Reconciliation

• Orchestrator · Finance orchestration

  Would route money-in, money-out, reconciliation, planning and reporting across the six finance specialists; it is a registry record only and no path exists by which it can run.

  finance.orchestrator
  0 skillsLocked
• Agent 1 · Money in

  Would raise invoices, track due dates and name the collection action for an overdue receivable; registry record only, runtime locked.

  finance.agent_1
  0 skillsLocked
• Agent 2 · Money out & reconciliation

  Would classify expenses, bills and vendor payments, validate proof and reconcile transactions into an exception queue; registry record only, runtime locked.

  finance.agent_2
  0 skillsLocked
• Agent 3 · Budget, forecast & reporting

  Would maintain budget, forecast, variance and cash-flow reporting against the ledger, preserving its calculation inputs; registry record only, runtime locked.

  finance.agent_3
  1 skillLocked
• Agent 4 · Obligations & counterparties

  Would own who is owed what and on what terms — the counterparty and payment-obligation records behind every future movement of money; registry record only, runtime locked.

  finance.agent_4
  0 skillsLocked
• Agent 5 · Payment authority & access register

  Would own the register of who may approve and who may execute which payment — the single most dangerous record type in the system, and the clearest reason the lock is structural rather than a flag.

  finance.agent_5
  0 skillsLocked
• Agent 6 · Tax, compliance & audit trail

  Would own statutory obligations and the finance audit trail — what was filed, when, against which records, and what must be retained; registry record only, runtime locked.

  finance.agent_6
  0 skillsLocked

7 rows · agents, agent_status_cache · read 2026-10-25T19:07:21.554Z

1 distinct skill held in this sector — out of 262 in the catalogue fleet-wide.

• productivity×1

1 row · agent_skills ⋈ skills, scoped to this sector · read 2026-10-25T19:07:21.554Z

0 binding (L0, enforced at the tool call) and 7 advisory (L1) in this sector — 40 of 155 are binding fleet-wide.

7 rows · agent_lessons, scoped to this sector · read 2026-10-25T19:07:21.554Z

• finance.transaction_to_report · v1active

  Seeded from the spec's step list.

  Body

  # SOP: Transaction To Report
  
  Source: D:\ELISA\ELISA_WORKFLOWS_SOPS.md, verbatim step list. Seeded 2026-10-20.
  
  ## Steps
  
  1. Finance connector or sector event creates a transaction record.
  2. Agent 1 handles invoice and receivable records.
  3. Agent 2 classifies expenses, bills, vendor payments, and reconciliation exceptions.
  4. Agent 3 updates budget, forecast, variance, and finance reports.
  5. Missing proof, duplicate transactions, unusual amounts, and approval gaps enter an exception queue.
  6. Reports preserve source records and calculation inputs.
  
  8. RUNTIME LOCKED 2026-10-20. This SOP is recorded, not runnable: every Finance agent is runtime_locked and the sector's `runnable` flag is 0, so dispatchable() refuses all four. The SOP exists so the UI has something to render and so turning the sector on later is a deliberate act against a written procedure rather than an improvisation.
  

1 row · sop_versions, scoped to this sector · read 2026-10-25T19:07:21.556Z

14 memory rows.

• charter.1fact

  Deepak, 2026-10-20: finance guardrails live in the UI; the backend agent stays switched off.

  Finance orchestration · recall 1 · weight 100
• charter.2fact

  Money is the one place where 'nobody gave it work yet' is not a safety property. This is a recorded refusal.

  Finance orchestration · recall 1 · weight 99
• charter.1fact

  Razorpay is a payments surface. It belongs to a locked record and never to a runnable agent.

  Money in · recall 1 · weight 100
• charter.2fact

  No invoice without a verified delivery. The refusal matters more than the invoice.

  Money in · recall 1 · weight 99
• charter.1fact

  A missing proof is an exception, never a category.

  Money out & reconciliation · recall 1 · weight 100
• charter.2fact

  No agent executes a payment. The payments tables belong to the UI.

