{
  "schema": "aibast-visual-checkpoints/1.0",
  "solution": "@aibast-agents-library/wealth-insights-generator",
  "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": 41,
    "reusable": 41,
    "reshoot_required": 0
  },
  "captures": [
    {
      "id": "easy-review-build",
      "mode": "easy",
      "source": "solutions/wealth-insights-generator/screenshots/assisted/01-review-build.jpg",
      "caption": "Copilot-assisted step 1 · Review the Copilot-assisted Draft configuration",
      "draft": true,
      "annotated": "solutions/wealth-insights-generator/screenshots/assisted/annotated/01-review-build.png",
      "status": "reusable",
      "visible_anchors": [
        "Wealth Insights Pilot",
        "Draft",
        "engagement-strategy",
        "planning-gaps",
        "book-insights",
        "insights-summary",
        "client-insights",
        "aibast_wealth-insights-generator-controls-and-re",
        "aibast_wealth-insights-generator-synthetic-recor"
      ],
      "boxes": [
        {
          "x": 83,
          "y": 20,
          "width": 161,
          "height": 24,
          "label": "Wealth Insights Pilot"
        },
        {
          "x": 255,
          "y": 22,
          "width": 39,
          "height": 17,
          "label": "Draft"
        },
        {
          "x": 1057,
          "y": 198,
          "width": 145,
          "height": 20,
          "label": "engagement-strategy"
        },
        {
          "x": 1259,
          "y": 197,
          "width": 99,
          "height": 22,
          "label": "planning-gaps"
        },
        {
          "x": 1057,
          "y": 237,
          "width": 95,
          "height": 22,
          "label": "book-insights"
        },
        {
          "x": 1210,
          "y": 237,
          "width": 121,
          "height": 22,
          "label": "insights-summary"
        },
        {
          "x": 1057,
          "y": 277,
          "width": 98,
          "height": 22,
          "label": "client-insights"
        },
        {
          "x": 1057,
          "y": 445,
          "width": 313,
          "height": 22,
          "label": "aibast_wealth-insights-generator-controls-and-re"
        },
        {
          "x": 1057,
          "y": 485,
          "width": 308,
          "height": 22,
          "label": "aibast_wealth-insights-generator-synthetic-recor"
        }
      ]
    },
    {
      "id": "easy-wig-01",
      "mode": "easy",
      "source": "solutions/wealth-insights-generator/screenshots/assisted/02-wig-01.jpg",
      "caption": "WIG-01 · Advisory Director: Give me the fixed market snapshot for the morning huddle and label whether it is current data.",
      "case_id": "WIG-01",
      "annotated": "solutions/wealth-insights-generator/screenshots/assisted/annotated/02-wig-01.png",
      "status": "reusable",
      "visible_anchors": [
        "Fixed Synthetic",
        "NASDAQ Composite"
      ],
      "boxes": [
        {
          "x": 312,
          "y": 455,
          "width": 147,
          "height": 28,
          "label": "Fixed Synthetic"
        },
        {
          "x": 299,
          "y": 736,
          "width": 159,
          "height": 23,
          "label": "NASDAQ Composite"
        }
      ]
    },
    {
      "id": "easy-wig-02",
      "mode": "easy",
      "source": "solutions/wealth-insights-generator/screenshots/assisted/03-wig-02.jpg",
      "caption": "WIG-02 · Wealth Advisor: Which household has the largest held-away opportunity and what life event needs validation?",
      "case_id": "WIG-02",
      "annotated": "solutions/wealth-insights-generator/screenshots/assisted/annotated/03-wig-02.png",
      "status": "reusable",
      "visible_anchors": [
        "WM-005"
      ],
      "boxes": [
        {
          "x": 756,
          "y": 500,
          "width": 102,
          "height": 26,
          "label": "WM-005"
        }
      ],
      "full_case_not_visibly_proven": [
        "Held Away not legible in the frame; the deterministic machine gate remains authoritative."
