{
  "schema": "aibast-visual-checkpoints/1.0",
  "solution": "@aibast-agents-library/portfolio-rebalancing",
  "policy": {
    "native_gate": "Only completed native final answers and the parent's recorded semantic review establish these six r5 passes. Debug reasoning and source-only deterministic checks are not native final-answer evidence.",
    "visual_gate": "Use only the 13 distinct personally reviewed privacy-cropped PNGs. The policy board supports two readback checkpoints; the controls board pairs actual staging with later Ready status. Private full-window originals are not distributed.",
    "workshop_gate": "Step 1 and upload steps 7-13 remain open. The reviewed evidence supports only its declared scopes, not fresh-from-empty construction or whole-workshop certification."
  },
  "summary": {
    "total_existing_captures": 38,
    "reusable": 38,
    "reshoot_required": 0
  },
  "captures": [
    {
      "id": "easy-review-build",
      "mode": "easy",
      "source": "solutions/portfolio-rebalancing/screenshots/assisted/01-review-build.jpg",
      "caption": "Copilot-assisted step 1 · Review the Copilot-assisted Draft configuration",
      "draft": true,
      "annotated": "solutions/portfolio-rebalancing/screenshots/assisted/annotated/01-review-build.png",
      "status": "reusable",
      "visible_anchors": [
        "Portfolio Rebalancing Pilot",
        "Draft",
        "tax-loss-harvest",
        "risk-comparison",
        "execution-plan",
        "client-summary",
        "rebalance-recommendation",
        "aibast_portfolio-rebalancing-synthetic-records.m",
        "aibast_portfolio-rebalancing-controls-and-review"
      ],
      "boxes": [
        {
          "x": 84,
          "y": 20,
          "width": 204,
          "height": 24,
          "label": "Portfolio Rebalancing Pilot"
        },
        {
          "x": 299,
          "y": 22,
          "width": 39,
          "height": 17,
          "label": "Draft"
        },
        {
          "x": 1057,
          "y": 197,
          "width": 109,
          "height": 19,
          "label": "tax-loss-harvest"
        },
        {
          "x": 1223,
          "y": 197,
          "width": 109,
          "height": 22,
          "label": "risk-comparison"
        },
        {
          "x": 1057,
          "y": 237,
          "width": 103,
          "height": 22,
          "label": "execution-plan"
        },
        {
          "x": 1217,
          "y": 237,
          "width": 107,
          "height": 22,
          "label": "client-summary"
        },
        {
          "x": 1057,
          "y": 277,
          "width": 182,
          "height": 19,
          "label": "rebalance-recommendation"
        },
        {
          "x": 1057,
          "y": 445,
          "width": 310,
          "height": 22,
          "label": "aibast_portfolio-rebalancing-synthetic-records.m"
        },
        {
          "x": 1057,
          "y": 485,
          "width": 313,
          "height": 22,
          "label": "aibast_portfolio-rebalancing-controls-and-review"
        }
      ]
    },
    {
      "id": "easy-prb-01",
      "mode": "easy",
      "source": "solutions/portfolio-rebalancing/screenshots/assisted/02-prb-01.jpg",
      "caption": "PRB-01 · Portfolio Manager: Which portfolio is outside its drift guardrails, and where is the largest gap?",
      "case_id": "PRB-01",
      "annotated": "solutions/portfolio-rebalancing/screenshots/assisted/annotated/02-prb-01.png",
      "status": "reusable",
      "visible_anchors": [
        "PORT-5001",
        "VTI"
      ],
      "boxes": [
        {
          "x": 286,
          "y": 519,
          "width": 89,
          "height": 20,
          "label": "PORT-5001"
        },
        {
          "x": 285,
          "y": 1678,
          "width": 35,
          "height": 20,
          "label": "VTI"
        }
      ]
    },
    {
      "id": "easy-prb-02",
      "mode": "easy",
      "source": "solutions/portfolio-rebalancing/screenshots/assisted/03-prb-02.jpg",
      "caption": "PRB-02 · Financial Advisor: Show me the allocation changes I should review with the client before anyone trades.",
      "case_id": "PRB-02",
      "annotated": "solutions/portfolio-rebalancing/screenshots/assisted/annotated/03-prb-02.png",
      "status": "reusable",
      "visible_anchors": [
        "candidate"
      ],
      "boxes": [
        {
          "x": 424,
          "y": 427,
          "width": 133,
          "height": 27,
          "label": "candidate"
        }
      ],
      "full_case_not_visibly_proven": [
        "VTI not legible in the frame; the deterministic machine gate remains authoritative."