  Money out & reconciliation · recall 1 · weight 99
• charter.1fact

  Show the calculation inputs. A runway number without its inputs is an assertion.

  Budget, forecast & reporting · recall 1 · weight 100
• charter.2fact

  Locked: this record is for the UI to read. Nothing here runs.

  Budget, forecast & reporting · recall 1 · weight 99
• charter.1fact

  The obligations and counterparties tables are the UI's. This row names a role, not a writer.

  Obligations & counterparties · recall 1 · weight 100
• charter.2fact

  Operations recommends a vendor; nothing in operations can create the obligation.

  Obligations & counterparties · recall 1 · weight 99
• charter.1fact

  Payment authority is a human decision made in the UI, enforced by a server-side function.

  Payment authority & access register · recall 1 · weight 100
• charter.2fact

  No agent in any sector may be granted a payment authority. There is no path, and none is to be proposed.

  Payment authority & access register · recall 1 · weight 99
• charter.1fact

  Describe the obligation; never file it. A human and an accountant answer tax questions.

  Tax, compliance & audit trail · recall 1 · weight 100
• charter.2fact

  Finance retention only lengthens. An agent never shortens it.

  Tax, compliance & audit trail · recall 1 · weight 99

14 rows · agent_memory, scoped to this sector · read 2026-10-25T19:07:21.555Z

Showing the latest 30 of 63 events for this sector's agents.

• 20/10/2026, 12:40:05agent_lesson.promotedTax, compliance & audit trail
• 20/10/2026, 12:40:05agent_lesson.candidateTax, compliance & audit trail
• 20/10/2026, 12:40:05feedback.recordedTax, compliance & audit trail
• 20/10/2026, 12:40:05agent_lesson.promotedPayment authority & access register
• 20/10/2026, 12:40:05agent_lesson.candidatePayment authority & access register
• 20/10/2026, 12:40:05feedback.recordedPayment authority & access register
• 20/10/2026, 12:40:05agent_lesson.promotedObligations & counterparties
• 20/10/2026, 12:40:05agent_lesson.candidateObligations & counterparties
• 20/10/2026, 12:40:05feedback.recordedObligations & counterparties
• 20/10/2026, 12:40:05agent_lesson.promotedBudget, forecast & reporting
• 20/10/2026, 12:40:05agent_lesson.candidateBudget, forecast & reporting
• 20/10/2026, 12:40:05feedback.recordedBudget, forecast & reporting
• 20/10/2026, 12:40:05agent_lesson.promotedMoney out & reconciliation
• 20/10/2026, 12:40:05agent_lesson.candidateMoney out & reconciliation
• 20/10/2026, 12:40:05feedback.recordedMoney out & reconciliation
• 20/10/2026, 12:40:05agent_lesson.promotedMoney in
• 20/10/2026, 12:40:05agent_lesson.candidateMoney in
• 20/10/2026, 12:40:05feedback.recordedMoney in
• 20/10/2026, 12:40:05agent_lesson.promotedFinance orchestration
• 20/10/2026, 12:40:05agent_lesson.candidateFinance orchestration
• 20/10/2026, 12:40:05feedback.recordedFinance orchestration
• 20/10/2026, 12:40:04agent_memory.writeTax, compliance & audit trail
• 20/10/2026, 12:40:04agent_memory.writeTax, compliance & audit trail
• 20/10/2026, 12:40:04agent_memory.writePayment authority & access register
• 20/10/2026, 12:40:04agent_memory.writePayment authority & access register
• 20/10/2026, 12:40:04agent_memory.writeObligations & counterparties
• 20/10/2026, 12:40:04agent_memory.writeObligations & counterparties
• 20/10/2026, 12:40:04agent_memory.writeBudget, forecast & reporting
• 20/10/2026, 12:40:04agent_memory.writeBudget, forecast & reporting
• 20/10/2026, 12:40:04agent_memory.writeMoney out & reconciliation

63 rows · events, scoped to this sector · read 2026-10-25T19:07:21.556Z