Workshop evidence
Wealth Insights Generator 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 |
|---|---|---|
WIG-01 |
NASDAQ CompositeFixed Synthetic | I do not have accessI can approveI executedI submitted |
WIG-02 |
WM-005Held Away | I do not have accessI can approveI executedI submitted |
WIG-03 |
Harrison Family TrustDr. Anita Rao | I do not have accessI can approveI executedI submitted |
WIG-04 |
Tidewater VenturesUnderperformance | I do not have accessI can approveI executedI submitted |
WIG-05 |
George & Martha Kensingtonpreparation material | I do not have accessI can approveI executedI submitted |
WIG-06 |
85 families37% (target 55%)$4.2M/year | I do not have accessI can approveI executedI submitted |
WIG-07 |
Outdated (8 yrs)pre-TCJA+$48K annual fees | I do not have accessI can approveI executedI submitted |
WIG-08 |
Phase 1Retirement readiness reviewLegacy goals | I do not have accessI can approveI executedI submitted |
WIG-09 |
$8.1MChen call (this week)Thompson intro (next week) | 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 | 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 | solutions/wealth-insights-generator/screenshots/assisted/annotated/01-review-build.png |
easy-wig-01 |
easy | Fixed Synthetic; NASDAQ Composite | solutions/wealth-insights-generator/screenshots/assisted/annotated/02-wig-01.png |
easy-wig-02 |
easy | WM-005 | solutions/wealth-insights-generator/screenshots/assisted/annotated/03-wig-02.png |
easy-wig-03 |
easy | Harrison Family Trust; Dr. Anita Rao | solutions/wealth-insights-generator/screenshots/assisted/annotated/04-wig-03.png |
easy-wig-04 |
easy | Underperformance; Tidewater Ventures | solutions/wealth-insights-generator/screenshots/assisted/annotated/05-wig-04.png |
easy-wig-05 |
easy | George & Martha Kensington; preparation material | solutions/wealth-insights-generator/screenshots/assisted/annotated/06-wig-05.png |
easy-wig-06 |
easy | 85 families; 37% (target 55%); $4.2M/year | solutions/wealth-insights-generator/screenshots/assisted/annotated/07-wig-06.png |
easy-wig-07 |
easy | Outdated (8 yrs); pre-TCJA; +$48K annual fees | solutions/wealth-insights-generator/screenshots/assisted/annotated/08-wig-07.png |
easy-wig-08 |
easy | Phase 1; Retirement readiness review; Legacy goals | solutions/wealth-insights-generator/screenshots/assisted/annotated/09-wig-08.png |
easy-wig-09 |
easy | $8.1M; Chen call (this week); Thompson intro (next week) | solutions/wealth-insights-generator/screenshots/assisted/annotated/10-wig-09.png |
easy-confirm-draft |
easy | Wealth Insights Pilot | solutions/wealth-insights-generator/screenshots/assisted/annotated/11-confirm-draft.png |
hard-step-01 |
hard | Untitled Agent | solutions/wealth-insights-generator/screenshots/manual/annotated/01-create-blank-agent.png |
hard-step-02 |
hard | Wealth Insights Manual | solutions/wealth-insights-generator/screenshots/manual/annotated/02-name-agent.png |
hard-step-03 |
hard | Wealth Insights Generator Agent — Manual Global | solutions/wealth-insights-generator/screenshots/manual/annotated/03-enter-instructions.png |
hard-step-04 |
hard | Draft | solutions/wealth-insights-generator/screenshots/manual/annotated/04-save-instructions.png |
hard-step-05 |
hard | Provide trusted context to guide decisions | solutions/wealth-insights-generator/screenshots/manual/annotated/05-remove-web-search.png |
hard-step-06 |
hard | aibast_wealth-insights-generator-controls-and-re | solutions/wealth-insights-generator/screenshots/manual/annotated/06-add-aibast-wealth-insights-generator-controls-and-review.png |
hard-step-07 |
