Test 185

Jan 1, 2028 / 1 fact

Request

Please create a Kibo insurance archive worksheet for closing the 2027 household records. Cover the 2027 months that fell within the documented policy term, include the scheduled premium baseline and relevant policy terms, and provide fields for recording actual claims and reimbursements. Clearly distinguish this historical term from any later coverage, which should be marked unverified rather than presented as current. Save it in the Household Records folder.

Required memory

Fact 224

On October 10, 2026, Riley Tanaka and Sam completed Kibo’s enrollment in Lone Star Companion Insurance Company’s CompanionCare Plus Accident and Illness Policy for November 1, 2026 through October 31, 2027. The selected policy costs $69 per month or $828 annually and provides a $500 annual deductible, 80% reimbursement of covered expenses, a $10,000 annual limit, and behavioral-care eligibility after the deductible.

Source evidence (1)

003705Oct 10, 2026 / 10:18 UTC-05:00

Sam and I used our 10:00am decision block to finish Kibo’s insurance renewal. We compared the $120 annual premium savings of the $750-deductible option with the $250 lower deductible under the $500-deductible option and confirmed that they break even at $650 in covered expenses, with the $500-deductible configuration less expensive above that point. We selected the $500-deductible configuration and completed enrollment with Lone Star Companion Insurance Company in the CompanionCare Plus Accident and Illness Policy for November 1, 2026 through October 31, 2027. It costs $69 per month, or $828 annually, with a $500 annual deductible, 80% reimbursement of covered expenses, a $10,000 annual limit, and behavioral-care eligibility after the deductible. Kibo’s current $61-per-month policy remains in force through October 31, and the replacement term does not begin before November 1. The renewal is no longer pending.

Message 003705 in history

Expected tool calls

create_doc

Grading

1. field_equals / create_doc

{
  "type": "field_equals",
  "tool": "create_doc",
  "action_id": "create_kibo_archive",
  "path": "result.ok",
  "value": true,
  "check_id": "riley_185_00"
}

2. field_equals / create_doc

{
  "check_id": "riley_185_01",
  "type": "field_equals",
  "tool": "create_doc",
  "action_id": "create_kibo_archive",
  "path": "args.folder",
  "value": "Household Records"
}

3. field_llm_judge / create_doc

{
  "type": "field_llm_judge",
  "tool": "create_doc",
  "action_id": "create_kibo_archive",
  "path": "args",
  "criterion": "The document is clearly an archival insurance worksheet for Kibo and identifies the applicable policy as Lone Star Companion Insurance Company's CompanionCare Plus Accident and Illness Policy. It states that the policy term was November 1, 2026 through October 31, 2027 and limits the 2027 worksheet schedule to January through October 2027.\n\nThe worksheet provides an identifiable scheduled premium baseline for each month January through October 2027 at $69 per month. It may also state the resulting ten-month scheduled total of $690 and/or the full-policy annual figure of $828, but it must not substitute either total for the monthly January-through-October schedule.\n\nThe document states all of these policy terms accurately: $500 annual deductible, reimbursement of 80% of covered expenses, $10,000 annual limit, and behavioral-care eligibility after the deductible.\n\nThe worksheet includes usable blank fields or columns for entering actual claims and actual reimbursements for the covered 2027 months; equivalent clearly labeled claim-expense and insurer-reimbursement fields are acceptable.\n\nThe document clearly says that coverage after October 31, 2027 is unverified or not documented and does not present the archived policy as current 2028 coverage.",
  "check_id": "riley_185_02"
}

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_kibo_archive",
        "path": "result.ok",
        "value": true,
        "check_id": "riley_185_00"
      },
      {
        "check_id": "riley_185_01",
        "type": "field_equals",
        "tool": "create_doc",
        "action_id": "create_kibo_archive",
        "path": "args.folder",
        "value": "Household Records"
      },
      {
        "type": "field_llm_judge",
        "tool": "create_doc",
        "action_id": "create_kibo_archive",
        "path": "args",
        "criterion": "The document is clearly an archival insurance worksheet for Kibo and identifies the applicable policy as Lone Star Companion Insurance Company's CompanionCare Plus Accident and Illness Policy. It states that the policy term was November 1, 2026 through October 31, 2027 and limits the 2027 worksheet schedule to January through October 2027.\n\nThe worksheet provides an identifiable scheduled premium baseline for each month January through October 2027 at $69 per month. It may also state the resulting ten-month scheduled total of $690 and/or the full-policy annual figure of $828, but it must not substitute either total for the monthly January-through-October schedule.\n\nThe document states all of these policy terms accurately: $500 annual deductible, reimbursement of 80% of covered expenses, $10,000 annual limit, and behavioral-care eligibility after the deductible.\n\nThe worksheet includes usable blank fields or columns for entering actual claims and actual reimbursements for the covered 2027 months; equivalent clearly labeled claim-expense and insurer-reimbursement fields are acceptable.\n\nThe document clearly says that coverage after October 31, 2027 is unverified or not documented and does not present the archived policy as current 2028 coverage.",
        "check_id": "riley_185_02"
      }
    ]
  }
}

App state

Download JSON

Source file

tests/riley/185.yaml

SHA-256: 046f1af5ec1d77ea91cb75e1bebfbf1ff348287551f3f56ff9a2d05f6a5593a3