Publish qualified DealBench-100 1.2.0 task release (part 3)

assets/tasks/dealbench-086/task-brief.md

@@ -1,5 +1,7 @@
 # dealbench-086 — Test sponsor returns and price capacity
 
+Task ID: `dealbench-086`
+
 **PROJECT-RIDGE · PeakGrid Energy Services · Leveraged buyout**
 
 A sponsor asked how far it can stretch without falling below the approved return threshold. Reconcile leverage, entry and exit assumptions with the current case, calculate price capacity and returns, commit the best supported scenario, and draft the internal response for review.

assets/tasks/dealbench-087/calculation-policy.json

@@ -0,0 +1,20 @@
+{
+  "category": "merger_model",
+  "headline": "target enterprise value at the current premium",
+  "rounding": "Use full-precision intermediate calculations. Round only submitted and persisted numeric outputs to two decimals using half-up rounding.",
+  "schema_version": "dealbench.calculation-policy.v1",
+  "shared_outputs": [
+    "net debt = current debt - current cash",
+    "equity value = headline enterprise value - net debt",
+    "per-share value = equity value / current diluted shares"
+  ],
+  "steps": [
+    "target equity value = current target shares × current target share price × (1 + offer premium)",
+    "headline enterprise value = target equity value + current net debt",
+    "cash funding = target equity value × cash-funding percent; stock funding = target equity value - cash funding",
+    "new buyer shares = stock funding / buyer share price",
+    "target net income contribution = normalized EBITDA × 58%; after-tax synergies use the current tax rate",
+    "after-tax financing cost = cash funding × 5.5% × (1 - tax rate)",
+    "primary metric = pro forma buyer EPS / standalone buyer EPS - 1, in percent; secondary metric = approved synergies"
+  ]
+}

assets/tasks/dealbench-087/task-brief.md

@@ -1,5 +1,7 @@
 # dealbench-087 — Recalculate accretion and dilution
 
+Task ID: `dealbench-087`
+
 **PROJECT-RIDGE · PeakGrid Energy Services · Merger model**
 
 The merger case changed after financing and synergy comments. Recalculate buyer accretion or dilution and target value using the current cash-stock mix, premium, funding cost and approved synergies; update the model and summary slide, and leave the transaction-team update ready for review.

assets/tasks/dealbench-088/calculation-policy.json

@@ -0,0 +1,16 @@
+{
+  "category": "bid_comparison",
+  "headline": "headline enterprise value of the selected live bid",
+  "rounding": "Use full-precision intermediate calculations. Round only submitted and persisted numeric outputs to two decimals using half-up rounding.",
+  "schema_version": "dealbench.calculation-policy.v1",
+  "shared_outputs": [
+    "net debt = current debt - current cash",
+    "equity value = headline enterprise value - net debt",
+    "per-share value = equity value / current diluted shares"
+  ],
+  "steps": [
+    "for each current bid, risk-adjusted value = headline value × financing certainty - condition cost",
+    "select the bid with the highest risk-adjusted value, not the highest headline value",
+    "primary metric = selected bid risk-adjusted value; secondary metric = selected bid financing certainty percent"
+  ]
+}

assets/tasks/dealbench-088/task-brief.md

@@ -1,5 +1,7 @@
 # dealbench-088 — Select the defensible bid path
 
+Task ID: `dealbench-088`
+
 **PROJECT-RIDGE · PeakGrid Energy Services · Bid comparison and process control**
 
 The board call needs an honest bid comparison, not just the highest headline. Reconcile price, financing certainty, conditions and timing across the current bids, select the best supported path, commit only that recommendation, and prepare the launch-team update for review.

assets/tasks/dealbench-089/calculation-policy.json

@@ -0,0 +1,17 @@
+{
+  "category": "model_deck_consistency",
+  "headline": "midpoint of current trading-comps and DCF enterprise values",
+  "rounding": "Use full-precision intermediate calculations. Round only submitted and persisted numeric outputs to two decimals using half-up rounding.",
+  "schema_version": "dealbench.calculation-policy.v1",
+  "shared_outputs": [
+    "net debt = current debt - current cash",
+    "equity value = headline enterprise value - net debt",
+    "per-share value = equity value / current diluted shares"
+  ],
+  "steps": [
+    "calculate trading-comps enterprise value under the trading-comps policy",
+    "calculate DCF enterprise value under the DCF policy",
+    "headline enterprise value = (trading-comps enterprise value + DCF enterprise value) / 2",
+    "primary metric = absolute spread between those enterprise values; secondary metric = zero remaining variance after reconciliation"
+  ]
+}

assets/tasks/dealbench-089/task-brief.md

@@ -1,5 +1,7 @@
 # dealbench-089 — Reconcile model and committee deck
 
+Task ID: `dealbench-089`
+
 **PROJECT-RIDGE · PeakGrid Energy Services · Model-to-deck consistency**
 
 Numbers in the committee deck no longer tie to the live model. Find the operative model and source revisions, repair the valuation and return outputs in the controlled deliverable, preserve unrelated slides, and send the checker note for review.

assets/tasks/dealbench-090/calculation-policy.json

@@ -0,0 +1,16 @@
+{
+  "category": "launch_approval",
+  "headline": "current precedent enterprise value carried into the launch case",
+  "rounding": "Use full-precision intermediate calculations. Round only submitted and persisted numeric outputs to two decimals using half-up rounding.",
+  "schema_version": "dealbench.calculation-policy.v1",
+  "shared_outputs": [
+    "net debt = current debt - current cash",
+    "equity value = headline enterprise value - net debt",
+    "per-share value = equity value / current diluted shares"
+  ],
+  "steps": [
+    "calculate current precedent enterprise value under the precedent-transactions policy",
+    "launch is permitted only when the current approval is approved and no critical diligence gate is open",
+    "primary metric = 100 when launch is permitted, otherwise 0; secondary metric = number of open critical gates"
+  ]
+}

assets/tasks/dealbench-090/task-brief.md

@@ -1,5 +1,7 @@
 # dealbench-090 — Decide whether the process can launch
 
+Task ID: `dealbench-090`
+
 **PROJECT-RIDGE · PeakGrid Energy Services · Launch and approval control**
 
 The deal team wants to launch today. Determine whether current approvals and critical diligence actually permit it, explain the gating item if not, compare launch-now against the approved alternatives, commit the supported plan, and prepare the client-facing update for review.

assets/tasks/dealbench-091/calculation-policy.json

@@ -0,0 +1,17 @@
+{
+  "category": "source_control",
+  "headline": "operative precedent enterprise value",
+  "rounding": "Use full-precision intermediate calculations. Round only submitted and persisted numeric outputs to two decimals using half-up rounding.",
+  "schema_version": "dealbench.calculation-policy.v1",
+  "shared_outputs": [
+    "net debt = current debt - current cash",
+    "equity value = headline enterprise value - net debt",
+    "per-share value = equity value / current diluted shares"
+  ],
+  "steps": [
+    "base EBITDA = current revenue × reported EBITDA margin",
+    "normalized EBITDA = base EBITDA + allowed add-backs; unsupported add-backs are excluded, not subtracted from base EBITDA",
+    "headline enterprise value = normalized EBITDA × current approved precedent median",
+    "primary metric = normalized EBITDA; secondary metric = current forecast growth percent"
+  ]
+}

assets/tasks/dealbench-091/task-brief.md

@@ -1,5 +1,7 @@
 # dealbench-091 — Confirm the operative deal case
 
+Task ID: `dealbench-091`
+
 **PROJECT-FOUNDRY · Ironwood Industrial Systems · Source control and launch readiness**
 
 The VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.

assets/tasks/dealbench-092/calculation-policy.json

@@ -0,0 +1,17 @@
+{
+  "category": "quality_of_earnings",
+  "headline": "precedent enterprise value after QoE normalization",
+  "rounding": "Use full-precision intermediate calculations. Round only submitted and persisted numeric outputs to two decimals using half-up rounding.",
+  "schema_version": "dealbench.calculation-policy.v1",
+  "shared_outputs": [
+    "net debt = current debt - current cash",
+    "equity value = headline enterprise value - net debt",
+    "per-share value = equity value / current diluted shares"
+  ],
+  "steps": [
+    "base EBITDA = current revenue × reported EBITDA margin",
+    "normalized EBITDA = base EBITDA + allowed add-backs; unsupported add-backs are excluded, not subtracted from base EBITDA",
+    "headline enterprise value = normalized EBITDA × current approved precedent median",
+    "primary metric = normalized EBITDA; secondary metric = unsupported add-backs excluded"
+  ]
+}

assets/tasks/dealbench-092/task-brief.md

@@ -1,5 +1,7 @@
 # dealbench-092 — Normalize EBITDA from diligence evidence
 
+Task ID: `dealbench-092`
+
 **PROJECT-FOUNDRY · Ironwood Industrial Systems · Quality of earnings**
 
 The diligence lead says the headline EBITDA includes adjustments that may not survive buyer review. Work out the defensible normalized EBITDA and margin from the current evidence, show which add-backs were excluded, update the live model and issue log, and draft the client-team explanation for review.

assets/tasks/dealbench-093/calculation-policy.json

@@ -0,0 +1,17 @@
+{
+  "category": "trading_comps",
+  "headline": "approved-peer-median enterprise value",
+  "rounding": "Use full-precision intermediate calculations. Round only submitted and persisted numeric outputs to two decimals using half-up rounding.",
+  "schema_version": "dealbench.calculation-policy.v1",
+  "shared_outputs": [
+    "net debt = current debt - current cash",
+    "equity value = headline enterprise value - net debt",
+    "per-share value = equity value / current diluted shares"
+  ],
+  "steps": [
+    "normalized EBITDA = current revenue × reported EBITDA margin + allowed add-backs",
+    "unsupported add-backs are excluded and are not subtracted from base EBITDA",
+    "headline enterprise value = normalized EBITDA × median EV / EBITDA of the current approved peer set",
+    "primary metric = approved peer median; secondary metric = normalized EBITDA"
+  ]
+}

assets/tasks/dealbench-093/task-brief.md

@@ -1,5 +1,7 @@
 # dealbench-093 — Refresh the trading-comps valuation
 
+Task ID: `dealbench-093`
+
 **PROJECT-FOUNDRY · Ironwood Industrial Systems · Trading comparables**
 
 Markets moved after the last committee deck. Refresh the valuation from the approved peer set and current normalized EBITDA, identify the binding source revision, carry the supported enterprise and equity values into the model and deck, and leave a review-ready note for the VP.

assets/tasks/dealbench-094/calculation-policy.json

@@ -0,0 +1,17 @@
+{
+  "category": "precedent_transactions",
+  "headline": "approved-precedent-median enterprise value",
+  "rounding": "Use full-precision intermediate calculations. Round only submitted and persisted numeric outputs to two decimals using half-up rounding.",
+  "schema_version": "dealbench.calculation-policy.v1",
+  "shared_outputs": [
+    "net debt = current debt - current cash",
+    "equity value = headline enterprise value - net debt",
+    "per-share value = equity value / current diluted shares"
+  ],
+  "steps": [
+    "normalized EBITDA = current revenue × reported EBITDA margin + allowed add-backs",
+    "unsupported add-backs are excluded and are not subtracted from base EBITDA",
+    "headline enterprise value = normalized EBITDA × median EV / EBITDA of the current approved precedent set",
+    "primary metric = approved precedent median; secondary metric = normalized EBITDA"
+  ]
+}

assets/tasks/dealbench-094/task-brief.md

@@ -1,5 +1,7 @@
 # dealbench-094 — Refresh precedent-transaction valuation
 
+Task ID: `dealbench-094`
+
 **PROJECT-FOUNDRY · Ironwood Industrial Systems · Precedent transactions**
 
 The client asked whether the transaction range still holds after the latest diligence bridge. Reconcile the approved precedent set with the current operating case, update the valuation outputs and presentation only where supported, and prepare the client answer for review.

assets/tasks/dealbench-095/calculation-policy.json

@@ -0,0 +1,19 @@
+{
+  "category": "discounted_cash_flow",
+  "headline": "five-year unlevered DCF enterprise value",
+  "rounding": "Use full-precision intermediate calculations. Round only submitted and persisted numeric outputs to two decimals using half-up rounding.",
+  "schema_version": "dealbench.calculation-policy.v1",
+  "shared_outputs": [
+    "net debt = current debt - current cash",
+    "equity value = headline enterprise value - net debt",
+    "per-share value = equity value / current diluted shares"
+  ],
+  "steps": [
+    "base normalized EBITDA = current revenue × reported EBITDA margin + allowed add-backs; unsupported add-backs are excluded",
+    "for years 1 through 5, grow revenue and normalized EBITDA by the current forecast growth rate",
+    "annual unlevered FCF = normalized EBITDA × (1 - tax rate) - revenue × capex percent - change in revenue × NWC balance percent",
+    "discount each annual FCF at WACC",
+    "terminal value = year-5 FCF × (1 + terminal growth) / (WACC - terminal growth), discounted from year 5",
+    "primary metric = WACC percent; secondary metric = terminal growth percent"
+  ]
+}

assets/tasks/dealbench-095/task-brief.md

@@ -1,5 +1,7 @@
 # dealbench-095 — Rebuild the DCF case
 
+Task ID: `dealbench-095`
+
 **PROJECT-FOUNDRY · Ironwood Industrial Systems · Discounted cash flow**
 
 The MD wants a defensible DCF before today's valuation review, not the number from last week's draft. Use the current forecast, WACC and terminal-growth authority, calculate the supported range, commit the model revision, reconcile the deck, and prepare the review note with the main sensitivity.

assets/tasks/dealbench-096/calculation-policy.json

@@ -0,0 +1,20 @@
+{
+  "category": "leveraged_buyout",
+  "headline": "maximum entry enterprise value at the approved return floor",
+  "rounding": "Use full-precision intermediate calculations. Round only submitted and persisted numeric outputs to two decimals using half-up rounding.",
+  "schema_version": "dealbench.calculation-policy.v1",
+  "shared_outputs": [
+    "net debt = current debt - current cash",
+    "equity value = headline enterprise value - net debt",
+    "per-share value = equity value / current diluted shares"
+  ],
+  "steps": [
+    "normalized EBITDA = current revenue × reported EBITDA margin + allowed add-backs; unsupported add-backs are excluded",
+    "entry debt = normalized EBITDA × maximum entry leverage",
+    "exit EBITDA = normalized EBITDA × (1 + forecast growth)^5",
+    "exit enterprise value = exit EBITDA × approved exit multiple",
+    "exit debt = entry debt × 45%; exit equity = exit enterprise value - exit debt",
+    "maximum entry equity = exit equity / (1 + approved five-year IRR floor)^5; headline enterprise value = maximum entry equity + entry debt",
+    "primary metric = five-year MOIC; secondary metric = five-year IRR percent"
+  ]
+}

assets/tasks/dealbench-096/task-brief.md

@@ -1,5 +1,7 @@
 # dealbench-096 — Test sponsor returns and price capacity
 
+Task ID: `dealbench-096`
+
 **PROJECT-FOUNDRY · Ironwood Industrial Systems · Leveraged buyout**
 
 A sponsor asked how far it can stretch without falling below the approved return threshold. Reconcile leverage, entry and exit assumptions with the current case, calculate price capacity and returns, commit the best supported scenario, and draft the internal response for review.

assets/tasks/dealbench-097/calculation-policy.json

@@ -0,0 +1,20 @@
+{
+  "category": "merger_model",
+  "headline": "target enterprise value at the current premium",
+  "rounding": "Use full-precision intermediate calculations. Round only submitted and persisted numeric outputs to two decimals using half-up rounding.",
+  "schema_version": "dealbench.calculation-policy.v1",
+  "shared_outputs": [
+    "net debt = current debt - current cash",
+    "equity value = headline enterprise value - net debt",
+    "per-share value = equity value / current diluted shares"
+  ],
+  "steps": [
+    "target equity value = current target shares × current target share price × (1 + offer premium)",
+    "headline enterprise value = target equity value + current net debt",
+    "cash funding = target equity value × cash-funding percent; stock funding = target equity value - cash funding",
+    "new buyer shares = stock funding / buyer share price",
+    "target net income contribution = normalized EBITDA × 58%; after-tax synergies use the current tax rate",
+    "after-tax financing cost = cash funding × 5.5% × (1 - tax rate)",
+    "primary metric = pro forma buyer EPS / standalone buyer EPS - 1, in percent; secondary metric = approved synergies"
+  ]
+}

assets/tasks/dealbench-097/task-brief.md

@@ -1,5 +1,7 @@
 # dealbench-097 — Recalculate accretion and dilution
 
+Task ID: `dealbench-097`
+
 **PROJECT-FOUNDRY · Ironwood Industrial Systems · Merger model**
 
 The merger case changed after financing and synergy comments. Recalculate buyer accretion or dilution and target value using the current cash-stock mix, premium, funding cost and approved synergies; update the model and summary slide, and leave the transaction-team update ready for review.

assets/tasks/dealbench-098/calculation-policy.json

@@ -0,0 +1,16 @@
+{
+  "category": "bid_comparison",
+  "headline": "headline enterprise value of the selected live bid",
+  "rounding": "Use full-precision intermediate calculations. Round only submitted and persisted numeric outputs to two decimals using half-up rounding.",
+  "schema_version": "dealbench.calculation-policy.v1",
+  "shared_outputs": [
+    "net debt = current debt - current cash",
+    "equity value = headline enterprise value - net debt",
+    "per-share value = equity value / current diluted shares"
+  ],
+  "steps": [
+    "for each current bid, risk-adjusted value = headline value × financing certainty - condition cost",
+    "select the bid with the highest risk-adjusted value, not the highest headline value",
+    "primary metric = selected bid risk-adjusted value; secondary metric = selected bid financing certainty percent"
+  ]
+}

assets/tasks/dealbench-098/task-brief.md

@@ -1,5 +1,7 @@
 # dealbench-098 — Select the defensible bid path
 
+Task ID: `dealbench-098`
+
 **PROJECT-FOUNDRY · Ironwood Industrial Systems · Bid comparison and process control**
 
 The board call needs an honest bid comparison, not just the highest headline. Reconcile price, financing certainty, conditions and timing across the current bids, select the best supported path, commit only that recommendation, and prepare the launch-team update for review.

assets/tasks/dealbench-099/calculation-policy.json

@@ -0,0 +1,17 @@
+{
+  "category": "model_deck_consistency",
+  "headline": "midpoint of current trading-comps and DCF enterprise values",
+  "rounding": "Use full-precision intermediate calculations. Round only submitted and persisted numeric outputs to two decimals using half-up rounding.",
+  "schema_version": "dealbench.calculation-policy.v1",
+  "shared_outputs": [
+    "net debt = current debt - current cash",
+    "equity value = headline enterprise value - net debt",
+    "per-share value = equity value / current diluted shares"
+  ],
+  "steps": [
+    "calculate trading-comps enterprise value under the trading-comps policy",
+    "calculate DCF enterprise value under the DCF policy",
+    "headline enterprise value = (trading-comps enterprise value + DCF enterprise value) / 2",
+    "primary metric = absolute spread between those enterprise values; secondary metric = zero remaining variance after reconciliation"
+  ]
+}

assets/tasks/dealbench-099/task-brief.md

@@ -1,5 +1,7 @@
 # dealbench-099 — Reconcile model and committee deck
 
+Task ID: `dealbench-099`
+
 **PROJECT-FOUNDRY · Ironwood Industrial Systems · Model-to-deck consistency**
 
 Numbers in the committee deck no longer tie to the live model. Find the operative model and source revisions, repair the valuation and return outputs in the controlled deliverable, preserve unrelated slides, and send the checker note for review.

assets/tasks/dealbench-100/calculation-policy.json

@@ -0,0 +1,16 @@
+{
+  "category": "launch_approval",
+  "headline": "current precedent enterprise value carried into the launch case",
+  "rounding": "Use full-precision intermediate calculations. Round only submitted and persisted numeric outputs to two decimals using half-up rounding.",
+  "schema_version": "dealbench.calculation-policy.v1",
+  "shared_outputs": [
+    "net debt = current debt - current cash",
+    "equity value = headline enterprise value - net debt",
+    "per-share value = equity value / current diluted shares"
+  ],
+  "steps": [
+    "calculate current precedent enterprise value under the precedent-transactions policy",
+    "launch is permitted only when the current approval is approved and no critical diligence gate is open",
+    "primary metric = 100 when launch is permitted, otherwise 0; secondary metric = number of open critical gates"
+  ]
+}

assets/tasks/dealbench-100/task-brief.md

@@ -1,5 +1,7 @@
 # dealbench-100 — Decide whether the process can launch
 
+Task ID: `dealbench-100`
+
 **PROJECT-FOUNDRY · Ironwood Industrial Systems · Launch and approval control**
 
 The deal team wants to launch today. Determine whether current approvals and critical diligence actually permit it, explain the gating item if not, compare launch-now against the approved alternatives, commit the supported plan, and prepare the client-facing update for review.

data/worlds.json

@@ -341,5 +341,5 @@
     "market_data",
     "deal_management"
   ],
-  "world_id": "atlas-deal-team-v1.1"
+  "world_id": "atlas-deal-team-v1.2"
 }