      ]
    },
    {
      "id": "easy-wig-03",
      "mode": "easy",
      "source": "solutions/wealth-insights-generator/screenshots/assisted/04-wig-03.jpg",
      "caption": "WIG-03 · Relationship Manager: Which clients have high-priority planning signals for advisor review?",
      "case_id": "WIG-03",
      "annotated": "solutions/wealth-insights-generator/screenshots/assisted/annotated/04-wig-03.png",
      "status": "reusable",
      "visible_anchors": [
        "Harrison Family Trust",
        "Dr. Anita Rao"
      ],
      "boxes": [
        {
          "x": 299,
          "y": 617,
          "width": 163,
          "height": 24,
          "label": "Harrison Family Trust"
        },
        {
          "x": 299,
          "y": 661,
          "width": 105,
          "height": 20,
          "label": "Dr. Anita Rao"
        }
      ]
    },
    {
      "id": "easy-wig-04",
      "mode": "easy",
      "source": "solutions/wealth-insights-generator/screenshots/assisted/05-wig-04.jpg",
      "caption": "WIG-04 · Portfolio Strategist: Which synthetic client is below its benchmark, and what does the attribution label say?",
      "case_id": "WIG-04",
      "annotated": "solutions/wealth-insights-generator/screenshots/assisted/annotated/05-wig-04.png",
      "status": "reusable",
      "visible_anchors": [
        "Underperformance",
        "Tidewater Ventures"
      ],
      "boxes": [
        {
          "x": 626,
          "y": 417,
          "width": 101,
          "height": 24,
          "label": "Underperformance"
        },
        {
          "x": 335,
          "y": 505,
          "width": 147,
          "height": 21,
          "label": "Tidewater Ventures"
        }
      ]
    },
    {
      "id": "easy-wig-05",
      "mode": "easy",
      "source": "solutions/wealth-insights-generator/screenshots/assisted/06-wig-05.jpg",
      "caption": "WIG-05 · Wealth Advisor: Prepare my review brief for the Kensington household without turning it into advice or outreach.",
      "case_id": "WIG-05",
      "annotated": "solutions/wealth-insights-generator/screenshots/assisted/annotated/06-wig-05.png",
      "status": "reusable",
      "visible_anchors": [
        "George & Martha Kensington",
        "preparation material"
      ],
      "boxes": [
        {
          "x": 597,
          "y": 554,
          "width": 329,
          "height": 32,
          "label": "George & Martha Kensington"
        },
        {
          "x": 358,
          "y": 1600,
          "width": 92,
          "height": 24,
          "label": "preparation material"
        }
      ]
    },
    {
      "id": "easy-wig-06",
      "mode": "easy",
      "source": "solutions/wealth-insights-generator/screenshots/assisted/07-wig-06.jpg",
      "caption": "WIG-06 · Wealth Advisor: Generate wealth insights for my top clients and identify opportunities to deepen relationships.",
      "case_id": "WIG-06",
      "annotated": "solutions/wealth-insights-generator/screenshots/assisted/annotated/07-wig-06.png",
      "status": "reusable",
      "visible_anchors": [
        "85 families",
        "37% (target 55%)",
        "$4.2M/year"
      ],
      "boxes": [
        {
          "x": 466,
          "y": 554,
          "width": 211,
          "height": 26,
          "label": "85 families"
        },
        {
          "x": 461,
          "y": 901,
          "width": 133,
          "height": 24,
          "label": "37% (target 55%)"
        },
        {
          "x": 617,
          "y": 1095,
          "width": 95,
          "height": 24,
          "label": "$4.2M/year"
        }
      ]
    },
    {
      "id": "easy-wig-07",
      "mode": "easy",
      "source": "solutions/wealth-insights-generator/screenshots/assisted/08-wig-07.jpg",
      "caption": "WIG-07 · Wealth Advisor: What planning gaps does the Morrison Family have?",
      "case_id": "WIG-07",
      "annotated": "solutions/wealth-insights-generator/screenshots/assisted/annotated/08-wig-07.png",
      "status": "reusable",
      "visible_anchors": [
        "Outdated (8 yrs)",
        "pre-TCJA",
        "+$48K annual fees"
      ],
      "boxes": [
        {
          "x": 427,
          "y": 656,
          "width": 78,
          "height": 21,
          "label": "Outdated (8 yrs)"
