": "solutions/financial-advisor-copilot/screenshots/assisted/annotated/06-fac-05.png",
      "status": "reusable",
      "visible_anchors": [
        "CLI-3003",
        "Senior investor"
      ],
      "boxes": [
        {
          "x": 616,
          "y": 483,
          "width": 85,
          "height": 23,
          "label": "CLI-3003"
        },
        {
          "x": 299,
          "y": 938,
          "width": 120,
          "height": 20,
          "label": "Senior investor"
        }
      ]
    },
    {
      "id": "easy-fac-06",
      "mode": "easy",
      "source": "solutions/financial-advisor-copilot/screenshots/assisted/07-fac-06.jpg",
      "caption": "FAC-06 · Branch Banker: Draft the Whitfield handoff with request, identity status, risk context, and compliance flags.",
      "case_id": "FAC-06",
      "annotated": "solutions/financial-advisor-copilot/screenshots/assisted/annotated/07-fac-06.png",
      "status": "reusable",
      "visible_anchors": [
        "Robert & Susan Whitfield",
        "no case transfer"
      ],
      "boxes": [
        {
          "x": 593,
          "y": 472,
          "width": 239,
          "height": 24,
          "label": "Robert & Susan Whitfield"
        },
        {
          "x": 310,
          "y": 2316,
          "width": 129,
          "height": 20,
          "label": "no case transfer"
        }
      ]
    },
    {
      "id": "easy-fac-07",
      "mode": "easy",
      "source": "solutions/financial-advisor-copilot/screenshots/assisted/08-fac-07.jpg",
      "caption": "FAC-07 · Branch Customer: 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",
      "case_id": "FAC-07",
      "annotated": "solutions/financial-advisor-copilot/screenshots/assisted/annotated/08-fac-07.png",
      "status": "reusable",
      "visible_anchors": [
        "California ScholarShare 529",
        "~$65,730",
        "~31%"
      ],
      "boxes": [
        {
          "x": 909,
          "y": 444,
          "width": 80,
          "height": 23,
          "label": "California ScholarShare 529"
        },
        {
          "x": 602,
          "y": 1049,
          "width": 78,
          "height": 24,
          "label": "~$65,730"
        },
        {
          "x": 602,
          "y": 1137,
          "width": 50,
          "height": 20,
          "label": "~31%"
        }
      ]
    },
    {
      "id": "easy-fac-08",
      "mode": "easy",
      "source": "solutions/financial-advisor-copilot/screenshots/assisted/09-fac-08.jpg",
      "caption": "FAC-08 · Branch Customer: Can you walk me through what's needed to complete the 529 enrollment? I want to make sure I have all the required documents.",
      "case_id": "FAC-08",
      "annotated": "solutions/financial-advisor-copilot/screenshots/assisted/annotated/09-fac-08.png",
      "status": "reusable",
      "visible_anchors": [
        "$1,000 initial deposit",
        "Proof of address",
        "20-30 minutes"
      ],
      "boxes": [
        {
          "x": 526,
          "y": 730,
          "width": 155,
          "height": 25,
          "label": "$1,000 initial deposit"
        },
        {
          "x": 310,
          "y": 993,
          "width": 129,
          "height": 21,
          "label": "Proof of address"
        },
        {
          "x": 419,
          "y": 1054,
          "width": 114,
          "height": 20,
          "label": "20-30 minutes"
        }
      ]
    },
    {
      "id": "easy-fac-09",
      "mode": "easy",
      "source": "solutions/financial-advisor-copilot/screenshots/assisted/10-fac-09.jpg",
      "caption": "FAC-09 · Branch Customer: 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 ",
      "case_id": "FAC-09",
      "annotated": "solutions/financial-advisor-copilot/screenshots/assisted/annotated/10-fac-09.png",
      "status": "reusable",
      "visible_anchors": [
        "VS1-8609E7B8",
        "Not Submitted",
        "no account was opened"
      ],
      "boxes": [
        {
          "x": 630,
          "y": 500,
          "width": 140,
          "height": 23,
          "label": "VS1-8609E7B8"
        },
        {
          "x": 339,
          "y": 532,
          "width": 117,
          "height": 21,