trajectories/dealbench-001.json

@@ -10,9 +10,6 @@
         "allowed_write_tools": [
           "deals.update_model",
           "sheets.write_range",
-          "deals.update_bid_status",
-          "deals.update_diligence_finding",
-          "deals.request_approval",
           "deals.update_deliverable",
           "deals.commit_plan",
           "mail.send_message",
@@ -39,7 +36,7 @@
               "type": "number"
             },
             "headline_value_usd_m": {
-              "description": "Normalized EBITDA from the operative case, USD millions.",
+              "description": "Enterprise value from the operative precedent-transaction case, USD millions.",
               "multipleOf": 0.01,
               "type": "number"
             },
@@ -53,7 +50,7 @@
               "type": "number"
             },
             "primary_metric": {
-              "description": "Normalized EBITDA margin from the operative case, percent.",
+              "description": "Normalized EBITDA from the operative case, USD millions.",
               "multipleOf": 0.01,
               "type": "number"
             },
@@ -96,6 +93,12 @@
           ],
           "type": "object"
         },
+        "calculation_policy": {
+          "range": "Methodology!A1:B40",
+          "schema_version": "dealbench.calculation-policy.v1",
+          "source": "controlled_workbook_range",
+          "workbook_id": "WB-PROJECT-LANTERN"
+        },
         "controlled_targets": {
           "communications": {
             "channel": "deal-project-lantern",
@@ -115,6 +118,22 @@
             ],
             "status": "draft_for_review"
           },
+          "domain_action": {
+            "required_status": "updated_for_review",
+            "target_id": "MODEL-PROJECT-LANTERN",
+            "tool": "deals.update_model"
+          },
+          "evidence": {
+            "approval_record_id": "APR-PROJECT-LANTERN",
+            "current_approval_file_id": "PROJECT-LANTERN-APPROVAL-CURRENT",
+            "current_assumptions_file_id": "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+            "current_forecast_file_id": "PROJECT-LANTERN-FORECAST-CURRENT",
+            "current_methodology_file_id": "PROJECT-LANTERN-METHODOLOGY-CURRENT",
+            "current_qoe_file_id": "PROJECT-LANTERN-QOE-CURRENT",
+            "prior_forecast_file_id": "PROJECT-LANTERN-FORECAST-PRIOR",
+            "request_message_id": "MSG-dealbench-001-REQUEST",
+            "task_thread_id": "THREAD-dealbench-001"
+          },
           "model": {
             "id": "MODEL-PROJECT-LANTERN",
             "next_revision_source": "deals.get_model.next_revision",
@@ -141,8 +160,10 @@
             ],
             "id": "WB-PROJECT-LANTERN",
             "input_ranges": [
-              "Inputs!A1:H20"
+              "Inputs!A1:D30",
+              "Methodology!A1:B40"
             ],
+            "methodology_range": "Methodology!A1:B40",
             "output_range": "Outputs!B2:G2"
           }
         },
@@ -160,9 +181,137 @@
             "label": "Pause for source reconciliation"
           }
         ],
+        "evidence_checklist": [
+          {
+            "accepted_tools": [
+              "benchmark.get_task"
+            ],
+            "description": "read the task-scoped outcome and control contract",
+            "id": "task_contract"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_project"
+            ],
+            "description": "read the active project master record",
+            "id": "project_record"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.search_files"
+            ],
+            "description": "search the data room and surface the current forecast record",
+            "id": "data_room_search"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current management forecast",
+            "id": "current_forecast"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the superseded forecast used for version comparison",
+            "id": "prior_forecast"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_version_history"
+            ],
+            "description": "inspect forecast version history and authority",
+            "id": "version_history"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current quality-of-earnings bridge used by the model",
+            "id": "qoe_bridge"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current approved valuation and financing assumptions",
+            "id": "current_assumptions"
+          },
+          {
+            "accepted_tools": [
+              "mail.search_messages"
+            ],
+            "description": "search mail and surface the task request",
+            "id": "request_mail_search"
+          },
+          {
+            "accepted_tools": [
+              "mail.get_message"
+            ],
+            "description": "read the task request message",
+            "id": "request_mail"
+          },
+          {
+            "accepted_tools": [
+              "chat.search_messages"
+            ],
+            "description": "search the deal-team channel and surface the task thread",
+            "id": "team_chat_search"
+          },
+          {
+            "accepted_tools": [
+              "chat.get_thread"
+            ],
+            "description": "read the deal-team task thread",
+            "id": "team_thread"
+          },
+          {
+            "accepted_tools": [
+              "sheets.list_workbooks"
+            ],
+            "description": "list the active project's controlled workbook",
+            "id": "workbook_index"
+          },
+          {
+            "accepted_tools": [
+              "sheets.read_range"
+            ],
+            "description": "read the operative model inputs from a declared input range",
+            "id": "workbook_inputs"
+          },
+          {
+            "accepted_tools": [
+              "sheets.read_range"
+            ],
+            "description": "read the controlled calculation methodology before calculating outputs",
+            "id": "workbook_methodology"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_model"
+            ],
+            "description": "read the live model and its next controlled revision",
+            "id": "live_model"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_deliverable"
+            ],
+            "description": "read the controlled committee deliverable and next revision",
+            "id": "deliverable"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_approval"
+            ],
+            "description": "read current transaction approval",
+            "id": "approval"
+          }
+        ],
         "project_code": "PROJECT-LANTERN",
-        "prompt": "**PROJECT-LANTERN · LumaWorks Lighting · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
-        "schema_version": "dealbench.agent-contract.v2",
+        "prompt": "Task ID: `dealbench-001`\n\n**PROJECT-LANTERN · LumaWorks Lighting · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
+        "schema_version": "dealbench.agent-contract.v3",
         "task_id": "dealbench-001"
       },
       "server": "dealbench",
@@ -178,6 +327,13 @@
         "company": "LumaWorks Lighting",
         "deal_type": "sell-side auction",
         "industry": "Commercial lighting",
+        "linked_records": {
+          "approval_id": "APR-PROJECT-LANTERN",
+          "channel": "deal-project-lantern",
+          "deliverable_id": "DECK-PROJECT-LANTERN",
+          "model_id": "MODEL-PROJECT-LANTERN",
+          "workbook_id": "WB-PROJECT-LANTERN"
+        },
         "payload": {
           "allowed_addbacks": 7.6,
           "approval_status": "approved",
@@ -225,6 +381,14 @@
       "index": 3,
       "result": {
         "files": [
+          {
+            "file_id": "PROJECT-LANTERN-FORECAST-PRIOR",
+            "is_current": 0,
+            "kind": "xlsx",
+            "logical_name": "PROJECT-LANTERN-FORECAST",
+            "name": "Superseded management forecast",
+            "version": 2
+          },
           {
             "file_id": "PROJECT-LANTERN-FORECAST-CURRENT",
             "is_current": 1,
@@ -234,12 +398,12 @@
             "version": 3
           },
           {
-            "file_id": "PROJECT-LANTERN-FORECAST-PRIOR",
-            "is_current": 0,
-            "kind": "xlsx",
-            "logical_name": "PROJECT-LANTERN-FORECAST",
-            "name": "Superseded management forecast",
-            "version": 2
+            "file_id": "PROJECT-LANTERN-METHODOLOGY-CURRENT",
+            "is_current": 1,
+            "kind": "json",
+            "logical_name": "PROJECT-LANTERN-METHODOLOGY",
+            "name": "Current controlled model methodology",
+            "version": 1
           }
         ],
         "query": "management forecast"
@@ -282,7 +446,7 @@
           "approved": false,
           "growth": 0.06,
           "revenue": 424.86,
-          "revision": "REV-ERN-PRIOR"
+          "revision": "REV-01-PRIOR"
         },
         "file_id": "PROJECT-LANTERN-FORECAST-PRIOR",
         "is_current": 0,
@@ -321,7 +485,7 @@
               "approved": false,
               "growth": 0.06,
               "revenue": 424.86,
-              "revision": "REV-ERN-PRIOR"
+              "revision": "REV-01-PRIOR"
             },
             "file_id": "PROJECT-LANTERN-FORECAST-PRIOR",
             "is_current": 0,
@@ -335,12 +499,77 @@
       "success": true,
       "tool": "dealroom.get_version_history"
     },
+    {
+      "arguments": {
+        "file_id": "PROJECT-LANTERN-QOE-CURRENT"
+      },
+      "index": 7,
+      "result": {
+        "content": {
+          "allowed_addbacks": 7.6,
+          "reported_ebitda": 80.59,
+          "unsupported_addbacks_excluded": 2.1
+        },
+        "file_id": "PROJECT-LANTERN-QOE-CURRENT",
+        "is_current": 1,
+        "kind": "pdf",
+        "logical_name": "PROJECT-LANTERN-QOE",
+        "name": "Current quality-of-earnings bridge",
+        "project_code": "PROJECT-LANTERN",
+        "version": 4
+      },
+      "server": "dealroom",
+      "success": true,
+      "tool": "dealroom.get_file"
+    },
+    {
+      "arguments": {
+        "file_id": "PROJECT-LANTERN-ASSUMPTIONS-CURRENT"
+      },
+      "index": 8,
+      "result": {
+        "content": {
+          "approved": true,
+          "cash_funding_pct": 0.55,
+          "entry_leverage": 4.8,
+          "exit_multiple": 9.2,
+          "offer_premium": 0.18,
+          "revision": "REV-01-CURRENT",
+          "terminal_growth": 0.025,
+          "wacc": 0.101
+        },
+        "file_id": "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+        "is_current": 1,
+        "kind": "json",
+        "logical_name": "PROJECT-LANTERN-ASSUMPTIONS",
+        "name": "Current approved model assumptions",
+        "project_code": "PROJECT-LANTERN",
+        "version": 3
+      },
+      "server": "dealroom",
+      "success": true,
+      "tool": "dealroom.get_file"
+    },
+    {
+      "arguments": {
+        "project_code": "PROJECT-LANTERN"
+      },
+      "index": 9,
+      "result": {
+        "channels": [
+          "deal-project-lantern"
+        ]
+      },
+      "server": "chat",
+      "success": true,
+      "tool": "chat.list_channels"
+    },
     {
       "arguments": {
         "project_code": "PROJECT-LANTERN",
         "query": "Source control and launch readiness"
       },
-      "index": 7,
+      "index": 10,
       "result": {
         "messages": [
           {
@@ -349,6 +578,13 @@
             "sent_at": "2026-01-16T09:00:00Z",
             "subject": "dealbench-001 operating request",
             "task_id": "dealbench-001"
+          },
+          {
+            "message_id": "MSG-dealbench-001-AUTHORITY",
+            "sender": "deal-control@atlas-sim.example",
+            "sent_at": "2026-01-16T09:00:00Z",
+            "subject": "Current source and review authority",
+            "task_id": "dealbench-001"
           }
         ]
       },
@@ -360,9 +596,9 @@
       "arguments": {
         "message_id": "MSG-dealbench-001-REQUEST"
       },
-      "index": 8,
+      "index": 11,
       "result": {
-        "body": "**PROJECT-LANTERN · LumaWorks Lighting · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
+        "body": "Task ID: `dealbench-001`\n\n**PROJECT-LANTERN · LumaWorks Lighting · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
         "message_id": "MSG-dealbench-001-REQUEST",
         "project_code": "PROJECT-LANTERN",
         "recipients": [
@@ -377,26 +613,12 @@
       "success": true,
       "tool": "mail.get_message"
     },
-    {
-      "arguments": {
-        "project_code": "PROJECT-LANTERN"
-      },
-      "index": 9,
-      "result": {
-        "channels": [
-          "deal-project-lantern"
-        ]
-      },
-      "server": "chat",
-      "success": true,
-      "tool": "chat.list_channels"
-    },
     {
       "arguments": {
         "channel": "deal-project-lantern",
         "query": "current authority"
       },
-      "index": 10,
+      "index": 12,
       "result": {
         "messages": [
           {
@@ -405,7 +627,16 @@
             "message_id": "CHAT-dealbench-001-1",
             "posted_at": "2026-01-16T09:00:00Z",
             "task_id": "dealbench-001",
-            "text": "Please resolve dealbench-001 against current authority.",
+            "text": "Please resolve dealbench-001 (Source control and launch readiness) against current authority.",
+            "thread_id": "THREAD-dealbench-001"
+          },
+          {
+            "author": "deal-control",
+            "channel": "deal-project-lantern",
+            "message_id": "CHAT-dealbench-001-2",
+            "posted_at": "2026-01-16T09:00:00Z",
+            "task_id": "dealbench-001",
+            "text": "Current source is REV-01-CURRENT; keep the external update in review.",
             "thread_id": "THREAD-dealbench-001"
           }
         ]
@@ -418,7 +649,7 @@
       "arguments": {
         "thread_id": "THREAD-dealbench-001"
       },
-      "index": 11,
+      "index": 13,
       "result": {
         "messages": [
           {
@@ -427,7 +658,7 @@
             "message_id": "CHAT-dealbench-001-1",
             "posted_at": "2026-01-16T09:00:00Z",
             "task_id": "dealbench-001",
-            "text": "Please resolve dealbench-001 against current authority.",
+            "text": "Please resolve dealbench-001 (Source control and launch readiness) against current authority.",
             "thread_id": "THREAD-dealbench-001"
           },
           {
@@ -449,7 +680,7 @@
       "arguments": {
         "project_code": "PROJECT-LANTERN"
       },
-      "index": 12,
+      "index": 14,
       "result": {
         "workbooks": [
           {
@@ -463,7 +694,8 @@
             ],
             "controlled_output_range": "Outputs!B2:G2",
             "input_ranges": [
-              "Inputs!A1:H20"
+              "Inputs!A1:D30",
+              "Methodology!A1:B40"
             ],
             "name": "LumaWorks Lighting live deal model",
             "project_code": "PROJECT-LANTERN",
@@ -478,22 +710,242 @@
     },
     {
       "arguments": {
-        "range": "Inputs!A1:H20",
+        "range": "Inputs!A1:D30",
         "workbook_id": "WB-PROJECT-LANTERN"
       },
-      "index": 13,
+      "index": 15,
       "result": {
-        "range": "Inputs!A1:H20",
-        "values": {
-          "allowed_addbacks": 7.6,
-          "cash": 18.5,
-          "debt": 126.0,
-          "disallowed_addbacks": 2.1,
-          "ebitda_margin": 0.184,
-          "revenue": 438.0,
-          "terminal_growth": 0.025,
-          "wacc": 0.101
-        },
+        "range": "Inputs!A1:D30",
+        "values": [
+          [
+            "Field",
+            "Value",
+            "Unit",
+            "Source"
+          ],
+          [
+            "Revenue",
+            438.0,
+            "USD m",
+            "current forecast"
+          ],
+          [
+            "Reported EBITDA margin",
+            0.184,
+            "decimal",
+            "current QoE"
+          ],
+          [
+            "Allowed add-backs",
+            7.6,
+            "USD m",
+            "current QoE"
+          ],
+          [
+            "Unsupported add-backs excluded",
+            2.1,
+            "USD m",
+            "current QoE"
+          ],
+          [
+            "Debt",
+            126.0,
+            "USD m",
+            "current balance sheet"
+          ],
+          [
+            "Cash",
+            18.5,
+            "USD m",
+            "current balance sheet"
+          ],
+          [
+            "Diluted shares",
+            42.0,
+            "m shares",
+            "current share data"
+          ],
+          [
+            "Share price",
+            7.8,
+            "USD/share",
+            "current share data"
+          ],
+          [
+            "Forecast growth",
+            0.072,
+            "decimal",
+            "current forecast"
+          ],
+          [
+            "Tax rate",
+            0.25,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Capex percent of revenue",
+            0.031,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "NWC balance percent of revenue",
+            0.018,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Approved trading median EV / EBITDA",
+            9.4,
+            "turns",
+            "approved peer set"
+          ],
+          [
+            "Approved precedent median EV / EBITDA",
+            10.2,
+            "turns",
+            "approved precedent set"
+          ],
+          [
+            "WACC",
+            0.101,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Terminal growth",
+            0.025,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Maximum entry leverage",
+            4.8,
+            "turns",
+            "current debt schedule"
+          ],
+          [
+            "Approved exit multiple",
+            9.2,
+            "turns",
+            "current debt schedule"
+          ],
+          [
+            "Buyer net income",
+            121.0,
+            "USD m",
+            "buyer market record"
+          ],
+          [
+            "Buyer diluted shares",
+            83.0,
+            "m shares",
+            "buyer market record"
+          ],
+          [
+            "Buyer share price",
+            24.5,
+            "USD/share",
+            "buyer market record"
+          ],
+          [
+            "Offer premium",
+            0.18,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Cash funding percent",
+            0.55,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Approved synergies",
+            13.0,
+            "USD m",
+            "current assumptions"
+          ],
+          [
+            "Exit debt remaining",
+            0.45,
+            "decimal of entry debt",
+            "controlled methodology"
+          ],
+          [
+            "Target net income conversion",
+            0.58,
+            "decimal of normalized EBITDA",
+            "controlled methodology"
+          ],
+          [
+            "Debt funding cost",
+            0.055,
+            "decimal",
+            "controlled methodology"
+          ]
+        ],
+        "workbook_id": "WB-PROJECT-LANTERN"
+      },
+      "server": "spreadsheets",
+      "success": true,
+      "tool": "sheets.read_range"
+    },
+    {
+      "arguments": {
+        "range": "Methodology!A1:B40",
+        "workbook_id": "WB-PROJECT-LANTERN"
+      },
+      "index": 16,
+      "result": {
+        "range": "Methodology!A1:B40",
+        "values": [
+          [
+            "Policy schema",
+            "dealbench.calculation-policy.v1"
+          ],
+          [
+            "Category",
+            "source_control"
+          ],
+          [
+            "Headline",
+            "operative precedent enterprise value"
+          ],
+          [
+            "Rounding",
+            "Use full-precision intermediate calculations. Round only submitted and persisted numeric outputs to two decimals using half-up rounding."
+          ],
+          [
+            "Shared output 1",
+            "net debt = current debt - current cash"
+          ],
+          [
+            "Shared output 2",
+            "equity value = headline enterprise value - net debt"
+          ],
+          [
+            "Shared output 3",
+            "per-share value = equity value / current diluted shares"
+          ],
+          [
+            "Calculation step 1",
+            "base EBITDA = current revenue × reported EBITDA margin"
+          ],
+          [
+            "Calculation step 2",
+            "normalized EBITDA = base EBITDA + allowed add-backs; unsupported add-backs are excluded, not subtracted from base EBITDA"
+          ],
+          [
+            "Calculation step 3",
+            "headline enterprise value = normalized EBITDA × current approved precedent median"
+          ],
+          [
+            "Calculation step 4",
+            "primary metric = normalized EBITDA; secondary metric = current forecast growth percent"
+          ]
+        ],
         "workbook_id": "WB-PROJECT-LANTERN"
       },
       "server": "spreadsheets",
@@ -504,7 +956,7 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-LANTERN"
       },
-      "index": 14,
+      "index": 17,
       "result": {
         "last_task_id": null,
         "model_id": "MODEL-PROJECT-LANTERN",
@@ -522,7 +974,7 @@
         ],
         "revision": "MODEL-PRIOR-R2",
         "source_refs": [
-          "REV-ERN-PRIOR"
+          "REV-01-PRIOR"
         ],
         "status": "working"
       },
@@ -534,7 +986,7 @@
       "arguments": {
         "deliverable_id": "DECK-PROJECT-LANTERN"
       },
-      "index": 15,
+      "index": 18,
       "result": {
         "deliverable_id": "DECK-PROJECT-LANTERN",
         "last_task_id": null,
@@ -562,7 +1014,7 @@
       "arguments": {
         "approval_id": "APR-PROJECT-LANTERN"
       },
-      "index": 16,
+      "index": 19,
       "result": {
         "approval_id": "APR-PROJECT-LANTERN",
         "authority": "Transaction Committee",
@@ -581,30 +1033,32 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-LANTERN",
         "outputs": {
-          "equity_value_usd_m": -21.41,
-          "headline_value_usd_m": 86.09,
-          "per_share_value_usd": -0.51,
-          "primary_metric": 19.66,
+          "equity_value_usd_m": 792.06,
+          "headline_value_usd_m": 899.56,
+          "per_share_value_usd": 18.86,
+          "primary_metric": 88.19,
           "secondary_metric": 7.2
         },
         "revision": "MODEL-01-SOUR-R3",
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-001-REQUEST",
           "THREAD-dealbench-001"
         ],
         "task_id": "dealbench-001"
       },
-      "index": 17,
+      "index": 20,
       "result": {
         "last_task_id": "dealbench-001",
         "model_id": "MODEL-PROJECT-LANTERN",
         "outputs": {
-          "equity_value_usd_m": -21.41,
-          "headline_value_usd_m": 86.09,
-          "per_share_value_usd": -0.51,
-          "primary_metric": 19.66,
+          "equity_value_usd_m": 792.06,
+          "headline_value_usd_m": 899.56,
+          "per_share_value_usd": 18.86,
+          "primary_metric": 88.19,
           "secondary_metric": 7.2
         },
         "project_code": "PROJECT-LANTERN",
@@ -612,6 +1066,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-001-REQUEST",
           "THREAD-dealbench-001"
         ],
@@ -628,16 +1084,16 @@
         "values": [
           [
             "MODEL-01-SOUR-R3",
-            86.09,
-            -21.41,
-            -0.51,
-            19.66,
+            899.56,
+            792.06,
+            18.86,
+            88.19,
             7.2
           ]
         ],
         "workbook_id": "WB-PROJECT-LANTERN"
       },
-      "index": 18,
+      "index": 21,
       "result": {
         "change_id": "CHANGE-dealbench-001",
         "updatedRange": "Outputs!B2:G2",
@@ -654,14 +1110,14 @@
         "status": "draft_for_review",
         "task_id": "dealbench-001",
         "values": {
-          "equity_value_usd_m": -21.41,
-          "headline_value_usd_m": 86.09,
-          "per_share_value_usd": -0.51,
-          "primary_metric": 19.66,
+          "equity_value_usd_m": 792.06,
+          "headline_value_usd_m": 899.56,
+          "per_share_value_usd": 18.86,
+          "primary_metric": 88.19,
           "secondary_metric": 7.2
         }
       },
-      "index": 19,
+      "index": 22,
       "result": {
         "deliverable_id": "DECK-PROJECT-LANTERN",
         "last_task_id": "dealbench-001",
@@ -670,10 +1126,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "de291458f9d4e4aaefbe809ae643a19d9a694b94e5de0585d83105607aacff08",
         "values": {
-          "equity_value_usd_m": -21.41,
-          "headline_value_usd_m": 86.09,
-          "per_share_value_usd": -0.51,
-          "primary_metric": 19.66,
+          "equity_value_usd_m": 792.06,
+          "headline_value_usd_m": 899.56,
+          "per_share_value_usd": 18.86,
+          "primary_metric": 88.19,
           "secondary_metric": 7.2
         }
       },
@@ -691,13 +1147,15 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-001-REQUEST",
           "THREAD-dealbench-001"
         ],
         "status": "ready_for_review",
         "task_id": "dealbench-001"
       },
-      "index": 20,
+      "index": 23,
       "result": {
         "decision": "lock_current_case",
         "deliverable_id": "DECK-PROJECT-LANTERN",
@@ -708,6 +1166,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-001-REQUEST",
           "THREAD-dealbench-001"
         ],
@@ -720,14 +1180,14 @@
     },
     {
       "arguments": {
-        "body": "PROJECT-LANTERN: recommend lock_current_case. Headline value $86.09m; equity value $-21.41m; model MODEL-01-SOUR-R3; deck DECK-01-SOUR-R2; source REV-01-CURRENT.",
+        "body": "PROJECT-LANTERN: recommend lock_current_case. Headline value $899.56m; equity value $792.06m; model MODEL-01-SOUR-R3; deck DECK-01-SOUR-R2; source REV-01-CURRENT.",
         "project_code": "PROJECT-LANTERN",
         "review_status": "draft_for_review",
         "subject": "dealbench-001 — ready_for_review — review draft",
         "task_id": "dealbench-001",
         "to": "deal-lead-review@atlas-sim.example"
       },
-      "index": 21,
+      "index": 24,
       "result": {
         "review_status": "draft_for_review",
         "saved": true,
@@ -744,7 +1204,7 @@
         "task_id": "dealbench-001",
         "text": "dealbench-001: ready_for_review / lock_current_case / review draft ready."
       },
-      "index": 22,
+      "index": 25,
       "result": {
         "post_id": "POST-dealbench-001",
         "review_status": "draft_for_review",
@@ -758,16 +1218,16 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-LANTERN"
       },
-      "index": 23,
+      "index": 26,
       "result": {
         "last_task_id": "dealbench-001",
         "model_id": "MODEL-PROJECT-LANTERN",
         "next_revision": "MODEL-01-SOUR-R3",
         "outputs": {
-          "equity_value_usd_m": -21.41,
-          "headline_value_usd_m": 86.09,
-          "per_share_value_usd": -0.51,
-          "primary_metric": 19.66,
+          "equity_value_usd_m": 792.06,
+          "headline_value_usd_m": 899.56,
+          "per_share_value_usd": 18.86,
+          "primary_metric": 88.19,
           "secondary_metric": 7.2
         },
         "project_code": "PROJECT-LANTERN",
@@ -782,6 +1242,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-001-REQUEST",
           "THREAD-dealbench-001"
         ],
@@ -795,7 +1257,7 @@
       "arguments": {
         "workbook_id": "WB-PROJECT-LANTERN"
       },
-      "index": 24,
+      "index": 27,
       "result": {
         "changes": [
           {
@@ -805,10 +1267,10 @@
             "values": [
               [
                 "MODEL-01-SOUR-R3",
-                86.09,
-                -21.41,
-                -0.51,
-                19.66,
+                899.56,
+                792.06,
+                18.86,
+                88.19,
                 7.2
               ]
             ],
@@ -824,7 +1286,7 @@
       "arguments": {
         "deliverable_id": "DECK-PROJECT-LANTERN"
       },
-      "index": 25,
+      "index": 28,
       "result": {
         "deliverable_id": "DECK-PROJECT-LANTERN",
         "last_task_id": "dealbench-001",
@@ -841,10 +1303,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "de291458f9d4e4aaefbe809ae643a19d9a694b94e5de0585d83105607aacff08",
         "values": {
-          "equity_value_usd_m": -21.41,
-          "headline_value_usd_m": 86.09,
-          "per_share_value_usd": -0.51,
-          "primary_metric": 19.66,
+          "equity_value_usd_m": 792.06,
+          "headline_value_usd_m": 899.56,
+          "per_share_value_usd": 18.86,
+          "primary_metric": 88.19,
           "secondary_metric": 7.2
         }
       },
@@ -857,7 +1319,7 @@
         "project_code": "PROJECT-LANTERN",
         "task_id": "dealbench-001"
       },
-      "index": 26,
+      "index": 29,
       "result": {
         "decision": "lock_current_case",
         "deliverable_id": "DECK-PROJECT-LANTERN",
@@ -868,6 +1330,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-001-REQUEST",
           "THREAD-dealbench-001"
         ],
@@ -883,11 +1347,11 @@
         "project_code": "PROJECT-LANTERN",
         "task_id": "dealbench-001"
       },
-      "index": 27,
+      "index": 30,
       "result": {
         "messages": [
           {
-            "body": "PROJECT-LANTERN: recommend lock_current_case. Headline value $86.09m; equity value $-21.41m; model MODEL-01-SOUR-R3; deck DECK-01-SOUR-R2; source REV-01-CURRENT.",
+            "body": "PROJECT-LANTERN: recommend lock_current_case. Headline value $899.56m; equity value $792.06m; model MODEL-01-SOUR-R3; deck DECK-01-SOUR-R2; source REV-01-CURRENT.",
             "project_code": "PROJECT-LANTERN",
             "recipient": "deal-lead-review@atlas-sim.example",
             "review_status": "draft_for_review",
@@ -906,7 +1370,7 @@
         "channel": "deal-project-lantern",
         "task_id": "dealbench-001"
       },
-      "index": 28,
+      "index": 31,
       "result": {
         "posts": [
           {
@@ -927,11 +1391,11 @@
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-01-SOUR-R2",
-          "equity_value_usd_m": -21.41,
-          "headline_value_usd_m": 86.09,
+          "equity_value_usd_m": 792.06,
+          "headline_value_usd_m": 899.56,
           "model_revision": "MODEL-01-SOUR-R3",
-          "per_share_value_usd": -0.51,
-          "primary_metric": 19.66,
+          "per_share_value_usd": 18.86,
+          "primary_metric": 88.19,
           "project_code": "PROJECT-LANTERN",
           "recommended_option": "lock_current_case",
           "secondary_metric": 7.2,
@@ -939,16 +1403,16 @@
         },
         "task_id": "dealbench-001"
       },
-      "index": 29,
+      "index": 32,
       "result": {
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-01-SOUR-R2",
-          "equity_value_usd_m": -21.41,
-          "headline_value_usd_m": 86.09,
+          "equity_value_usd_m": 792.06,
+          "headline_value_usd_m": 899.56,
           "model_revision": "MODEL-01-SOUR-R3",
-          "per_share_value_usd": -0.51,
-          "primary_metric": 19.66,
+          "per_share_value_usd": 18.86,
+          "primary_metric": 88.19,
           "project_code": "PROJECT-LANTERN",
           "recommended_option": "lock_current_case",
           "secondary_metric": 7.2,
@@ -965,16 +1429,16 @@
       "arguments": {
         "task_id": "dealbench-001"
       },
-      "index": 30,
+      "index": 33,
       "result": {
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-01-SOUR-R2",
-          "equity_value_usd_m": -21.41,
-          "headline_value_usd_m": 86.09,
+          "equity_value_usd_m": 792.06,
+          "headline_value_usd_m": 899.56,
           "model_revision": "MODEL-01-SOUR-R3",
-          "per_share_value_usd": -0.51,
-          "primary_metric": 19.66,
+          "per_share_value_usd": 18.86,
+          "primary_metric": 88.19,
           "project_code": "PROJECT-LANTERN",
           "recommended_option": "lock_current_case",
           "secondary_metric": 7.2,
@@ -1004,7 +1468,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:task_contract",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1012,7 +1476,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:project_record",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1020,7 +1484,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:data_room_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1028,7 +1492,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:current_forecast",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1036,7 +1500,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:prior_forecast",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1044,7 +1508,23 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:version_history",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the current quality-of-earnings bridge used by the model investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:qoe_bridge",
+        "passed": true,
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the current approved valuation and financing assumptions investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:current_assumptions",
+        "passed": true,
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1052,7 +1532,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:request_mail_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1060,7 +1540,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:request_mail",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1068,7 +1548,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:team_chat_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1076,7 +1556,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:team_thread",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1084,7 +1564,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:workbook_index",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1092,7 +1572,15 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:workbook_inputs",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the controlled calculation methodology before calculating outputs investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:workbook_methodology",
+        "passed": true,
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1100,7 +1588,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:live_model",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1108,7 +1596,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:deliverable",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1116,14 +1604,14 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:approval",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded headline value usd m value (86.09).",
+        "description": "Submit the exact source-grounded headline value usd m value (899.56).",
         "evidence": {
-          "actual": 86.09,
-          "expected": 86.09
+          "actual": 899.56,
+          "expected": 899.56
         },
         "id": "model_accuracy:headline_value_usd_m",
         "passed": true,
@@ -1131,10 +1619,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded equity value usd m value (-21.41).",
+        "description": "Submit the exact source-grounded equity value usd m value (792.06).",
         "evidence": {
-          "actual": -21.41,
-          "expected": -21.41
+          "actual": 792.06,
+          "expected": 792.06
         },
         "id": "model_accuracy:equity_value_usd_m",
         "passed": true,
@@ -1142,10 +1630,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded per share value usd value (-0.51).",
+        "description": "Submit the exact source-grounded per share value usd value (18.86).",
         "evidence": {
-          "actual": -0.51,
-          "expected": -0.51
+          "actual": 18.86,
+          "expected": 18.86
         },
         "id": "model_accuracy:per_share_value_usd",
         "passed": true,
@@ -1153,10 +1641,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded primary metric value (19.66).",
+        "description": "Submit the exact source-grounded primary metric value (88.19).",
         "evidence": {
-          "actual": 19.66,
-          "expected": 19.66
+          "actual": 88.19,
+          "expected": 88.19
         },
         "id": "model_accuracy:primary_metric",
         "passed": true,
@@ -1202,10 +1690,10 @@
           "last_task_id": "dealbench-001",
           "model_id": "MODEL-PROJECT-LANTERN",
           "outputs": {
-            "equity_value_usd_m": -21.41,
-            "headline_value_usd_m": 86.09,
-            "per_share_value_usd": -0.51,
-            "primary_metric": 19.66,
+            "equity_value_usd_m": 792.06,
+            "headline_value_usd_m": 899.56,
+            "per_share_value_usd": 18.86,
+            "primary_metric": 88.19,
             "secondary_metric": 7.2
           },
           "project_code": "PROJECT-LANTERN",
@@ -1213,6 +1701,8 @@
           "source_refs": [
             "REV-01-CURRENT",
             "PROJECT-LANTERN-QOE-CURRENT",
+            "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+            "PROJECT-LANTERN-METHODOLOGY-CURRENT",
             "MSG-dealbench-001-REQUEST",
             "THREAD-dealbench-001"
           ],
@@ -1232,10 +1722,10 @@
           "values": [
             [
               "MODEL-01-SOUR-R3",
-              86.09,
-              -21.41,
-              -0.51,
-              19.66,
+              899.56,
+              792.06,
+              18.86,
+              88.19,
               7.2
             ]
           ],
@@ -1258,6 +1748,8 @@
           "source_refs": [
             "REV-01-CURRENT",
             "PROJECT-LANTERN-QOE-CURRENT",
+            "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+            "PROJECT-LANTERN-METHODOLOGY-CURRENT",
             "MSG-dealbench-001-REQUEST",
             "THREAD-dealbench-001"
           ],
@@ -1275,10 +1767,10 @@
           "last_task_id": "dealbench-001",
           "model_id": "MODEL-PROJECT-LANTERN",
           "outputs": {
-            "equity_value_usd_m": -21.41,
-            "headline_value_usd_m": 86.09,
-            "per_share_value_usd": -0.51,
-            "primary_metric": 19.66,
+            "equity_value_usd_m": 792.06,
+            "headline_value_usd_m": 899.56,
+            "per_share_value_usd": 18.86,
+            "primary_metric": 88.19,
             "secondary_metric": 7.2
           },
           "project_code": "PROJECT-LANTERN",
@@ -1286,6 +1778,8 @@
           "source_refs": [
             "REV-01-CURRENT",
             "PROJECT-LANTERN-QOE-CURRENT",
+            "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+            "PROJECT-LANTERN-METHODOLOGY-CURRENT",
             "MSG-dealbench-001-REQUEST",
             "THREAD-dealbench-001"
           ],
@@ -1307,7 +1801,7 @@
             "text": "dealbench-001: ready_for_review / lock_current_case / review draft ready."
           },
           "mail": {
-            "body": "PROJECT-LANTERN: recommend lock_current_case. Headline value $86.09m; equity value $-21.41m; model MODEL-01-SOUR-R3; deck DECK-01-SOUR-R2; source REV-01-CURRENT.",
+            "body": "PROJECT-LANTERN: recommend lock_current_case. Headline value $899.56m; equity value $792.06m; model MODEL-01-SOUR-R3; deck DECK-01-SOUR-R2; source REV-01-CURRENT.",
             "project_code": "PROJECT-LANTERN",
             "recipient": "deal-lead-review@atlas-sim.example",
             "review_status": "draft_for_review",
@@ -1331,10 +1825,10 @@
           "status": "draft_for_review",
           "unrelated_slides_sha256": "de291458f9d4e4aaefbe809ae643a19d9a694b94e5de0585d83105607aacff08",
           "values": {
-            "equity_value_usd_m": -21.41,
-            "headline_value_usd_m": 86.09,
-            "per_share_value_usd": -0.51,
-            "primary_metric": 19.66,
+            "equity_value_usd_m": 792.06,
+            "headline_value_usd_m": 899.56,
+            "per_share_value_usd": 18.86,
+            "primary_metric": 88.19,
             "secondary_metric": 7.2
           }
         },
@@ -1346,10 +1840,10 @@
         "category": "deliverable",
         "description": "Tie the deliverable values exactly to the live model outputs.",
         "evidence": {
-          "equity_value_usd_m": -21.41,
-          "headline_value_usd_m": 86.09,
-          "per_share_value_usd": -0.51,
-          "primary_metric": 19.66,
+          "equity_value_usd_m": 792.06,
+          "headline_value_usd_m": 899.56,
+          "per_share_value_usd": 18.86,
+          "primary_metric": 88.19,
           "secondary_metric": 7.2
         },
         "id": "deliverable:values",
@@ -1430,8 +1924,8 @@
       "submissions",
       "audit_log"
     ],
-    "successful_tool_calls": 30,
+    "successful_tool_calls": 33,
     "task_id": "dealbench-001",
-    "tool_calls": 30
+    "tool_calls": 33
   }
 }

