Test 194 for Morgan Chen

Request

Create a historical closeout note for Evergreen's April 16, 2026 admin review, recording what was accepted and whether the sync-operator request became a commitment.

Required memory

Fact 292

Evergreen Bank accepted shipped SAML login, visible invite/source/admin audit lookup, workspace-admin support, and the March usage read as valid current-state review material during its first included 2026 review.

Source evidence (1)

002892Apr 16, 2026 / 11:18 UTC-07:00

Sarah and Devon finished Evergreen's first included 2026 current-state/admin review and I want the account record updated while the outcome is fresh. Evergreen accepted shipped SAML login, visible invite/source/admin audit lookup, workspace-admin support, and the March usage read as valid current-state review material. They did ask whether granular sync-operator work could be described as expected Q3 for their internal admin memo, and Devon kept that out of the result and restated it as later advanced-admin research with no date, package, renewal, procurement-security, overage-cap, or custom admin commitment. Please update the existing Evergreen Bank CRM row so we have the evidence later without it drifting into a custom policy or roadmap promise, and keep Sarah as customer-thread owner with Devon on commercial/procurement context.

Message 002892 in history

Fact 293

During Evergreen Bank’s first included 2026 review, Evergreen asked whether granular sync-operator work could be described as expected in Q3 for its internal admin memo; Devon excluded that characterization from the result and described the work as later advanced-admin research with no date, package, renewal, procurement-security, overage-cap, or custom-admin commitment.

Source evidence (1)

002892Apr 16, 2026 / 11:18 UTC-07:00

Sarah and Devon finished Evergreen's first included 2026 current-state/admin review and I want the account record updated while the outcome is fresh. Evergreen accepted shipped SAML login, visible invite/source/admin audit lookup, workspace-admin support, and the March usage read as valid current-state review material. They did ask whether granular sync-operator work could be described as expected Q3 for their internal admin memo, and Devon kept that out of the result and restated it as later advanced-admin research with no date, package, renewal, procurement-security, overage-cap, or custom admin commitment. Please update the existing Evergreen Bank CRM row so we have the evidence later without it drifting into a custom policy or roadmap promise, and keep Sarah as customer-thread owner with Devon on commercial/procurement context.

Message 002892 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_194_00",
  "action_id": "morgan_194_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 March usage read as current-state review material. Keeps granular sync-operator work as later advanced-admin research without a promised date, package, renewal obligation, or custom commercial/admin commitment. No additional billing-policy recital is required.",
  "tool": "create_doc",
  "check_id": "morgan_194_01",
  "action_id": "morgan_194_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_194_00",
        "action_id": "morgan_194_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 March usage read as current-state review material. Keeps granular sync-operator work as later advanced-admin research without a promised date, package, renewal obligation, or custom commercial/admin commitment. No additional billing-policy recital is required.",
        "tool": "create_doc",
        "check_id": "morgan_194_01",
        "action_id": "morgan_194_create_doc"
      }
    ]
  }
}