Test 029

Jan 1, 2028 / 1 fact

Request

My HSA has $3,465 in settled cash but no automatic sweep. Email support@healthsave.example with the current cash threshold, the expected sweep amount and destination, and a request to investigate without changing my investment setup.

Required memory

Fact 279

Alex Valdez enabled automatic HSA investment; the account now keeps an exact $2,800 cash threshold and directs settled cash above that amount to the existing investment allocation.

Source evidence (1)

004705Oct 1, 2027 / 08:08 UTC-04:00

I enabled automatic HSA investment myself. The portal now shows an exact $2,800 cash threshold, with settled cash above it directed to the account’s existing investment allocation. My $90 biweekly payroll contribution and Sphere’s remaining October $225 employer deposit are unchanged.

Message 004705 in history

Expected tool calls

send_email

Grading

1. field_equals / send_email

{
  "type": "field_equals",
  "tool": "send_email",
  "action_id": "alex_029_send_email",
  "path": "result.ok",
  "value": true,
  "check_id": "alex_029_00"
}

2. field_equals / send_email

{
  "type": "field_equals",
  "path": "result.to",
  "value": "support@healthsave.example",
  "tool": "send_email",
  "action_id": "alex_029_send_email",
  "check_id": "alex_029_01"
}

3. field_llm_judge / send_email

{
  "type": "field_llm_judge",
  "path": "result.body",
  "criterion": "The email states that the exact cash threshold is $2,800, calculates that $665 should have swept from the $3,465 settled balance to the existing allocation, and asks the custodian to investigate the missing sweep without changing the allocation.",
  "tool": "send_email",
  "action_id": "alex_029_send_email",
  "check_id": "alex_029_02"
}

Complete grading specification

{
  "type": "tool_trace",
  "config": {
    "check_version": 2,
    "today": "2028-01-01",
    "assertions": [
      {
        "type": "field_equals",
        "tool": "send_email",
        "action_id": "alex_029_send_email",
        "path": "result.ok",
        "value": true,
        "check_id": "alex_029_00"
      },
      {
        "type": "field_equals",
        "path": "result.to",
        "value": "support@healthsave.example",
        "tool": "send_email",
        "action_id": "alex_029_send_email",
        "check_id": "alex_029_01"
      },
      {
        "type": "field_llm_judge",
        "path": "result.body",
        "criterion": "The email states that the exact cash threshold is $2,800, calculates that $665 should have swept from the $3,465 settled balance to the existing allocation, and asks the custodian to investigate the missing sweep without changing the allocation.",
        "tool": "send_email",
        "action_id": "alex_029_send_email",
        "check_id": "alex_029_02"
      }
    ]
  }
}

App state

Download JSON

Source file

tests/alex/029.yaml

SHA-256: 0803de1c700bfe1b3ac792c5b4cb7a70247391d8cdbebac8233715b1627e48bb