trajectories/dealbench-011.json

@@ -10,9 +10,6 @@
         "allowed_write_tools": [
           "deals.update_model",
           "sheets.write_range",
-          "deals.update_bid_status",
-          "deals.update_diligence_finding",
-          "deals.request_approval",
           "deals.update_deliverable",
           "deals.commit_plan",
           "mail.send_message",
@@ -39,7 +36,7 @@
               "type": "number"
             },
             "headline_value_usd_m": {
-              "description": "Normalized EBITDA from the operative case, USD millions.",
+              "description": "Enterprise value from the operative precedent-transaction case, USD millions.",
               "multipleOf": 0.01,
               "type": "number"
             },
@@ -53,7 +50,7 @@
               "type": "number"
             },
             "primary_metric": {
-              "description": "Normalized EBITDA margin from the operative case, percent.",
+              "description": "Normalized EBITDA from the operative case, USD millions.",
               "multipleOf": 0.01,
               "type": "number"
             },
@@ -96,6 +93,12 @@
           ],
           "type": "object"
         },
+        "calculation_policy": {
+          "range": "Methodology!A1:B40",
+          "schema_version": "dealbench.calculation-policy.v1",
+          "source": "controlled_workbook_range",
+          "workbook_id": "WB-PROJECT-COPPER"
+        },
         "controlled_targets": {
           "communications": {
             "channel": "deal-project-copper",
@@ -115,6 +118,22 @@
             ],
             "status": "draft_for_review"
           },
+          "domain_action": {
+            "required_status": "updated_for_review",
+            "target_id": "MODEL-PROJECT-COPPER",
+            "tool": "deals.update_model"
+          },
+          "evidence": {
+            "approval_record_id": "APR-PROJECT-COPPER",
+            "current_approval_file_id": "PROJECT-COPPER-APPROVAL-CURRENT",
+            "current_assumptions_file_id": "PROJECT-COPPER-ASSUMPTIONS-CURRENT",
+            "current_forecast_file_id": "PROJECT-COPPER-FORECAST-CURRENT",
+            "current_methodology_file_id": "PROJECT-COPPER-METHODOLOGY-CURRENT",
+            "current_qoe_file_id": "PROJECT-COPPER-QOE-CURRENT",
+            "prior_forecast_file_id": "PROJECT-COPPER-FORECAST-PRIOR",
+            "request_message_id": "MSG-dealbench-011-REQUEST",
+            "task_thread_id": "THREAD-dealbench-011"
+          },
           "model": {
             "id": "MODEL-PROJECT-COPPER",
             "next_revision_source": "deals.get_model.next_revision",
@@ -141,8 +160,10 @@
             ],
             "id": "WB-PROJECT-COPPER",
             "input_ranges": [
-              "Inputs!A1:H20"
+              "Inputs!A1:D30",
+              "Methodology!A1:B40"
             ],
+            "methodology_range": "Methodology!A1:B40",
             "output_range": "Outputs!B2:G2"
           }
         },
@@ -160,9 +181,137 @@
             "label": "Pause for source reconciliation"
           }
         ],
+        "evidence_checklist": [
+          {
+            "accepted_tools": [
+              "benchmark.get_task"
+            ],
+            "description": "read the task-scoped outcome and control contract",
+            "id": "task_contract"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_project"
+            ],
+            "description": "read the active project master record",
+            "id": "project_record"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.search_files"
+            ],
+            "description": "search the data room and surface the current forecast record",
+            "id": "data_room_search"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current management forecast",
+            "id": "current_forecast"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the superseded forecast used for version comparison",
+            "id": "prior_forecast"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_version_history"
+            ],
+            "description": "inspect forecast version history and authority",
+            "id": "version_history"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current quality-of-earnings bridge used by the model",
+            "id": "qoe_bridge"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current approved valuation and financing assumptions",
+            "id": "current_assumptions"
+          },
+          {
+            "accepted_tools": [
+              "mail.search_messages"
+            ],
+            "description": "search mail and surface the task request",
+            "id": "request_mail_search"
+          },
+          {
+            "accepted_tools": [
+              "mail.get_message"
+            ],
+            "description": "read the task request message",
+            "id": "request_mail"
+          },
+          {
+            "accepted_tools": [
+              "chat.search_messages"
+            ],
+            "description": "search the deal-team channel and surface the task thread",
+            "id": "team_chat_search"
+          },
+          {
+            "accepted_tools": [
+              "chat.get_thread"
+            ],
+            "description": "read the deal-team task thread",
+            "id": "team_thread"
+          },
+          {
+            "accepted_tools": [
+              "sheets.list_workbooks"
+            ],
+            "description": "list the active project's controlled workbook",
+            "id": "workbook_index"
+          },
+          {
+            "accepted_tools": [
+              "sheets.read_range"
+            ],
+            "description": "read the operative model inputs from a declared input range",
+            "id": "workbook_inputs"
+          },
+          {
+            "accepted_tools": [
+              "sheets.read_range"
+            ],
+            "description": "read the controlled calculation methodology before calculating outputs",
+            "id": "workbook_methodology"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_model"
+            ],
+            "description": "read the live model and its next controlled revision",
+            "id": "live_model"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_deliverable"
+            ],
+            "description": "read the controlled committee deliverable and next revision",
+            "id": "deliverable"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_approval"
+            ],
+            "description": "read current transaction approval",
+            "id": "approval"
+          }
+        ],
         "project_code": "PROJECT-COPPER",
-        "prompt": "**PROJECT-COPPER · Northstar Robotics · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
-        "schema_version": "dealbench.agent-contract.v2",
+        "prompt": "Task ID: `dealbench-011`\n\n**PROJECT-COPPER · Northstar Robotics · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
+        "schema_version": "dealbench.agent-contract.v3",
         "task_id": "dealbench-011"
       },
       "server": "dealbench",
@@ -178,6 +327,13 @@
         "company": "Northstar Robotics",
         "deal_type": "buy-side acquisition",
         "industry": "Industrial automation",
+        "linked_records": {
+          "approval_id": "APR-PROJECT-COPPER",
+          "channel": "deal-project-copper",
+          "deliverable_id": "DECK-PROJECT-COPPER",
+          "model_id": "MODEL-PROJECT-COPPER",
+          "workbook_id": "WB-PROJECT-COPPER"
+        },
         "payload": {
           "allowed_addbacks": 9.2,
           "approval_status": "conditional",
@@ -225,6 +381,14 @@
       "index": 3,
       "result": {
         "files": [
+          {
+            "file_id": "PROJECT-COPPER-FORECAST-PRIOR",
+            "is_current": 0,
+            "kind": "xlsx",
+            "logical_name": "PROJECT-COPPER-FORECAST",
+            "name": "Superseded management forecast",
+            "version": 2
+          },
           {
             "file_id": "PROJECT-COPPER-FORECAST-CURRENT",
             "is_current": 1,
@@ -234,12 +398,12 @@
             "version": 3
           },
           {
-            "file_id": "PROJECT-COPPER-FORECAST-PRIOR",
-            "is_current": 0,
-            "kind": "xlsx",
-            "logical_name": "PROJECT-COPPER-FORECAST",
-            "name": "Superseded management forecast",
-            "version": 2
+            "file_id": "PROJECT-COPPER-METHODOLOGY-CURRENT",
+            "is_current": 1,
+            "kind": "json",
+            "logical_name": "PROJECT-COPPER-METHODOLOGY",
+            "name": "Current controlled model methodology",
+            "version": 1
           }
         ],
         "query": "management forecast"
@@ -282,7 +446,7 @@
           "approved": false,
           "growth": 0.082,
           "revenue": 593.64,
-          "revision": "REV-PER-PRIOR"
+          "revision": "REV-02-PRIOR"
         },
         "file_id": "PROJECT-COPPER-FORECAST-PRIOR",
         "is_current": 0,
@@ -321,7 +485,7 @@
               "approved": false,
               "growth": 0.082,
               "revenue": 593.64,
-              "revision": "REV-PER-PRIOR"
+              "revision": "REV-02-PRIOR"
             },
             "file_id": "PROJECT-COPPER-FORECAST-PRIOR",
             "is_current": 0,
@@ -335,12 +499,77 @@
       "success": true,
       "tool": "dealroom.get_version_history"
     },
+    {
+      "arguments": {
+        "file_id": "PROJECT-COPPER-QOE-CURRENT"
+      },
+      "index": 7,
+      "result": {
+        "content": {
+          "allowed_addbacks": 9.2,
+          "reported_ebitda": 132.19,
+          "unsupported_addbacks_excluded": 3.8
+        },
+        "file_id": "PROJECT-COPPER-QOE-CURRENT",
+        "is_current": 1,
+        "kind": "pdf",
+        "logical_name": "PROJECT-COPPER-QOE",
+        "name": "Current quality-of-earnings bridge",
+        "project_code": "PROJECT-COPPER",
+        "version": 4
+      },
+      "server": "dealroom",
+      "success": true,
+      "tool": "dealroom.get_file"
+    },
+    {
+      "arguments": {
+        "file_id": "PROJECT-COPPER-ASSUMPTIONS-CURRENT"
+      },
+      "index": 8,
+      "result": {
+        "content": {
+          "approved": true,
+          "cash_funding_pct": 0.45,
+          "entry_leverage": 5.2,
+          "exit_multiple": 10.3,
+          "offer_premium": 0.22,
+          "revision": "REV-02-CURRENT",
+          "terminal_growth": 0.027,
+          "wacc": 0.108
+        },
+        "file_id": "PROJECT-COPPER-ASSUMPTIONS-CURRENT",
+        "is_current": 1,
+        "kind": "json",
+        "logical_name": "PROJECT-COPPER-ASSUMPTIONS",
+        "name": "Current approved model assumptions",
+        "project_code": "PROJECT-COPPER",
+        "version": 3
+      },
+      "server": "dealroom",
+      "success": true,
+      "tool": "dealroom.get_file"
+    },
+    {
+      "arguments": {
+        "project_code": "PROJECT-COPPER"
+      },
+      "index": 9,
+      "result": {
+        "channels": [
+          "deal-project-copper"
+        ]
+      },
+      "server": "chat",
+      "success": true,
+      "tool": "chat.list_channels"
+    },
     {
       "arguments": {
         "project_code": "PROJECT-COPPER",
         "query": "Source control and launch readiness"
       },
-      "index": 7,
+      "index": 10,
       "result": {
         "messages": [
           {
@@ -349,6 +578,13 @@
             "sent_at": "2026-02-16T09:00:00Z",
             "subject": "dealbench-011 operating request",
             "task_id": "dealbench-011"
+          },
+          {
+            "message_id": "MSG-dealbench-011-AUTHORITY",
+            "sender": "deal-control@atlas-sim.example",
+            "sent_at": "2026-02-16T09:00:00Z",
+            "subject": "Current source and review authority",
+            "task_id": "dealbench-011"
           }
         ]
       },
@@ -360,9 +596,9 @@
       "arguments": {
         "message_id": "MSG-dealbench-011-REQUEST"
       },
-      "index": 8,
+      "index": 11,
       "result": {
-        "body": "**PROJECT-COPPER · Northstar Robotics · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
+        "body": "Task ID: `dealbench-011`\n\n**PROJECT-COPPER · Northstar Robotics · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
         "message_id": "MSG-dealbench-011-REQUEST",
         "project_code": "PROJECT-COPPER",
         "recipients": [
@@ -377,26 +613,12 @@
       "success": true,
       "tool": "mail.get_message"
     },
-    {
-      "arguments": {
-        "project_code": "PROJECT-COPPER"
-      },
-      "index": 9,
-      "result": {
-        "channels": [
-          "deal-project-copper"
-        ]
-      },
-      "server": "chat",
-      "success": true,
-      "tool": "chat.list_channels"
-    },
     {
       "arguments": {
         "channel": "deal-project-copper",
         "query": "current authority"
       },
-      "index": 10,
+      "index": 12,
       "result": {
         "messages": [
           {
@@ -405,7 +627,16 @@
             "message_id": "CHAT-dealbench-011-1",
             "posted_at": "2026-02-16T09:00:00Z",
             "task_id": "dealbench-011",
-            "text": "Please resolve dealbench-011 against current authority.",
+            "text": "Please resolve dealbench-011 (Source control and launch readiness) against current authority.",
+            "thread_id": "THREAD-dealbench-011"
+          },
+          {
+            "author": "deal-control",
+            "channel": "deal-project-copper",
+            "message_id": "CHAT-dealbench-011-2",
+            "posted_at": "2026-02-16T09:00:00Z",
+            "task_id": "dealbench-011",
+            "text": "Current source is REV-02-CURRENT; keep the external update in review.",
             "thread_id": "THREAD-dealbench-011"
           }
         ]
@@ -418,7 +649,7 @@
       "arguments": {
         "thread_id": "THREAD-dealbench-011"
       },
-      "index": 11,
+      "index": 13,
       "result": {
         "messages": [
           {
@@ -427,7 +658,7 @@
             "message_id": "CHAT-dealbench-011-1",
             "posted_at": "2026-02-16T09:00:00Z",
             "task_id": "dealbench-011",
-            "text": "Please resolve dealbench-011 against current authority.",
+            "text": "Please resolve dealbench-011 (Source control and launch readiness) against current authority.",
             "thread_id": "THREAD-dealbench-011"
           },
           {
@@ -449,7 +680,7 @@
       "arguments": {
         "project_code": "PROJECT-COPPER"
       },
-      "index": 12,
+      "index": 14,
       "result": {
         "workbooks": [
           {
@@ -463,7 +694,8 @@
             ],
             "controlled_output_range": "Outputs!B2:G2",
             "input_ranges": [
-              "Inputs!A1:H20"
+              "Inputs!A1:D30",
+              "Methodology!A1:B40"
             ],
             "name": "Northstar Robotics live deal model",
             "project_code": "PROJECT-COPPER",
@@ -478,22 +710,242 @@
     },
     {
       "arguments": {
-        "range": "Inputs!A1:H20",
+        "range": "Inputs!A1:D30",
         "workbook_id": "WB-PROJECT-COPPER"
       },
-      "index": 13,
+      "index": 15,
       "result": {
-        "range": "Inputs!A1:H20",
-        "values": {
-          "allowed_addbacks": 9.2,
-          "cash": 31.0,
-          "debt": 205.0,
-          "disallowed_addbacks": 3.8,
-          "ebitda_margin": 0.216,
-          "revenue": 612.0,
-          "terminal_growth": 0.027,
-          "wacc": 0.108
-        },
+        "range": "Inputs!A1:D30",
+        "values": [
+          [
+            "Field",
+            "Value",
+            "Unit",
+            "Source"
+          ],
+          [
+            "Revenue",
+            612.0,
+            "USD m",
+            "current forecast"
+          ],
+          [
+            "Reported EBITDA margin",
+            0.216,
+            "decimal",
+            "current QoE"
+          ],
+          [
+            "Allowed add-backs",
+            9.2,
+            "USD m",
+            "current QoE"
+          ],
+          [
+            "Unsupported add-backs excluded",
+            3.8,
+            "USD m",
+            "current QoE"
+          ],
+          [
+            "Debt",
+            205.0,
+            "USD m",
+            "current balance sheet"
+          ],
+          [
+            "Cash",
+            31.0,
+            "USD m",
+            "current balance sheet"
+          ],
+          [
+            "Diluted shares",
+            55.0,
+            "m shares",
+            "current share data"
+          ],
+          [
+            "Share price",
+            12.4,
+            "USD/share",
+            "current share data"
+          ],
+          [
+            "Forecast growth",
+            0.094,
+            "decimal",
+            "current forecast"
+          ],
+          [
+            "Tax rate",
+            0.24,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Capex percent of revenue",
+            0.041,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "NWC balance percent of revenue",
+            0.021,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Approved trading median EV / EBITDA",
+            11.1,
+            "turns",
+            "approved peer set"
+          ],
+          [
+            "Approved precedent median EV / EBITDA",
+            12.0,
+            "turns",
+            "approved precedent set"
+          ],
+          [
+            "WACC",
+            0.108,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Terminal growth",
+            0.027,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Maximum entry leverage",
+            5.2,
+            "turns",
+            "current debt schedule"
+          ],
+          [
+            "Approved exit multiple",
+            10.3,
+            "turns",
+            "current debt schedule"
+          ],
+          [
+            "Buyer net income",
+            208.0,
+            "USD m",
+            "buyer market record"
+          ],
+          [
+            "Buyer diluted shares",
+            118.0,
+            "m shares",
+            "buyer market record"
+          ],
+          [
+            "Buyer share price",
+            31.2,
+            "USD/share",
+            "buyer market record"
+          ],
+          [
+            "Offer premium",
+            0.22,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Cash funding percent",
+            0.45,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Approved synergies",
+            22.0,
+            "USD m",
+            "current assumptions"
+          ],
+          [
+            "Exit debt remaining",
+            0.45,
+            "decimal of entry debt",
+            "controlled methodology"
+          ],
+          [
+            "Target net income conversion",
+            0.58,
+            "decimal of normalized EBITDA",
+            "controlled methodology"
+          ],
+          [
+            "Debt funding cost",
+            0.055,
+            "decimal",
+            "controlled methodology"
+          ]
+        ],
+        "workbook_id": "WB-PROJECT-COPPER"
+      },
+      "server": "spreadsheets",
+      "success": true,
+      "tool": "sheets.read_range"
+    },
+    {
+      "arguments": {
+        "range": "Methodology!A1:B40",
+        "workbook_id": "WB-PROJECT-COPPER"
+      },
+      "index": 16,
+      "result": {
+        "range": "Methodology!A1:B40",
+        "values": [
+          [
+            "Policy schema",
+            "dealbench.calculation-policy.v1"
+          ],
+          [
+            "Category",
+            "source_control"
+          ],
+          [
+            "Headline",
+            "operative precedent enterprise value"
+          ],
+          [
+            "Rounding",
+            "Use full-precision intermediate calculations. Round only submitted and persisted numeric outputs to two decimals using half-up rounding."
+          ],
+          [
+            "Shared output 1",
+            "net debt = current debt - current cash"
+          ],
+          [
+            "Shared output 2",
+            "equity value = headline enterprise value - net debt"
+          ],
+          [
+            "Shared output 3",
+            "per-share value = equity value / current diluted shares"
+          ],
+          [
+            "Calculation step 1",
+            "base EBITDA = current revenue × reported EBITDA margin"
+          ],
+          [
+            "Calculation step 2",
+            "normalized EBITDA = base EBITDA + allowed add-backs; unsupported add-backs are excluded, not subtracted from base EBITDA"
+          ],
+          [
+            "Calculation step 3",
+            "headline enterprise value = normalized EBITDA × current approved precedent median"
+          ],
+          [
+            "Calculation step 4",
+            "primary metric = normalized EBITDA; secondary metric = current forecast growth percent"
+          ]
+        ],
         "workbook_id": "WB-PROJECT-COPPER"
       },
       "server": "spreadsheets",
@@ -504,7 +956,7 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-COPPER"
       },
-      "index": 14,
+      "index": 17,
       "result": {
         "last_task_id": null,
         "model_id": "MODEL-PROJECT-COPPER",
@@ -522,7 +974,7 @@
         ],
         "revision": "MODEL-PRIOR-R2",
         "source_refs": [
-          "REV-PER-PRIOR"
+          "REV-02-PRIOR"
         ],
         "status": "working"
       },
@@ -534,7 +986,7 @@
       "arguments": {
         "deliverable_id": "DECK-PROJECT-COPPER"
       },
-      "index": 15,
+      "index": 18,
       "result": {
         "deliverable_id": "DECK-PROJECT-COPPER",
         "last_task_id": null,
@@ -562,7 +1014,7 @@
       "arguments": {
         "approval_id": "APR-PROJECT-COPPER"
       },
-      "index": 16,
+      "index": 19,
       "result": {
         "approval_id": "APR-PROJECT-COPPER",
         "authority": "Transaction Committee",
@@ -581,30 +1033,32 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-COPPER",
         "outputs": {
-          "equity_value_usd_m": -36.41,
-          "headline_value_usd_m": 137.59,
-          "per_share_value_usd": -0.66,
-          "primary_metric": 22.48,
+          "equity_value_usd_m": 1522.7,
+          "headline_value_usd_m": 1696.7,
+          "per_share_value_usd": 27.69,
+          "primary_metric": 141.39,
           "secondary_metric": 9.4
         },
         "revision": "MODEL-02-SOUR-R3",
         "source_refs": [
           "REV-02-CURRENT",
           "PROJECT-COPPER-QOE-CURRENT",
+          "PROJECT-COPPER-ASSUMPTIONS-CURRENT",
+          "PROJECT-COPPER-METHODOLOGY-CURRENT",
           "MSG-dealbench-011-REQUEST",
           "THREAD-dealbench-011"
         ],
         "task_id": "dealbench-011"
       },
-      "index": 17,
+      "index": 20,
       "result": {
         "last_task_id": "dealbench-011",
         "model_id": "MODEL-PROJECT-COPPER",
         "outputs": {
-          "equity_value_usd_m": -36.41,
-          "headline_value_usd_m": 137.59,
-          "per_share_value_usd": -0.66,
-          "primary_metric": 22.48,
+          "equity_value_usd_m": 1522.7,
+          "headline_value_usd_m": 1696.7,
+          "per_share_value_usd": 27.69,
+          "primary_metric": 141.39,
           "secondary_metric": 9.4
         },
         "project_code": "PROJECT-COPPER",
@@ -612,6 +1066,8 @@
         "source_refs": [
           "REV-02-CURRENT",
           "PROJECT-COPPER-QOE-CURRENT",
+          "PROJECT-COPPER-ASSUMPTIONS-CURRENT",
+          "PROJECT-COPPER-METHODOLOGY-CURRENT",
           "MSG-dealbench-011-REQUEST",
           "THREAD-dealbench-011"
         ],
@@ -628,16 +1084,16 @@
         "values": [
           [
             "MODEL-02-SOUR-R3",
-            137.59,
-            -36.41,
-            -0.66,
-            22.48,
+            1696.7,
+            1522.7,
+            27.69,
+            141.39,
             9.4
           ]
         ],
         "workbook_id": "WB-PROJECT-COPPER"
       },
-      "index": 18,
+      "index": 21,
       "result": {
         "change_id": "CHANGE-dealbench-011",
         "updatedRange": "Outputs!B2:G2",
@@ -654,14 +1110,14 @@
         "status": "draft_for_review",
         "task_id": "dealbench-011",
         "values": {
-          "equity_value_usd_m": -36.41,
-          "headline_value_usd_m": 137.59,
-          "per_share_value_usd": -0.66,
-          "primary_metric": 22.48,
+          "equity_value_usd_m": 1522.7,
+          "headline_value_usd_m": 1696.7,
+          "per_share_value_usd": 27.69,
+          "primary_metric": 141.39,
           "secondary_metric": 9.4
         }
       },
-      "index": 19,
+      "index": 22,
       "result": {
         "deliverable_id": "DECK-PROJECT-COPPER",
         "last_task_id": "dealbench-011",
@@ -670,10 +1126,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "b5f187ecca96620bb5bdf8cf3bc73dcb1178e0a100195fa281044bc860569582",
         "values": {
-          "equity_value_usd_m": -36.41,
-          "headline_value_usd_m": 137.59,
-          "per_share_value_usd": -0.66,
-          "primary_metric": 22.48,
+          "equity_value_usd_m": 1522.7,
+          "headline_value_usd_m": 1696.7,
+          "per_share_value_usd": 27.69,
+          "primary_metric": 141.39,
           "secondary_metric": 9.4
         }
       },
@@ -691,13 +1147,15 @@
         "source_refs": [
           "REV-02-CURRENT",
           "PROJECT-COPPER-QOE-CURRENT",
+          "PROJECT-COPPER-ASSUMPTIONS-CURRENT",
+          "PROJECT-COPPER-METHODOLOGY-CURRENT",
           "MSG-dealbench-011-REQUEST",
           "THREAD-dealbench-011"
         ],
         "status": "ready_for_review",
         "task_id": "dealbench-011"
       },
-      "index": 20,
+      "index": 23,
       "result": {
         "decision": "lock_current_case",
         "deliverable_id": "DECK-PROJECT-COPPER",
@@ -708,6 +1166,8 @@
         "source_refs": [
           "REV-02-CURRENT",
           "PROJECT-COPPER-QOE-CURRENT",
+          "PROJECT-COPPER-ASSUMPTIONS-CURRENT",
+          "PROJECT-COPPER-METHODOLOGY-CURRENT",
           "MSG-dealbench-011-REQUEST",
           "THREAD-dealbench-011"
         ],
@@ -720,14 +1180,14 @@
     },
     {
       "arguments": {
-        "body": "PROJECT-COPPER: recommend lock_current_case. Headline value $137.59m; equity value $-36.41m; model MODEL-02-SOUR-R3; deck DECK-02-SOUR-R2; source REV-02-CURRENT.",
+        "body": "PROJECT-COPPER: recommend lock_current_case. Headline value $1696.70m; equity value $1522.70m; model MODEL-02-SOUR-R3; deck DECK-02-SOUR-R2; source REV-02-CURRENT.",
         "project_code": "PROJECT-COPPER",
         "review_status": "draft_for_review",
         "subject": "dealbench-011 — ready_for_review — review draft",
         "task_id": "dealbench-011",
         "to": "deal-lead-review@atlas-sim.example"
       },
-      "index": 21,
+      "index": 24,
       "result": {
         "review_status": "draft_for_review",
         "saved": true,
@@ -744,7 +1204,7 @@
         "task_id": "dealbench-011",
         "text": "dealbench-011: ready_for_review / lock_current_case / review draft ready."
       },
-      "index": 22,
+      "index": 25,
       "result": {
         "post_id": "POST-dealbench-011",
         "review_status": "draft_for_review",
@@ -758,16 +1218,16 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-COPPER"
       },
-      "index": 23,
+      "index": 26,
       "result": {
         "last_task_id": "dealbench-011",
         "model_id": "MODEL-PROJECT-COPPER",
         "next_revision": "MODEL-02-SOUR-R3",
         "outputs": {
-          "equity_value_usd_m": -36.41,
-          "headline_value_usd_m": 137.59,
-          "per_share_value_usd": -0.66,
-          "primary_metric": 22.48,
+          "equity_value_usd_m": 1522.7,
+          "headline_value_usd_m": 1696.7,
+          "per_share_value_usd": 27.69,
+          "primary_metric": 141.39,
           "secondary_metric": 9.4
         },
         "project_code": "PROJECT-COPPER",
@@ -782,6 +1242,8 @@
         "source_refs": [
           "REV-02-CURRENT",
           "PROJECT-COPPER-QOE-CURRENT",
+          "PROJECT-COPPER-ASSUMPTIONS-CURRENT",
+          "PROJECT-COPPER-METHODOLOGY-CURRENT",
           "MSG-dealbench-011-REQUEST",
           "THREAD-dealbench-011"
         ],
@@ -795,7 +1257,7 @@
       "arguments": {
         "workbook_id": "WB-PROJECT-COPPER"
       },
-      "index": 24,
+      "index": 27,
       "result": {
         "changes": [
           {
@@ -805,10 +1267,10 @@
             "values": [
               [
                 "MODEL-02-SOUR-R3",
-                137.59,
-                -36.41,
-                -0.66,
-                22.48,
+                1696.7,
+                1522.7,
+                27.69,
+                141.39,
                 9.4
               ]
             ],
@@ -824,7 +1286,7 @@
       "arguments": {
         "deliverable_id": "DECK-PROJECT-COPPER"
       },
-      "index": 25,
+      "index": 28,
       "result": {
         "deliverable_id": "DECK-PROJECT-COPPER",
         "last_task_id": "dealbench-011",
@@ -841,10 +1303,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "b5f187ecca96620bb5bdf8cf3bc73dcb1178e0a100195fa281044bc860569582",
         "values": {
-          "equity_value_usd_m": -36.41,
-          "headline_value_usd_m": 137.59,
-          "per_share_value_usd": -0.66,
-          "primary_metric": 22.48,
+          "equity_value_usd_m": 1522.7,
+          "headline_value_usd_m": 1696.7,
+          "per_share_value_usd": 27.69,
+          "primary_metric": 141.39,
           "secondary_metric": 9.4
         }
       },
@@ -857,7 +1319,7 @@
         "project_code": "PROJECT-COPPER",
         "task_id": "dealbench-011"
       },
-      "index": 26,
+      "index": 29,
       "result": {
         "decision": "lock_current_case",
         "deliverable_id": "DECK-PROJECT-COPPER",
@@ -868,6 +1330,8 @@
         "source_refs": [
           "REV-02-CURRENT",
           "PROJECT-COPPER-QOE-CURRENT",
+          "PROJECT-COPPER-ASSUMPTIONS-CURRENT",
+          "PROJECT-COPPER-METHODOLOGY-CURRENT",
           "MSG-dealbench-011-REQUEST",
           "THREAD-dealbench-011"
         ],
@@ -883,11 +1347,11 @@
         "project_code": "PROJECT-COPPER",
         "task_id": "dealbench-011"
       },
-      "index": 27,
+      "index": 30,
       "result": {
         "messages": [
           {
-            "body": "PROJECT-COPPER: recommend lock_current_case. Headline value $137.59m; equity value $-36.41m; model MODEL-02-SOUR-R3; deck DECK-02-SOUR-R2; source REV-02-CURRENT.",
+            "body": "PROJECT-COPPER: recommend lock_current_case. Headline value $1696.70m; equity value $1522.70m; model MODEL-02-SOUR-R3; deck DECK-02-SOUR-R2; source REV-02-CURRENT.",
             "project_code": "PROJECT-COPPER",
             "recipient": "deal-lead-review@atlas-sim.example",
             "review_status": "draft_for_review",
@@ -906,7 +1370,7 @@
         "channel": "deal-project-copper",
         "task_id": "dealbench-011"
       },
-      "index": 28,
+      "index": 31,
       "result": {
         "posts": [
           {
@@ -927,11 +1391,11 @@
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-02-SOUR-R2",
-          "equity_value_usd_m": -36.41,
-          "headline_value_usd_m": 137.59,
+          "equity_value_usd_m": 1522.7,
+          "headline_value_usd_m": 1696.7,
           "model_revision": "MODEL-02-SOUR-R3",
-          "per_share_value_usd": -0.66,
-          "primary_metric": 22.48,
+          "per_share_value_usd": 27.69,
+          "primary_metric": 141.39,
           "project_code": "PROJECT-COPPER",
           "recommended_option": "lock_current_case",
           "secondary_metric": 9.4,
@@ -939,16 +1403,16 @@
         },
         "task_id": "dealbench-011"
       },
-      "index": 29,
+      "index": 32,
       "result": {
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-02-SOUR-R2",
-          "equity_value_usd_m": -36.41,
-          "headline_value_usd_m": 137.59,
+          "equity_value_usd_m": 1522.7,
+          "headline_value_usd_m": 1696.7,
           "model_revision": "MODEL-02-SOUR-R3",
-          "per_share_value_usd": -0.66,
-          "primary_metric": 22.48,
+          "per_share_value_usd": 27.69,
+          "primary_metric": 141.39,
           "project_code": "PROJECT-COPPER",
           "recommended_option": "lock_current_case",
           "secondary_metric": 9.4,
@@ -965,16 +1429,16 @@
       "arguments": {
         "task_id": "dealbench-011"
       },
-      "index": 30,
+      "index": 33,
       "result": {
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-02-SOUR-R2",
-          "equity_value_usd_m": -36.41,
-          "headline_value_usd_m": 137.59,
+          "equity_value_usd_m": 1522.7,
+          "headline_value_usd_m": 1696.7,
           "model_revision": "MODEL-02-SOUR-R3",
-          "per_share_value_usd": -0.66,
-          "primary_metric": 22.48,
+          "per_share_value_usd": 27.69,
+          "primary_metric": 141.39,
           "project_code": "PROJECT-COPPER",
           "recommended_option": "lock_current_case",
           "secondary_metric": 9.4,
@@ -1004,7 +1468,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:task_contract",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1012,7 +1476,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:project_record",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1020,7 +1484,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:data_room_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1028,7 +1492,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:current_forecast",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1036,7 +1500,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:prior_forecast",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1044,7 +1508,23 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:version_history",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the current quality-of-earnings bridge used by the model investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:qoe_bridge",
+        "passed": true,
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the current approved valuation and financing assumptions investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:current_assumptions",
+        "passed": true,
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1052,7 +1532,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:request_mail_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1060,7 +1540,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:request_mail",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1068,7 +1548,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:team_chat_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1076,7 +1556,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:team_thread",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1084,7 +1564,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:workbook_index",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1092,7 +1572,15 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:workbook_inputs",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the controlled calculation methodology before calculating outputs investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:workbook_methodology",
+        "passed": true,
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1100,7 +1588,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:live_model",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1108,7 +1596,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:deliverable",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1116,14 +1604,14 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:approval",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded headline value usd m value (137.59).",
+        "description": "Submit the exact source-grounded headline value usd m value (1696.7).",
         "evidence": {
-          "actual": 137.59,
-          "expected": 137.59
+          "actual": 1696.7,
+          "expected": 1696.7
         },
         "id": "model_accuracy:headline_value_usd_m",
         "passed": true,
@@ -1131,10 +1619,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded equity value usd m value (-36.41).",
+        "description": "Submit the exact source-grounded equity value usd m value (1522.7).",
         "evidence": {
-          "actual": -36.41,
-          "expected": -36.41
+          "actual": 1522.7,
+          "expected": 1522.7
         },
         "id": "model_accuracy:equity_value_usd_m",
         "passed": true,
@@ -1142,10 +1630,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded per share value usd value (-0.66).",
+        "description": "Submit the exact source-grounded per share value usd value (27.69).",
         "evidence": {
-          "actual": -0.66,
-          "expected": -0.66
+          "actual": 27.69,
+          "expected": 27.69
         },
         "id": "model_accuracy:per_share_value_usd",
         "passed": true,
@@ -1153,10 +1641,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded primary metric value (22.48).",
+        "description": "Submit the exact source-grounded primary metric value (141.39).",
         "evidence": {
-          "actual": 22.48,
-          "expected": 22.48
+          "actual": 141.39,
+          "expected": 141.39
         },
         "id": "model_accuracy:primary_metric",
         "passed": true,
@@ -1202,10 +1690,10 @@
           "last_task_id": "dealbench-011",
           "model_id": "MODEL-PROJECT-COPPER",
           "outputs": {
-            "equity_value_usd_m": -36.41,
-            "headline_value_usd_m": 137.59,
-            "per_share_value_usd": -0.66,
-            "primary_metric": 22.48,
+            "equity_value_usd_m": 1522.7,
+            "headline_value_usd_m": 1696.7,
+            "per_share_value_usd": 27.69,
+            "primary_metric": 141.39,
             "secondary_metric": 9.4
           },
           "project_code": "PROJECT-COPPER",
@@ -1213,6 +1701,8 @@
           "source_refs": [
             "REV-02-CURRENT",
             "PROJECT-COPPER-QOE-CURRENT",
+            "PROJECT-COPPER-ASSUMPTIONS-CURRENT",
+            "PROJECT-COPPER-METHODOLOGY-CURRENT",
             "MSG-dealbench-011-REQUEST",
             "THREAD-dealbench-011"
           ],
@@ -1232,10 +1722,10 @@
           "values": [
             [
               "MODEL-02-SOUR-R3",
-              137.59,
-              -36.41,
-              -0.66,
-              22.48,
+              1696.7,
+              1522.7,
+              27.69,
+              141.39,
               9.4
             ]
           ],
@@ -1258,6 +1748,8 @@
           "source_refs": [
             "REV-02-CURRENT",
             "PROJECT-COPPER-QOE-CURRENT",
+            "PROJECT-COPPER-ASSUMPTIONS-CURRENT",
+            "PROJECT-COPPER-METHODOLOGY-CURRENT",
             "MSG-dealbench-011-REQUEST",
             "THREAD-dealbench-011"
           ],
@@ -1275,10 +1767,10 @@
           "last_task_id": "dealbench-011",
           "model_id": "MODEL-PROJECT-COPPER",
           "outputs": {
-            "equity_value_usd_m": -36.41,
-            "headline_value_usd_m": 137.59,
-            "per_share_value_usd": -0.66,
-            "primary_metric": 22.48,
+            "equity_value_usd_m": 1522.7,
+            "headline_value_usd_m": 1696.7,
+            "per_share_value_usd": 27.69,
+            "primary_metric": 141.39,
             "secondary_metric": 9.4
           },
           "project_code": "PROJECT-COPPER",
@@ -1286,6 +1778,8 @@
           "source_refs": [
             "REV-02-CURRENT",
             "PROJECT-COPPER-QOE-CURRENT",
+            "PROJECT-COPPER-ASSUMPTIONS-CURRENT",
+            "PROJECT-COPPER-METHODOLOGY-CURRENT",
             "MSG-dealbench-011-REQUEST",
             "THREAD-dealbench-011"
           ],
@@ -1307,7 +1801,7 @@
             "text": "dealbench-011: ready_for_review / lock_current_case / review draft ready."
           },
           "mail": {
-            "body": "PROJECT-COPPER: recommend lock_current_case. Headline value $137.59m; equity value $-36.41m; model MODEL-02-SOUR-R3; deck DECK-02-SOUR-R2; source REV-02-CURRENT.",
+            "body": "PROJECT-COPPER: recommend lock_current_case. Headline value $1696.70m; equity value $1522.70m; model MODEL-02-SOUR-R3; deck DECK-02-SOUR-R2; source REV-02-CURRENT.",
             "project_code": "PROJECT-COPPER",
             "recipient": "deal-lead-review@atlas-sim.example",
             "review_status": "draft_for_review",
@@ -1331,10 +1825,10 @@
           "status": "draft_for_review",
           "unrelated_slides_sha256": "b5f187ecca96620bb5bdf8cf3bc73dcb1178e0a100195fa281044bc860569582",
           "values": {
-            "equity_value_usd_m": -36.41,
-            "headline_value_usd_m": 137.59,
-            "per_share_value_usd": -0.66,
-            "primary_metric": 22.48,
+            "equity_value_usd_m": 1522.7,
+            "headline_value_usd_m": 1696.7,
+            "per_share_value_usd": 27.69,
+            "primary_metric": 141.39,
             "secondary_metric": 9.4
           }
         },
@@ -1346,10 +1840,10 @@
         "category": "deliverable",
         "description": "Tie the deliverable values exactly to the live model outputs.",
         "evidence": {
-          "equity_value_usd_m": -36.41,
-          "headline_value_usd_m": 137.59,
-          "per_share_value_usd": -0.66,
-          "primary_metric": 22.48,
+          "equity_value_usd_m": 1522.7,
+          "headline_value_usd_m": 1696.7,
+          "per_share_value_usd": 27.69,
+          "primary_metric": 141.39,
           "secondary_metric": 9.4
         },
         "id": "deliverable:values",
@@ -1430,8 +1924,8 @@
       "submissions",
       "audit_log"
     ],
-    "successful_tool_calls": 30,
+    "successful_tool_calls": 33,
     "task_id": "dealbench-011",
-    "tool_calls": 30
+    "tool_calls": 33
   }
 }