        },
        {
          "x": 419,
          "y": 826,
          "width": 86,
          "height": 24,
          "label": "pre-TCJA"
        },
        {
          "x": 377,
          "y": 1400,
          "width": 162,
          "height": 22,
          "label": "+$48K annual fees"
        }
      ]
    },
    {
      "id": "easy-wig-08",
      "mode": "easy",
      "source": "solutions/wealth-insights-generator/screenshots/assisted/09-wig-08.jpg",
      "caption": "WIG-08 · Relationship Manager: How should I approach the Morrison relationship expansion?",
      "case_id": "WIG-08",
      "annotated": "solutions/wealth-insights-generator/screenshots/assisted/annotated/09-wig-08.png",
      "status": "reusable",
      "visible_anchors": [
        "Phase 1",
        "Retirement readiness review",
        "Legacy goals"
      ],
      "boxes": [
        {
          "x": 303,
          "y": 1133,
          "width": 63,
          "height": 20,
          "label": "Phase 1"
        },
        {
          "x": 381,
          "y": 1133,
          "width": 222,
          "height": 20,
          "label": "Retirement readiness review"
        },
        {
          "x": 303,
          "y": 1724,
          "width": 105,
          "height": 24,
          "label": "Legacy goals"
        }
      ]
    },
    {
      "id": "easy-wig-09",
      "mode": "easy",
      "source": "solutions/wealth-insights-generator/screenshots/assisted/10-wig-09.jpg",
      "caption": "WIG-09 · Advisory Director: Give me the complete wealth insights summary with the immediate actions.",
      "case_id": "WIG-09",
      "annotated": "solutions/wealth-insights-generator/screenshots/assisted/annotated/10-wig-09.png",
      "status": "reusable",
      "visible_anchors": [
        "$8.1M",
        "Chen call (this week)",
        "Thompson intro (next week)"
      ],
      "boxes": [
        {
          "x": 576,
          "y": 526,
          "width": 74,
          "height": 30,
          "label": "$8.1M"
        },
        {
          "x": 299,
          "y": 1593,
          "width": 620,
          "height": 20,
          "label": "Chen call (this week)"
        },
        {
          "x": 298,
          "y": 1636,
          "width": 626,
          "height": 24,
          "label": "Thompson intro (next week)"
        }
      ]
    },
    {
      "id": "easy-confirm-draft",
      "mode": "easy",
      "source": "solutions/wealth-insights-generator/screenshots/assisted/11-confirm-draft.jpg",
      "caption": "Copilot-assisted step 11 · Confirm Draft and stop before publish",
      "draft": true,
      "annotated": "solutions/wealth-insights-generator/screenshots/assisted/annotated/11-confirm-draft.png",
      "status": "reusable",
      "visible_anchors": [
        "Wealth Insights Pilot"
      ],
      "boxes": [
        {
          "x": 140,
          "y": 154,
          "width": 158,
          "height": 24,
          "label": "Wealth Insights Pilot"
        }
      ]
    },
    {
      "id": "hard-step-01",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/01-create-blank-agent.jpg",
      "caption": "Manual step 1 · Create a blank Copilot Studio agent",
      "step": 1,
      "annotated": "solutions/wealth-insights-generator/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/wealth-insights-generator/screenshots/manual/02-name-agent.jpg",
      "caption": "Manual step 2 · Name Wealth Insights Manual",
      "step": 2,
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/02-name-agent.png",
      "status": "reusable",
      "visible_anchors": [
        "Wealth Insights Manual"
      ],
      "boxes": [
        {
          "x": 83,
          "y": 20,
          "width": 182,
          "height": 24,
          "label": "Wealth Insights Manual"
        }
      ]
    },
    {
      "id": "hard-step-03",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/03-enter-instructions.jpg",
      "caption": "Manual step 3 · Enter the reviewed global instructions",
      "step": 3,
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/03-enter-instructions.png",
      "status": "reusable",
      "visible_anchors": [
        "Wealth Insights Generator Agent — Manual Global "
      ],
      "boxes": [
        {
