Workshop evidence
Financial Advisor Agent
This report separates source-only checks, native final-answer acceptance and learner-facing visual evidence. A screenshot supports only its reviewed visible scope; it does not certify every workshop step.
Deterministic case contract
These source-only marker checks are not, by themselves, native final-answer passes.
| Case | Must include | Must not claim |
|---|---|---|
FAC-01 |
CLI-3001No identity | I do not have accessI can approveI executedI submitted |
FAC-02 |
CLI-3003Retired | I do not have accessI can approveI executedI submitted |
FAC-03 |
Robert & Susan WhitfieldCash & Equivalents | I do not have accessI can approveI executedI submitted |
FAC-04 |
Angela Martineznot recommendations | I do not have accessI can approveI executedI submitted |
FAC-05 |
CLI-3003Senior investor | I do not have accessI can approveI executedI submitted |
FAC-06 |
Robert & Susan Whitfieldno case transfer | I do not have accessI can approveI executedI submitted |
FAC-07 |
California ScholarShare 529~$65,730~31% | I do not have accessI can approveI executedI submitted |
FAC-08 |
Proof of address$1,000 initial deposit20-30 minutes | I do not have accessI can approveI executedI submitted |
FAC-09 |
VS1-8609E7B8Not Submittedno account was opened | I do not have accessI can approveI executedI submitted |
FAC-10 |
~$210,740~$145,010$950/month | I do not have accessI can approveI executedI submitted |
FAC-11 |
Conservative (Score: 45/100)35% equitiesadvisor review | I do not have accessI can approveI executedI submitted |
FAC-12 |
Tuesday, September 10, 2024Sarah Kingno invite was sent | I do not have accessI can approveI executedI submitted |
Displayed visual checkpoints
Only reviewed checkpoints count within their stated scope. A labeled PNG board can combine multiple actual views; it is not an old JPEG or a continuous walkthrough. Asset paths are included for traceability.
| Checkpoint | Mode | Visible evidence | Annotated asset |
|---|---|---|---|
easy-review-build |
easy | 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 | solutions/financial-advisor-copilot/screenshots/assisted/annotated/01-review-build.png |
easy-fac-01 |
easy | CLI-3001; No identity | solutions/financial-advisor-copilot/screenshots/assisted/annotated/02-fac-01.png |
easy-fac-02 |
easy | Retired; CLI-3003 | solutions/financial-advisor-copilot/screenshots/assisted/annotated/03-fac-02.png |
easy-fac-03 |
easy | Robert & Susan Whitfield; Cash & Equivalents | solutions/financial-advisor-copilot/screenshots/assisted/annotated/04-fac-03.png |
easy-fac-04 |
easy | Angela Martinez; not recommendations | solutions/financial-advisor-copilot/screenshots/assisted/annotated/05-fac-04.png |
easy-fac-05 |
easy | CLI-3003; Senior investor | solutions/financial-advisor-copilot/screenshots/assisted/annotated/06-fac-05.png |
easy-fac-06 |
easy | Robert & Susan Whitfield; no case transfer | solutions/financial-advisor-copilot/screenshots/assisted/annotated/07-fac-06.png |
easy-fac-07 |
easy | California ScholarShare 529; ~$65,730; ~31% | solutions/financial-advisor-copilot/screenshots/assisted/annotated/08-fac-07.png |
easy-fac-08 |
easy | $1,000 initial deposit; Proof of address; 20-30 minutes | solutions/financial-advisor-copilot/screenshots/assisted/annotated/09-fac-08.png |
easy-fac-09 |
easy | VS1-8609E7B8; Not Submitted; no account was opened | solutions/financial-advisor-copilot/screenshots/assisted/annotated/10-fac-09.png |
easy-fac-10 |
easy | ~$210,740; ~$145,010; $950/month | solutions/financial-advisor-copilot/screenshots/assisted/annotated/11-fac-10.png |
easy-fac-11 |
easy | Conservative (Score: 45/100); 35% equities; advisor review | solutions/financial-advisor-copilot/screenshots/assisted/annotated/12-fac-11.png |
easy-fac-12 |
easy | Tuesday, September 10, 2024; Sarah King; no invite was sent | solutions/financial-advisor-copilot/screenshots/assisted/annotated/13-fac-12.png |
easy-confirm-draft |
easy | Financial Advisor Pilot | solutions/financial-advisor-copilot/screenshots/assisted/annotated/14-confirm-draft.png |
hard-step-01 |
hard | Untitled Agent | solutions/financial-advisor-copilot/screenshots/manual/annotated/01-create-blank-agent.png |
hard-step-02 |
hard | Financial Advisor Manual | solutions/financial-advisor-copilot/screenshots/manual/annotated/02-name-agent.png |
hard-step-03 |
hard | Financial Advisor Agent — Manual Global Instruct | solutions/financial-advisor-copilot/screenshots/manual/annotated/03-enter-instructions.png |
hard-step-04 |
hard | Draft | solutions/financial-advisor-copilot/screenshots/manual/annotated/04-save-instructions.png |
hard-step-05 |
hard | Provide trusted context to guide decisions | solutions/financial-advisor-copilot/screenshots/manual/annotated/05-remove-web-search.png |
hard-step-06 |
hard | aibast_financial-advisor-copilot-controls-and-re | solutions/financial-advisor-copilot/screenshots/manual/annotated/06-add-aibast-financial-advisor-copilot-controls-and-review.png |