trajectories/dealbench-021.json

@@ -10,9 +10,6 @@
         "allowed_write_tools": [
           "deals.update_model",
           "sheets.write_range",
-          "deals.update_bid_status",
-          "deals.update_diligence_finding",
-          "deals.request_approval",
           "deals.update_deliverable",
           "deals.commit_plan",
           "mail.send_message",
@@ -39,7 +36,7 @@
               "type": "number"
             },
             "headline_value_usd_m": {
-              "description": "Normalized EBITDA from the operative case, USD millions.",
+              "description": "Enterprise value from the operative precedent-transaction case, USD millions.",
               "multipleOf": 0.01,
               "type": "number"
             },
@@ -53,7 +50,7 @@
               "type": "number"
             },
             "primary_metric": {
-              "description": "Normalized EBITDA margin from the operative case, percent.",
+              "description": "Normalized EBITDA from the operative case, USD millions.",
               "multipleOf": 0.01,
               "type": "number"
             },
@@ -96,6 +93,12 @@
           ],
           "type": "object"
         },
+        "calculation_policy": {
+          "range": "Methodology!A1:B40",
+          "schema_version": "dealbench.calculation-policy.v1",
+          "source": "controlled_workbook_range",
+          "workbook_id": "WB-PROJECT-KEEL"
+        },
         "controlled_targets": {
           "communications": {
             "channel": "deal-project-keel",
@@ -115,6 +118,22 @@
             ],
             "status": "draft_for_review"
           },
+          "domain_action": {
+            "required_status": "updated_for_review",
+            "target_id": "MODEL-PROJECT-KEEL",
+            "tool": "deals.update_model"
+          },
+          "evidence": {
+            "approval_record_id": "APR-PROJECT-KEEL",
+            "current_approval_file_id": "PROJECT-KEEL-APPROVAL-CURRENT",
+            "current_assumptions_file_id": "PROJECT-KEEL-ASSUMPTIONS-CURRENT",
+            "current_forecast_file_id": "PROJECT-KEEL-FORECAST-CURRENT",
+            "current_methodology_file_id": "PROJECT-KEEL-METHODOLOGY-CURRENT",
+            "current_qoe_file_id": "PROJECT-KEEL-QOE-CURRENT",
+            "prior_forecast_file_id": "PROJECT-KEEL-FORECAST-PRIOR",
+            "request_message_id": "MSG-dealbench-021-REQUEST",
+            "task_thread_id": "THREAD-dealbench-021"
+          },
           "model": {
             "id": "MODEL-PROJECT-KEEL",
             "next_revision_source": "deals.get_model.next_revision",
@@ -141,8 +160,10 @@
             ],
             "id": "WB-PROJECT-KEEL",
             "input_ranges": [
-              "Inputs!A1:H20"
+              "Inputs!A1:D30",
+              "Methodology!A1:B40"
             ],
+            "methodology_range": "Methodology!A1:B40",
             "output_range": "Outputs!B2:G2"
           }
         },
@@ -160,9 +181,137 @@
             "label": "Pause for source reconciliation"
           }
         ],
+        "evidence_checklist": [
+          {
+            "accepted_tools": [
+              "benchmark.get_task"
+            ],
+            "description": "read the task-scoped outcome and control contract",
+            "id": "task_contract"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_project"
+            ],
+            "description": "read the active project master record",
+            "id": "project_record"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.search_files"
+            ],
+            "description": "search the data room and surface the current forecast record",
+            "id": "data_room_search"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current management forecast",
+            "id": "current_forecast"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the superseded forecast used for version comparison",
+            "id": "prior_forecast"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_version_history"
+            ],
+            "description": "inspect forecast version history and authority",
+            "id": "version_history"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current quality-of-earnings bridge used by the model",
+            "id": "qoe_bridge"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current approved valuation and financing assumptions",
+            "id": "current_assumptions"
+          },
+          {
+            "accepted_tools": [
+              "mail.search_messages"
+            ],
+            "description": "search mail and surface the task request",
+            "id": "request_mail_search"
+          },
+          {
+            "accepted_tools": [
+              "mail.get_message"
+            ],
+            "description": "read the task request message",
+            "id": "request_mail"
+          },
+          {
+            "accepted_tools": [
+              "chat.search_messages"
+            ],
+            "description": "search the deal-team channel and surface the task thread",
+            "id": "team_chat_search"
+          },
+          {
+            "accepted_tools": [
+              "chat.get_thread"
+            ],
+            "description": "read the deal-team task thread",
+            "id": "team_thread"
+          },
+          {
+            "accepted_tools": [
+              "sheets.list_workbooks"
+            ],
+            "description": "list the active project's controlled workbook",
+            "id": "workbook_index"
+          },
+          {
+            "accepted_tools": [
+              "sheets.read_range"
+            ],
+            "description": "read the operative model inputs from a declared input range",
+            "id": "workbook_inputs"
+          },
+          {
+            "accepted_tools": [
+              "sheets.read_range"
+            ],
+            "description": "read the controlled calculation methodology before calculating outputs",
+            "id": "workbook_methodology"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_model"
+            ],
+            "description": "read the live model and its next controlled revision",
+            "id": "live_model"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_deliverable"
+            ],
+            "description": "read the controlled committee deliverable and next revision",
+            "id": "deliverable"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_approval"
+            ],
+            "description": "read current transaction approval",
+            "id": "approval"
+          }
+        ],
         "project_code": "PROJECT-KEEL",
-        "prompt": "**PROJECT-KEEL · Meridian Components · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
-        "schema_version": "dealbench.agent-contract.v2",
+        "prompt": "Task ID: `dealbench-021`\n\n**PROJECT-KEEL · Meridian Components · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
+        "schema_version": "dealbench.agent-contract.v3",
         "task_id": "dealbench-021"
       },
       "server": "dealbench",
@@ -178,6 +327,13 @@
         "company": "Meridian Components",
         "deal_type": "carve-out",
         "industry": "Aerospace components",
+        "linked_records": {
+          "approval_id": "APR-PROJECT-KEEL",
+          "channel": "deal-project-keel",
+          "deliverable_id": "DECK-PROJECT-KEEL",
+          "model_id": "MODEL-PROJECT-KEEL",
+          "workbook_id": "WB-PROJECT-KEEL"
+        },
         "payload": {
           "allowed_addbacks": 5.8,
           "approval_status": "approved",
@@ -225,6 +381,14 @@
       "index": 3,
       "result": {
         "files": [
+          {
+            "file_id": "PROJECT-KEEL-FORECAST-PRIOR",
+            "is_current": 0,
+            "kind": "xlsx",
+            "logical_name": "PROJECT-KEEL-FORECAST",
+            "name": "Superseded management forecast",
+            "version": 2
+          },
           {
             "file_id": "PROJECT-KEEL-FORECAST-CURRENT",
             "is_current": 1,
@@ -234,12 +398,12 @@
             "version": 3
           },
           {
-            "file_id": "PROJECT-KEEL-FORECAST-PRIOR",
-            "is_current": 0,
-            "kind": "xlsx",
-            "logical_name": "PROJECT-KEEL-FORECAST",
-            "name": "Superseded management forecast",
-            "version": 2
+            "file_id": "PROJECT-KEEL-METHODOLOGY-CURRENT",
+            "is_current": 1,
+            "kind": "json",
+            "logical_name": "PROJECT-KEEL-METHODOLOGY",
+            "name": "Current controlled model methodology",
+            "version": 1
           }
         ],
         "query": "management forecast"
@@ -282,7 +446,7 @@
           "approved": false,
           "growth": 0.046,
           "revenue": 278.39,
-          "revision": "REV-EEL-PRIOR"
+          "revision": "REV-03-PRIOR"
         },
         "file_id": "PROJECT-KEEL-FORECAST-PRIOR",
         "is_current": 0,
@@ -321,7 +485,7 @@
               "approved": false,
               "growth": 0.046,
               "revenue": 278.39,
-              "revision": "REV-EEL-PRIOR"
+              "revision": "REV-03-PRIOR"
             },
             "file_id": "PROJECT-KEEL-FORECAST-PRIOR",
             "is_current": 0,
@@ -335,12 +499,77 @@
       "success": true,
       "tool": "dealroom.get_version_history"
     },
+    {
+      "arguments": {
+        "file_id": "PROJECT-KEEL-QOE-CURRENT"
+      },
+      "index": 7,
+      "result": {
+        "content": {
+          "allowed_addbacks": 5.8,
+          "reported_ebitda": 46.49,
+          "unsupported_addbacks_excluded": 1.4
+        },
+        "file_id": "PROJECT-KEEL-QOE-CURRENT",
+        "is_current": 1,
+        "kind": "pdf",
+        "logical_name": "PROJECT-KEEL-QOE",
+        "name": "Current quality-of-earnings bridge",
+        "project_code": "PROJECT-KEEL",
+        "version": 4
+      },
+      "server": "dealroom",
+      "success": true,
+      "tool": "dealroom.get_file"
+    },
+    {
+      "arguments": {
+        "file_id": "PROJECT-KEEL-ASSUMPTIONS-CURRENT"
+      },
+      "index": 8,
+      "result": {
+        "content": {
+          "approved": true,
+          "cash_funding_pct": 0.65,
+          "entry_leverage": 4.2,
+          "exit_multiple": 8.6,
+          "offer_premium": 0.16,
+          "revision": "REV-03-CURRENT",
+          "terminal_growth": 0.021,
+          "wacc": 0.113
+        },
+        "file_id": "PROJECT-KEEL-ASSUMPTIONS-CURRENT",
+        "is_current": 1,
+        "kind": "json",
+        "logical_name": "PROJECT-KEEL-ASSUMPTIONS",
+        "name": "Current approved model assumptions",
+        "project_code": "PROJECT-KEEL",
+        "version": 3
+      },
+      "server": "dealroom",
+      "success": true,
+      "tool": "dealroom.get_file"
+    },
+    {
+      "arguments": {
+        "project_code": "PROJECT-KEEL"
+      },
+      "index": 9,
+      "result": {
+        "channels": [
+          "deal-project-keel"
+        ]
+      },
+      "server": "chat",
+      "success": true,
+      "tool": "chat.list_channels"
+    },
     {
       "arguments": {
         "project_code": "PROJECT-KEEL",
         "query": "Source control and launch readiness"
       },
-      "index": 7,
+      "index": 10,
       "result": {
         "messages": [
           {
@@ -349,6 +578,13 @@
             "sent_at": "2026-03-16T09:00:00Z",
             "subject": "dealbench-021 operating request",
             "task_id": "dealbench-021"
+          },
+          {
+            "message_id": "MSG-dealbench-021-AUTHORITY",
+            "sender": "deal-control@atlas-sim.example",
+            "sent_at": "2026-03-16T09:00:00Z",
+            "subject": "Current source and review authority",
+            "task_id": "dealbench-021"
           }
         ]
       },
@@ -360,9 +596,9 @@
       "arguments": {
         "message_id": "MSG-dealbench-021-REQUEST"
       },
-      "index": 8,
+      "index": 11,
       "result": {
-        "body": "**PROJECT-KEEL · Meridian Components · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
+        "body": "Task ID: `dealbench-021`\n\n**PROJECT-KEEL · Meridian Components · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
         "message_id": "MSG-dealbench-021-REQUEST",
         "project_code": "PROJECT-KEEL",
         "recipients": [
@@ -377,26 +613,12 @@
       "success": true,
       "tool": "mail.get_message"
     },
-    {
-      "arguments": {
-        "project_code": "PROJECT-KEEL"
-      },
-      "index": 9,
-      "result": {
-        "channels": [
-          "deal-project-keel"
-        ]
-      },
-      "server": "chat",
-      "success": true,
-      "tool": "chat.list_channels"
-    },
     {
       "arguments": {
         "channel": "deal-project-keel",
         "query": "current authority"
       },
-      "index": 10,
+      "index": 12,
       "result": {
         "messages": [
           {
@@ -405,7 +627,16 @@
             "message_id": "CHAT-dealbench-021-1",
             "posted_at": "2026-03-16T09:00:00Z",
             "task_id": "dealbench-021",
-            "text": "Please resolve dealbench-021 against current authority.",
+            "text": "Please resolve dealbench-021 (Source control and launch readiness) against current authority.",
+            "thread_id": "THREAD-dealbench-021"
+          },
+          {
+            "author": "deal-control",
+            "channel": "deal-project-keel",
+            "message_id": "CHAT-dealbench-021-2",
+            "posted_at": "2026-03-16T09:00:00Z",
+            "task_id": "dealbench-021",
+            "text": "Current source is REV-03-CURRENT; keep the external update in review.",
             "thread_id": "THREAD-dealbench-021"
           }
         ]
@@ -418,7 +649,7 @@
       "arguments": {
         "thread_id": "THREAD-dealbench-021"
       },
-      "index": 11,
+      "index": 13,
       "result": {
         "messages": [
           {
@@ -427,7 +658,7 @@
             "message_id": "CHAT-dealbench-021-1",
             "posted_at": "2026-03-16T09:00:00Z",
             "task_id": "dealbench-021",
-            "text": "Please resolve dealbench-021 against current authority.",
+            "text": "Please resolve dealbench-021 (Source control and launch readiness) against current authority.",
             "thread_id": "THREAD-dealbench-021"
           },
           {
@@ -449,7 +680,7 @@
       "arguments": {
         "project_code": "PROJECT-KEEL"
       },
-      "index": 12,
+      "index": 14,
       "result": {
         "workbooks": [
           {
@@ -463,7 +694,8 @@
             ],
             "controlled_output_range": "Outputs!B2:G2",
             "input_ranges": [
-              "Inputs!A1:H20"
+              "Inputs!A1:D30",
+              "Methodology!A1:B40"
             ],
             "name": "Meridian Components live deal model",
             "project_code": "PROJECT-KEEL",
@@ -478,22 +710,242 @@
     },
     {
       "arguments": {
-        "range": "Inputs!A1:H20",
+        "range": "Inputs!A1:D30",
         "workbook_id": "WB-PROJECT-KEEL"
       },
-      "index": 13,
+      "index": 15,
       "result": {
-        "range": "Inputs!A1:H20",
-        "values": {
-          "allowed_addbacks": 5.8,
-          "cash": 11.0,
-          "debt": 74.0,
-          "disallowed_addbacks": 1.4,
-          "ebitda_margin": 0.162,
-          "revenue": 287.0,
-          "terminal_growth": 0.021,
-          "wacc": 0.113
-        },
+        "range": "Inputs!A1:D30",
+        "values": [
+          [
+            "Field",
+            "Value",
+            "Unit",
+            "Source"
+          ],
+          [
+            "Revenue",
+            287.0,
+            "USD m",
+            "current forecast"
+          ],
+          [
+            "Reported EBITDA margin",
+            0.162,
+            "decimal",
+            "current QoE"
+          ],
+          [
+            "Allowed add-backs",
+            5.8,
+            "USD m",
+            "current QoE"
+          ],
+          [
+            "Unsupported add-backs excluded",
+            1.4,
+            "USD m",
+            "current QoE"
+          ],
+          [
+            "Debt",
+            74.0,
+            "USD m",
+            "current balance sheet"
+          ],
+          [
+            "Cash",
+            11.0,
+            "USD m",
+            "current balance sheet"
+          ],
+          [
+            "Diluted shares",
+            34.0,
+            "m shares",
+            "current share data"
+          ],
+          [
+            "Share price",
+            6.9,
+            "USD/share",
+            "current share data"
+          ],
+          [
+            "Forecast growth",
+            0.058,
+            "decimal",
+            "current forecast"
+          ],
+          [
+            "Tax rate",
+            0.26,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Capex percent of revenue",
+            0.036,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "NWC balance percent of revenue",
+            0.024,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Approved trading median EV / EBITDA",
+            8.7,
+            "turns",
+            "approved peer set"
+          ],
+          [
+            "Approved precedent median EV / EBITDA",
+            9.5,
+            "turns",
+            "approved precedent set"
+          ],
+          [
+            "WACC",
+            0.113,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Terminal growth",
+            0.021,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Maximum entry leverage",
+            4.2,
+            "turns",
+            "current debt schedule"
+          ],
+          [
+            "Approved exit multiple",
+            8.6,
+            "turns",
+            "current debt schedule"
+          ],
+          [
+            "Buyer net income",
+            96.0,
+            "USD m",
+            "buyer market record"
+          ],
+          [
+            "Buyer diluted shares",
+            71.0,
+            "m shares",
+            "buyer market record"
+          ],
+          [
+            "Buyer share price",
+            19.8,
+            "USD/share",
+            "buyer market record"
+          ],
+          [
+            "Offer premium",
+            0.16,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Cash funding percent",
+            0.65,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Approved synergies",
+            8.0,
+            "USD m",
+            "current assumptions"
+          ],
+          [
+            "Exit debt remaining",
+            0.45,
+            "decimal of entry debt",
+            "controlled methodology"
+          ],
+          [
+            "Target net income conversion",
+            0.58,
+            "decimal of normalized EBITDA",
+            "controlled methodology"
+          ],
+          [
+            "Debt funding cost",
+            0.055,
+            "decimal",
+            "controlled methodology"
+          ]
+        ],
+        "workbook_id": "WB-PROJECT-KEEL"
+      },
+      "server": "spreadsheets",
+      "success": true,
+      "tool": "sheets.read_range"
+    },
+    {
+      "arguments": {
+        "range": "Methodology!A1:B40",
+        "workbook_id": "WB-PROJECT-KEEL"
+      },
+      "index": 16,
+      "result": {
+        "range": "Methodology!A1:B40",
+        "values": [
+          [
+            "Policy schema",
+            "dealbench.calculation-policy.v1"
+          ],
+          [
+            "Category",
+            "source_control"
+          ],
+          [
+            "Headline",
+            "operative precedent enterprise value"
+          ],
+          [
+            "Rounding",
+            "Use full-precision intermediate calculations. Round only submitted and persisted numeric outputs to two decimals using half-up rounding."
+          ],
+          [
+            "Shared output 1",
+            "net debt = current debt - current cash"
+          ],
+          [
+            "Shared output 2",
+            "equity value = headline enterprise value - net debt"
+          ],
+          [
+            "Shared output 3",
+            "per-share value = equity value / current diluted shares"
+          ],
+          [
+            "Calculation step 1",
+            "base EBITDA = current revenue × reported EBITDA margin"
+          ],
+          [
+            "Calculation step 2",
+            "normalized EBITDA = base EBITDA + allowed add-backs; unsupported add-backs are excluded, not subtracted from base EBITDA"
+          ],
+          [
+            "Calculation step 3",
+            "headline enterprise value = normalized EBITDA × current approved precedent median"
+          ],
+          [
+            "Calculation step 4",
+            "primary metric = normalized EBITDA; secondary metric = current forecast growth percent"
+          ]
+        ],
         "workbook_id": "WB-PROJECT-KEEL"
       },
       "server": "spreadsheets",
@@ -504,7 +956,7 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-KEEL"
       },
-      "index": 14,
+      "index": 17,
       "result": {
         "last_task_id": null,
         "model_id": "MODEL-PROJECT-KEEL",
@@ -522,7 +974,7 @@
         ],
         "revision": "MODEL-PRIOR-R2",
         "source_refs": [
-          "REV-EEL-PRIOR"
+          "REV-03-PRIOR"
         ],
         "status": "working"
       },
@@ -534,7 +986,7 @@
       "arguments": {
         "deliverable_id": "DECK-PROJECT-KEEL"
       },
-      "index": 15,
+      "index": 18,
       "result": {
         "deliverable_id": "DECK-PROJECT-KEEL",
         "last_task_id": null,
@@ -562,7 +1014,7 @@
       "arguments": {
         "approval_id": "APR-PROJECT-KEEL"
       },
-      "index": 16,
+      "index": 19,
       "result": {
         "approval_id": "APR-PROJECT-KEEL",
         "authority": "Transaction Committee",
@@ -581,30 +1033,32 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-KEEL",
         "outputs": {
-          "equity_value_usd_m": -12.11,
-          "headline_value_usd_m": 50.89,
-          "per_share_value_usd": -0.36,
-          "primary_metric": 17.73,
+          "equity_value_usd_m": 433.79,
+          "headline_value_usd_m": 496.79,
+          "per_share_value_usd": 12.76,
+          "primary_metric": 52.29,
           "secondary_metric": 5.8
         },
         "revision": "MODEL-03-SOUR-R3",
         "source_refs": [
           "REV-03-CURRENT",
           "PROJECT-KEEL-QOE-CURRENT",
+          "PROJECT-KEEL-ASSUMPTIONS-CURRENT",
+          "PROJECT-KEEL-METHODOLOGY-CURRENT",
           "MSG-dealbench-021-REQUEST",
           "THREAD-dealbench-021"
         ],
         "task_id": "dealbench-021"
       },
-      "index": 17,
+      "index": 20,
       "result": {
         "last_task_id": "dealbench-021",
         "model_id": "MODEL-PROJECT-KEEL",
         "outputs": {
-          "equity_value_usd_m": -12.11,
-          "headline_value_usd_m": 50.89,
-          "per_share_value_usd": -0.36,
-          "primary_metric": 17.73,
+          "equity_value_usd_m": 433.79,
+          "headline_value_usd_m": 496.79,
+          "per_share_value_usd": 12.76,
+          "primary_metric": 52.29,
           "secondary_metric": 5.8
         },
         "project_code": "PROJECT-KEEL",
@@ -612,6 +1066,8 @@
         "source_refs": [
           "REV-03-CURRENT",
           "PROJECT-KEEL-QOE-CURRENT",
+          "PROJECT-KEEL-ASSUMPTIONS-CURRENT",
+          "PROJECT-KEEL-METHODOLOGY-CURRENT",
           "MSG-dealbench-021-REQUEST",
           "THREAD-dealbench-021"
         ],
@@ -628,16 +1084,16 @@
         "values": [
           [
             "MODEL-03-SOUR-R3",
-            50.89,
-            -12.11,
-            -0.36,
-            17.73,
+            496.79,
+            433.79,
+            12.76,
+            52.29,
             5.8
           ]
         ],
         "workbook_id": "WB-PROJECT-KEEL"
       },
-      "index": 18,
+      "index": 21,
       "result": {
         "change_id": "CHANGE-dealbench-021",
         "updatedRange": "Outputs!B2:G2",
@@ -654,14 +1110,14 @@
         "status": "draft_for_review",
         "task_id": "dealbench-021",
         "values": {
-          "equity_value_usd_m": -12.11,
-          "headline_value_usd_m": 50.89,
-          "per_share_value_usd": -0.36,
-          "primary_metric": 17.73,
+          "equity_value_usd_m": 433.79,
+          "headline_value_usd_m": 496.79,
+          "per_share_value_usd": 12.76,
+          "primary_metric": 52.29,
           "secondary_metric": 5.8
         }
       },
-      "index": 19,
+      "index": 22,
       "result": {
         "deliverable_id": "DECK-PROJECT-KEEL",
         "last_task_id": "dealbench-021",
@@ -670,10 +1126,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "a65638ef33cc0511f64b40ac14b4cf1b0da77a257e234d4b0218102d62776082",
         "values": {
-          "equity_value_usd_m": -12.11,
-          "headline_value_usd_m": 50.89,
-          "per_share_value_usd": -0.36,
-          "primary_metric": 17.73,
+          "equity_value_usd_m": 433.79,
+          "headline_value_usd_m": 496.79,
+          "per_share_value_usd": 12.76,
+          "primary_metric": 52.29,
           "secondary_metric": 5.8
         }
       },
@@ -691,13 +1147,15 @@
         "source_refs": [
           "REV-03-CURRENT",
           "PROJECT-KEEL-QOE-CURRENT",
+          "PROJECT-KEEL-ASSUMPTIONS-CURRENT",
+          "PROJECT-KEEL-METHODOLOGY-CURRENT",
           "MSG-dealbench-021-REQUEST",
           "THREAD-dealbench-021"
         ],
         "status": "ready_for_review",
         "task_id": "dealbench-021"
       },
-      "index": 20,
+      "index": 23,
       "result": {
         "decision": "lock_current_case",
         "deliverable_id": "DECK-PROJECT-KEEL",
@@ -708,6 +1166,8 @@
         "source_refs": [
           "REV-03-CURRENT",
           "PROJECT-KEEL-QOE-CURRENT",
+          "PROJECT-KEEL-ASSUMPTIONS-CURRENT",
+          "PROJECT-KEEL-METHODOLOGY-CURRENT",
           "MSG-dealbench-021-REQUEST",
           "THREAD-dealbench-021"
         ],
@@ -720,14 +1180,14 @@
     },
     {
       "arguments": {
-        "body": "PROJECT-KEEL: recommend lock_current_case. Headline value $50.89m; equity value $-12.11m; model MODEL-03-SOUR-R3; deck DECK-03-SOUR-R2; source REV-03-CURRENT.",
+        "body": "PROJECT-KEEL: recommend lock_current_case. Headline value $496.79m; equity value $433.79m; model MODEL-03-SOUR-R3; deck DECK-03-SOUR-R2; source REV-03-CURRENT.",
         "project_code": "PROJECT-KEEL",
         "review_status": "draft_for_review",
         "subject": "dealbench-021 — ready_for_review — review draft",
         "task_id": "dealbench-021",
         "to": "deal-lead-review@atlas-sim.example"
       },
-      "index": 21,
+      "index": 24,
       "result": {
         "review_status": "draft_for_review",
         "saved": true,
@@ -744,7 +1204,7 @@
         "task_id": "dealbench-021",
         "text": "dealbench-021: ready_for_review / lock_current_case / review draft ready."
       },
-      "index": 22,
+      "index": 25,
       "result": {
         "post_id": "POST-dealbench-021",
         "review_status": "draft_for_review",
@@ -758,16 +1218,16 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-KEEL"
       },
-      "index": 23,
+      "index": 26,
       "result": {
         "last_task_id": "dealbench-021",
         "model_id": "MODEL-PROJECT-KEEL",
         "next_revision": "MODEL-03-SOUR-R3",
         "outputs": {
-          "equity_value_usd_m": -12.11,
-          "headline_value_usd_m": 50.89,
-          "per_share_value_usd": -0.36,
-          "primary_metric": 17.73,
+          "equity_value_usd_m": 433.79,
+          "headline_value_usd_m": 496.79,
+          "per_share_value_usd": 12.76,
+          "primary_metric": 52.29,
           "secondary_metric": 5.8
         },
         "project_code": "PROJECT-KEEL",
@@ -782,6 +1242,8 @@
         "source_refs": [
           "REV-03-CURRENT",
           "PROJECT-KEEL-QOE-CURRENT",
+          "PROJECT-KEEL-ASSUMPTIONS-CURRENT",
+          "PROJECT-KEEL-METHODOLOGY-CURRENT",
           "MSG-dealbench-021-REQUEST",
           "THREAD-dealbench-021"
         ],
@@ -795,7 +1257,7 @@
       "arguments": {
         "workbook_id": "WB-PROJECT-KEEL"
       },
-      "index": 24,
+      "index": 27,
       "result": {
         "changes": [
           {
@@ -805,10 +1267,10 @@
             "values": [
               [
                 "MODEL-03-SOUR-R3",
-                50.89,
-                -12.11,
-                -0.36,
-                17.73,
+                496.79,
+                433.79,
+                12.76,
+                52.29,
                 5.8
               ]
             ],
@@ -824,7 +1286,7 @@
       "arguments": {
         "deliverable_id": "DECK-PROJECT-KEEL"
       },
-      "index": 25,
+      "index": 28,
       "result": {
         "deliverable_id": "DECK-PROJECT-KEEL",
         "last_task_id": "dealbench-021",
@@ -841,10 +1303,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "a65638ef33cc0511f64b40ac14b4cf1b0da77a257e234d4b0218102d62776082",
         "values": {
-          "equity_value_usd_m": -12.11,
-          "headline_value_usd_m": 50.89,
-          "per_share_value_usd": -0.36,
-          "primary_metric": 17.73,
+          "equity_value_usd_m": 433.79,
+          "headline_value_usd_m": 496.79,
+          "per_share_value_usd": 12.76,
+          "primary_metric": 52.29,
           "secondary_metric": 5.8
         }
       },
@@ -857,7 +1319,7 @@
         "project_code": "PROJECT-KEEL",
         "task_id": "dealbench-021"
       },
-      "index": 26,
+      "index": 29,
       "result": {
         "decision": "lock_current_case",
         "deliverable_id": "DECK-PROJECT-KEEL",
@@ -868,6 +1330,8 @@
         "source_refs": [
           "REV-03-CURRENT",
           "PROJECT-KEEL-QOE-CURRENT",
+          "PROJECT-KEEL-ASSUMPTIONS-CURRENT",
+          "PROJECT-KEEL-METHODOLOGY-CURRENT",
           "MSG-dealbench-021-REQUEST",
           "THREAD-dealbench-021"
         ],
@@ -883,11 +1347,11 @@
         "project_code": "PROJECT-KEEL",
         "task_id": "dealbench-021"
       },
-      "index": 27,
+      "index": 30,
       "result": {
         "messages": [
           {
-            "body": "PROJECT-KEEL: recommend lock_current_case. Headline value $50.89m; equity value $-12.11m; model MODEL-03-SOUR-R3; deck DECK-03-SOUR-R2; source REV-03-CURRENT.",
+            "body": "PROJECT-KEEL: recommend lock_current_case. Headline value $496.79m; equity value $433.79m; model MODEL-03-SOUR-R3; deck DECK-03-SOUR-R2; source REV-03-CURRENT.",
             "project_code": "PROJECT-KEEL",
             "recipient": "deal-lead-review@atlas-sim.example",
             "review_status": "draft_for_review",
@@ -906,7 +1370,7 @@
         "channel": "deal-project-keel",
         "task_id": "dealbench-021"
       },
-      "index": 28,
+      "index": 31,
       "result": {
         "posts": [
           {
@@ -927,11 +1391,11 @@
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-03-SOUR-R2",
-          "equity_value_usd_m": -12.11,
-          "headline_value_usd_m": 50.89,
+          "equity_value_usd_m": 433.79,
+          "headline_value_usd_m": 496.79,
           "model_revision": "MODEL-03-SOUR-R3",
-          "per_share_value_usd": -0.36,
-          "primary_metric": 17.73,
+          "per_share_value_usd": 12.76,
+          "primary_metric": 52.29,
           "project_code": "PROJECT-KEEL",
           "recommended_option": "lock_current_case",
           "secondary_metric": 5.8,
@@ -939,16 +1403,16 @@
         },
         "task_id": "dealbench-021"
       },
-      "index": 29,
+      "index": 32,
       "result": {
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-03-SOUR-R2",
-          "equity_value_usd_m": -12.11,
-          "headline_value_usd_m": 50.89,
+          "equity_value_usd_m": 433.79,
+          "headline_value_usd_m": 496.79,
           "model_revision": "MODEL-03-SOUR-R3",
-          "per_share_value_usd": -0.36,
-          "primary_metric": 17.73,
+          "per_share_value_usd": 12.76,
+          "primary_metric": 52.29,
           "project_code": "PROJECT-KEEL",
           "recommended_option": "lock_current_case",
           "secondary_metric": 5.8,
@@ -965,16 +1429,16 @@
       "arguments": {
         "task_id": "dealbench-021"
       },
-      "index": 30,
+      "index": 33,
       "result": {
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-03-SOUR-R2",
-          "equity_value_usd_m": -12.11,
-          "headline_value_usd_m": 50.89,
+          "equity_value_usd_m": 433.79,
+          "headline_value_usd_m": 496.79,
           "model_revision": "MODEL-03-SOUR-R3",
-          "per_share_value_usd": -0.36,
-          "primary_metric": 17.73,
+          "per_share_value_usd": 12.76,
+          "primary_metric": 52.29,
           "project_code": "PROJECT-KEEL",
           "recommended_option": "lock_current_case",
           "secondary_metric": 5.8,
@@ -1004,7 +1468,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:task_contract",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1012,7 +1476,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:project_record",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1020,7 +1484,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:data_room_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1028,7 +1492,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:current_forecast",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1036,7 +1500,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:prior_forecast",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1044,7 +1508,23 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:version_history",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the current quality-of-earnings bridge used by the model investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:qoe_bridge",
+        "passed": true,
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the current approved valuation and financing assumptions investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:current_assumptions",
+        "passed": true,
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1052,7 +1532,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:request_mail_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1060,7 +1540,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:request_mail",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1068,7 +1548,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:team_chat_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1076,7 +1556,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:team_thread",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1084,7 +1564,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:workbook_index",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1092,7 +1572,15 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:workbook_inputs",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the controlled calculation methodology before calculating outputs investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:workbook_methodology",
+        "passed": true,
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1100,7 +1588,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:live_model",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1108,7 +1596,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:deliverable",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1116,14 +1604,14 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:approval",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded headline value usd m value (50.89).",
+        "description": "Submit the exact source-grounded headline value usd m value (496.79).",
         "evidence": {
-          "actual": 50.89,
-          "expected": 50.89
+          "actual": 496.79,
+          "expected": 496.79
         },
         "id": "model_accuracy:headline_value_usd_m",
         "passed": true,
@@ -1131,10 +1619,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded equity value usd m value (-12.11).",
+        "description": "Submit the exact source-grounded equity value usd m value (433.79).",
         "evidence": {
-          "actual": -12.11,
-          "expected": -12.11
+          "actual": 433.79,
+          "expected": 433.79
         },
         "id": "model_accuracy:equity_value_usd_m",
         "passed": true,
@@ -1142,10 +1630,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded per share value usd value (-0.36).",
+        "description": "Submit the exact source-grounded per share value usd value (12.76).",
         "evidence": {
-          "actual": -0.36,
-          "expected": -0.36
+          "actual": 12.76,
+          "expected": 12.76
         },
         "id": "model_accuracy:per_share_value_usd",
         "passed": true,
@@ -1153,10 +1641,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded primary metric value (17.73).",
+        "description": "Submit the exact source-grounded primary metric value (52.29).",
         "evidence": {
-          "actual": 17.73,
-          "expected": 17.73
+          "actual": 52.29,
+          "expected": 52.29
         },
         "id": "model_accuracy:primary_metric",
         "passed": true,
@@ -1202,10 +1690,10 @@
           "last_task_id": "dealbench-021",
           "model_id": "MODEL-PROJECT-KEEL",
           "outputs": {
-            "equity_value_usd_m": -12.11,
-            "headline_value_usd_m": 50.89,
-            "per_share_value_usd": -0.36,
-            "primary_metric": 17.73,
+            "equity_value_usd_m": 433.79,
+            "headline_value_usd_m": 496.79,
+            "per_share_value_usd": 12.76,
+            "primary_metric": 52.29,
             "secondary_metric": 5.8
           },
           "project_code": "PROJECT-KEEL",
@@ -1213,6 +1701,8 @@
           "source_refs": [
             "REV-03-CURRENT",
             "PROJECT-KEEL-QOE-CURRENT",
+            "PROJECT-KEEL-ASSUMPTIONS-CURRENT",
+            "PROJECT-KEEL-METHODOLOGY-CURRENT",
             "MSG-dealbench-021-REQUEST",
             "THREAD-dealbench-021"
           ],
@@ -1232,10 +1722,10 @@
           "values": [
             [
               "MODEL-03-SOUR-R3",
-              50.89,
-              -12.11,
-              -0.36,
-              17.73,
+              496.79,
+              433.79,
+              12.76,
+              52.29,
               5.8
             ]
           ],
@@ -1258,6 +1748,8 @@
           "source_refs": [
             "REV-03-CURRENT",
             "PROJECT-KEEL-QOE-CURRENT",
+            "PROJECT-KEEL-ASSUMPTIONS-CURRENT",
+            "PROJECT-KEEL-METHODOLOGY-CURRENT",
             "MSG-dealbench-021-REQUEST",
             "THREAD-dealbench-021"
           ],
@@ -1275,10 +1767,10 @@
           "last_task_id": "dealbench-021",
           "model_id": "MODEL-PROJECT-KEEL",
           "outputs": {
-            "equity_value_usd_m": -12.11,
-            "headline_value_usd_m": 50.89,
-            "per_share_value_usd": -0.36,
-            "primary_metric": 17.73,
+            "equity_value_usd_m": 433.79,
+            "headline_value_usd_m": 496.79,
+            "per_share_value_usd": 12.76,
+            "primary_metric": 52.29,
             "secondary_metric": 5.8
           },
           "project_code": "PROJECT-KEEL",
@@ -1286,6 +1778,8 @@
           "source_refs": [
             "REV-03-CURRENT",
             "PROJECT-KEEL-QOE-CURRENT",
+            "PROJECT-KEEL-ASSUMPTIONS-CURRENT",
+            "PROJECT-KEEL-METHODOLOGY-CURRENT",
             "MSG-dealbench-021-REQUEST",
             "THREAD-dealbench-021"
           ],
@@ -1307,7 +1801,7 @@
             "text": "dealbench-021: ready_for_review / lock_current_case / review draft ready."
           },
           "mail": {
-            "body": "PROJECT-KEEL: recommend lock_current_case. Headline value $50.89m; equity value $-12.11m; model MODEL-03-SOUR-R3; deck DECK-03-SOUR-R2; source REV-03-CURRENT.",
+            "body": "PROJECT-KEEL: recommend lock_current_case. Headline value $496.79m; equity value $433.79m; model MODEL-03-SOUR-R3; deck DECK-03-SOUR-R2; source REV-03-CURRENT.",
             "project_code": "PROJECT-KEEL",
             "recipient": "deal-lead-review@atlas-sim.example",
             "review_status": "draft_for_review",
@@ -1331,10 +1825,10 @@
           "status": "draft_for_review",
           "unrelated_slides_sha256": "a65638ef33cc0511f64b40ac14b4cf1b0da77a257e234d4b0218102d62776082",
           "values": {
-            "equity_value_usd_m": -12.11,
-            "headline_value_usd_m": 50.89,
-            "per_share_value_usd": -0.36,
-            "primary_metric": 17.73,
+            "equity_value_usd_m": 433.79,
+            "headline_value_usd_m": 496.79,
+            "per_share_value_usd": 12.76,
+            "primary_metric": 52.29,
             "secondary_metric": 5.8
           }
         },
@@ -1346,10 +1840,10 @@
         "category": "deliverable",
         "description": "Tie the deliverable values exactly to the live model outputs.",
         "evidence": {
-          "equity_value_usd_m": -12.11,
-          "headline_value_usd_m": 50.89,
-          "per_share_value_usd": -0.36,
-          "primary_metric": 17.73,
+          "equity_value_usd_m": 433.79,
+          "headline_value_usd_m": 496.79,
+          "per_share_value_usd": 12.76,
+          "primary_metric": 52.29,
           "secondary_metric": 5.8
         },
         "id": "deliverable:values",
@@ -1430,8 +1924,8 @@
       "submissions",
       "audit_log"
     ],
-    "successful_tool_calls": 30,
+    "successful_tool_calls": 33,
     "task_id": "dealbench-021",
-    "tool_calls": 30
+    "tool_calls": 33
   }
 }