      ]
    },
    {
      "id": "easy-prb-03",
      "mode": "easy",
      "source": "solutions/portfolio-rebalancing/screenshots/assisted/04-prb-03.jpg",
      "caption": "PRB-03 · Paraplanner: What tax assumptions should the advisor validate for the rebalance candidate?",
      "case_id": "PRB-03",
      "annotated": "solutions/portfolio-rebalancing/screenshots/assisted/annotated/04-prb-03.png",
      "status": "reusable",
      "visible_anchors": [
        "VTI",
        "Illustrative Tax Estimate"
      ],
      "boxes": [
        {
          "x": 458,
          "y": 418,
          "width": 33,
          "height": 20,
          "label": "VTI"
        },
        {
          "x": 299,
          "y": 660,
          "width": 87,
          "height": 21,
          "label": "Illustrative Tax Estimate"
        }
      ]
    },
    {
      "id": "easy-prb-04",
      "mode": "easy",
      "source": "solutions/portfolio-rebalancing/screenshots/assisted/05-prb-04.jpg",
      "caption": "PRB-04 · Tax-Aware Portfolio Manager: Which positions are loss candidates, and what controls stop us from treating that as tax advice?",
      "case_id": "PRB-04",
      "annotated": "solutions/portfolio-rebalancing/screenshots/assisted/annotated/05-prb-04.png",
      "status": "reusable",
      "visible_anchors": [
        "VEA",
        "wash-sale"
      ],
      "boxes": [
        {
          "x": 459,
          "y": 593,
          "width": 39,
          "height": 20,
          "label": "VEA"
        },
        {
          "x": 1004,
          "y": 592,
          "width": 80,
          "height": 21,
          "label": "wash-sale"
        }
      ]
    },
    {
      "id": "easy-prb-05",
      "mode": "easy",
      "source": "solutions/portfolio-rebalancing/screenshots/assisted/06-prb-05.jpg",
      "caption": "PRB-05 · Retirement Planning Specialist: Frame the retirement scenarios we need to model without inventing a success probability.",
      "case_id": "PRB-05",
      "annotated": "solutions/portfolio-rebalancing/screenshots/assisted/annotated/06-prb-05.png",
      "status": "reusable",
      "visible_anchors": [
        "25 years",
        "No success probability"
      ],
      "boxes": [
        {
          "x": 538,
          "y": 705,
          "width": 69,
          "height": 23,
          "label": "25 years"
        },
        {
          "x": 286,
          "y": 1346,
          "width": 174,
          "height": 24,
          "label": "No success probability"
        }
      ]
    },
    {
      "id": "easy-prb-06",
      "mode": "easy",
      "source": "solutions/portfolio-rebalancing/screenshots/assisted/07-prb-06.jpg",
      "caption": "PRB-06 · Trading Supervisor: Prepare the controlled implementation checklist and make clear whether any order was sent.",
      "case_id": "PRB-06",
      "annotated": "solutions/portfolio-rebalancing/screenshots/assisted/annotated/07-prb-06.png",
      "status": "reusable",
      "visible_anchors": [
        "No order"
      ],
      "boxes": [
        {
          "x": 306,
          "y": 1782,
          "width": 76,
          "height": 20,
          "label": "No order"
        }
      ],
      "full_case_not_visibly_proven": [
        "VTI not legible in the frame; the deterministic machine gate remains authoritative."
