Test 049 for Alex Valdez

Request

Create a 2027 year-end reconciliation sheet for my Sphere medical deductions and HSA funding, leaving the actual statement values blank for entry.

Required memory

Fact 231

Alex Valdez’s confirmed Sphere individual HDHP election covers January 1 through December 31, 2027, costs $98 per biweekly paycheck, has a $2,300 deductible, charges 10% coinsurance after the deductible, and fully covers preventive care.

Source evidence (1)

003568Oct 20, 2026 / 19:27 UTC-04:00

I submitted Sphere’s individual HDHP election for January 1 through December 31, 2027. The confirmed plan costs $98 per biweekly paycheck, has a $2,300 deductible, charges 10% coinsurance after the deductible, and fully covers preventive care. I elected a $90 employee HSA contribution from each of 26 biweekly paychecks, totaling $2,340. Sphere’s four $225 employer deposits add $900, for planned combined 2027 HSA funding of $3,240. The portal accepted the election and I received confirmation before the October 23 deadline. My 2027 medical and HSA elections are complete and take effect January 1, 2027; nothing remains pending for open enrollment.

Message 003568 in history

Fact 232

Alex Valdez elected a $90 employee HSA contribution from each of 26 biweekly paychecks in 2027, totaling $2,340; Sphere will add four $225 employer deposits totaling $900, for planned combined 2027 HSA funding of $3,240.

Source evidence (1)

003568Oct 20, 2026 / 19:27 UTC-04:00

I submitted Sphere’s individual HDHP election for January 1 through December 31, 2027. The confirmed plan costs $98 per biweekly paycheck, has a $2,300 deductible, charges 10% coinsurance after the deductible, and fully covers preventive care. I elected a $90 employee HSA contribution from each of 26 biweekly paychecks, totaling $2,340. Sphere’s four $225 employer deposits add $900, for planned combined 2027 HSA funding of $3,240. The portal accepted the election and I received confirmation before the October 23 deadline. My 2027 medical and HSA elections are complete and take effect January 1, 2027; nothing remains pending for open enrollment.

Message 003568 in history

Expected tool calls

create_doc

Grading

1. field_equals / create_doc

{
  "type": "field_equals",
  "tool": "create_doc",
  "action_id": "alex_049_create_doc",
  "path": "result.ok",
  "value": true,
  "check_id": "alex_049_00"
}

2. field_llm_judge / create_doc

{
  "type": "field_llm_judge",
  "path": "result.document.body",
  "criterion": "The sheet identifies the January 1 through December 31, 2027 individual HDHP, its $98 biweekly deduction and $2,548 expected annual total, the $90 employee HSA contribution per paycheck and $2,340 annual total, four $225 employer deposits totaling $900, and $3,240 planned combined HSA funding. It leaves separate blank fields for the corresponding actual statement values.",
  "tool": "create_doc",
  "action_id": "alex_049_create_doc",
  "check_id": "alex_049_01"
}

Complete grading specification

{
  "type": "tool_trace",
  "config": {
    "check_version": 2,
    "today": "2028-01-01",
    "assertions": [
      {
        "type": "field_equals",
        "tool": "create_doc",
        "action_id": "alex_049_create_doc",
        "path": "result.ok",
        "value": true,
        "check_id": "alex_049_00"
      },
      {
        "type": "field_llm_judge",
        "path": "result.document.body",
        "criterion": "The sheet identifies the January 1 through December 31, 2027 individual HDHP, its $98 biweekly deduction and $2,548 expected annual total, the $90 employee HSA contribution per paycheck and $2,340 annual total, four $225 employer deposits totaling $900, and $3,240 planned combined HSA funding. It leaves separate blank fields for the corresponding actual statement values.",
        "tool": "create_doc",
        "action_id": "alex_049_create_doc",
        "check_id": "alex_049_01"
      }
    ]
  }
}