Test 135 for Morgan Chen

Request

Create a short Evergreen Q3 admin-review closeout note recording what its July review accepted and whether that changed the commercial scope.

Required memory

Fact 310

Evergreen Bank’s admin team accepted the shipped SAML login, visible invite/source/admin audit lookup, workspace-admin support path, and June standard Growth usage explanation for its internal memo during the Q3 2026 current-state/admin review.

Source evidence (1)

003212Jul 16, 2026 / 11:35 UTC-07:00

Sarah and Devon just came out of the Evergreen Q3 current-state/admin review with a clean result. Evergreen's admin team accepted the shipped SAML login, visible invite/source/admin audit lookup, workspace-admin support path, and the June standard Growth usage explanation for its internal memo. Procurement again asked whether granular sync-operator permissions could be described as a preliminary Q3 roadmap expectation, and Sarah kept that current-state only while Devon reinforced that there is no custom admin package, overage cap, department carveout, commercial exception, or Q3 expansion motion. Please update the Evergreen Bank CRM row now with status `q3_2026_admin_review_closed_current_scope` and replacement tags `mercury`, `growth`, `annual-customer`, `evergreen`, `current-state-admin-review-closed`, `granular-sync-operator-logged-input`, and `no-commercial-exception`.

Message 003212 in history

Fact 311

During Evergreen Bank’s Q3 2026 current-state/admin review, Devon reinforced that there is no custom admin package, overage cap, department carveout, commercial exception, or Q3 expansion motion.

Source evidence (1)

003212Jul 16, 2026 / 11:35 UTC-07:00

Sarah and Devon just came out of the Evergreen Q3 current-state/admin review with a clean result. Evergreen's admin team accepted the shipped SAML login, visible invite/source/admin audit lookup, workspace-admin support path, and the June standard Growth usage explanation for its internal memo. Procurement again asked whether granular sync-operator permissions could be described as a preliminary Q3 roadmap expectation, and Sarah kept that current-state only while Devon reinforced that there is no custom admin package, overage cap, department carveout, commercial exception, or Q3 expansion motion. Please update the Evergreen Bank CRM row now with status `q3_2026_admin_review_closed_current_scope` and replacement tags `mercury`, `growth`, `annual-customer`, `evergreen`, `current-state-admin-review-closed`, `granular-sync-operator-logged-input`, and `no-commercial-exception`.

Message 003212 in history

Expected tool calls

create_doc

Grading

1. field_equals / create_doc

{
  "type": "field_equals",
  "tool": "create_doc",
  "path": "result.ok",
  "value": true,
  "check_id": "morgan_135_00",
  "action_id": "morgan_135_create_doc"
}

2. field_llm_judge / create_doc

{
  "type": "field_llm_judge",
  "path": "result.document.body",
  "criterion": "Records acceptance of shipped SAML login, visible invite/source/admin audit lookup, workspace-admin support, and the June standard Growth usage explanation. Keeps the result within included current scope, without custom admin packaging, overage cap, department carveout, or commercial exception.",
  "tool": "create_doc",
  "check_id": "morgan_135_01",
  "action_id": "morgan_135_create_doc"
}

Complete grading specification

{
  "type": "tool_trace",
  "config": {
    "check_version": 2,
    "today": "2026-09-14",
    "assertions": [
      {
        "type": "field_equals",
        "tool": "create_doc",
        "path": "result.ok",
        "value": true,
        "check_id": "morgan_135_00",
        "action_id": "morgan_135_create_doc"
      },
      {
        "type": "field_llm_judge",
        "path": "result.document.body",
        "criterion": "Records acceptance of shipped SAML login, visible invite/source/admin audit lookup, workspace-admin support, and the June standard Growth usage explanation. Keeps the result within included current scope, without custom admin packaging, overage cap, department carveout, or commercial exception.",
        "tool": "create_doc",
        "check_id": "morgan_135_01",
        "action_id": "morgan_135_create_doc"
      }
    ]
  }
}