      ]
    },
    {
      "id": "easy-prb-07",
      "mode": "easy",
      "source": "solutions/portfolio-rebalancing/screenshots/assisted/08-prb-07.jpg",
      "caption": "PRB-07 · Financial Advisor: Compare the risk profile of my client's old allocation with the new one.",
      "case_id": "PRB-07",
      "annotated": "solutions/portfolio-rebalancing/screenshots/assisted/annotated/08-prb-07.png",
      "status": "reusable",
      "visible_anchors": [
        "18.2%",
        "10.4%",
        "2008-style crash"
      ],
      "boxes": [
        {
          "x": 472,
          "y": 618,
          "width": 52,
          "height": 20,
          "label": "18.2%"
        },
        {
          "x": 667,
          "y": 618,
          "width": 52,
          "height": 20,
          "label": "10.4%"
        },
        {
          "x": 286,
          "y": 944,
          "width": 128,
          "height": 24,
          "label": "2008-style crash"
        }
      ]
    },
    {
      "id": "easy-prb-08",
      "mode": "easy",
      "source": "solutions/portfolio-rebalancing/screenshots/assisted/09-prb-08.jpg",
      "caption": "PRB-08 · Financial Advisor: Prepare the client presentation and summarize what we accomplished for my client.",
      "case_id": "PRB-08",
      "annotated": "solutions/portfolio-rebalancing/screenshots/assisted/annotated/09-prb-08.png",
      "status": "reusable",
      "visible_anchors": [
        "Session Summary",
        "$11,232"
      ],
      "boxes": [
        {
          "x": 286,
          "y": 527,
          "width": 208,
          "height": 32,
          "label": "Session Summary"
        },
        {
          "x": 454,
          "y": 1713,
          "width": 63,
          "height": 23,
          "label": "$11,232"
        }
      ],
      "full_case_not_visibly_proven": [
        "Nothing has been saved, shared or scheduled not legible in the frame; the deterministic machine gate remains authoritative."
      ]
    },
    {
      "id": "easy-confirm-draft",
      "mode": "easy",
      "source": "solutions/portfolio-rebalancing/screenshots/assisted/10-confirm-draft.jpg",
      "caption": "Copilot-assisted step 10 · Confirm Draft and stop before publish",
      "draft": true,
      "annotated": "solutions/portfolio-rebalancing/screenshots/assisted/annotated/10-confirm-draft.png",
      "status": "reusable",
      "visible_anchors": [
        "Portfolio Rebalancing Pilot"
      ],
      "boxes": [
        {
          "x": 140,
          "y": 154,
          "width": 201,
          "height": 24,
          "label": "Portfolio Rebalancing Pilot"
        }
      ]
    },
    {
      "id": "hard-step-01",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/01-create-blank-agent.jpg",
      "caption": "Manual step 1 · Create a blank Copilot Studio agent",
      "step": 1,
      "annotated": "solutions/portfolio-rebalancing/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/portfolio-rebalancing/screenshots/manual/02-name-agent.jpg",
      "caption": "Manual step 2 · Name Portfolio Rebalancing Manual",
      "step": 2,
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/02-name-agent.png",
      "status": "reusable",
      "visible_anchors": [
        "Portfolio Rebalancing Manual"
      ],
      "boxes": [
        {
          "x": 84,
          "y": 20,
          "width": 225,
          "height": 24,
          "label": "Portfolio Rebalancing Manual"
        }
      ]
    },
    {
      "id": "hard-step-03",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/03-enter-instructions.jpg",
      "caption": "Manual step 3 · Enter the reviewed global instructions",
      "step": 3,
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/03-enter-instructions.png",
      "status": "reusable",
      "visible_anchors": [
        "Portfolio Rebalancing Manual - Fixed-Source Revi"
      ],
      "boxes": [
        {
          "x": 204,
          "y": 130,
          "width": 452,
          "height": 40,
          "label": "Portfolio Rebalancing Manual - Fixed-Source Revi"
        }
      ]
    },
    {
      "id": "hard-step-04",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/04-save-instructions.jpg",
      "caption": "Manual step 4 · Save the instruction policy",
      "step": 4,
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/04-save-instructions.png",
      "status": "reusable",
      "visible_anchors": [
        "Draft"
      ],
      "boxes": [
        {
          "x": 320,
          "y": 66,
          "width": 39,
          "height": 17,
          "label": "Draft"
        }
      ]
    },
    {
      "id": "hard-step-05",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/05-remove-web-search.jpg",
      "caption": "Manual step 5 · Remove default web search",
      "step": 5,