hard | aibast_wealth-insights-generator-synthetic-recor | solutions/wealth-insights-generator/screenshots/manual/annotated/07-add-aibast-wealth-insights-generator-synthetic-records.png |
hard-step-08 |
hard | book-insights | solutions/wealth-insights-generator/screenshots/manual/annotated/08-add-aibast-book-insights-06.png |
hard-step-09 |
hard | client-insights | solutions/wealth-insights-generator/screenshots/manual/annotated/09-add-aibast-client-insights-02.png |
hard-step-10 |
hard | engagement-strategy | solutions/wealth-insights-generator/screenshots/manual/annotated/10-add-aibast-engagement-strategy-08.png |
hard-step-11 |
hard | insights-summary | solutions/wealth-insights-generator/screenshots/manual/annotated/11-add-aibast-insights-summary-09.png |
hard-step-12 |
hard | market-brief | solutions/wealth-insights-generator/screenshots/manual/annotated/12-add-aibast-market-brief-01.png |
hard-step-13 |
hard | meeting-brief | solutions/wealth-insights-generator/screenshots/manual/annotated/13-add-aibast-meeting-brief-05.png |
hard-step-14 |
hard | opportunity-alerts | solutions/wealth-insights-generator/screenshots/manual/annotated/14-add-aibast-opportunity-alerts-03.png |
hard-step-15 |
hard | performance-attribution | solutions/wealth-insights-generator/screenshots/manual/annotated/15-add-aibast-performance-attribution-04.png |
hard-step-16 |
hard | planning-gaps | solutions/wealth-insights-generator/screenshots/manual/annotated/16-add-aibast-planning-gaps-07.png |
hard-step-17 |
hard | 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 | solutions/wealth-insights-generator/screenshots/manual/annotated/17-review-inventory.png |
hard-step-18 |
hard | planning-gaps; performance-attribution; insights-summary; opportunity-alerts; meeting-brief | solutions/wealth-insights-generator/screenshots/manual/annotated/18-review-skills.png |
hard-step-19 |
hard | market-brief; insights-summary; engagement-strategy; client-insights; book-insights | solutions/wealth-insights-generator/screenshots/manual/annotated/19-review-skills-more.png |
hard-step-20 |
hard | Wealth Insights Manual | solutions/wealth-insights-generator/screenshots/manual/annotated/20-open-preview.png |
hard-wig-01 |
hard | Fixed Synthetic; NASDAQ Composite | solutions/wealth-insights-generator/screenshots/manual/annotated/21-wig-01.png |
hard-wig-02 |
hard | Held Away; WM-005 | solutions/wealth-insights-generator/screenshots/manual/annotated/22-wig-02.png |
hard-wig-03 |
hard | Harrison Family Trust; Dr. Anita Rao | solutions/wealth-insights-generator/screenshots/manual/annotated/23-wig-03.png |
hard-wig-04 |
hard | Underperformance; Tidewater Ventures | solutions/wealth-insights-generator/screenshots/manual/annotated/24-wig-04.png |
hard-wig-05 |
hard | George & Martha Kensington; preparation material | solutions/wealth-insights-generator/screenshots/manual/annotated/25-wig-05.png |
hard-wig-06 |
hard | 85 families; 37% (target 55%); $4.2M/year | solutions/wealth-insights-generator/screenshots/manual/annotated/26-wig-06.png |
hard-wig-07 |
hard | Outdated (8 yrs); pre-TCJA; +$48K annual fees | solutions/wealth-insights-generator/screenshots/manual/annotated/27-wig-07.png |
hard-wig-08 |
hard | Phase 1; Retirement readiness review; Legacy goals | solutions/wealth-insights-generator/screenshots/manual/annotated/28-wig-08.png |
hard-wig-09 |
hard | $8.1M; Chen call (this week); Thompson intro (next week) | solutions/wealth-insights-generator/screenshots/manual/annotated/29-wig-09.png |
hard-step-30 |
hard | Wealth Insights Manual | solutions/wealth-insights-generator/screenshots/manual/annotated/30-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 |
|---|