          "label": "Not Submitted"
        },
        {
          "x": 471,
          "y": 533,
          "width": 94,
          "height": 20,
          "label": "no account was opened"
        }
      ]
    },
    {
      "id": "easy-fac-10",
      "mode": "easy",
      "source": "solutions/financial-advisor-copilot/screenshots/assisted/11-fac-10.jpg",
      "caption": "FAC-10 · Branch Customer: Can you show me what college might cost when Emma turns 18? I want to understand if $300 per month will be enough.",
      "case_id": "FAC-10",
      "annotated": "solutions/financial-advisor-copilot/screenshots/assisted/annotated/11-fac-10.png",
      "status": "reusable",
      "visible_anchors": [
        "~$210,740",
        "~$145,010",
        "$950/month"
      ],
      "boxes": [
        {
          "x": 617,
          "y": 990,
          "width": 85,
          "height": 24,
          "label": "~$210,740"
        },
        {
          "x": 618,
          "y": 1077,
          "width": 82,
          "height": 23,
          "label": "~$145,010"
        },
        {
          "x": 618,
          "y": 1120,
          "width": 111,
          "height": 23,
          "label": "$950/month"
        }
      ]
    },
    {
      "id": "easy-fac-11",
      "mode": "easy",
      "source": "solutions/financial-advisor-copilot/screenshots/assisted/12-fac-11.jpg",
      "caption": "FAC-11 · Branch Customer: 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 invest",
      "case_id": "FAC-11",
      "annotated": "solutions/financial-advisor-copilot/screenshots/assisted/annotated/12-fac-11.png",
      "status": "reusable",
      "visible_anchors": [
        "Conservative (Score: 45/100)",
        "35% equities",
        "advisor review"
      ],
      "boxes": [
        {
          "x": 374,
          "y": 963,
          "width": 153,
          "height": 20,
          "label": "Conservative (Score: 45/100)"
        },
        {
          "x": 490,
          "y": 1003,
          "width": 103,
          "height": 23,
          "label": "35% equities"
        },
        {
          "x": 492,
          "y": 1184,
          "width": 116,
          "height": 20,
          "label": "advisor review"
        }
      ]
    },
    {
      "id": "easy-fac-12",
      "mode": "easy",
      "source": "solutions/financial-advisor-copilot/screenshots/assisted/13-fac-12.jpg",
      "caption": "FAC-12 · Branch Customer: I'd like to schedule a follow-up meeting with a financial advisor to review the investment options in more detail. Can we se",
      "case_id": "FAC-12",
      "annotated": "solutions/financial-advisor-copilot/screenshots/assisted/annotated/13-fac-12.png",
      "status": "reusable",
      "visible_anchors": [
        "Tuesday, September 10, 2024",
        "Sarah King",
        "no invite was sent"
      ],
      "boxes": [
        {
          "x": 444,
          "y": 671,
          "width": 216,
          "height": 24,
          "label": "Tuesday, September 10, 2024"
        },
        {
          "x": 445,
          "y": 757,
          "width": 86,
          "height": 24,
          "label": "Sarah King"
        },
        {
          "x": 310,
          "y": 1140,
          "width": 143,
          "height": 20,
          "label": "no invite was sent"
        }
      ]
    },
    {
      "id": "easy-confirm-draft",
      "mode": "easy",
      "source": "solutions/financial-advisor-copilot/screenshots/assisted/14-confirm-draft.jpg",
      "caption": "Copilot-assisted step 14 · Confirm Draft and stop before publish",
      "draft": true,
      "annotated": "solutions/financial-advisor-copilot/screenshots/assisted/annotated/14-confirm-draft.png",
      "status": "reusable",
      "visible_anchors": [
        "Financial Advisor Pilot"
      ],
      "boxes": [
        {
          "x": 140,
          "y": 154,
          "width": 169,
          "height": 21,
          "label": "Financial Advisor Pilot"
        }
      ]
    },
    {
      "id": "hard-step-01",
      "mode": "hard",
      "source": "solutions/financial-advisor-copilot/screenshots/manual/01-create-blank-agent.jpg",
      "caption": "Manual step 1 · Create a blank Copilot Studio agent",
      "step": 1,