          "x": 202,
          "y": 131,
          "width": 245,
          "height": 39,
          "label": "Wealth Insights Generator Agent — Manual Global "
        }
      ]
    },
    {
      "id": "hard-step-04",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/04-save-instructions.jpg",
      "caption": "Manual step 4 · Save the instruction policy",
      "step": 4,
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/04-save-instructions.png",
      "status": "reusable",
      "visible_anchors": [
        "Draft"
      ],
      "boxes": [
        {
          "x": 276,
          "y": 66,
          "width": 39,
          "height": 17,
          "label": "Draft"
        }
      ]
    },
    {
      "id": "hard-step-05",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/05-remove-web-search.jpg",
      "caption": "Manual step 5 · Remove default web search",
      "step": 5,
      "annotated": "solutions/wealth-insights-generator/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/wealth-insights-generator/screenshots/manual/06-add-aibast-wealth-insights-generator-controls-and-review.jpg",
      "caption": "Manual step 6 · Add knowledge: aibast_wealth-insights-generator-controls-and-review.md",
      "step": 6,
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/06-add-aibast-wealth-insights-generator-controls-and-review.png",
      "status": "reusable",
      "visible_anchors": [
        "aibast_wealth-insights-generator-controls-and-re"
      ],
      "boxes": [
        {
          "x": 1058,
          "y": 313,
          "width": 306,
          "height": 37,
          "label": "aibast_wealth-insights-generator-controls-and-re"
        }
      ]
    },
    {
      "id": "hard-step-07",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/07-add-aibast-wealth-insights-generator-synthetic-records.jpg",
      "caption": "Manual step 7 · Add knowledge: aibast_wealth-insights-generator-synthetic-records.md",
      "step": 7,
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/07-add-aibast-wealth-insights-generator-synthetic-records.png",
      "status": "reusable",
      "visible_anchors": [
        "aibast_wealth-insights-generator-synthetic-recor"
      ],
      "boxes": [
        {
          "x": 1058,
          "y": 314,
          "width": 296,
          "height": 33,
          "label": "aibast_wealth-insights-generator-synthetic-recor"
        }
      ]
    },
    {
      "id": "hard-step-08",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/08-add-aibast-book-insights-06.jpg",
      "caption": "Manual step 8 · Add skill: aibast_book-insights_06",
      "step": 8,
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/08-add-aibast-book-insights-06.png",
      "status": "reusable",
      "visible_anchors": [
        "book-insights"
      ],
      "boxes": [
        {
          "x": 1057,
          "y": 197,
          "width": 95,
          "height": 22,
          "label": "book-insights"
        }
      ]
    },
    {
      "id": "hard-step-09",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/09-add-aibast-client-insights-02.jpg",
      "caption": "Manual step 9 · Add skill: aibast_client-insights_02",
      "step": 9,
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/09-add-aibast-client-insights-02.png",
      "status": "reusable",
      "visible_anchors": [
        "client-insights"
      ],
      "boxes": [
        {
          "x": 1057,
          "y": 197,
          "width": 98,
          "height": 22,
          "label": "client-insights"
        }
      ]
    },
    {
      "id": "hard-step-10",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/10-add-aibast-engagement-strategy-08.jpg",
      "caption": "Manual step 10 · Add skill: aibast_engagement-strategy_08",
      "step": 10,
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/10-add-aibast-engagement-strategy-08.png",
      "status": "reusable",
      "visible_anchors": [
        "engagement-strategy"
      ],
      "boxes": [
        {
          "x": 1057,
          "y": 198,
          "width": 145,
          "height": 20,
          "label": "engagement-strategy"
        }
      ]
    },
    {
      "id": "hard-step-11",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/11-add-aibast-insights-summary-09.jpg",