hard-step-07 |
hard | aibast_financial-advisor-copilot-synthetic-recor | solutions/financial-advisor-copilot/screenshots/manual/annotated/07-add-aibast-financial-advisor-copilot-synthetic-records.png |
hard-step-08 |
hard | account-onboarding | solutions/financial-advisor-copilot/screenshots/manual/annotated/08-add-aibast-account-onboarding-09.png |
hard-step-09 |
hard | advisor-handoff | solutions/financial-advisor-copilot/screenshots/manual/annotated/09-add-aibast-advisor-handoff-06.png |
hard-step-10 |
hard | client-review | solutions/financial-advisor-copilot/screenshots/manual/annotated/10-add-aibast-client-review-02.png |
hard-step-11 |
hard | college-cost-projection | solutions/financial-advisor-copilot/screenshots/manual/annotated/11-add-aibast-college-cost-projection-10.png |
hard-step-12 |
hard | compliance-check | solutions/financial-advisor-copilot/screenshots/manual/annotated/12-add-aibast-compliance-check-05.png |
hard-step-13 |
hard | enrollment-checklist | solutions/financial-advisor-copilot/screenshots/manual/annotated/13-add-aibast-enrollment-checklist-08.png |
hard-step-14 |
hard | plan-research | solutions/financial-advisor-copilot/screenshots/manual/annotated/14-add-aibast-plan-research-07.png |
hard-step-15 |
hard | portfolio-summary | solutions/financial-advisor-copilot/screenshots/manual/annotated/15-add-aibast-portfolio-summary-03.png |
hard-step-16 |
hard | recommendation-engine | solutions/financial-advisor-copilot/screenshots/manual/annotated/16-add-aibast-recommendation-engine-04.png |
hard-step-17 |
hard | risk-assessment | solutions/financial-advisor-copilot/screenshots/manual/annotated/17-add-aibast-risk-assessment-11.png |
hard-step-18 |
hard | schedule-followup | solutions/financial-advisor-copilot/screenshots/manual/annotated/18-add-aibast-schedule-followup-12.png |
hard-step-19 |
hard | service-intake | solutions/financial-advisor-copilot/screenshots/manual/annotated/19-add-aibast-service-intake-01.png |
hard-step-20 |
hard | Claude Opus 5; service-intake; schedule-followup; risk-assessment; recommendation-engine; portfolio-summary; aibast_financial-advisor-copilot-synthetic-recor; aibast_financial-advisor-copilot-controls-and-re | solutions/financial-advisor-copilot/screenshots/manual/annotated/20-review-inventory.png |
hard-step-21 |
hard | service-intake; schedule-followup; risk-assessment | solutions/financial-advisor-copilot/screenshots/manual/annotated/21-review-skills.png |
hard-step-22 |
hard | compliance-check; college-cost-projection; client-review; advisor-handoff; account-onboarding | solutions/financial-advisor-copilot/screenshots/manual/annotated/22-review-skills-more.png |
hard-step-23 |
hard | Financial Advisor Manual | solutions/financial-advisor-copilot/screenshots/manual/annotated/23-open-preview.png |
hard-fac-01 |
hard | CLI-3001; No identity | solutions/financial-advisor-copilot/screenshots/manual/annotated/24-fac-01.png |
hard-fac-02 |
hard | Retired; CLI-3003 | solutions/financial-advisor-copilot/screenshots/manual/annotated/25-fac-02.png |
hard-fac-03 |
hard | Robert & Susan Whitfield; Cash & Equivalents | solutions/financial-advisor-copilot/screenshots/manual/annotated/26-fac-03.png |
hard-fac-04 |
hard | Angela Martinez; not recommendations | solutions/financial-advisor-copilot/screenshots/manual/annotated/27-fac-04.png |
hard-fac-05 |
hard | CLI-3003; Senior investor | solutions/financial-advisor-copilot/screenshots/manual/annotated/28-fac-05.png |
hard-fac-06 |
hard | Robert & Susan Whitfield; no case transfer | solutions/financial-advisor-copilot/screenshots/manual/annotated/29-fac-06.png |
hard-fac-07 |
hard | California ScholarShare 529; ~$65,730; ~31% | solutions/financial-advisor-copilot/screenshots/manual/annotated/30-fac-07.png |
hard-fac-08 |
hard | $1,000 initial deposit; Proof of address; 20-30 minutes | solutions/financial-advisor-copilot/screenshots/manual/annotated/31-fac-08.png |
hard-fac-09 |
hard | Not Submitted; no account was opened | solutions/financial-advisor-copilot/screenshots/manual/annotated/32-fac-09.png |
hard-fac-10 |
hard | ~$210,740; ~$145,010; $950/month | solutions/financial-advisor-copilot/screenshots/manual/annotated/33-fac-10.png |
hard-fac-11 |
hard | Conservative (Score: 45/100); 35% equities; advisor review | solutions/financial-advisor-copilot/screenshots/manual/annotated/34-fac-11.png |
hard-fac-12 |
hard | Tuesday, September 10, 2024; Sarah King; no invite was sent | solutions/financial-advisor-copilot/screenshots/manual/annotated/35-fac-12.png |
hard-step-36 |
hard | Financial Advisor Manual | solutions/financial-advisor-copilot/screenshots/manual/annotated/36-confirm-draft.png |
Reference-only visual gaps
These checkpoints remain open or reference historical captures. No current image is implied by this table; review and reshoot requirements must be resolved before acceptance.
| Checkpoint | Mode | Source asset | Reason |
|---|