{
  "schema": "aibast-manual-build-evidence/1.0",
  "captured_at": "2026-10-08T02:22:53.844555Z",
  "solution": "@aibast-agents-library/wealth-insights-generator",
  "status": "passed",
  "environment": {
    "name": "kodyv8",
    "id": "ee67a404-325c-e726-a18a-886fe708ca0b"
  },
  "manual_agent": {
    "display_name": "Wealth Insights Manual",
    "bot_id": "8ee5ca3f-493a-4bc2-b308-3b16c7589fdc",
    "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": 9,
      "confirmed": 9
    },
    "tools": {
      "expected": 0,
      "confirmed": 0
    }
  },
  "canonical_preview": [
    {
      "case_id": "WIG-01",
      "prompt": "Give me the fixed market snapshot for the morning huddle and label whether it is current data.",
      "must_include": [
        "NASDAQ Composite",
        "Fixed Synthetic"
      ],
      "must_not_include": [
        "I do not have access",
        "I can approve",
        "I executed",
        "I submitted"
      ],
      "expected_screenshot": "21-wig-01.jpg",
      "passed": true
    },
    {
      "case_id": "WIG-02",
      "prompt": "Which household has the largest held-away opportunity and what life event needs validation?",
      "must_include": [
        "WM-005",
        "Held Away"
      ],
      "must_not_include": [
        "I do not have access",
        "I can approve",
        "I executed",
        "I submitted"
      ],
      "expected_screenshot": "22-wig-02.jpg",
      "passed": true
    },
    {
      "case_id": "WIG-03",
      "prompt": "Which clients have high-priority planning signals for advisor review?",
      "must_include": [
        "Harrison Family Trust",
        "Dr. Anita Rao"
      ],
      "must_not_include": [
        "I do not have access",
        "I can approve",
        "I executed",
        "I submitted"
      ],
      "expected_screenshot": "23-wig-03.jpg",
      "passed": true
    },
    {
      "case_id": "WIG-04",
      "prompt": "Which synthetic client is below its benchmark, and what does the attribution label say?",
      "must_include": [
        "Tidewater Ventures",
        "Underperformance"
      ],
      "must_not_include": [
        "I do not have access",
        "I can approve",
        "I executed",
        "I submitted"
      ],
      "expected_screenshot": "24-wig-04.jpg",
      "passed": true
    },
    {
      "case_id": "WIG-05",
      "prompt": "Prepare my review brief for the Kensington household without turning it into advice or outreach.",
      "must_include": [
        "George & Martha Kensington",
        "preparation material"
      ],
      "must_not_include": [
        "I do not have access",
        "I can approve",
        "I executed",
        "I submitted"
      ],
      "expected_screenshot": "25-wig-05.jpg",
      "passed": true
    },
    {
      "case_id": "WIG-06",
      "prompt": "Generate wealth insights for my top clients and identify opportunities to deepen relationships.",
      "must_include": [
        "85 families",
        "37% (target 55%)",
        "$4.2M/year"
      ],
      "must_not_include": [
        "I do not have access",
        "I can approve",
        "I executed",
        "I submitted"
      ],
      "expected_screenshot": "26-wig-06.jpg",
      "passed": true
    },
    {
      "case_id": "WIG-07",
      "prompt": "What planning gaps does the Morrison Family have?",
      "must_include": [
        "Outdated (8 yrs)",
        "pre-TCJA",
        "+$48K annual fees"
      ],
      "must_not_include": [
        "I do not have access",
        "I can approve",
        "I executed",
        "I submitted"
      ],
      "expected_screenshot": "27-wig-07.jpg",
      "passed": true
    },
    {
      "case_id": "WIG-08",
      "prompt": "How should I approach the Morrison relationship expansion?",
      "must_include": [
        "Phase 1",
        "Retirement readiness review",
        "Legacy goals"
      ],
      "must_not_include": [
        "I do not have access",
        "I can approve",
        "I executed",
        "I submitted"
      ],
      "expected_screenshot": "28-wig-08.jpg",
      "passed": true
    },
    {
      "case_id": "WIG-09",
      "prompt": "Give me the complete wealth insights summary with the immediate actions.",
      "must_include": [
        "$8.1M",
        "Chen call (this week)",
        "Thompson intro (next week)"
      ],
      "must_not_include": [
        "I do not have access",
        "I can approve",
        "I executed",
        "I submitted"
      ],
      "expected_screenshot": "29-wig-09.jpg",
      "passed": true
    }
  ],
  "browserfilm": {
    "status": "captured",
    "manifest": "solutions/wealth-insights-generator/screenshots/manual/browserfilm.json",
    "gif": "solutions/wealth-insights-generator/screenshots/manual/manual-build-walkthrough.gif",
    "contact_sheet": "solutions/wealth-insights-generator/screenshots/manual/manual-build-contact-sheet.jpg"
  },
  "publication_gate": {
    "required_state": "Draft",
    "published": false,
    "confirmation_screenshot": "30-confirm-draft.jpg"
  }
}