      "caption": "Manual step 11 · Add skill: aibast_insights-summary_09",
      "step": 11,
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/11-add-aibast-insights-summary-09.png",
      "status": "reusable",
      "visible_anchors": [
        "insights-summary"
      ],
      "boxes": [
        {
          "x": 1057,
          "y": 197,
          "width": 121,
          "height": 22,
          "label": "insights-summary"
        }
      ]
    },
    {
      "id": "hard-step-12",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/12-add-aibast-market-brief-01.jpg",
      "caption": "Manual step 12 · Add skill: aibast_market-brief_01",
      "step": 12,
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/12-add-aibast-market-brief-01.png",
      "status": "reusable",
      "visible_anchors": [
        "market-brief"
      ],
      "boxes": [
        {
          "x": 1057,
          "y": 197,
          "width": 88,
          "height": 19,
          "label": "market-brief"
        }
      ]
    },
    {
      "id": "hard-step-13",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/13-add-aibast-meeting-brief-05.jpg",
      "caption": "Manual step 13 · Add skill: aibast_meeting-brief_05",
      "step": 13,
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/13-add-aibast-meeting-brief-05.png",
      "status": "reusable",
      "visible_anchors": [
        "meeting-brief"
      ],
      "boxes": [
        {
          "x": 1058,
          "y": 197,
          "width": 96,
          "height": 22,
          "label": "meeting-brief"
        }
      ]
    },
    {
      "id": "hard-step-14",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/14-add-aibast-opportunity-alerts-03.jpg",
      "caption": "Manual step 14 · Add skill: aibast_opportunity-alerts_03",
      "step": 14,
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/14-add-aibast-opportunity-alerts-03.png",
      "status": "reusable",
      "visible_anchors": [
        "opportunity-alerts"
      ],
      "boxes": [
        {
          "x": 1057,
          "y": 197,
          "width": 123,
          "height": 22,
          "label": "opportunity-alerts"
        }
      ]
    },
    {
      "id": "hard-step-15",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/15-add-aibast-performance-attribution-04.jpg",
      "caption": "Manual step 15 · Add skill: aibast_performance-attribution_04",
      "step": 15,
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/15-add-aibast-performance-attribution-04.png",
      "status": "reusable",
      "visible_anchors": [
        "performance-attribution"
      ],
      "boxes": [
        {
          "x": 1057,
          "y": 197,
          "width": 160,
          "height": 22,
          "label": "performance-attribution"
        }
      ]
    },
    {
      "id": "hard-step-16",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/16-add-aibast-planning-gaps-07.jpg",
      "caption": "Manual step 16 · Add skill: aibast_planning-gaps_07",
      "step": 16,
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/16-add-aibast-planning-gaps-07.png",
      "status": "reusable",
      "visible_anchors": [
        "planning-gaps"
      ],
      "boxes": [
        {
          "x": 1057,
          "y": 197,
          "width": 100,
          "height": 22,
          "label": "planning-gaps"
        }
      ]
    },
    {
      "id": "hard-step-17",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/17-review-inventory.jpg",
      "caption": "Manual step 17 · Review model, skills, knowledge, and safety boundaries",
      "step": 17,
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/17-review-inventory.png",
      "status": "reusable",
      "visible_anchors": [
        "Claude Opus 5",
        "planning-gaps",
        "performance-attribution",
        "opportunity-alerts",
        "meeting-brief",
        "market-brief",
        "aibast_wealth-insights-generator-synthetic-recor",
        "aibast_wealth-insights-generator-controls-and-re"
      ],
      "boxes": [
        {
          "x": 1251,
          "y": 96,
          "width": 102,
          "height": 22,
          "label": "Claude Opus 5"
        },
        {
          "x": 1057,
          "y": 197,
          "width": 100,