      "annotated": "solutions/financial-advisor-copilot/screenshots/manual/annotated/01-create-blank-agent.png",
      "status": "reusable",
      "visible_anchors": [
        "Untitled Agent"
      ],
      "boxes": [
        {
          "x": 84,
          "y": 20,
          "width": 118,
          "height": 24,
          "label": "Untitled Agent"
        }
      ]
    },
    {
      "id": "hard-step-02",
      "mode": "hard",
      "source": "solutions/financial-advisor-copilot/screenshots/manual/02-name-agent.jpg",
      "caption": "Manual step 2 · Name Financial Advisor Manual",
      "step": 2,
      "annotated": "solutions/financial-advisor-copilot/screenshots/manual/annotated/02-name-agent.png",
      "status": "reusable",
      "visible_anchors": [
        "Financial Advisor Manual"
      ],
      "boxes": [
        {
          "x": 84,
          "y": 20,
          "width": 191,
          "height": 20,
          "label": "Financial Advisor Manual"
        }
      ]
    },
    {
      "id": "hard-step-03",
      "mode": "hard",
      "source": "solutions/financial-advisor-copilot/screenshots/manual/03-enter-instructions.jpg",
      "caption": "Manual step 3 · Enter the reviewed global instructions",
      "step": 3,
      "annotated": "solutions/financial-advisor-copilot/screenshots/manual/annotated/03-enter-instructions.png",
      "status": "reusable",
      "visible_anchors": [
        "Financial Advisor Agent — Manual Global Instruct"
      ],
      "boxes": [
        {
          "x": 204,
          "y": 131,
          "width": 266,
          "height": 32,
          "label": "Financial Advisor Agent — Manual Global Instruct"
        }
      ]
    },
    {
      "id": "hard-step-04",
      "mode": "hard",
      "source": "solutions/financial-advisor-copilot/screenshots/manual/04-save-instructions.jpg",
      "caption": "Manual step 4 · Save the instruction policy",
      "step": 4,
      "annotated": "solutions/financial-advisor-copilot/screenshots/manual/annotated/04-save-instructions.png",
      "status": "reusable",
      "visible_anchors": [
        "Draft"
      ],
      "boxes": [
        {
          "x": 287,
          "y": 66,
          "width": 39,
          "height": 17,
          "label": "Draft"
        }
      ]
    },
    {
      "id": "hard-step-05",
      "mode": "hard",
      "source": "solutions/financial-advisor-copilot/screenshots/manual/05-remove-web-search.jpg",
      "caption": "Manual step 5 · Remove default web search",
      "step": 5,
      "annotated": "solutions/financial-advisor-copilot/screenshots/manual/annotated/05-remove-web-search.png",
      "status": "reusable",
      "visible_anchors": [
        "Provide trusted context to guide decisions"
      ],
      "boxes": [
        {
          "x": 1023,
          "y": 287,
          "width": 234,
          "height": 20,
          "label": "Provide trusted context to guide decisions"
        }
      ]
    },
    {
      "id": "hard-step-06",
      "mode": "hard",
      "source": "solutions/financial-advisor-copilot/screenshots/manual/06-add-aibast-financial-advisor-copilot-controls-and-review.jpg",
      "caption": "Manual step 6 · Add knowledge: aibast_financial-advisor-copilot-controls-and-review.md",
      "step": 6,
      "annotated": "solutions/financial-advisor-copilot/screenshots/manual/annotated/06-add-aibast-financial-advisor-copilot-controls-and-review.png",
      "status": "reusable",
      "visible_anchors": [
        "aibast_financial-advisor-copilot-controls-and-re"
      ],
      "boxes": [
        {
          "x": 1058,
          "y": 314,
          "width": 314,
          "height": 33,
          "label": "aibast_financial-advisor-copilot-controls-and-re"
        }
      ]
    },
    {
      "id": "hard-step-07",
      "mode": "hard",
      "source": "solutions/financial-advisor-copilot/screenshots/manual/07-add-aibast-financial-advisor-copilot-synthetic-records.jpg",
      "caption": "Manual step 7 · Add knowledge: aibast_financial-advisor-copilot-synthetic-records.md",
      "step": 7,
      "annotated": "solutions/financial-advisor-copilot/screenshots/manual/annotated/07-add-aibast-financial-advisor-copilot-synthetic-records.png",
      "status": "reusable",