trajectories/dealbench-031.json

@@ -10,9 +10,6 @@
         "allowed_write_tools": [
           "deals.update_model",
           "sheets.write_range",
-          "deals.update_bid_status",
-          "deals.update_diligence_finding",
-          "deals.request_approval",
           "deals.update_deliverable",
           "deals.commit_plan",
           "mail.send_message",
@@ -39,7 +36,7 @@
               "type": "number"
             },
             "headline_value_usd_m": {
-              "description": "Normalized EBITDA from the operative case, USD millions.",
+              "description": "Enterprise value from the operative precedent-transaction case, USD millions.",
               "multipleOf": 0.01,
               "type": "number"
             },
@@ -53,7 +50,7 @@
               "type": "number"
             },
             "primary_metric": {
-              "description": "Normalized EBITDA margin from the operative case, percent.",
+              "description": "Normalized EBITDA from the operative case, USD millions.",
               "multipleOf": 0.01,
               "type": "number"
             },
@@ -96,6 +93,12 @@
           ],
           "type": "object"
         },
+        "calculation_policy": {
+          "range": "Methodology!A1:B40",
+          "schema_version": "dealbench.calculation-policy.v1",
+          "source": "controlled_workbook_range",
+          "workbook_id": "WB-PROJECT-ORBIT"
+        },
         "controlled_targets": {
           "communications": {
             "channel": "deal-project-orbit",
@@ -115,6 +118,22 @@
             ],
             "status": "draft_for_review"
           },
+          "domain_action": {
+            "required_status": "updated_for_review",
+            "target_id": "MODEL-PROJECT-ORBIT",
+            "tool": "deals.update_model"
+          },
+          "evidence": {
+            "approval_record_id": "APR-PROJECT-ORBIT",
+            "current_approval_file_id": "PROJECT-ORBIT-APPROVAL-CURRENT",
+            "current_assumptions_file_id": "PROJECT-ORBIT-ASSUMPTIONS-CURRENT",
+            "current_forecast_file_id": "PROJECT-ORBIT-FORECAST-CURRENT",
+            "current_methodology_file_id": "PROJECT-ORBIT-METHODOLOGY-CURRENT",
+            "current_qoe_file_id": "PROJECT-ORBIT-QOE-CURRENT",
+            "prior_forecast_file_id": "PROJECT-ORBIT-FORECAST-PRIOR",
+            "request_message_id": "MSG-dealbench-031-REQUEST",
+            "task_thread_id": "THREAD-dealbench-031"
+          },
           "model": {
             "id": "MODEL-PROJECT-ORBIT",
             "next_revision_source": "deals.get_model.next_revision",
@@ -141,8 +160,10 @@
             ],
             "id": "WB-PROJECT-ORBIT",
             "input_ranges": [
-              "Inputs!A1:H20"
+              "Inputs!A1:D30",
+              "Methodology!A1:B40"
             ],
+            "methodology_range": "Methodology!A1:B40",
             "output_range": "Outputs!B2:G2"
           }
         },
@@ -160,9 +181,137 @@
             "label": "Pause for source reconciliation"
           }
         ],
+        "evidence_checklist": [
+          {
+            "accepted_tools": [
+              "benchmark.get_task"
+            ],
+            "description": "read the task-scoped outcome and control contract",
+            "id": "task_contract"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_project"
+            ],
+            "description": "read the active project master record",
+            "id": "project_record"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.search_files"
+            ],
+            "description": "search the data room and surface the current forecast record",
+            "id": "data_room_search"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current management forecast",
+            "id": "current_forecast"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the superseded forecast used for version comparison",
+            "id": "prior_forecast"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_version_history"
+            ],
+            "description": "inspect forecast version history and authority",
+            "id": "version_history"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current quality-of-earnings bridge used by the model",
+            "id": "qoe_bridge"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current approved valuation and financing assumptions",
+            "id": "current_assumptions"
+          },
+          {
+            "accepted_tools": [
+              "mail.search_messages"
+            ],
+            "description": "search mail and surface the task request",
+            "id": "request_mail_search"
+          },
+          {
+            "accepted_tools": [
+              "mail.get_message"
+            ],
+            "description": "read the task request message",
+            "id": "request_mail"
+          },
+          {
+            "accepted_tools": [
+              "chat.search_messages"
+            ],
+            "description": "search the deal-team channel and surface the task thread",
+            "id": "team_chat_search"
+          },
+          {
+            "accepted_tools": [
+              "chat.get_thread"
+            ],
+            "description": "read the deal-team task thread",
+            "id": "team_thread"
+          },
+          {
+            "accepted_tools": [
+              "sheets.list_workbooks"
+            ],
+            "description": "list the active project's controlled workbook",
+            "id": "workbook_index"
+          },
+          {
+            "accepted_tools": [
+              "sheets.read_range"
+            ],
+            "description": "read the operative model inputs from a declared input range",
+            "id": "workbook_inputs"
+          },
+          {
+            "accepted_tools": [
+              "sheets.read_range"
+            ],
+            "description": "read the controlled calculation methodology before calculating outputs",
+            "id": "workbook_methodology"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_model"
+            ],
+            "description": "read the live model and its next controlled revision",
+            "id": "live_model"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_deliverable"
+            ],
+            "description": "read the controlled committee deliverable and next revision",
+            "id": "deliverable"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_approval"
+            ],
+            "description": "read current transaction approval",
+            "id": "approval"
+          }
+        ],
         "project_code": "PROJECT-ORBIT",
-        "prompt": "**PROJECT-ORBIT · BluePeak Software · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
-        "schema_version": "dealbench.agent-contract.v2",
+        "prompt": "Task ID: `dealbench-031`\n\n**PROJECT-ORBIT · BluePeak Software · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
+        "schema_version": "dealbench.agent-contract.v3",
         "task_id": "dealbench-031"
       },
       "server": "dealbench",
@@ -178,6 +327,13 @@
         "company": "BluePeak Software",
         "deal_type": "sell-side auction",
         "industry": "Vertical SaaS",
+        "linked_records": {
+          "approval_id": "APR-PROJECT-ORBIT",
+          "channel": "deal-project-orbit",
+          "deliverable_id": "DECK-PROJECT-ORBIT",
+          "model_id": "MODEL-PROJECT-ORBIT",
+          "workbook_id": "WB-PROJECT-ORBIT"
+        },
         "payload": {
           "allowed_addbacks": 11.0,
           "approval_status": "pending",
@@ -225,6 +381,14 @@
       "index": 3,
       "result": {
         "files": [
+          {
+            "file_id": "PROJECT-ORBIT-FORECAST-PRIOR",
+            "is_current": 0,
+            "kind": "xlsx",
+            "logical_name": "PROJECT-ORBIT-FORECAST",
+            "name": "Superseded management forecast",
+            "version": 2
+          },
           {
             "file_id": "PROJECT-ORBIT-FORECAST-CURRENT",
             "is_current": 1,
@@ -234,12 +398,12 @@
             "version": 3
           },
           {
-            "file_id": "PROJECT-ORBIT-FORECAST-PRIOR",
-            "is_current": 0,
-            "kind": "xlsx",
-            "logical_name": "PROJECT-ORBIT-FORECAST",
-            "name": "Superseded management forecast",
-            "version": 2
+            "file_id": "PROJECT-ORBIT-METHODOLOGY-CURRENT",
+            "is_current": 1,
+            "kind": "json",
+            "logical_name": "PROJECT-ORBIT-METHODOLOGY",
+            "name": "Current controlled model methodology",
+            "version": 1
           }
         ],
         "query": "management forecast"
@@ -282,7 +446,7 @@
           "approved": false,
           "growth": 0.12,
           "revenue": 343.38,
-          "revision": "REV-BIT-PRIOR"
+          "revision": "REV-04-PRIOR"
         },
         "file_id": "PROJECT-ORBIT-FORECAST-PRIOR",
         "is_current": 0,
@@ -321,7 +485,7 @@
               "approved": false,
               "growth": 0.12,
               "revenue": 343.38,
-              "revision": "REV-BIT-PRIOR"
+              "revision": "REV-04-PRIOR"
             },
             "file_id": "PROJECT-ORBIT-FORECAST-PRIOR",
             "is_current": 0,
@@ -335,12 +499,77 @@
       "success": true,
       "tool": "dealroom.get_version_history"
     },
+    {
+      "arguments": {
+        "file_id": "PROJECT-ORBIT-QOE-CURRENT"
+      },
+      "index": 7,
+      "result": {
+        "content": {
+          "allowed_addbacks": 11.0,
+          "reported_ebitda": 84.25,
+          "unsupported_addbacks_excluded": 4.4
+        },
+        "file_id": "PROJECT-ORBIT-QOE-CURRENT",
+        "is_current": 1,
+        "kind": "pdf",
+        "logical_name": "PROJECT-ORBIT-QOE",
+        "name": "Current quality-of-earnings bridge",
+        "project_code": "PROJECT-ORBIT",
+        "version": 4
+      },
+      "server": "dealroom",
+      "success": true,
+      "tool": "dealroom.get_file"
+    },
+    {
+      "arguments": {
+        "file_id": "PROJECT-ORBIT-ASSUMPTIONS-CURRENT"
+      },
+      "index": 8,
+      "result": {
+        "content": {
+          "approved": true,
+          "cash_funding_pct": 0.35,
+          "entry_leverage": 4.6,
+          "exit_multiple": 12.5,
+          "offer_premium": 0.25,
+          "revision": "REV-04-CURRENT",
+          "terminal_growth": 0.031,
+          "wacc": 0.112
+        },
+        "file_id": "PROJECT-ORBIT-ASSUMPTIONS-CURRENT",
+        "is_current": 1,
+        "kind": "json",
+        "logical_name": "PROJECT-ORBIT-ASSUMPTIONS",
+        "name": "Current approved model assumptions",
+        "project_code": "PROJECT-ORBIT",
+        "version": 3
+      },
+      "server": "dealroom",
+      "success": true,
+      "tool": "dealroom.get_file"
+    },
+    {
+      "arguments": {
+        "project_code": "PROJECT-ORBIT"
+      },
+      "index": 9,
+      "result": {
+        "channels": [
+          "deal-project-orbit"
+        ]
+      },
+      "server": "chat",
+      "success": true,
+      "tool": "chat.list_channels"
+    },
     {
       "arguments": {
         "project_code": "PROJECT-ORBIT",
         "query": "Source control and launch readiness"
       },
-      "index": 7,
+      "index": 10,
       "result": {
         "messages": [
           {
@@ -349,6 +578,13 @@
             "sent_at": "2026-04-16T09:00:00Z",
             "subject": "dealbench-031 operating request",
             "task_id": "dealbench-031"
+          },
+          {
+            "message_id": "MSG-dealbench-031-AUTHORITY",
+            "sender": "deal-control@atlas-sim.example",
+            "sent_at": "2026-04-16T09:00:00Z",
+            "subject": "Current source and review authority",
+            "task_id": "dealbench-031"
           }
         ]
       },
@@ -360,9 +596,9 @@
       "arguments": {
         "message_id": "MSG-dealbench-031-REQUEST"
       },
-      "index": 8,
+      "index": 11,
       "result": {
-        "body": "**PROJECT-ORBIT · BluePeak Software · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
+        "body": "Task ID: `dealbench-031`\n\n**PROJECT-ORBIT · BluePeak Software · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
         "message_id": "MSG-dealbench-031-REQUEST",
         "project_code": "PROJECT-ORBIT",
         "recipients": [
@@ -377,26 +613,12 @@
       "success": true,
       "tool": "mail.get_message"
     },
-    {
-      "arguments": {
-        "project_code": "PROJECT-ORBIT"
-      },
-      "index": 9,
-      "result": {
-        "channels": [
-          "deal-project-orbit"
-        ]
-      },
-      "server": "chat",
-      "success": true,
-      "tool": "chat.list_channels"
-    },
     {
       "arguments": {
         "channel": "deal-project-orbit",
         "query": "current authority"
       },
-      "index": 10,
+      "index": 12,
       "result": {
         "messages": [
           {
@@ -405,7 +627,16 @@
             "message_id": "CHAT-dealbench-031-1",
             "posted_at": "2026-04-16T09:00:00Z",
             "task_id": "dealbench-031",
-            "text": "Please resolve dealbench-031 against current authority.",
+            "text": "Please resolve dealbench-031 (Source control and launch readiness) against current authority.",
+            "thread_id": "THREAD-dealbench-031"
+          },
+          {
+            "author": "deal-control",
+            "channel": "deal-project-orbit",
+            "message_id": "CHAT-dealbench-031-2",
+            "posted_at": "2026-04-16T09:00:00Z",
+            "task_id": "dealbench-031",
+            "text": "Current source is REV-04-CURRENT; keep the external update in review.",
             "thread_id": "THREAD-dealbench-031"
           }
         ]
@@ -418,7 +649,7 @@
       "arguments": {
         "thread_id": "THREAD-dealbench-031"
       },
-      "index": 11,
+      "index": 13,
       "result": {
         "messages": [
           {
@@ -427,7 +658,7 @@
             "message_id": "CHAT-dealbench-031-1",
             "posted_at": "2026-04-16T09:00:00Z",
             "task_id": "dealbench-031",
-            "text": "Please resolve dealbench-031 against current authority.",
+            "text": "Please resolve dealbench-031 (Source control and launch readiness) against current authority.",
             "thread_id": "THREAD-dealbench-031"
           },
           {
@@ -449,7 +680,7 @@
       "arguments": {
         "project_code": "PROJECT-ORBIT"
       },
-      "index": 12,
+      "index": 14,
       "result": {
         "workbooks": [
           {
@@ -463,7 +694,8 @@
             ],
             "controlled_output_range": "Outputs!B2:G2",
             "input_ranges": [
-              "Inputs!A1:H20"
+              "Inputs!A1:D30",
+              "Methodology!A1:B40"
             ],
             "name": "BluePeak Software live deal model",
             "project_code": "PROJECT-ORBIT",
@@ -478,22 +710,242 @@
     },
     {
       "arguments": {
-        "range": "Inputs!A1:H20",
+        "range": "Inputs!A1:D30",
         "workbook_id": "WB-PROJECT-ORBIT"
       },
-      "index": 13,
+      "index": 15,
       "result": {
-        "range": "Inputs!A1:H20",
-        "values": {
-          "allowed_addbacks": 11.0,
-          "cash": 46.0,
-          "debt": 88.0,
-          "disallowed_addbacks": 4.4,
-          "ebitda_margin": 0.238,
-          "revenue": 354.0,
-          "terminal_growth": 0.031,
-          "wacc": 0.112
-        },
+        "range": "Inputs!A1:D30",
+        "values": [
+          [
+            "Field",
+            "Value",
+            "Unit",
+            "Source"
+          ],
+          [
+            "Revenue",
+            354.0,
+            "USD m",
+            "current forecast"
+          ],
+          [
+            "Reported EBITDA margin",
+            0.238,
+            "decimal",
+            "current QoE"
+          ],
+          [
+            "Allowed add-backs",
+            11.0,
+            "USD m",
+            "current QoE"
+          ],
+          [
+            "Unsupported add-backs excluded",
+            4.4,
+            "USD m",
+            "current QoE"
+          ],
+          [
+            "Debt",
+            88.0,
+            "USD m",
+            "current balance sheet"
+          ],
+          [
+            "Cash",
+            46.0,
+            "USD m",
+            "current balance sheet"
+          ],
+          [
+            "Diluted shares",
+            61.0,
+            "m shares",
+            "current share data"
+          ],
+          [
+            "Share price",
+            15.6,
+            "USD/share",
+            "current share data"
+          ],
+          [
+            "Forecast growth",
+            0.132,
+            "decimal",
+            "current forecast"
+          ],
+          [
+            "Tax rate",
+            0.23,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Capex percent of revenue",
+            0.019,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "NWC balance percent of revenue",
+            0.012,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Approved trading median EV / EBITDA",
+            13.8,
+            "turns",
+            "approved peer set"
+          ],
+          [
+            "Approved precedent median EV / EBITDA",
+            14.6,
+            "turns",
+            "approved precedent set"
+          ],
+          [
+            "WACC",
+            0.112,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Terminal growth",
+            0.031,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Maximum entry leverage",
+            4.6,
+            "turns",
+            "current debt schedule"
+          ],
+          [
+            "Approved exit multiple",
+            12.5,
+            "turns",
+            "current debt schedule"
+          ],
+          [
+            "Buyer net income",
+            174.0,
+            "USD m",
+            "buyer market record"
+          ],
+          [
+            "Buyer diluted shares",
+            101.0,
+            "m shares",
+            "buyer market record"
+          ],
+          [
+            "Buyer share price",
+            28.1,
+            "USD/share",
+            "buyer market record"
+          ],
+          [
+            "Offer premium",
+            0.25,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Cash funding percent",
+            0.35,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Approved synergies",
+            19.0,
+            "USD m",
+            "current assumptions"
+          ],
+          [
+            "Exit debt remaining",
+            0.45,
+            "decimal of entry debt",
+            "controlled methodology"
+          ],
+          [
+            "Target net income conversion",
+            0.58,
+            "decimal of normalized EBITDA",
+            "controlled methodology"
+          ],
+          [
+            "Debt funding cost",
+            0.055,
+            "decimal",
+            "controlled methodology"
+          ]
+        ],
+        "workbook_id": "WB-PROJECT-ORBIT"
+      },
+      "server": "spreadsheets",
+      "success": true,
+      "tool": "sheets.read_range"
+    },
+    {
+      "arguments": {
+        "range": "Methodology!A1:B40",
+        "workbook_id": "WB-PROJECT-ORBIT"
+      },
+      "index": 16,
+      "result": {
+        "range": "Methodology!A1:B40",
+        "values": [
+          [
+            "Policy schema",
+            "dealbench.calculation-policy.v1"
+          ],
+          [
+            "Category",
+            "source_control"
+          ],
+          [
+            "Headline",
+            "operative precedent enterprise value"
+          ],
+          [
+            "Rounding",
+            "Use full-precision intermediate calculations. Round only submitted and persisted numeric outputs to two decimals using half-up rounding."
+          ],
+          [
+            "Shared output 1",
+            "net debt = current debt - current cash"
+          ],
+          [
+            "Shared output 2",
+            "equity value = headline enterprise value - net debt"
+          ],
+          [
+            "Shared output 3",
+            "per-share value = equity value / current diluted shares"
+          ],
+          [
+            "Calculation step 1",
+            "base EBITDA = current revenue × reported EBITDA margin"
+          ],
+          [
+            "Calculation step 2",
+            "normalized EBITDA = base EBITDA + allowed add-backs; unsupported add-backs are excluded, not subtracted from base EBITDA"
+          ],
+          [
+            "Calculation step 3",
+            "headline enterprise value = normalized EBITDA × current approved precedent median"
+          ],
+          [
+            "Calculation step 4",