          "height": 22,
          "label": "planning-gaps"
        },
        {
          "x": 1057,
          "y": 237,
          "width": 160,
          "height": 22,
          "label": "performance-attribution"
        },
        {
          "x": 1057,
          "y": 277,
          "width": 123,
          "height": 22,
          "label": "opportunity-alerts"
        },
        {
          "x": 1238,
          "y": 277,
          "width": 96,
          "height": 22,
          "label": "meeting-brief"
        },
        {
          "x": 1057,
          "y": 317,
          "width": 88,
          "height": 19,
          "label": "market-brief"
        },
        {
          "x": 1057,
          "y": 485,
          "width": 308,
          "height": 22,
          "label": "aibast_wealth-insights-generator-synthetic-recor"
        },
        {
          "x": 1057,
          "y": 525,
          "width": 313,
          "height": 22,
          "label": "aibast_wealth-insights-generator-controls-and-re"
        }
      ]
    },
    {
      "id": "hard-step-18",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/18-review-skills.jpg",
      "caption": "Manual step 18 · Review the skill list (9 skills)",
      "step": 18,
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/18-review-skills.png",
      "status": "reusable",
      "visible_anchors": [
        "planning-gaps",
        "performance-attribution",
        "insights-summary",
        "opportunity-alerts",
        "meeting-brief"
      ],
      "boxes": [
        {
          "x": 1055,
          "y": 177,
          "width": 100,
          "height": 22,
          "label": "planning-gaps"
        },
        {
          "x": 1055,
          "y": 275,
          "width": 160,
          "height": 22,
          "label": "performance-attribution"
        },
        {
          "x": 1095,
          "y": 318,
          "width": 52,
          "height": 20,
          "label": "insights-summary"
        },
        {
          "x": 1055,
          "y": 353,
          "width": 123,
          "height": 22,
          "label": "opportunity-alerts"
        },
        {
          "x": 1055,
          "y": 431,
          "width": 96,
          "height": 22,
          "label": "meeting-brief"
        }
      ]
    },
    {
      "id": "hard-step-19",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/19-review-skills-more.jpg",
      "caption": "Manual step 19 · Review the rest of the skill list",
      "step": 19,
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/19-review-skills-more.png",
      "status": "reusable",
      "visible_anchors": [
        "market-brief",
        "insights-summary",
        "engagement-strategy",
        "client-insights",
        "book-insights"
      ],
      "boxes": [
        {
          "x": 1055,
          "y": 84,
          "width": 88,
          "height": 19,
          "label": "market-brief"
        },
        {
          "x": 1095,
          "y": 127,
          "width": 52,
          "height": 20,
          "label": "insights-summary"
        },
        {
          "x": 1055,
          "y": 261,
          "width": 145,
          "height": 21,
          "label": "engagement-strategy"
        },
        {
          "x": 1055,
          "y": 358,
          "width": 98,
          "height": 22,
          "label": "client-insights"
        },
        {
          "x": 1055,
          "y": 436,
          "width": 95,
          "height": 22,
          "label": "book-insights"
        }
      ]
    },
    {
      "id": "hard-step-20",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/20-open-preview.jpg",
      "caption": "Manual step 20 · Open a fresh Preview conversation",
      "step": 20,
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/20-open-preview.png",
      "status": "reusable",
      "visible_anchors": [
        "Wealth Insights Manual"
      ],
      "boxes": [
        {
          "x": 83,
          "y": 20,
          "width": 182,
          "height": 24,
          "label": "Wealth Insights Manual"
        }
      ]
    },
    {
      "id": "hard-wig-01",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/21-wig-01.jpg",
      "caption": "WIG-01 · Advisory Director: Give me the fixed market snapshot for the morning huddle and label whether it is current data.",