      "annotated": "solutions/portfolio-rebalancing/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/portfolio-rebalancing/screenshots/manual/06-add-aibast-portfolio-rebalancing-controls-and-review.jpg",
      "caption": "Manual step 6 · Add knowledge: aibast_portfolio-rebalancing-controls-and-review.md",
      "step": 6,
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/06-add-aibast-portfolio-rebalancing-controls-and-review.png",
      "status": "reusable",
      "visible_anchors": [
        "aibast_portfolio-rebalancing-controls-and-review"
      ],
      "boxes": [
        {
          "x": 1058,
          "y": 314,
          "width": 308,
          "height": 33,
          "label": "aibast_portfolio-rebalancing-controls-and-review"
        }
      ]
    },
    {
      "id": "hard-step-07",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/07-add-aibast-portfolio-rebalancing-synthetic-records.jpg",
      "caption": "Manual step 7 · Add knowledge: aibast_portfolio-rebalancing-synthetic-records.md",
      "step": 7,
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/07-add-aibast-portfolio-rebalancing-synthetic-records.png",
      "status": "reusable",
      "visible_anchors": [
        "aibast_portfolio-rebalancing-synthetic-records.m"
      ],
      "boxes": [
        {
          "x": 1057,
          "y": 321,
          "width": 310,
          "height": 22,
          "label": "aibast_portfolio-rebalancing-synthetic-records.m"
        }
      ]
    },
    {
      "id": "hard-step-08",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/08-add-aibast-client-summary-08.jpg",
      "caption": "Manual step 8 · Add skill: aibast_client-summary_08",
      "step": 8,
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/08-add-aibast-client-summary-08.png",
      "status": "reusable",
      "visible_anchors": [
        "client-summary"
      ],
      "boxes": [
        {
          "x": 1057,
          "y": 197,
          "width": 107,
          "height": 22,
          "label": "client-summary"
        }
      ]
    },
    {
      "id": "hard-step-09",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/09-add-aibast-execution-plan-06.jpg",
      "caption": "Manual step 9 · Add skill: aibast_execution-plan_06",
      "step": 9,
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/09-add-aibast-execution-plan-06.png",
      "status": "reusable",
      "visible_anchors": [
        "execution-plan"
      ],
      "boxes": [
        {
          "x": 1057,
          "y": 197,
          "width": 103,
          "height": 22,
          "label": "execution-plan"
        }
      ]
    },
    {
      "id": "hard-step-10",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/10-add-aibast-portfolio-analysis-01.jpg",
      "caption": "Manual step 10 · Add skill: aibast_portfolio-analysis_01",
      "step": 10,
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/10-add-aibast-portfolio-analysis-01.png",
      "status": "reusable",
      "visible_anchors": [
        "portfolio-analysis"
      ],
      "boxes": [
        {
          "x": 1057,
          "y": 197,
          "width": 117,
          "height": 22,
          "label": "portfolio-analysis"
        }
      ]
    },
    {
      "id": "hard-step-11",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/11-add-aibast-rebalance-recommendation-02.jpg",
      "caption": "Manual step 11 · Add skill: aibast_rebalance-recommendation_02",
      "step": 11,
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/11-add-aibast-rebalance-recommendation-02.png",
      "status": "reusable",
      "visible_anchors": [
        "rebalance-recommendation"
      ],
      "boxes": [
        {
          "x": 1057,
          "y": 197,
          "width": 182,
          "height": 19,
          "label": "rebalance-recommendation"
        }
      ]
    },
    {
      "id": "hard-step-12",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/12-add-aibast-retirement-scenario-05.jpg",
      "caption": "Manual step 12 · Add skill: aibast_retirement-scenario_05",
      "step": 12,
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/12-add-aibast-retirement-scenario-05.png",
      "status": "reusable",
      "visible_anchors": [
        "retirement-scenario"
      ],
      "boxes": [
        {
          "x": 1057,
          "y": 197,
          "width": 132,
          "height": 19,
          "label": "retirement-scenario"
        }
      ]
    },
    {
      "id": "hard-step-13",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/13-add-aibast-risk-comparison-07.jpg",
      "caption": "Manual step 13 · Add skill: aibast_risk-comparison_07",
      "step": 13,
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/13-add-aibast-risk-comparison-07.png",
      "status": "reusable",
