Test 086 for Riley Tanaka

Request

Review the inbox folder for recent payroll or benefits emails, then create a 2027 HSA tax reconciliation. Show expected employee funding, the employer deposit schedule and exact eligibility condition, confirmed amounts, supported variances, and unknowns. Never turn missing evidence into zero.

Required memory

Fact 231

Riley Tanaka submitted the 2027 HSA election for $125 from each of 24 paychecks, totaling $3,000 in employee contributions, and saved the confirmation.

Source evidence (1)

003897Jan 4, 2027 / 08:50 UTC-06:00

I completed the 2027 HSA election. I verified that the employee-only contribution ceiling is $4,500 and that Helio’s four contingent quarterly deposits of $225 count toward it. I selected $125 from each of 24 paychecks, totaling $3,000 in employee contributions. If I remain eligible for all four employer deposits, the combined amount will be $3,900, leaving $600 below the ceiling. Benefits confirmed that I can change the election prospectively for a paycheck that hasn’t been processed, but not retroactively. I submitted it and saved the confirmation.

Message 003897 in history

Fact 232

Riley Tanaka verified that the 2027 employee-only HSA contribution ceiling is $4,500 and that Helio’s four contingent quarterly deposits of $225 count toward it; if Riley remains eligible for all four deposits, combined contributions will total $3,900, leaving $600 below the ceiling.

Source evidence (1)

003897Jan 4, 2027 / 08:50 UTC-06:00

I completed the 2027 HSA election. I verified that the employee-only contribution ceiling is $4,500 and that Helio’s four contingent quarterly deposits of $225 count toward it. I selected $125 from each of 24 paychecks, totaling $3,000 in employee contributions. If I remain eligible for all four employer deposits, the combined amount will be $3,900, leaving $600 below the ceiling. Benefits confirmed that I can change the election prospectively for a paycheck that hasn’t been processed, but not retroactively. I submitted it and saved the confirmation.

Message 003897 in history

Fact 233

Benefits confirmed that Riley Tanaka may change the 2027 HSA election prospectively for a paycheck that has not been processed, but not retroactively.

Source evidence (1)

003897Jan 4, 2027 / 08:50 UTC-06:00

I completed the 2027 HSA election. I verified that the employee-only contribution ceiling is $4,500 and that Helio’s four contingent quarterly deposits of $225 count toward it. I selected $125 from each of 24 paychecks, totaling $3,000 in employee contributions. If I remain eligible for all four employer deposits, the combined amount will be $3,900, leaving $600 below the ceiling. Benefits confirmed that I can change the election prospectively for a paycheck that hasn’t been processed, but not retroactively. I submitted it and saved the confirmation.

Message 003897 in history

Expected tool calls

list_inbox
create_doc

Grading

1. field_equals / create_doc

{
  "type": "field_equals",
  "tool": "create_doc",
  "action_id": "create_hsa_reconciliation",
  "path": "result.ok",
  "value": true,
  "check_id": "riley_086_00"
}

2. field_equals / list_inbox

{
  "type": "field_equals",
  "tool": "list_inbox",
  "action_id": "review_hsa_inbox",
  "path": "args.folder",
  "value": "inbox",
  "check_id": "riley_086_01"
}

3. field_equals / list_inbox

{
  "type": "field_equals",
  "tool": "list_inbox",
  "action_id": "review_hsa_inbox",
  "path": "result",
  "value": [],
  "check_id": "riley_086_02"
}

4. field_llm_judge / create_doc

{
  "type": "field_llm_judge",
  "tool": "create_doc",
  "action_id": "create_hsa_reconciliation",
  "path": "args",
  "criterion": "The result is a 2027 HSA tax-preparation reconciliation worksheet. It states an employee election of $125 for each of 24 paychecks, totaling $3,000; four projected employer deposits of $225, totaling $900 and each dependent on eligibility; projected combined contributions of $3,900; the $4,500 employee-only limit; and $600 headroom. Because the inbox contains no confirming records, it marks actual deductions and deposits unavailable, does not treat them as zero, and says supported variances cannot yet be calculated.",
  "check_id": "riley_086_03"
}

Complete grading specification

{
  "type": "tool_trace",
  "config": {
    "check_version": 2,
    "today": "2028-01-01",
    "semantic_judge_version": 2,
    "assertions": [
      {
        "type": "field_equals",
        "tool": "create_doc",
        "action_id": "create_hsa_reconciliation",
        "path": "result.ok",
        "value": true,
        "check_id": "riley_086_00"
      },
      {
        "type": "field_equals",
        "tool": "list_inbox",
        "action_id": "review_hsa_inbox",
        "path": "args.folder",
        "value": "inbox",
        "check_id": "riley_086_01"
      },
      {
        "type": "field_equals",
        "tool": "list_inbox",
        "action_id": "review_hsa_inbox",
        "path": "result",
        "value": [],
        "check_id": "riley_086_02"
      },
      {
        "type": "field_llm_judge",
        "tool": "create_doc",
        "action_id": "create_hsa_reconciliation",
        "path": "args",
        "criterion": "The result is a 2027 HSA tax-preparation reconciliation worksheet. It states an employee election of $125 for each of 24 paychecks, totaling $3,000; four projected employer deposits of $225, totaling $900 and each dependent on eligibility; projected combined contributions of $3,900; the $4,500 employee-only limit; and $600 headroom. Because the inbox contains no confirming records, it marks actual deductions and deposits unavailable, does not treat them as zero, and says supported variances cannot yet be calculated.",
        "check_id": "riley_086_03"
      }
    ]
  }
}