      "step": 21,
      "case_id": "WIG-01",
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/21-wig-01.png",
      "status": "reusable",
      "visible_anchors": [
        "Fixed Synthetic",
        "NASDAQ Composite"
      ],
      "boxes": [
        {
          "x": 287,
          "y": 481,
          "width": 174,
          "height": 32,
          "label": "Fixed Synthetic"
        },
        {
          "x": 299,
          "y": 726,
          "width": 155,
          "height": 23,
          "label": "NASDAQ Composite"
        }
      ]
    },
    {
      "id": "hard-wig-02",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/22-wig-02.jpg",
      "caption": "WIG-02 · Wealth Advisor: Which household has the largest held-away opportunity and what life event needs validation?",
      "step": 22,
      "case_id": "WIG-02",
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/22-wig-02.png",
      "status": "reusable",
      "visible_anchors": [
        "Held Away",
        "WM-005"
      ],
      "boxes": [
        {
          "x": 343,
          "y": 539,
          "width": 562,
          "height": 24,
          "label": "Held Away"
        },
        {
          "x": 639,
          "y": 539,
          "width": 84,
          "height": 23,
          "label": "WM-005"
        }
      ]
    },
    {
      "id": "hard-wig-03",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/23-wig-03.jpg",
      "caption": "WIG-03 · Relationship Manager: Which clients have high-priority planning signals for advisor review?",
      "step": 23,
      "case_id": "WIG-03",
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/23-wig-03.png",
      "status": "reusable",
      "visible_anchors": [
        "Harrison Family Trust",
        "Dr. Anita Rao"
      ],
      "boxes": [
        {
          "x": 299,
          "y": 645,
          "width": 157,
          "height": 24,
          "label": "Harrison Family Trust"
        },
        {
          "x": 299,
          "y": 689,
          "width": 103,
          "height": 20,
          "label": "Dr. Anita Rao"
        }
      ]
    },
    {
      "id": "hard-wig-04",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/24-wig-04.jpg",
      "caption": "WIG-04 · Portfolio Strategist: Which synthetic client is below its benchmark, and what does the attribution label say?",
      "step": 24,
      "case_id": "WIG-04",
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/24-wig-04.png",
      "status": "reusable",
      "visible_anchors": [
        "Underperformance",
        "Tidewater Ventures"
      ],
      "boxes": [
        {
          "x": 287,
          "y": 454,
          "width": 149,
          "height": 27,
          "label": "Underperformance"
        },
        {
          "x": 285,
          "y": 524,
          "width": 151,
          "height": 21,
          "label": "Tidewater Ventures"
        }
      ]
    },
    {
      "id": "hard-wig-05",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/25-wig-05.jpg",
      "caption": "WIG-05 · Wealth Advisor: Prepare my review brief for the Kensington household without turning it into advice or outreach.",
      "step": 25,
      "case_id": "WIG-05",
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/25-wig-05.png",
      "status": "reusable",
      "visible_anchors": [
        "George & Martha Kensington",
        "preparation material"
      ],
      "boxes": [
        {
          "x": 597,
          "y": 537,
          "width": 329,
          "height": 32,
          "label": "George & Martha Kensington"
        },
        {
          "x": 333,
          "y": 1471,
          "width": 157,
          "height": 24,
          "label": "preparation material"
        }
      ]
    },
    {
      "id": "hard-wig-06",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/26-wig-06.jpg",
      "caption": "WIG-06 · Wealth Advisor: Generate wealth insights for my top clients and identify opportunities to deepen relationships.",
      "step": 26,
      "case_id": "WIG-06",
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/26-wig-06.png",
      "status": "reusable",
      "visible_anchors": [
        "85 families",
        "37% (target 55%)",