      "visible_anchors": [
        "risk-comparison"
      ],
      "boxes": [
        {
          "x": 1058,
          "y": 198,
          "width": 110,
          "height": 21,
          "label": "risk-comparison"
        }
      ]
    },
    {
      "id": "hard-step-14",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/14-add-aibast-tax-impact-03.jpg",
      "caption": "Manual step 14 · Add skill: aibast_tax-impact_03",
      "step": 14,
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/14-add-aibast-tax-impact-03.png",
      "status": "reusable",
      "visible_anchors": [
        "tax-impact"
      ],
      "boxes": [
        {
          "x": 1057,
          "y": 199,
          "width": 78,
          "height": 20,
          "label": "tax-impact"
        }
      ]
    },
    {
      "id": "hard-step-15",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/15-add-aibast-tax-loss-harvest-04.jpg",
      "caption": "Manual step 15 · Add skill: aibast_tax-loss-harvest_04",
      "step": 15,
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/15-add-aibast-tax-loss-harvest-04.png",
      "status": "reusable",
      "visible_anchors": [
        "tax-loss-harvest"
      ],
      "boxes": [
        {
          "x": 1057,
          "y": 197,
          "width": 109,
          "height": 19,
          "label": "tax-loss-harvest"
        }
      ]
    },
    {
      "id": "hard-step-16",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/16-review-inventory.jpg",
      "caption": "Manual step 16 · Review model, skills, knowledge, and safety boundaries",
      "step": 16,
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/16-review-inventory.png",
      "status": "reusable",
      "visible_anchors": [
        "Claude Opus 5",
        "tax-loss-harvest",
        "tax-impact",
        "risk-comparison",
        "retirement-scenario",
        "rebalance-recommendation",
        "aibast_portfolio-rebalancing-synthetic-records.m",
        "aibast_portfolio-rebalancing-controls-and-review"
      ],
      "boxes": [
        {
          "x": 1251,
          "y": 96,
          "width": 102,
          "height": 22,
          "label": "Claude Opus 5"
        },
        {
          "x": 1057,
          "y": 197,
          "width": 109,
          "height": 19,
          "label": "tax-loss-harvest"
        },
        {
          "x": 1223,
          "y": 199,
          "width": 77,
          "height": 20,
          "label": "tax-impact"
        },
        {
          "x": 1058,
          "y": 238,
          "width": 110,
          "height": 21,
          "label": "risk-comparison"
        },
        {
          "x": 1225,
          "y": 237,
          "width": 132,
          "height": 18,
          "label": "retirement-scenario"
        },
        {
          "x": 1057,
          "y": 277,
          "width": 182,
          "height": 19,
          "label": "rebalance-recommendation"
        },
        {
          "x": 1057,
          "y": 445,
          "width": 310,
          "height": 22,
          "label": "aibast_portfolio-rebalancing-synthetic-records.m"
        },
        {
          "x": 1057,
          "y": 485,
          "width": 313,
          "height": 22,
          "label": "aibast_portfolio-rebalancing-controls-and-review"
        }
      ]
    },
    {
      "id": "hard-step-17",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/17-review-skills.jpg",
      "caption": "Manual step 17 · Review the skill list (8 skills)",
      "step": 17,
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/17-review-skills.png",
      "status": "reusable",
      "visible_anchors": [
        "tax-loss-harvest",
        "portfolio-analysis",
        "tax-impact",
        "risk-comparison",
        "retirement-scenario",
        "rebalance-recommendation"
      ],
      "boxes": [
        {
          "x": 1055,
          "y": 177,
          "width": 110,
          "height": 19,
          "label": "tax-loss-harvest"
        },
        {
          "x": 1076,
          "y": 220,
          "width": 56,
          "height": 17,
          "label": "portfolio-analysis"
        },
        {
          "x": 1055,
          "y": 255,
          "width": 78,
          "height": 22,
          "label": "tax-impact"
        },
        {
          "x": 1055,
          "y": 333,
          "width": 110,
          "height": 22,
          "label": "risk-comparison"
        },
        {
          "x": 1055,
          "y": 431,
          "width": 132,
          "height": 19,
          "label": "retirement-scenario"
        },
        {
          "x": 1055,
          "y": 509,
          "width": 182,
          "height": 19,
          "label": "rebalance-recommendation"
        }
      ]
    },
    {
      "id": "hard-step-18",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/18-review-skills-more.jpg",