+            "primary metric = normalized EBITDA; secondary metric = current forecast growth percent"
+          ]
+        ],
         "workbook_id": "WB-PROJECT-ORBIT"
       },
       "server": "spreadsheets",
@@ -504,7 +956,7 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-ORBIT"
       },
-      "index": 14,
+      "index": 17,
       "result": {
         "last_task_id": null,
         "model_id": "MODEL-PROJECT-ORBIT",
@@ -522,7 +974,7 @@
         ],
         "revision": "MODEL-PRIOR-R2",
         "source_refs": [
-          "REV-BIT-PRIOR"
+          "REV-04-PRIOR"
         ],
         "status": "working"
       },
@@ -534,7 +986,7 @@
       "arguments": {
         "deliverable_id": "DECK-PROJECT-ORBIT"
       },
-      "index": 15,
+      "index": 18,
       "result": {
         "deliverable_id": "DECK-PROJECT-ORBIT",
         "last_task_id": null,
@@ -562,7 +1014,7 @@
       "arguments": {
         "approval_id": "APR-PROJECT-ORBIT"
       },
-      "index": 16,
+      "index": 19,
       "result": {
         "approval_id": "APR-PROJECT-ORBIT",
         "authority": "Transaction Committee",
@@ -581,30 +1033,32 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-ORBIT",
         "outputs": {
-          "equity_value_usd_m": 48.85,
-          "headline_value_usd_m": 90.85,
-          "per_share_value_usd": 0.8,
-          "primary_metric": 25.66,
+          "equity_value_usd_m": 1348.68,
+          "headline_value_usd_m": 1390.68,
+          "per_share_value_usd": 22.11,
+          "primary_metric": 95.25,
           "secondary_metric": 13.2
         },
         "revision": "MODEL-04-SOUR-R3",
         "source_refs": [
           "REV-04-CURRENT",
           "PROJECT-ORBIT-QOE-CURRENT",
+          "PROJECT-ORBIT-ASSUMPTIONS-CURRENT",
+          "PROJECT-ORBIT-METHODOLOGY-CURRENT",
           "MSG-dealbench-031-REQUEST",
           "THREAD-dealbench-031"
         ],
         "task_id": "dealbench-031"
       },
-      "index": 17,
+      "index": 20,
       "result": {
         "last_task_id": "dealbench-031",
         "model_id": "MODEL-PROJECT-ORBIT",
         "outputs": {
-          "equity_value_usd_m": 48.85,
-          "headline_value_usd_m": 90.85,
-          "per_share_value_usd": 0.8,
-          "primary_metric": 25.66,
+          "equity_value_usd_m": 1348.68,
+          "headline_value_usd_m": 1390.68,
+          "per_share_value_usd": 22.11,
+          "primary_metric": 95.25,
           "secondary_metric": 13.2
         },
         "project_code": "PROJECT-ORBIT",
@@ -612,6 +1066,8 @@
         "source_refs": [
           "REV-04-CURRENT",
           "PROJECT-ORBIT-QOE-CURRENT",
+          "PROJECT-ORBIT-ASSUMPTIONS-CURRENT",
+          "PROJECT-ORBIT-METHODOLOGY-CURRENT",
           "MSG-dealbench-031-REQUEST",
           "THREAD-dealbench-031"
         ],
@@ -628,16 +1084,16 @@
         "values": [
           [
             "MODEL-04-SOUR-R3",
-            90.85,
-            48.85,
-            0.8,
-            25.66,
+            1390.68,
+            1348.68,
+            22.11,
+            95.25,
             13.2
           ]
         ],
         "workbook_id": "WB-PROJECT-ORBIT"
       },
-      "index": 18,
+      "index": 21,
       "result": {
         "change_id": "CHANGE-dealbench-031",
         "updatedRange": "Outputs!B2:G2",
@@ -654,14 +1110,14 @@
         "status": "draft_for_review",
         "task_id": "dealbench-031",
         "values": {
-          "equity_value_usd_m": 48.85,
-          "headline_value_usd_m": 90.85,
-          "per_share_value_usd": 0.8,
-          "primary_metric": 25.66,
+          "equity_value_usd_m": 1348.68,
+          "headline_value_usd_m": 1390.68,
+          "per_share_value_usd": 22.11,
+          "primary_metric": 95.25,
           "secondary_metric": 13.2
         }
       },
-      "index": 19,
+      "index": 22,
       "result": {
         "deliverable_id": "DECK-PROJECT-ORBIT",
         "last_task_id": "dealbench-031",
@@ -670,10 +1126,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "1236aa65c1e4c70c308668ca190621d296609c642fc3f2d9c0b6a0a8913bed4b",
         "values": {
-          "equity_value_usd_m": 48.85,
-          "headline_value_usd_m": 90.85,
-          "per_share_value_usd": 0.8,
-          "primary_metric": 25.66,
+          "equity_value_usd_m": 1348.68,
+          "headline_value_usd_m": 1390.68,
+          "per_share_value_usd": 22.11,
+          "primary_metric": 95.25,
           "secondary_metric": 13.2
         }
       },
@@ -691,13 +1147,15 @@
         "source_refs": [
           "REV-04-CURRENT",
           "PROJECT-ORBIT-QOE-CURRENT",
+          "PROJECT-ORBIT-ASSUMPTIONS-CURRENT",
+          "PROJECT-ORBIT-METHODOLOGY-CURRENT",
           "MSG-dealbench-031-REQUEST",
           "THREAD-dealbench-031"
         ],
         "status": "ready_for_review",
         "task_id": "dealbench-031"
       },
-      "index": 20,
+      "index": 23,
       "result": {
         "decision": "lock_current_case",
         "deliverable_id": "DECK-PROJECT-ORBIT",
@@ -708,6 +1166,8 @@
         "source_refs": [
           "REV-04-CURRENT",
           "PROJECT-ORBIT-QOE-CURRENT",
+          "PROJECT-ORBIT-ASSUMPTIONS-CURRENT",
+          "PROJECT-ORBIT-METHODOLOGY-CURRENT",
           "MSG-dealbench-031-REQUEST",
           "THREAD-dealbench-031"
         ],
@@ -720,14 +1180,14 @@
     },
     {
       "arguments": {
-        "body": "PROJECT-ORBIT: recommend lock_current_case. Headline value $90.85m; equity value $48.85m; model MODEL-04-SOUR-R3; deck DECK-04-SOUR-R2; source REV-04-CURRENT.",
+        "body": "PROJECT-ORBIT: recommend lock_current_case. Headline value $1390.68m; equity value $1348.68m; model MODEL-04-SOUR-R3; deck DECK-04-SOUR-R2; source REV-04-CURRENT.",
         "project_code": "PROJECT-ORBIT",
         "review_status": "draft_for_review",
         "subject": "dealbench-031 — ready_for_review — review draft",
         "task_id": "dealbench-031",
         "to": "deal-lead-review@atlas-sim.example"
       },
-      "index": 21,
+      "index": 24,
       "result": {
         "review_status": "draft_for_review",
         "saved": true,
@@ -744,7 +1204,7 @@
         "task_id": "dealbench-031",
         "text": "dealbench-031: ready_for_review / lock_current_case / review draft ready."
       },
-      "index": 22,
+      "index": 25,
       "result": {
         "post_id": "POST-dealbench-031",
         "review_status": "draft_for_review",
@@ -758,16 +1218,16 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-ORBIT"
       },
-      "index": 23,
+      "index": 26,
       "result": {
         "last_task_id": "dealbench-031",
         "model_id": "MODEL-PROJECT-ORBIT",
         "next_revision": "MODEL-04-SOUR-R3",
         "outputs": {
-          "equity_value_usd_m": 48.85,
-          "headline_value_usd_m": 90.85,
-          "per_share_value_usd": 0.8,
-          "primary_metric": 25.66,
+          "equity_value_usd_m": 1348.68,
+          "headline_value_usd_m": 1390.68,
+          "per_share_value_usd": 22.11,
+          "primary_metric": 95.25,
           "secondary_metric": 13.2
         },
         "project_code": "PROJECT-ORBIT",
@@ -782,6 +1242,8 @@
         "source_refs": [
           "REV-04-CURRENT",
           "PROJECT-ORBIT-QOE-CURRENT",
+          "PROJECT-ORBIT-ASSUMPTIONS-CURRENT",
+          "PROJECT-ORBIT-METHODOLOGY-CURRENT",
           "MSG-dealbench-031-REQUEST",
           "THREAD-dealbench-031"
         ],
@@ -795,7 +1257,7 @@
       "arguments": {
         "workbook_id": "WB-PROJECT-ORBIT"
       },
-      "index": 24,
+      "index": 27,
       "result": {
         "changes": [
           {
@@ -805,10 +1267,10 @@
             "values": [
               [
                 "MODEL-04-SOUR-R3",
-                90.85,
-                48.85,
-                0.8,
-                25.66,
+                1390.68,
+                1348.68,
+                22.11,
+                95.25,
                 13.2
               ]
             ],
@@ -824,7 +1286,7 @@
       "arguments": {
         "deliverable_id": "DECK-PROJECT-ORBIT"
       },
-      "index": 25,
+      "index": 28,
       "result": {
         "deliverable_id": "DECK-PROJECT-ORBIT",
         "last_task_id": "dealbench-031",
@@ -841,10 +1303,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "1236aa65c1e4c70c308668ca190621d296609c642fc3f2d9c0b6a0a8913bed4b",
         "values": {
-          "equity_value_usd_m": 48.85,
-          "headline_value_usd_m": 90.85,
-          "per_share_value_usd": 0.8,
-          "primary_metric": 25.66,
+          "equity_value_usd_m": 1348.68,
+          "headline_value_usd_m": 1390.68,
+          "per_share_value_usd": 22.11,
+          "primary_metric": 95.25,
           "secondary_metric": 13.2
         }
       },
@@ -857,7 +1319,7 @@
         "project_code": "PROJECT-ORBIT",
         "task_id": "dealbench-031"
       },
-      "index": 26,
+      "index": 29,
       "result": {
         "decision": "lock_current_case",
         "deliverable_id": "DECK-PROJECT-ORBIT",
@@ -868,6 +1330,8 @@
         "source_refs": [
           "REV-04-CURRENT",
           "PROJECT-ORBIT-QOE-CURRENT",
+          "PROJECT-ORBIT-ASSUMPTIONS-CURRENT",
+          "PROJECT-ORBIT-METHODOLOGY-CURRENT",
           "MSG-dealbench-031-REQUEST",
           "THREAD-dealbench-031"
         ],
@@ -883,11 +1347,11 @@
         "project_code": "PROJECT-ORBIT",
         "task_id": "dealbench-031"
       },
-      "index": 27,
+      "index": 30,
       "result": {
         "messages": [
           {
-            "body": "PROJECT-ORBIT: recommend lock_current_case. Headline value $90.85m; equity value $48.85m; model MODEL-04-SOUR-R3; deck DECK-04-SOUR-R2; source REV-04-CURRENT.",
+            "body": "PROJECT-ORBIT: recommend lock_current_case. Headline value $1390.68m; equity value $1348.68m; model MODEL-04-SOUR-R3; deck DECK-04-SOUR-R2; source REV-04-CURRENT.",
             "project_code": "PROJECT-ORBIT",
             "recipient": "deal-lead-review@atlas-sim.example",
             "review_status": "draft_for_review",
@@ -906,7 +1370,7 @@
         "channel": "deal-project-orbit",
         "task_id": "dealbench-031"
       },
-      "index": 28,
+      "index": 31,
       "result": {
         "posts": [
           {
@@ -927,11 +1391,11 @@
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-04-SOUR-R2",
-          "equity_value_usd_m": 48.85,
-          "headline_value_usd_m": 90.85,
+          "equity_value_usd_m": 1348.68,
+          "headline_value_usd_m": 1390.68,
           "model_revision": "MODEL-04-SOUR-R3",
-          "per_share_value_usd": 0.8,
-          "primary_metric": 25.66,
+          "per_share_value_usd": 22.11,
+          "primary_metric": 95.25,
           "project_code": "PROJECT-ORBIT",
           "recommended_option": "lock_current_case",
           "secondary_metric": 13.2,
@@ -939,16 +1403,16 @@
         },
         "task_id": "dealbench-031"
       },
-      "index": 29,
+      "index": 32,
       "result": {
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-04-SOUR-R2",
-          "equity_value_usd_m": 48.85,
-          "headline_value_usd_m": 90.85,
+          "equity_value_usd_m": 1348.68,
+          "headline_value_usd_m": 1390.68,
           "model_revision": "MODEL-04-SOUR-R3",
-          "per_share_value_usd": 0.8,
-          "primary_metric": 25.66,
+          "per_share_value_usd": 22.11,
+          "primary_metric": 95.25,
           "project_code": "PROJECT-ORBIT",
           "recommended_option": "lock_current_case",
           "secondary_metric": 13.2,
@@ -965,16 +1429,16 @@
       "arguments": {
         "task_id": "dealbench-031"
       },
-      "index": 30,
+      "index": 33,
       "result": {
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-04-SOUR-R2",
-          "equity_value_usd_m": 48.85,
-          "headline_value_usd_m": 90.85,
+          "equity_value_usd_m": 1348.68,
+          "headline_value_usd_m": 1390.68,
           "model_revision": "MODEL-04-SOUR-R3",
-          "per_share_value_usd": 0.8,
-          "primary_metric": 25.66,
+          "per_share_value_usd": 22.11,
+          "primary_metric": 95.25,
           "project_code": "PROJECT-ORBIT",
           "recommended_option": "lock_current_case",
           "secondary_metric": 13.2,
@@ -1004,7 +1468,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:task_contract",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1012,7 +1476,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:project_record",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1020,7 +1484,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:data_room_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1028,7 +1492,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:current_forecast",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1036,7 +1500,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:prior_forecast",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1044,7 +1508,23 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:version_history",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the current quality-of-earnings bridge used by the model investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:qoe_bridge",
+        "passed": true,
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the current approved valuation and financing assumptions investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:current_assumptions",
+        "passed": true,
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1052,7 +1532,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:request_mail_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1060,7 +1540,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:request_mail",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1068,7 +1548,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:team_chat_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1076,7 +1556,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:team_thread",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1084,7 +1564,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:workbook_index",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1092,7 +1572,15 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:workbook_inputs",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the controlled calculation methodology before calculating outputs investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:workbook_methodology",
+        "passed": true,
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1100,7 +1588,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:live_model",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1108,7 +1596,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:deliverable",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1116,14 +1604,14 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:approval",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded headline value usd m value (90.85).",
+        "description": "Submit the exact source-grounded headline value usd m value (1390.68).",
         "evidence": {
-          "actual": 90.85,
-          "expected": 90.85
+          "actual": 1390.68,
+          "expected": 1390.68
         },
         "id": "model_accuracy:headline_value_usd_m",
         "passed": true,
@@ -1131,10 +1619,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded equity value usd m value (48.85).",
+        "description": "Submit the exact source-grounded equity value usd m value (1348.68).",
         "evidence": {
-          "actual": 48.85,
-          "expected": 48.85
+          "actual": 1348.68,
+          "expected": 1348.68
         },
         "id": "model_accuracy:equity_value_usd_m",
         "passed": true,
@@ -1142,10 +1630,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded per share value usd value (0.8).",
+        "description": "Submit the exact source-grounded per share value usd value (22.11).",
         "evidence": {
-          "actual": 0.8,
-          "expected": 0.8
+          "actual": 22.11,
+          "expected": 22.11
         },
         "id": "model_accuracy:per_share_value_usd",
         "passed": true,
@@ -1153,10 +1641,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded primary metric value (25.66).",
+        "description": "Submit the exact source-grounded primary metric value (95.25).",
         "evidence": {
-          "actual": 25.66,
-          "expected": 25.66
+          "actual": 95.25,
+          "expected": 95.25
         },
         "id": "model_accuracy:primary_metric",
         "passed": true,
@@ -1202,10 +1690,10 @@
           "last_task_id": "dealbench-031",
           "model_id": "MODEL-PROJECT-ORBIT",
           "outputs": {
-            "equity_value_usd_m": 48.85,
-            "headline_value_usd_m": 90.85,
-            "per_share_value_usd": 0.8,
-            "primary_metric": 25.66,
+            "equity_value_usd_m": 1348.68,
+            "headline_value_usd_m": 1390.68,
+            "per_share_value_usd": 22.11,
+            "primary_metric": 95.25,
             "secondary_metric": 13.2
           },
           "project_code": "PROJECT-ORBIT",
@@ -1213,6 +1701,8 @@
           "source_refs": [
             "REV-04-CURRENT",
             "PROJECT-ORBIT-QOE-CURRENT",
+            "PROJECT-ORBIT-ASSUMPTIONS-CURRENT",
+            "PROJECT-ORBIT-METHODOLOGY-CURRENT",
             "MSG-dealbench-031-REQUEST",
             "THREAD-dealbench-031"
           ],
@@ -1232,10 +1722,10 @@
           "values": [
             [
               "MODEL-04-SOUR-R3",
-              90.85,
-              48.85,
-              0.8,
-              25.66,
+              1390.68,
+              1348.68,
+              22.11,
+              95.25,
               13.2
             ]
           ],
@@ -1258,6 +1748,8 @@
           "source_refs": [
             "REV-04-CURRENT",
             "PROJECT-ORBIT-QOE-CURRENT",
+            "PROJECT-ORBIT-ASSUMPTIONS-CURRENT",
+            "PROJECT-ORBIT-METHODOLOGY-CURRENT",
             "MSG-dealbench-031-REQUEST",
             "THREAD-dealbench-031"
           ],
@@ -1275,10 +1767,10 @@
           "last_task_id": "dealbench-031",
           "model_id": "MODEL-PROJECT-ORBIT",
           "outputs": {
-            "equity_value_usd_m": 48.85,
-            "headline_value_usd_m": 90.85,
-            "per_share_value_usd": 0.8,
-            "primary_metric": 25.66,
+            "equity_value_usd_m": 1348.68,
+            "headline_value_usd_m": 1390.68,
+            "per_share_value_usd": 22.11,
+            "primary_metric": 95.25,
             "secondary_metric": 13.2
           },
           "project_code": "PROJECT-ORBIT",
@@ -1286,6 +1778,8 @@
           "source_refs": [
             "REV-04-CURRENT",
             "PROJECT-ORBIT-QOE-CURRENT",
+            "PROJECT-ORBIT-ASSUMPTIONS-CURRENT",
+            "PROJECT-ORBIT-METHODOLOGY-CURRENT",
             "MSG-dealbench-031-REQUEST",
             "THREAD-dealbench-031"
           ],
@@ -1307,7 +1801,7 @@
             "text": "dealbench-031: ready_for_review / lock_current_case / review draft ready."
           },
           "mail": {
-            "body": "PROJECT-ORBIT: recommend lock_current_case. Headline value $90.85m; equity value $48.85m; model MODEL-04-SOUR-R3; deck DECK-04-SOUR-R2; source REV-04-CURRENT.",
+            "body": "PROJECT-ORBIT: recommend lock_current_case. Headline value $1390.68m; equity value $1348.68m; model MODEL-04-SOUR-R3; deck DECK-04-SOUR-R2; source REV-04-CURRENT.",
             "project_code": "PROJECT-ORBIT",
             "recipient": "deal-lead-review@atlas-sim.example",
             "review_status": "draft_for_review",
@@ -1331,10 +1825,10 @@
           "status": "draft_for_review",
           "unrelated_slides_sha256": "1236aa65c1e4c70c308668ca190621d296609c642fc3f2d9c0b6a0a8913bed4b",
           "values": {
-            "equity_value_usd_m": 48.85,
-            "headline_value_usd_m": 90.85,
-            "per_share_value_usd": 0.8,
-            "primary_metric": 25.66,
+            "equity_value_usd_m": 1348.68,
+            "headline_value_usd_m": 1390.68,
+            "per_share_value_usd": 22.11,
+            "primary_metric": 95.25,
             "secondary_metric": 13.2
           }
         },
@@ -1346,10 +1840,10 @@
         "category": "deliverable",
         "description": "Tie the deliverable values exactly to the live model outputs.",
         "evidence": {
-          "equity_value_usd_m": 48.85,
-          "headline_value_usd_m": 90.85,
-          "per_share_value_usd": 0.8,
-          "primary_metric": 25.66,
+          "equity_value_usd_m": 1348.68,
+          "headline_value_usd_m": 1390.68,
+          "per_share_value_usd": 22.11,
+          "primary_metric": 95.25,
           "secondary_metric": 13.2
         },
         "id": "deliverable:values",
@@ -1430,8 +1924,8 @@
       "submissions",
       "audit_log"
     ],
-    "successful_tool_calls": 30,
+    "successful_tool_calls": 33,
     "task_id": "dealbench-031",
-    "tool_calls": 30
+    "tool_calls": 33
   }
 }