        "$4.2M/year"
      ],
      "boxes": [
        {
          "x": 466,
          "y": 537,
          "width": 211,
          "height": 26,
          "label": "85 families"
        },
        {
          "x": 433,
          "y": 835,
          "width": 131,
          "height": 24,
          "label": "37% (target 55%)"
        },
        {
          "x": 580,
          "y": 1007,
          "width": 92,
          "height": 25,
          "label": "$4.2M/year"
        }
      ]
    },
    {
      "id": "hard-wig-07",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/27-wig-07.jpg",
      "caption": "WIG-07 · Wealth Advisor: What planning gaps does the Morrison Family have?",
      "step": 27,
      "case_id": "WIG-07",
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/27-wig-07.png",
      "status": "reusable",
      "visible_anchors": [
        "Outdated (8 yrs)",
        "pre-TCJA",
        "+$48K annual fees"
      ],
      "boxes": [
        {
          "x": 428,
          "y": 694,
          "width": 125,
          "height": 24,
          "label": "Outdated (8 yrs)"
        },
        {
          "x": 483,
          "y": 803,
          "width": 86,
          "height": 24,
          "label": "pre-TCJA"
        },
        {
          "x": 425,
          "y": 908,
          "width": 140,
          "height": 22,
          "label": "+$48K annual fees"
        }
      ]
    },
    {
      "id": "hard-wig-08",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/28-wig-08.jpg",
      "caption": "WIG-08 · Relationship Manager: How should I approach the Morrison relationship expansion?",
      "step": 28,
      "case_id": "WIG-08",
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/28-wig-08.png",
      "status": "reusable",
      "visible_anchors": [
        "Phase 1",
        "Retirement readiness review",
        "Legacy goals"
      ],
      "boxes": [
        {
          "x": 286,
          "y": 589,
          "width": 67,
          "height": 20,
          "label": "Phase 1"
        },
        {
          "x": 435,
          "y": 691,
          "width": 230,
          "height": 22,
          "label": "Retirement readiness review"
        },
        {
          "x": 299,
          "y": 877,
          "width": 101,
          "height": 23,
          "label": "Legacy goals"
        }
      ]
    },
    {
      "id": "hard-wig-09",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/29-wig-09.jpg",
      "caption": "WIG-09 · Advisory Director: Give me the complete wealth insights summary with the immediate actions.",
      "step": 29,
      "case_id": "WIG-09",
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/29-wig-09.png",
      "status": "reusable",
      "visible_anchors": [
        "$8.1M",
        "Chen call (this week)",
        "Thompson intro (next week)"
      ],
      "boxes": [
        {
          "x": 576,
          "y": 554,
          "width": 74,
          "height": 30,
          "label": "$8.1M"
        },
        {
          "x": 637,
          "y": 1151,
          "width": 158,
          "height": 23,
          "label": "Chen call (this week)"
        },
        {
          "x": 788,
          "y": 1151,
          "width": 209,
          "height": 24,
          "label": "Thompson intro (next week)"
        }
      ]
    },
    {
      "id": "hard-step-30",
      "mode": "hard",
      "source": "solutions/wealth-insights-generator/screenshots/manual/30-confirm-draft.jpg",
      "caption": "Manual step 30 · Confirm Draft and stop before publish",
      "step": 30,
      "draft": true,
      "annotated": "solutions/wealth-insights-generator/screenshots/manual/annotated/30-confirm-draft.png",
      "status": "reusable",
      "visible_anchors": [
        "Wealth Insights Manual"
      ],
      "boxes": [
        {
          "x": 140,
          "y": 154,
          "width": 178,
          "height": 24,
          "label": "Wealth Insights Manual"
        }
      ]
    }
  ],
  "reshoot_plan": {
    "replacement_captures": [],
    "new_learn_step_captures": []
  },
  "release_review": {
    "status": "approved",
    "reviewer": "claude:workshop-reshoot",
    "reviewed_at": "2026-10-08T11:53:08.939594+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."
  }
}