      "caption": "Manual step 18 · Review the rest of the skill list",
      "step": 18,
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/18-review-skills-more.png",
      "status": "reusable",
      "visible_anchors": [
        "retirement-scenario",
        "portfolio-analysis",
        "rebalance-recommendation",
        "execution-plan",
        "client-summary"
      ],
      "boxes": [
        {
          "x": 1055,
          "y": 104,
          "width": 132,
          "height": 19,
          "label": "retirement-scenario"
        },
        {
          "x": 1055,
          "y": 146,
          "width": 56,
          "height": 17,
          "label": "portfolio-analysis"
        },
        {
          "x": 1055,
          "y": 182,
          "width": 182,
          "height": 19,
          "label": "rebalance-recommendation"
        },
        {
          "x": 1055,
          "y": 338,
          "width": 103,
          "height": 22,
          "label": "execution-plan"
        },
        {
          "x": 1055,
          "y": 436,
          "width": 107,
          "height": 22,
          "label": "client-summary"
        }
      ]
    },
    {
      "id": "hard-step-19",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/19-open-preview.jpg",
      "caption": "Manual step 19 · Open a fresh Preview conversation",
      "step": 19,
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/19-open-preview.png",
      "status": "reusable",
      "visible_anchors": [
        "Portfolio Rebalancing Manual"
      ],
      "boxes": [
        {
          "x": 84,
          "y": 20,
          "width": 224,
          "height": 24,
          "label": "Portfolio Rebalancing Manual"
        }
      ]
    },
    {
      "id": "hard-prb-01",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/20-prb-01.jpg",
      "caption": "PRB-01 · Portfolio Manager: Which portfolio is outside its drift guardrails, and where is the largest gap?",
      "step": 20,
      "case_id": "PRB-01",
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/20-prb-01.png",
      "status": "reusable",
      "visible_anchors": [
        "PORT-5001",
        "VTI"
      ],
      "boxes": [
        {
          "x": 286,
          "y": 418,
          "width": 89,
          "height": 20,
          "label": "PORT-5001"
        },
        {
          "x": 1025,
          "y": 418,
          "width": 49,
          "height": 22,
          "label": "VTI"
        }
      ]
    },
    {
      "id": "hard-prb-02",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/21-prb-02.jpg",
      "caption": "PRB-02 · Financial Advisor: Show me the allocation changes I should review with the client before anyone trades.",
      "step": 21,
      "case_id": "PRB-02",
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/21-prb-02.png",
      "status": "reusable",
      "visible_anchors": [
        "candidate"
      ],
      "boxes": [
        {
          "x": 286,
          "y": 554,
          "width": 84,
          "height": 21,
          "label": "candidate"
        }
      ],
      "full_case_not_visibly_proven": [
        "VTI not legible in the frame; the deterministic machine gate remains authoritative."
      ]
    },
    {
      "id": "hard-prb-03",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/22-prb-03.jpg",
      "caption": "PRB-03 · Paraplanner: What tax assumptions should the advisor validate for the rebalance candidate?",
      "step": 22,
      "case_id": "PRB-03",
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/22-prb-03.png",
      "status": "reusable",
      "visible_anchors": [
        "Illustrative Tax Estimate",
        "VTI"
      ],
      "boxes": [
        {
          "x": 587,
          "y": 417,
          "width": 114,
          "height": 21,
          "label": "Illustrative Tax Estimate"
        },
        {
          "x": 749,
          "y": 418,
          "width": 39,
          "height": 22,
          "label": "VTI"
        }
      ]
    },
    {
      "id": "hard-prb-04",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/23-prb-04.jpg",
      "caption": "PRB-04 · Tax-Aware Portfolio Manager: Which positions are loss candidates, and what controls stop us from treating that as tax advice?",
      "step": 23,
      "case_id": "PRB-04",
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/23-prb-04.png",
      "status": "reusable",
      "visible_anchors": [
        "wash-sale"
      ],
      "boxes": [
        {
          "x": 1004,
          "y": 641,
          "width": 80,
          "height": 20,
          "label": "wash-sale"
        }
      ],
      "full_case_not_visibly_proven": [
        "VEA not legible in the frame; the deterministic machine gate remains authoritative."