trajectories/dealbench-041.json

@@ -10,9 +10,6 @@
         "allowed_write_tools": [
           "deals.update_model",
           "sheets.write_range",
-          "deals.update_bid_status",
-          "deals.update_diligence_finding",
-          "deals.request_approval",
           "deals.update_deliverable",
           "deals.commit_plan",
           "mail.send_message",
@@ -39,7 +36,7 @@
               "type": "number"
             },
             "headline_value_usd_m": {
-              "description": "Normalized EBITDA from the operative case, USD millions.",
+              "description": "Enterprise value from the operative precedent-transaction case, USD millions.",
               "multipleOf": 0.01,
               "type": "number"
             },
@@ -53,7 +50,7 @@
               "type": "number"
             },
             "primary_metric": {
-              "description": "Normalized EBITDA margin from the operative case, percent.",
+              "description": "Normalized EBITDA from the operative case, USD millions.",
               "multipleOf": 0.01,
               "type": "number"
             },
@@ -96,6 +93,12 @@
           ],
           "type": "object"
         },
+        "calculation_policy": {
+          "range": "Methodology!A1:B40",
+          "schema_version": "dealbench.calculation-policy.v1",
+          "source": "controlled_workbook_range",
+          "workbook_id": "WB-PROJECT-CANOPY"
+        },
         "controlled_targets": {
           "communications": {
             "channel": "deal-project-canopy",
@@ -115,6 +118,22 @@
             ],
             "status": "draft_for_review"
           },
+          "domain_action": {
+            "required_status": "updated_for_review",
+            "target_id": "MODEL-PROJECT-CANOPY",
+            "tool": "deals.update_model"
+          },
+          "evidence": {
+            "approval_record_id": "APR-PROJECT-CANOPY",
+            "current_approval_file_id": "PROJECT-CANOPY-APPROVAL-CURRENT",
+            "current_assumptions_file_id": "PROJECT-CANOPY-ASSUMPTIONS-CURRENT",
+            "current_forecast_file_id": "PROJECT-CANOPY-FORECAST-CURRENT",
+            "current_methodology_file_id": "PROJECT-CANOPY-METHODOLOGY-CURRENT",
+            "current_qoe_file_id": "PROJECT-CANOPY-QOE-CURRENT",
+            "prior_forecast_file_id": "PROJECT-CANOPY-FORECAST-PRIOR",
+            "request_message_id": "MSG-dealbench-041-REQUEST",
+            "task_thread_id": "THREAD-dealbench-041"
+          },
           "model": {
             "id": "MODEL-PROJECT-CANOPY",
             "next_revision_source": "deals.get_model.next_revision",
@@ -141,8 +160,10 @@
             ],
             "id": "WB-PROJECT-CANOPY",
             "input_ranges": [
-              "Inputs!A1:H20"
+              "Inputs!A1:D30",
+              "Methodology!A1:B40"
             ],
+            "methodology_range": "Methodology!A1:B40",
             "output_range": "Outputs!B2:G2"
           }
         },
@@ -160,9 +181,137 @@
             "label": "Pause for source reconciliation"
           }
         ],
+        "evidence_checklist": [
+          {
+            "accepted_tools": [
+              "benchmark.get_task"
+            ],
+            "description": "read the task-scoped outcome and control contract",
+            "id": "task_contract"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_project"
+            ],
+            "description": "read the active project master record",
+            "id": "project_record"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.search_files"
+            ],
+            "description": "search the data room and surface the current forecast record",
+            "id": "data_room_search"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current management forecast",
+            "id": "current_forecast"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the superseded forecast used for version comparison",
+            "id": "prior_forecast"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_version_history"
+            ],
+            "description": "inspect forecast version history and authority",
+            "id": "version_history"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current quality-of-earnings bridge used by the model",
+            "id": "qoe_bridge"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current approved valuation and financing assumptions",
+            "id": "current_assumptions"
+          },
+          {
+            "accepted_tools": [
+              "mail.search_messages"
+            ],
+            "description": "search mail and surface the task request",
+            "id": "request_mail_search"
+          },
+          {
+            "accepted_tools": [
+              "mail.get_message"
+            ],
+            "description": "read the task request message",
+            "id": "request_mail"
+          },
+          {
+            "accepted_tools": [
+              "chat.search_messages"
+            ],
+            "description": "search the deal-team channel and surface the task thread",
+            "id": "team_chat_search"
+          },
+          {
+            "accepted_tools": [
+              "chat.get_thread"
+            ],
+            "description": "read the deal-team task thread",
+            "id": "team_thread"
+          },
+          {
+            "accepted_tools": [
+              "sheets.list_workbooks"
+            ],
+            "description": "list the active project's controlled workbook",
+            "id": "workbook_index"
+          },
+          {
+            "accepted_tools": [
+              "sheets.read_range"
+            ],
+            "description": "read the operative model inputs from a declared input range",
+            "id": "workbook_inputs"
+          },
+          {
+            "accepted_tools": [
+              "sheets.read_range"
+            ],
+            "description": "read the controlled calculation methodology before calculating outputs",
+            "id": "workbook_methodology"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_model"
+            ],
+            "description": "read the live model and its next controlled revision",
+            "id": "live_model"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_deliverable"
+            ],
+            "description": "read the controlled committee deliverable and next revision",
+            "id": "deliverable"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_approval"
+            ],
+            "description": "read current transaction approval",
+            "id": "approval"
+          }
+        ],
         "project_code": "PROJECT-CANOPY",
-        "prompt": "**PROJECT-CANOPY · Verdant Packaging · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
-        "schema_version": "dealbench.agent-contract.v2",
+        "prompt": "Task ID: `dealbench-041`\n\n**PROJECT-CANOPY · Verdant Packaging · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
+        "schema_version": "dealbench.agent-contract.v3",
         "task_id": "dealbench-041"
       },
       "server": "dealbench",
@@ -178,6 +327,13 @@
         "company": "Verdant Packaging",
         "deal_type": "sponsor recapitalization",
         "industry": "Sustainable packaging",
+        "linked_records": {
+          "approval_id": "APR-PROJECT-CANOPY",
+          "channel": "deal-project-canopy",
+          "deliverable_id": "DECK-PROJECT-CANOPY",
+          "model_id": "MODEL-PROJECT-CANOPY",
+          "workbook_id": "WB-PROJECT-CANOPY"
+        },
         "payload": {
           "allowed_addbacks": 6.9,
           "approval_status": "approved",
@@ -225,6 +381,14 @@
       "index": 3,
       "result": {
         "files": [
+          {
+            "file_id": "PROJECT-CANOPY-FORECAST-PRIOR",
+            "is_current": 0,
+            "kind": "xlsx",
+            "logical_name": "PROJECT-CANOPY-FORECAST",
+            "name": "Superseded management forecast",
+            "version": 2
+          },
           {
             "file_id": "PROJECT-CANOPY-FORECAST-CURRENT",
             "is_current": 1,
@@ -234,12 +398,12 @@
             "version": 3
           },
           {
-            "file_id": "PROJECT-CANOPY-FORECAST-PRIOR",
-            "is_current": 0,
-            "kind": "xlsx",
-            "logical_name": "PROJECT-CANOPY-FORECAST",
-            "name": "Superseded management forecast",
-            "version": 2
+            "file_id": "PROJECT-CANOPY-METHODOLOGY-CURRENT",
+            "is_current": 1,
+            "kind": "json",
+            "logical_name": "PROJECT-CANOPY-METHODOLOGY",
+            "name": "Current controlled model methodology",
+            "version": 1
           }
         ],
         "query": "management forecast"
@@ -282,7 +446,7 @@
           "approved": false,
           "growth": 0.052,
           "revenue": 505.37,
-          "revision": "REV-OPY-PRIOR"
+          "revision": "REV-05-PRIOR"
         },
         "file_id": "PROJECT-CANOPY-FORECAST-PRIOR",
         "is_current": 0,
@@ -321,7 +485,7 @@
               "approved": false,
               "growth": 0.052,
               "revenue": 505.37,
-              "revision": "REV-OPY-PRIOR"
+              "revision": "REV-05-PRIOR"
             },
             "file_id": "PROJECT-CANOPY-FORECAST-PRIOR",
             "is_current": 0,
@@ -335,12 +499,77 @@
       "success": true,
       "tool": "dealroom.get_version_history"
     },
+    {
+      "arguments": {
+        "file_id": "PROJECT-CANOPY-QOE-CURRENT"
+      },
+      "index": 7,
+      "result": {
+        "content": {
+          "allowed_addbacks": 6.9,
+          "reported_ebitda": 89.09,
+          "unsupported_addbacks_excluded": 2.6
+        },
+        "file_id": "PROJECT-CANOPY-QOE-CURRENT",
+        "is_current": 1,
+        "kind": "pdf",
+        "logical_name": "PROJECT-CANOPY-QOE",
+        "name": "Current quality-of-earnings bridge",
+        "project_code": "PROJECT-CANOPY",
+        "version": 4
+      },
+      "server": "dealroom",
+      "success": true,
+      "tool": "dealroom.get_file"
+    },
+    {
+      "arguments": {
+        "file_id": "PROJECT-CANOPY-ASSUMPTIONS-CURRENT"
+      },
+      "index": 8,
+      "result": {
+        "content": {
+          "approved": true,
+          "cash_funding_pct": 0.6,
+          "entry_leverage": 5.0,
+          "exit_multiple": 8.8,
+          "offer_premium": 0.19,
+          "revision": "REV-05-CURRENT",
+          "terminal_growth": 0.024,
+          "wacc": 0.105
+        },
+        "file_id": "PROJECT-CANOPY-ASSUMPTIONS-CURRENT",
+        "is_current": 1,
+        "kind": "json",
+        "logical_name": "PROJECT-CANOPY-ASSUMPTIONS",
+        "name": "Current approved model assumptions",
+        "project_code": "PROJECT-CANOPY",
+        "version": 3
+      },
+      "server": "dealroom",
+      "success": true,
+      "tool": "dealroom.get_file"
+    },
+    {
+      "arguments": {
+        "project_code": "PROJECT-CANOPY"
+      },
+      "index": 9,
+      "result": {
+        "channels": [
+          "deal-project-canopy"
+        ]
+      },
+      "server": "chat",
+      "success": true,
+      "tool": "chat.list_channels"
+    },
     {
       "arguments": {
         "project_code": "PROJECT-CANOPY",
         "query": "Source control and launch readiness"
       },
-      "index": 7,
+      "index": 10,
       "result": {
         "messages": [
           {
@@ -349,6 +578,13 @@
             "sent_at": "2026-05-16T09:00:00Z",
             "subject": "dealbench-041 operating request",
             "task_id": "dealbench-041"
+          },
+          {
+            "message_id": "MSG-dealbench-041-AUTHORITY",
+            "sender": "deal-control@atlas-sim.example",
+            "sent_at": "2026-05-16T09:00:00Z",
+            "subject": "Current source and review authority",
+            "task_id": "dealbench-041"
           }
         ]
       },
@@ -360,9 +596,9 @@
       "arguments": {
         "message_id": "MSG-dealbench-041-REQUEST"
       },
-      "index": 8,
+      "index": 11,
       "result": {
-        "body": "**PROJECT-CANOPY · Verdant Packaging · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
+        "body": "Task ID: `dealbench-041`\n\n**PROJECT-CANOPY · Verdant Packaging · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
         "message_id": "MSG-dealbench-041-REQUEST",
         "project_code": "PROJECT-CANOPY",
         "recipients": [
@@ -377,26 +613,12 @@
       "success": true,
       "tool": "mail.get_message"
     },
-    {
-      "arguments": {
-        "project_code": "PROJECT-CANOPY"
-      },
-      "index": 9,
-      "result": {
-        "channels": [
-          "deal-project-canopy"
-        ]
-      },
-      "server": "chat",
-      "success": true,
-      "tool": "chat.list_channels"
-    },
     {
       "arguments": {
         "channel": "deal-project-canopy",
         "query": "current authority"
       },
-      "index": 10,
+      "index": 12,
       "result": {
         "messages": [
           {
@@ -405,7 +627,16 @@
             "message_id": "CHAT-dealbench-041-1",
             "posted_at": "2026-05-16T09:00:00Z",
             "task_id": "dealbench-041",
-            "text": "Please resolve dealbench-041 against current authority.",
+            "text": "Please resolve dealbench-041 (Source control and launch readiness) against current authority.",
+            "thread_id": "THREAD-dealbench-041"
+          },
+          {
+            "author": "deal-control",
+            "channel": "deal-project-canopy",
+            "message_id": "CHAT-dealbench-041-2",
+            "posted_at": "2026-05-16T09:00:00Z",
+            "task_id": "dealbench-041",
+            "text": "Current source is REV-05-CURRENT; keep the external update in review.",
             "thread_id": "THREAD-dealbench-041"
           }
         ]
@@ -418,7 +649,7 @@
       "arguments": {
         "thread_id": "THREAD-dealbench-041"
       },
-      "index": 11,
+      "index": 13,
       "result": {
         "messages": [
           {
@@ -427,7 +658,7 @@
             "message_id": "CHAT-dealbench-041-1",
             "posted_at": "2026-05-16T09:00:00Z",
             "task_id": "dealbench-041",
-            "text": "Please resolve dealbench-041 against current authority.",
+            "text": "Please resolve dealbench-041 (Source control and launch readiness) against current authority.",
             "thread_id": "THREAD-dealbench-041"
           },
           {
@@ -449,7 +680,7 @@
       "arguments": {
         "project_code": "PROJECT-CANOPY"
       },
-      "index": 12,
+      "index": 14,
       "result": {
         "workbooks": [
           {
@@ -463,7 +694,8 @@
             ],
             "controlled_output_range": "Outputs!B2:G2",
             "input_ranges": [
-              "Inputs!A1:H20"
+              "Inputs!A1:D30",
+              "Methodology!A1:B40"
             ],
             "name": "Verdant Packaging live deal model",
             "project_code": "PROJECT-CANOPY",
@@ -478,22 +710,242 @@
     },
     {
       "arguments": {
-        "range": "Inputs!A1:H20",
+        "range": "Inputs!A1:D30",
         "workbook_id": "WB-PROJECT-CANOPY"
       },
-      "index": 13,
+      "index": 15,
       "result": {
-        "range": "Inputs!A1:H20",
-        "values": {
-          "allowed_addbacks": 6.9,
-          "cash": 20.0,
-          "debt": 151.0,
-          "disallowed_addbacks": 2.6,
-          "ebitda_margin": 0.171,
-          "revenue": 521.0,
-          "terminal_growth": 0.024,
-          "wacc": 0.105
-        },
+        "range": "Inputs!A1:D30",
+        "values": [
+          [
+            "Field",
+            "Value",
+            "Unit",
+            "Source"
+          ],
+          [
+            "Revenue",
+            521.0,
+            "USD m",
+            "current forecast"
+          ],
+          [
+            "Reported EBITDA margin",
+            0.171,
+            "decimal",
+            "current QoE"
+          ],
+          [
+            "Allowed add-backs",
+            6.9,
+            "USD m",
+            "current QoE"
+          ],
+          [
+            "Unsupported add-backs excluded",
+            2.6,
+            "USD m",
+            "current QoE"
+          ],
+          [
+            "Debt",
+            151.0,
+            "USD m",
+            "current balance sheet"
+          ],
+          [
+            "Cash",
+            20.0,
+            "USD m",
+            "current balance sheet"
+          ],
+          [
+            "Diluted shares",
+            49.0,
+            "m shares",
+            "current share data"
+          ],
+          [
+            "Share price",
+            9.3,
+            "USD/share",
+            "current share data"
+          ],
+          [
+            "Forecast growth",
+            0.064,
+            "decimal",
+            "current forecast"
+          ],
+          [
+            "Tax rate",
+            0.25,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Capex percent of revenue",
+            0.044,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "NWC balance percent of revenue",
+            0.023,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Approved trading median EV / EBITDA",
+            8.9,
+            "turns",
+            "approved peer set"
+          ],
+          [
+            "Approved precedent median EV / EBITDA",
+            9.7,
+            "turns",
+            "approved precedent set"
+          ],
+          [
+            "WACC",
+            0.105,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Terminal growth",
+            0.024,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Maximum entry leverage",
+            5.0,
+            "turns",
+            "current debt schedule"
+          ],
+          [
+            "Approved exit multiple",
+            8.8,
+            "turns",
+            "current debt schedule"
+          ],
+          [
+            "Buyer net income",
+            142.0,
+            "USD m",
+            "buyer market record"
+          ],
+          [
+            "Buyer diluted shares",
+            92.0,
+            "m shares",
+            "buyer market record"
+          ],
+          [
+            "Buyer share price",
+            22.4,
+            "USD/share",
+            "buyer market record"
+          ],
+          [
+            "Offer premium",
+            0.19,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Cash funding percent",
+            0.6,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Approved synergies",
+            14.0,
+            "USD m",
+            "current assumptions"
+          ],
+          [
+            "Exit debt remaining",
+            0.45,
+            "decimal of entry debt",
+            "controlled methodology"
+          ],
+          [
+            "Target net income conversion",
+            0.58,
+            "decimal of normalized EBITDA",
+            "controlled methodology"
+          ],
+          [
+            "Debt funding cost",
+            0.055,
+            "decimal",
+            "controlled methodology"
+          ]
+        ],
+        "workbook_id": "WB-PROJECT-CANOPY"
+      },
+      "server": "spreadsheets",
+      "success": true,
+      "tool": "sheets.read_range"
+    },
+    {
+      "arguments": {
+        "range": "Methodology!A1:B40",
+        "workbook_id": "WB-PROJECT-CANOPY"
+      },
+      "index": 16,
+      "result": {
+        "range": "Methodology!A1:B40",
+        "values": [
+          [
+            "Policy schema",
+            "dealbench.calculation-policy.v1"
+          ],
+          [
+            "Category",
+            "source_control"
+          ],
+          [
+            "Headline",
+            "operative precedent enterprise value"
+          ],
+          [
+            "Rounding",
+            "Use full-precision intermediate calculations. Round only submitted and persisted numeric outputs to two decimals using half-up rounding."
+          ],
+          [
+            "Shared output 1",
+            "net debt = current debt - current cash"
+          ],
+          [
+            "Shared output 2",
+            "equity value = headline enterprise value - net debt"
+          ],
+          [
+            "Shared output 3",
+            "per-share value = equity value / current diluted shares"
+          ],
+          [
+            "Calculation step 1",
+            "base EBITDA = current revenue × reported EBITDA margin"
+          ],
+          [
+            "Calculation step 2",
+            "normalized EBITDA = base EBITDA + allowed add-backs; unsupported add-backs are excluded, not subtracted from base EBITDA"
+          ],
+          [
+            "Calculation step 3",
+            "headline enterprise value = normalized EBITDA × current approved precedent median"
+          ],
+          [
+            "Calculation step 4",
+            "primary metric = normalized EBITDA; secondary metric = current forecast growth percent"
+          ]
+        ],
         "workbook_id": "WB-PROJECT-CANOPY"
       },
       "server": "spreadsheets",
@@ -504,7 +956,7 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-CANOPY"
       },
-      "index": 14,
+      "index": 17,
       "result": {
         "last_task_id": null,
         "model_id": "MODEL-PROJECT-CANOPY",
@@ -522,7 +974,7 @@
         ],
         "revision": "MODEL-PRIOR-R2",
         "source_refs": [
-          "REV-OPY-PRIOR"
+          "REV-05-PRIOR"
         ],
         "status": "working"
       },
@@ -534,7 +986,7 @@
       "arguments": {
         "deliverable_id": "DECK-PROJECT-CANOPY"
       },
-      "index": 15,
+      "index": 18,
       "result": {
         "deliverable_id": "DECK-PROJECT-CANOPY",
         "last_task_id": null,
@@ -562,7 +1014,7 @@
       "arguments": {
         "approval_id": "APR-PROJECT-CANOPY"
       },
-      "index": 16,
+      "index": 19,
       "result": {
         "approval_id": "APR-PROJECT-CANOPY",
         "authority": "Transaction Committee",
@@ -581,30 +1033,32 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-CANOPY",
         "outputs": {
-          "equity_value_usd_m": -37.61,
-          "headline_value_usd_m": 93.39,
-          "per_share_value_usd": -0.77,
-          "primary_metric": 17.93,
+          "equity_value_usd_m": 800.11,
+          "headline_value_usd_m": 931.11,
+          "per_share_value_usd": 16.33,
+          "primary_metric": 95.99,
           "secondary_metric": 6.4
         },
         "revision": "MODEL-05-SOUR-R3",
         "source_refs": [
           "REV-05-CURRENT",
           "PROJECT-CANOPY-QOE-CURRENT",
+          "PROJECT-CANOPY-ASSUMPTIONS-CURRENT",
+          "PROJECT-CANOPY-METHODOLOGY-CURRENT",
           "MSG-dealbench-041-REQUEST",
           "THREAD-dealbench-041"
         ],
         "task_id": "dealbench-041"
       },
-      "index": 17,
+      "index": 20,
       "result": {
         "last_task_id": "dealbench-041",
         "model_id": "MODEL-PROJECT-CANOPY",
         "outputs": {
-          "equity_value_usd_m": -37.61,
-          "headline_value_usd_m": 93.39,
-          "per_share_value_usd": -0.77,
-          "primary_metric": 17.93,
+          "equity_value_usd_m": 800.11,
+          "headline_value_usd_m": 931.11,
+          "per_share_value_usd": 16.33,
+          "primary_metric": 95.99,
           "secondary_metric": 6.4
         },
         "project_code": "PROJECT-CANOPY",
@@ -612,6 +1066,8 @@
         "source_refs": [
           "REV-05-CURRENT",
           "PROJECT-CANOPY-QOE-CURRENT",
+          "PROJECT-CANOPY-ASSUMPTIONS-CURRENT",
+          "PROJECT-CANOPY-METHODOLOGY-CURRENT",
           "MSG-dealbench-041-REQUEST",
           "THREAD-dealbench-041"
         ],
@@ -628,16 +1084,16 @@
         "values": [
           [
             "MODEL-05-SOUR-R3",
-            93.39,
-            -37.61,
-            -0.77,
-            17.93,
+            931.11,
+            800.11,
+            16.33,
+            95.99,
             6.4
           ]
         ],
         "workbook_id": "WB-PROJECT-CANOPY"
       },
-      "index": 18,
+      "index": 21,
       "result": {
         "change_id": "CHANGE-dealbench-041",
         "updatedRange": "Outputs!B2:G2",
@@ -654,14 +1110,14 @@
         "status": "draft_for_review",
         "task_id": "dealbench-041",
         "values": {
-          "equity_value_usd_m": -37.61,
-          "headline_value_usd_m": 93.39,
-          "per_share_value_usd": -0.77,
-          "primary_metric": 17.93,
+          "equity_value_usd_m": 800.11,
+          "headline_value_usd_m": 931.11,
+          "per_share_value_usd": 16.33,
+          "primary_metric": 95.99,
           "secondary_metric": 6.4
         }
       },
-      "index": 19,
+      "index": 22,
       "result": {
         "deliverable_id": "DECK-PROJECT-CANOPY",
         "last_task_id": "dealbench-041",
@@ -670,10 +1126,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "57a2fb155f6f086fe323d14962d01b850d04a069df5754517e47ebda172c2dd7",
         "values": {
-          "equity_value_usd_m": -37.61,
-          "headline_value_usd_m": 93.39,
-          "per_share_value_usd": -0.77,
-          "primary_metric": 17.93,
+          "equity_value_usd_m": 800.11,
+          "headline_value_usd_m": 931.11,
+          "per_share_value_usd": 16.33,
+          "primary_metric": 95.99,
           "secondary_metric": 6.4
         }
       },
@@ -691,13 +1147,15 @@
         "source_refs": [
           "REV-05-CURRENT",
           "PROJECT-CANOPY-QOE-CURRENT",
+          "PROJECT-CANOPY-ASSUMPTIONS-CURRENT",
+          "PROJECT-CANOPY-METHODOLOGY-CURRENT",
           "MSG-dealbench-041-REQUEST",
           "THREAD-dealbench-041"
         ],
         "status": "ready_for_review",
         "task_id": "dealbench-041"
       },
-      "index": 20,
+      "index": 23,
       "result": {
         "decision": "lock_current_case",
         "deliverable_id": "DECK-PROJECT-CANOPY",
@@ -708,6 +1166,8 @@
         "source_refs": [
           "REV-05-CURRENT",
           "PROJECT-CANOPY-QOE-CURRENT",
+          "PROJECT-CANOPY-ASSUMPTIONS-CURRENT",
+          "PROJECT-CANOPY-METHODOLOGY-CURRENT",
           "MSG-dealbench-041-REQUEST",
           "THREAD-dealbench-041"
         ],
@@ -720,14 +1180,14 @@
     },
     {
       "arguments": {
-        "body": "PROJECT-CANOPY: recommend lock_current_case. Headline value $93.39m; equity value $-37.61m; model MODEL-05-SOUR-R3; deck DECK-05-SOUR-R2; source REV-05-CURRENT.",
+        "body": "PROJECT-CANOPY: recommend lock_current_case. Headline value $931.11m; equity value $800.11m; model MODEL-05-SOUR-R3; deck DECK-05-SOUR-R2; source REV-05-CURRENT.",
         "project_code": "PROJECT-CANOPY",
         "review_status": "draft_for_review",
         "subject": "dealbench-041 — ready_for_review — review draft",
         "task_id": "dealbench-041",
         "to": "deal-lead-review@atlas-sim.example"
       },
-      "index": 21,
+      "index": 24,
       "result": {
         "review_status": "draft_for_review",
         "saved": true,
@@ -744,7 +1204,7 @@
         "task_id": "dealbench-041",
         "text": "dealbench-041: ready_for_review / lock_current_case / review draft ready."
       },
-      "index": 22,
+      "index": 25,
       "result": {
         "post_id": "POST-dealbench-041",
         "review_status": "draft_for_review",
@@ -758,16 +1218,16 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-CANOPY"
       },
-      "index": 23,
+      "index": 26,
       "result": {
         "last_task_id": "dealbench-041",
         "model_id": "MODEL-PROJECT-CANOPY",
         "next_revision": "MODEL-05-SOUR-R3",
         "outputs": {
-          "equity_value_usd_m": -37.61,
-          "headline_value_usd_m": 93.39,
-          "per_share_value_usd": -0.77,
-          "primary_metric": 17.93,
+          "equity_value_usd_m": 800.11,
+          "headline_value_usd_m": 931.11,
+          "per_share_value_usd": 16.33,
+          "primary_metric": 95.99,
           "secondary_metric": 6.4
         },
         "project_code": "PROJECT-CANOPY",
@@ -782,6 +1242,8 @@
         "source_refs": [
           "REV-05-CURRENT",
           "PROJECT-CANOPY-QOE-CURRENT",
+          "PROJECT-CANOPY-ASSUMPTIONS-CURRENT",
+          "PROJECT-CANOPY-METHODOLOGY-CURRENT",
           "MSG-dealbench-041-REQUEST",
           "THREAD-dealbench-041"
         ],
@@ -795,7 +1257,7 @@
       "arguments": {
         "workbook_id": "WB-PROJECT-CANOPY"
       },
-      "index": 24,
+      "index": 27,
       "result": {
         "changes": [
           {
@@ -805,10 +1267,10 @@
             "values": [
               [
                 "MODEL-05-SOUR-R3",
-                93.39,
-                -37.61,
-                -0.77,
-                17.93,
+                931.11,
+                800.11,
+                16.33,
+                95.99,
                 6.4
               ]
             ],
@@ -824,7 +1286,7 @@
       "arguments": {
         "deliverable_id": "DECK-PROJECT-CANOPY"
       },
-      "index": 25,
+      "index": 28,
       "result": {
         "deliverable_id": "DECK-PROJECT-CANOPY",
         "last_task_id": "dealbench-041",
@@ -841,10 +1303,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "57a2fb155f6f086fe323d14962d01b850d04a069df5754517e47ebda172c2dd7",
         "values": {
-          "equity_value_usd_m": -37.61,
-          "headline_value_usd_m": 93.39,
-          "per_share_value_usd": -0.77,
-          "primary_metric": 17.93,
+          "equity_value_usd_m": 800.11,
+          "headline_value_usd_m": 931.11,
+          "per_share_value_usd": 16.33,
+          "primary_metric": 95.99,
           "secondary_metric": 6.4
         }
       },
@@ -857,7 +1319,7 @@
         "project_code": "PROJECT-CANOPY",
         "task_id": "dealbench-041"
       },
-      "index": 26,
+      "index": 29,
       "result": {
         "decision": "lock_current_case",
         "deliverable_id": "DECK-PROJECT-CANOPY",
@@ -868,6 +1330,8 @@
         "source_refs": [
           "REV-05-CURRENT",
           "PROJECT-CANOPY-QOE-CURRENT",
+          "PROJECT-CANOPY-ASSUMPTIONS-CURRENT",
+          "PROJECT-CANOPY-METHODOLOGY-CURRENT",
           "MSG-dealbench-041-REQUEST",
           "THREAD-dealbench-041"
         ],
@@ -883,11 +1347,11 @@
         "project_code": "PROJECT-CANOPY",
         "task_id": "dealbench-041"
       },
-      "index": 27,
+      "index": 30,
       "result": {
         "messages": [
           {
-            "body": "PROJECT-CANOPY: recommend lock_current_case. Headline value $93.39m; equity value $-37.61m; model MODEL-05-SOUR-R3; deck DECK-05-SOUR-R2; source REV-05-CURRENT.",
+            "body": "PROJECT-CANOPY: recommend lock_current_case. Headline value $931.11m; equity value $800.11m; model MODEL-05-SOUR-R3; deck DECK-05-SOUR-R2; source REV-05-CURRENT.",
             "project_code": "PROJECT-CANOPY",
             "recipient": "deal-lead-review@atlas-sim.example",
             "review_status": "draft_for_review",
@@ -906,7 +1370,7 @@
         "channel": "deal-project-canopy",
         "task_id": "dealbench-041"
       },
-      "index": 28,
+      "index": 31,
       "result": {
         "posts": [
           {
@@ -927,11 +1391,11 @@
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-05-SOUR-R2",
-          "equity_value_usd_m": -37.61,
-          "headline_value_usd_m": 93.39,
+          "equity_value_usd_m": 800.11,
+          "headline_value_usd_m": 931.11,
           "model_revision": "MODEL-05-SOUR-R3",
-          "per_share_value_usd": -0.77,
-          "primary_metric": 17.93,
+          "per_share_value_usd": 16.33,
+          "primary_metric": 95.99,
           "project_code": "PROJECT-CANOPY",
           "recommended_option": "lock_current_case",
           "secondary_metric": 6.4,
@@ -939,16 +1403,16 @@
         },
         "task_id": "dealbench-041"
       },
-      "index": 29,
+      "index": 32,
       "result": {
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-05-SOUR-R2",
-          "equity_value_usd_m": -37.61,
-          "headline_value_usd_m": 93.39,
+          "equity_value_usd_m": 800.11,
+          "headline_value_usd_m": 931.11,
           "model_revision": "MODEL-05-SOUR-R3",
-          "per_share_value_usd": -0.77,
-          "primary_metric": 17.93,
+          "per_share_value_usd": 16.33,
+          "primary_metric": 95.99,
           "project_code": "PROJECT-CANOPY",
           "recommended_option": "lock_current_case",
           "secondary_metric": 6.4,
@@ -965,16 +1429,16 @@
       "arguments": {
         "task_id": "dealbench-041"
       },
-      "index": 30,
+      "index": 33,
       "result": {
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-05-SOUR-R2",
-          "equity_value_usd_m": -37.61,
-          "headline_value_usd_m": 93.39,
+          "equity_value_usd_m": 800.11,
+          "headline_value_usd_m": 931.11,
           "model_revision": "MODEL-05-SOUR-R3",
-          "per_share_value_usd": -0.77,
-          "primary_metric": 17.93,
+          "per_share_value_usd": 16.33,
+          "primary_metric": 95.99,
           "project_code": "PROJECT-CANOPY",
           "recommended_option": "lock_current_case",
           "secondary_metric": 6.4,
@@ -1004,7 +1468,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:task_contract",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1012,7 +1476,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:project_record",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1020,7 +1484,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:data_room_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1028,7 +1492,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:current_forecast",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1036,7 +1500,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:prior_forecast",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1044,7 +1508,23 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:version_history",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the current quality-of-earnings bridge used by the model investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:qoe_bridge",
+        "passed": true,
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the current approved valuation and financing assumptions investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:current_assumptions",
+        "passed": true,
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1052,7 +1532,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:request_mail_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1060,7 +1540,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:request_mail",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1068,7 +1548,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:team_chat_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1076,7 +1556,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:team_thread",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1084,7 +1564,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:workbook_index",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1092,7 +1572,15 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:workbook_inputs",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the controlled calculation methodology before calculating outputs investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:workbook_methodology",
+        "passed": true,
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1100,7 +1588,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:live_model",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1108,7 +1596,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:deliverable",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1116,14 +1604,14 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:approval",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded headline value usd m value (93.39).",
+        "description": "Submit the exact source-grounded headline value usd m value (931.11).",
         "evidence": {
-          "actual": 93.39,
-          "expected": 93.39
+          "actual": 931.11,
+          "expected": 931.11
         },
         "id": "model_accuracy:headline_value_usd_m",
         "passed": true,
@@ -1131,10 +1619,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded equity value usd m value (-37.61).",
+        "description": "Submit the exact source-grounded equity value usd m value (800.11).",
         "evidence": {
-          "actual": -37.61,
-          "expected": -37.61
+          "actual": 800.11,
+          "expected": 800.11
         },
         "id": "model_accuracy:equity_value_usd_m",
         "passed": true,
@@ -1142,10 +1630,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded per share value usd value (-0.77).",
+        "description": "Submit the exact source-grounded per share value usd value (16.33).",
         "evidence": {
-          "actual": -0.77,
-          "expected": -0.77
+          "actual": 16.33,
+          "expected": 16.33
         },
         "id": "model_accuracy:per_share_value_usd",
         "passed": true,
@@ -1153,10 +1641,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded primary metric value (17.93).",
+        "description": "Submit the exact source-grounded primary metric value (95.99).",
         "evidence": {
-          "actual": 17.93,
-          "expected": 17.93
+          "actual": 95.99,
+          "expected": 95.99
         },
         "id": "model_accuracy:primary_metric",
         "passed": true,
@@ -1202,10 +1690,10 @@
           "last_task_id": "dealbench-041",
           "model_id": "MODEL-PROJECT-CANOPY",
           "outputs": {
-            "equity_value_usd_m": -37.61,
-            "headline_value_usd_m": 93.39,
-            "per_share_value_usd": -0.77,
-            "primary_metric": 17.93,
+            "equity_value_usd_m": 800.11,
+            "headline_value_usd_m": 931.11,
+            "per_share_value_usd": 16.33,
+            "primary_metric": 95.99,
             "secondary_metric": 6.4
           },
           "project_code": "PROJECT-CANOPY",
@@ -1213,6 +1701,8 @@
           "source_refs": [
             "REV-05-CURRENT",
             "PROJECT-CANOPY-QOE-CURRENT",
+            "PROJECT-CANOPY-ASSUMPTIONS-CURRENT",
+            "PROJECT-CANOPY-METHODOLOGY-CURRENT",
             "MSG-dealbench-041-REQUEST",
             "THREAD-dealbench-041"
           ],
@@ -1232,10 +1722,10 @@
           "values": [
             [
               "MODEL-05-SOUR-R3",
-              93.39,
-              -37.61,
-              -0.77,
-              17.93,
+              931.11,
+              800.11,
+              16.33,
+              95.99,
               6.4
             ]
           ],
@@ -1258,6 +1748,8 @@
           "source_refs": [
             "REV-05-CURRENT",
             "PROJECT-CANOPY-QOE-CURRENT",
+            "PROJECT-CANOPY-ASSUMPTIONS-CURRENT",
+            "PROJECT-CANOPY-METHODOLOGY-CURRENT",
             "MSG-dealbench-041-REQUEST",
             "THREAD-dealbench-041"
           ],
@@ -1275,10 +1767,10 @@
           "last_task_id": "dealbench-041",
           "model_id": "MODEL-PROJECT-CANOPY",
           "outputs": {
-            "equity_value_usd_m": -37.61,
-            "headline_value_usd_m": 93.39,
-            "per_share_value_usd": -0.77,
-            "primary_metric": 17.93,
+            "equity_value_usd_m": 800.11,
+            "headline_value_usd_m": 931.11,
+            "per_share_value_usd": 16.33,
+            "primary_metric": 95.99,
             "secondary_metric": 6.4
           },
           "project_code": "PROJECT-CANOPY",
@@ -1286,6 +1778,8 @@
           "source_refs": [
             "REV-05-CURRENT",
             "PROJECT-CANOPY-QOE-CURRENT",
+            "PROJECT-CANOPY-ASSUMPTIONS-CURRENT",
+            "PROJECT-CANOPY-METHODOLOGY-CURRENT",
             "MSG-dealbench-041-REQUEST",
             "THREAD-dealbench-041"
           ],
@@ -1307,7 +1801,7 @@
             "text": "dealbench-041: ready_for_review / lock_current_case / review draft ready."
           },
           "mail": {
-            "body": "PROJECT-CANOPY: recommend lock_current_case. Headline value $93.39m; equity value $-37.61m; model MODEL-05-SOUR-R3; deck DECK-05-SOUR-R2; source REV-05-CURRENT.",
+            "body": "PROJECT-CANOPY: recommend lock_current_case. Headline value $931.11m; equity value $800.11m; model MODEL-05-SOUR-R3; deck DECK-05-SOUR-R2; source REV-05-CURRENT.",
             "project_code": "PROJECT-CANOPY",
             "recipient": "deal-lead-review@atlas-sim.example",
             "review_status": "draft_for_review",
@@ -1331,10 +1825,10 @@
           "status": "draft_for_review",
           "unrelated_slides_sha256": "57a2fb155f6f086fe323d14962d01b850d04a069df5754517e47ebda172c2dd7",
           "values": {
-            "equity_value_usd_m": -37.61,
-            "headline_value_usd_m": 93.39,
-            "per_share_value_usd": -0.77,
-            "primary_metric": 17.93,
+            "equity_value_usd_m": 800.11,
+            "headline_value_usd_m": 931.11,
+            "per_share_value_usd": 16.33,
+            "primary_metric": 95.99,
             "secondary_metric": 6.4
           }
         },
@@ -1346,10 +1840,10 @@
         "category": "deliverable",
         "description": "Tie the deliverable values exactly to the live model outputs.",
         "evidence": {
-          "equity_value_usd_m": -37.61,
-          "headline_value_usd_m": 93.39,
-          "per_share_value_usd": -0.77,
-          "primary_metric": 17.93,
+          "equity_value_usd_m": 800.11,
+          "headline_value_usd_m": 931.11,
+          "per_share_value_usd": 16.33,
+          "primary_metric": 95.99,
           "secondary_metric": 6.4
         },
         "id": "deliverable:values",
@@ -1430,8 +1924,8 @@
       "submissions",
       "audit_log"
     ],
-    "successful_tool_calls": 30,
+    "successful_tool_calls": 33,
     "task_id": "dealbench-041",
-    "tool_calls": 30
+    "tool_calls": 33
   }
 }