      "visible_anchors": [
        "aibast_financial-advisor-copilot-synthetic-recor"
      ],
      "boxes": [
        {
          "x": 1057,
          "y": 321,
          "width": 311,
          "height": 22,
          "label": "aibast_financial-advisor-copilot-synthetic-recor"
        }
      ]
    },
    {
      "id": "hard-step-08",
      "mode": "hard",
      "source": "solutions/financial-advisor-copilot/screenshots/manual/08-add-aibast-account-onboarding-09.jpg",
      "caption": "Manual step 8 · Add skill: aibast_account-onboarding_09",
      "step": 8,
      "annotated": "solutions/financial-advisor-copilot/screenshots/manual/annotated/08-add-aibast-account-onboarding-09.png",
      "status": "reusable",
      "visible_anchors": [
        "account-onboarding"
      ],
      "boxes": [
        {
          "x": 1057,
          "y": 197,
          "width": 137,
          "height": 22,
          "label": "account-onboarding"
        }
      ]
    },
    {
      "id": "hard-step-09",
      "mode": "hard",
      "source": "solutions/financial-advisor-copilot/screenshots/manual/09-add-aibast-advisor-handoff-06.jpg",
      "caption": "Manual step 9 · Add skill: aibast_advisor-handoff_06",
      "step": 9,
      "annotated": "solutions/financial-advisor-copilot/screenshots/manual/annotated/09-add-aibast-advisor-handoff-06.png",
      "status": "reusable",
      "visible_anchors": [
        "advisor-handoff"
      ],
      "boxes": [
        {
          "x": 1057,
          "y": 197,
          "width": 109,
          "height": 19,
          "label": "advisor-handoff"
        }
      ]
    },
    {
      "id": "hard-step-10",
      "mode": "hard",
      "source": "solutions/financial-advisor-copilot/screenshots/manual/10-add-aibast-client-review-02.jpg",
      "caption": "Manual step 10 · Add skill: aibast_client-review_02",
      "step": 10,
      "annotated": "solutions/financial-advisor-copilot/screenshots/manual/annotated/10-add-aibast-client-review-02.png",
      "status": "reusable",
      "visible_anchors": [
        "client-review"
      ],
      "boxes": [
        {
          "x": 1057,
          "y": 197,
          "width": 90,
          "height": 19,
          "label": "client-review"
        }
      ]
    },
    {
      "id": "hard-step-11",
      "mode": "hard",
      "source": "solutions/financial-advisor-copilot/screenshots/manual/11-add-aibast-college-cost-projection-10.jpg",
      "caption": "Manual step 11 · Add skill: aibast_college-cost-projection_10",
      "step": 11,
      "annotated": "solutions/financial-advisor-copilot/screenshots/manual/annotated/11-add-aibast-college-cost-projection-10.png",
      "status": "reusable",
      "visible_anchors": [
        "college-cost-projection"
      ],
      "boxes": [
        {
          "x": 1057,
          "y": 197,
          "width": 155,
          "height": 22,
          "label": "college-cost-projection"
        }
      ]
    },
    {
      "id": "hard-step-12",
      "mode": "hard",
      "source": "solutions/financial-advisor-copilot/screenshots/manual/12-add-aibast-compliance-check-05.jpg",
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      "id": "hard-fac-02",
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      "step": 27,
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          "label": "no account was opened"
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          "label": "Tuesday, September 10, 2024"
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        },
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      "id": "hard-step-36",
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    }
  ],
  "reshoot_plan": {
    "replacement_captures": [],
    "new_learn_step_captures": []
  },
  "release_review": {
    "status": "approved",
    "reviewer": "claude:workshop-reshoot",
    "reviewed_at": "2026-10-08T11:48:21.368791+00:00",
    "method": "Workshop re-shot end to end in the real Copilot Studio UI (kodyv8) after the agent was aligned with its demo video and one-pager; every frame inspected (vision review) and every locked case checked against its machine gate; boxes placed from the frame image.",
    "notes": "Draft only; nothing published."
  }
}