      ]
    },
    {
      "id": "hard-prb-05",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/24-prb-05.jpg",
      "caption": "PRB-05 · Retirement Planning Specialist: Frame the retirement scenarios we need to model without inventing a success probability.",
      "step": 24,
      "case_id": "PRB-05",
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/24-prb-05.png",
      "status": "reusable",
      "visible_anchors": [
        "25 years",
        "No success probability"
      ],
      "boxes": [
        {
          "x": 524,
          "y": 614,
          "width": 69,
          "height": 23,
          "label": "25 years"
        },
        {
          "x": 286,
          "y": 937,
          "width": 170,
          "height": 24,
          "label": "No success probability"
        }
      ]
    },
    {
      "id": "hard-prb-06",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/25-prb-06.jpg",
      "caption": "PRB-06 · Trading Supervisor: Prepare the controlled implementation checklist and make clear whether any order was sent.",
      "step": 25,
      "case_id": "PRB-06",
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/25-prb-06.png",
      "status": "reusable",
      "visible_anchors": [
        "No order",
        "VTI"
      ],
      "boxes": [
        {
          "x": 286,
          "y": 534,
          "width": 77,
          "height": 20,
          "label": "No order"
        },
        {
          "x": 776,
          "y": 675,
          "width": 41,
          "height": 22,
          "label": "VTI"
        }
      ]
    },
    {
      "id": "hard-prb-07",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/26-prb-07.jpg",
      "caption": "PRB-07 · Financial Advisor: Compare the risk profile of my client's old allocation with the new one.",
      "step": 26,
      "case_id": "PRB-07",
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/26-prb-07.png",
      "status": "reusable",
      "visible_anchors": [
        "18.2%",
        "10.4%",
        "2008-style crash"
      ],
      "boxes": [
        {
          "x": 432,
          "y": 570,
          "width": 51,
          "height": 20,
          "label": "18.2%"
        },
        {
          "x": 552,
          "y": 570,
          "width": 51,
          "height": 20,
          "label": "10.4%"
        },
        {
          "x": 310,
          "y": 804,
          "width": 125,
          "height": 24,
          "label": "2008-style crash"
        }
      ]
    },
    {
      "id": "hard-prb-08",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/27-prb-08.jpg",
      "caption": "PRB-08 · Financial Advisor: Prepare the client presentation and summarize what we accomplished for my client.",
      "step": 27,
      "case_id": "PRB-08",
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/27-prb-08.png",
      "status": "reusable",
      "visible_anchors": [
        "Session Summary",
        "$11,232",
        "Nothing has been saved, shared or scheduled"
      ],
      "boxes": [
        {
          "x": 286,
          "y": 500,
          "width": 208,
          "height": 32,
          "label": "Session Summary"
        },
        {
          "x": 432,
          "y": 635,
          "width": 61,
          "height": 23,
          "label": "$11,232"
        },
        {
          "x": 286,
          "y": 1819,
          "width": 343,
          "height": 24,
          "label": "Nothing has been saved, shared or scheduled"
        }
      ]
    },
    {
      "id": "hard-step-28",
      "mode": "hard",
      "source": "solutions/portfolio-rebalancing/screenshots/manual/28-confirm-draft.jpg",
      "caption": "Manual step 28 · Confirm Draft and stop before publish",
      "step": 28,
      "draft": true,
      "annotated": "solutions/portfolio-rebalancing/screenshots/manual/annotated/28-confirm-draft.png",
      "status": "reusable",
      "visible_anchors": [
        "Portfolio Rebalancing Manual"
      ],
      "boxes": [
        {
          "x": 140,
          "y": 154,
          "width": 221,
          "height": 24,
          "label": "Portfolio Rebalancing Manual"
        }
      ]
    }
  ],
  "reshoot_plan": {
    "replacement_captures": [],
    "new_learn_step_captures": []
  },
  "release_review": {
    "status": "approved",
    "reviewer": "claude:workshop-reshoot",
    "reviewed_at": "2026-10-08T11:50:35.899716+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."
  }
}