trajectories/dealbench-051.json

@@ -10,9 +10,6 @@
         "allowed_write_tools": [
           "deals.update_model",
           "sheets.write_range",
-          "deals.update_bid_status",
-          "deals.update_diligence_finding",
-          "deals.request_approval",
           "deals.update_deliverable",
           "deals.commit_plan",
           "mail.send_message",
@@ -39,7 +36,7 @@
               "type": "number"
             },
             "headline_value_usd_m": {
-              "description": "Normalized EBITDA from the operative case, USD millions.",
+              "description": "Enterprise value from the operative precedent-transaction case, USD millions.",
               "multipleOf": 0.01,
               "type": "number"
             },
@@ -53,7 +50,7 @@
               "type": "number"
             },
             "primary_metric": {
-              "description": "Normalized EBITDA margin from the operative case, percent.",
+              "description": "Normalized EBITDA from the operative case, USD millions.",
               "multipleOf": 0.01,
               "type": "number"
             },
@@ -96,6 +93,12 @@
           ],
           "type": "object"
         },
+        "calculation_policy": {
+          "range": "Methodology!A1:B40",
+          "schema_version": "dealbench.calculation-policy.v1",
+          "source": "controlled_workbook_range",
+          "workbook_id": "WB-PROJECT-TIDELINE"
+        },
         "controlled_targets": {
           "communications": {
             "channel": "deal-project-tideline",
@@ -115,6 +118,22 @@
             ],
             "status": "draft_for_review"
           },
+          "domain_action": {
+            "required_status": "updated_for_review",
+            "target_id": "MODEL-PROJECT-TIDELINE",
+            "tool": "deals.update_model"
+          },
+          "evidence": {
+            "approval_record_id": "APR-PROJECT-TIDELINE",
+            "current_approval_file_id": "PROJECT-TIDELINE-APPROVAL-CURRENT",
+            "current_assumptions_file_id": "PROJECT-TIDELINE-ASSUMPTIONS-CURRENT",
+            "current_forecast_file_id": "PROJECT-TIDELINE-FORECAST-CURRENT",
+            "current_methodology_file_id": "PROJECT-TIDELINE-METHODOLOGY-CURRENT",
+            "current_qoe_file_id": "PROJECT-TIDELINE-QOE-CURRENT",
+            "prior_forecast_file_id": "PROJECT-TIDELINE-FORECAST-PRIOR",
+            "request_message_id": "MSG-dealbench-051-REQUEST",
+            "task_thread_id": "THREAD-dealbench-051"
+          },
           "model": {
             "id": "MODEL-PROJECT-TIDELINE",
             "next_revision_source": "deals.get_model.next_revision",
@@ -141,8 +160,10 @@
             ],
             "id": "WB-PROJECT-TIDELINE",
             "input_ranges": [
-              "Inputs!A1:H20"
+              "Inputs!A1:D30",
+              "Methodology!A1:B40"
             ],
+            "methodology_range": "Methodology!A1:B40",
             "output_range": "Outputs!B2:G2"
           }
         },
@@ -160,9 +181,137 @@
             "label": "Pause for source reconciliation"
           }
         ],
+        "evidence_checklist": [
+          {
+            "accepted_tools": [
+              "benchmark.get_task"
+            ],
+            "description": "read the task-scoped outcome and control contract",
+            "id": "task_contract"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_project"
+            ],
+            "description": "read the active project master record",
+            "id": "project_record"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.search_files"
+            ],
+            "description": "search the data room and surface the current forecast record",
+            "id": "data_room_search"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current management forecast",
+            "id": "current_forecast"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the superseded forecast used for version comparison",
+            "id": "prior_forecast"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_version_history"
+            ],
+            "description": "inspect forecast version history and authority",
+            "id": "version_history"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current quality-of-earnings bridge used by the model",
+            "id": "qoe_bridge"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current approved valuation and financing assumptions",
+            "id": "current_assumptions"
+          },
+          {
+            "accepted_tools": [
+              "mail.search_messages"
+            ],
+            "description": "search mail and surface the task request",
+            "id": "request_mail_search"
+          },
+          {
+            "accepted_tools": [
+              "mail.get_message"
+            ],
+            "description": "read the task request message",
+            "id": "request_mail"
+          },
+          {
+            "accepted_tools": [
+              "chat.search_messages"
+            ],
+            "description": "search the deal-team channel and surface the task thread",
+            "id": "team_chat_search"
+          },
+          {
+            "accepted_tools": [
+              "chat.get_thread"
+            ],
+            "description": "read the deal-team task thread",
+            "id": "team_thread"
+          },
+          {
+            "accepted_tools": [
+              "sheets.list_workbooks"
+            ],
+            "description": "list the active project's controlled workbook",
+            "id": "workbook_index"
+          },
+          {
+            "accepted_tools": [
+              "sheets.read_range"
+            ],
+            "description": "read the operative model inputs from a declared input range",
+            "id": "workbook_inputs"
+          },
+          {
+            "accepted_tools": [
+              "sheets.read_range"
+            ],
+            "description": "read the controlled calculation methodology before calculating outputs",
+            "id": "workbook_methodology"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_model"
+            ],
+            "description": "read the live model and its next controlled revision",
+            "id": "live_model"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_deliverable"
+            ],
+            "description": "read the controlled committee deliverable and next revision",
+            "id": "deliverable"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_approval"
+            ],
+            "description": "read current transaction approval",
+            "id": "approval"
+          }
+        ],
         "project_code": "PROJECT-TIDELINE",
-        "prompt": "**PROJECT-TIDELINE · Atlas Freight Systems · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
-        "schema_version": "dealbench.agent-contract.v2",
+        "prompt": "Task ID: `dealbench-051`\n\n**PROJECT-TIDELINE · Atlas Freight Systems · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
+        "schema_version": "dealbench.agent-contract.v3",
         "task_id": "dealbench-051"
       },
       "server": "dealbench",
@@ -178,6 +327,13 @@
         "company": "Atlas Freight Systems",
         "deal_type": "leveraged buyout",
         "industry": "Logistics technology",
+        "linked_records": {
+          "approval_id": "APR-PROJECT-TIDELINE",
+          "channel": "deal-project-tideline",
+          "deliverable_id": "DECK-PROJECT-TIDELINE",
+          "model_id": "MODEL-PROJECT-TIDELINE",
+          "workbook_id": "WB-PROJECT-TIDELINE"
+        },
         "payload": {
           "allowed_addbacks": 13.4,
           "approval_status": "conditional",
@@ -225,6 +381,14 @@
       "index": 3,
       "result": {
         "files": [
+          {
+            "file_id": "PROJECT-TIDELINE-FORECAST-PRIOR",
+            "is_current": 0,
+            "kind": "xlsx",
+            "logical_name": "PROJECT-TIDELINE-FORECAST",
+            "name": "Superseded management forecast",
+            "version": 2
+          },
           {
             "file_id": "PROJECT-TIDELINE-FORECAST-CURRENT",
             "is_current": 1,
@@ -234,12 +398,12 @@
             "version": 3
           },
           {
-            "file_id": "PROJECT-TIDELINE-FORECAST-PRIOR",
-            "is_current": 0,
-            "kind": "xlsx",
-            "logical_name": "PROJECT-TIDELINE-FORECAST",
-            "name": "Superseded management forecast",
-            "version": 2
+            "file_id": "PROJECT-TIDELINE-METHODOLOGY-CURRENT",
+            "is_current": 1,
+            "kind": "json",
+            "logical_name": "PROJECT-TIDELINE-METHODOLOGY",
+            "name": "Current controlled model methodology",
+            "version": 1
           }
         ],
         "query": "management forecast"
@@ -282,7 +446,7 @@
           "approved": false,
           "growth": 0.039,
           "revenue": 723.62,
-          "revision": "REV-INE-PRIOR"
+          "revision": "REV-06-PRIOR"
         },
         "file_id": "PROJECT-TIDELINE-FORECAST-PRIOR",
         "is_current": 0,
@@ -321,7 +485,7 @@
               "approved": false,
               "growth": 0.039,
               "revenue": 723.62,
-              "revision": "REV-INE-PRIOR"
+              "revision": "REV-06-PRIOR"
             },
             "file_id": "PROJECT-TIDELINE-FORECAST-PRIOR",
             "is_current": 0,
@@ -335,12 +499,77 @@
       "success": true,
       "tool": "dealroom.get_version_history"
     },
+    {
+      "arguments": {
+        "file_id": "PROJECT-TIDELINE-QOE-CURRENT"
+      },
+      "index": 7,
+      "result": {
+        "content": {
+          "allowed_addbacks": 13.4,
+          "reported_ebitda": 106.68,
+          "unsupported_addbacks_excluded": 5.2
+        },
+        "file_id": "PROJECT-TIDELINE-QOE-CURRENT",
+        "is_current": 1,
+        "kind": "pdf",
+        "logical_name": "PROJECT-TIDELINE-QOE",
+        "name": "Current quality-of-earnings bridge",
+        "project_code": "PROJECT-TIDELINE",
+        "version": 4
+      },
+      "server": "dealroom",
+      "success": true,
+      "tool": "dealroom.get_file"
+    },
+    {
+      "arguments": {
+        "file_id": "PROJECT-TIDELINE-ASSUMPTIONS-CURRENT"
+      },
+      "index": 8,
+      "result": {
+        "content": {
+          "approved": true,
+          "cash_funding_pct": 0.7,
+          "entry_leverage": 5.4,
+          "exit_multiple": 8.0,
+          "offer_premium": 0.17,
+          "revision": "REV-06-CURRENT",
+          "terminal_growth": 0.02,
+          "wacc": 0.109
+        },
+        "file_id": "PROJECT-TIDELINE-ASSUMPTIONS-CURRENT",
+        "is_current": 1,
+        "kind": "json",
+        "logical_name": "PROJECT-TIDELINE-ASSUMPTIONS",
+        "name": "Current approved model assumptions",
+        "project_code": "PROJECT-TIDELINE",
+        "version": 3
+      },
+      "server": "dealroom",
+      "success": true,
+      "tool": "dealroom.get_file"
+    },
+    {
+      "arguments": {
+        "project_code": "PROJECT-TIDELINE"
+      },
+      "index": 9,
+      "result": {
+        "channels": [
+          "deal-project-tideline"
+        ]
+      },
+      "server": "chat",
+      "success": true,
+      "tool": "chat.list_channels"
+    },
     {
       "arguments": {
         "project_code": "PROJECT-TIDELINE",
         "query": "Source control and launch readiness"
       },
-      "index": 7,
+      "index": 10,
       "result": {
         "messages": [
           {
@@ -349,6 +578,13 @@
             "sent_at": "2026-06-16T09:00:00Z",
             "subject": "dealbench-051 operating request",
             "task_id": "dealbench-051"
+          },
+          {
+            "message_id": "MSG-dealbench-051-AUTHORITY",
+            "sender": "deal-control@atlas-sim.example",
+            "sent_at": "2026-06-16T09:00:00Z",
+            "subject": "Current source and review authority",
+            "task_id": "dealbench-051"
           }
         ]
       },
@@ -360,9 +596,9 @@
       "arguments": {
         "message_id": "MSG-dealbench-051-REQUEST"
       },
-      "index": 8,
+      "index": 11,
       "result": {
-        "body": "**PROJECT-TIDELINE · Atlas Freight Systems · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
+        "body": "Task ID: `dealbench-051`\n\n**PROJECT-TIDELINE · Atlas Freight Systems · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
         "message_id": "MSG-dealbench-051-REQUEST",
         "project_code": "PROJECT-TIDELINE",
         "recipients": [
@@ -377,26 +613,12 @@
       "success": true,
       "tool": "mail.get_message"
     },
-    {
-      "arguments": {
-        "project_code": "PROJECT-TIDELINE"
-      },
-      "index": 9,
-      "result": {
-        "channels": [
-          "deal-project-tideline"
-        ]
-      },
-      "server": "chat",
-      "success": true,
-      "tool": "chat.list_channels"
-    },
     {
       "arguments": {
         "channel": "deal-project-tideline",
         "query": "current authority"
       },
-      "index": 10,
+      "index": 12,
       "result": {
         "messages": [
           {
@@ -405,7 +627,16 @@
             "message_id": "CHAT-dealbench-051-1",
             "posted_at": "2026-06-16T09:00:00Z",
             "task_id": "dealbench-051",
-            "text": "Please resolve dealbench-051 against current authority.",
+            "text": "Please resolve dealbench-051 (Source control and launch readiness) against current authority.",
+            "thread_id": "THREAD-dealbench-051"
+          },
+          {
+            "author": "deal-control",
+            "channel": "deal-project-tideline",
+            "message_id": "CHAT-dealbench-051-2",
+            "posted_at": "2026-06-16T09:00:00Z",
+            "task_id": "dealbench-051",
+            "text": "Current source is REV-06-CURRENT; keep the external update in review.",
             "thread_id": "THREAD-dealbench-051"
           }
         ]
@@ -418,7 +649,7 @@
       "arguments": {
         "thread_id": "THREAD-dealbench-051"
       },
-      "index": 11,
+      "index": 13,
       "result": {
         "messages": [
           {
@@ -427,7 +658,7 @@
             "message_id": "CHAT-dealbench-051-1",
             "posted_at": "2026-06-16T09:00:00Z",
             "task_id": "dealbench-051",
-            "text": "Please resolve dealbench-051 against current authority.",
+            "text": "Please resolve dealbench-051 (Source control and launch readiness) against current authority.",
             "thread_id": "THREAD-dealbench-051"
           },
           {
@@ -449,7 +680,7 @@
       "arguments": {
         "project_code": "PROJECT-TIDELINE"
       },
-      "index": 12,
+      "index": 14,
       "result": {
         "workbooks": [
           {
@@ -463,7 +694,8 @@
             ],
             "controlled_output_range": "Outputs!B2:G2",
             "input_ranges": [
-              "Inputs!A1:H20"
+              "Inputs!A1:D30",
+              "Methodology!A1:B40"
             ],
             "name": "Atlas Freight Systems live deal model",
             "project_code": "PROJECT-TIDELINE",
@@ -478,22 +710,242 @@
     },
     {
       "arguments": {
-        "range": "Inputs!A1:H20",
+        "range": "Inputs!A1:D30",
         "workbook_id": "WB-PROJECT-TIDELINE"
       },
-      "index": 13,
+      "index": 15,
       "result": {
-        "range": "Inputs!A1:H20",
-        "values": {
-          "allowed_addbacks": 13.4,
-          "cash": 37.0,
-          "debt": 277.0,
-          "disallowed_addbacks": 5.2,
-          "ebitda_margin": 0.143,
-          "revenue": 746.0,
-          "terminal_growth": 0.02,
-          "wacc": 0.109
-        },
+        "range": "Inputs!A1:D30",
+        "values": [
+          [
+            "Field",
+            "Value",
+            "Unit",
+            "Source"
+          ],
+          [
+            "Revenue",
+            746.0,
+            "USD m",
+            "current forecast"
+          ],
+          [
+            "Reported EBITDA margin",
+            0.143,
+            "decimal",
+            "current QoE"
+          ],
+          [
+            "Allowed add-backs",
+            13.4,
+            "USD m",
+            "current QoE"
+          ],
+          [
+            "Unsupported add-backs excluded",
+            5.2,
+            "USD m",
+            "current QoE"
+          ],
+          [
+            "Debt",
+            277.0,
+            "USD m",
+            "current balance sheet"
+          ],
+          [
+            "Cash",
+            37.0,
+            "USD m",
+            "current balance sheet"
+          ],
+          [
+            "Diluted shares",
+            68.0,
+            "m shares",
+            "current share data"
+          ],
+          [
+            "Share price",
+            11.7,
+            "USD/share",
+            "current share data"
+          ],
+          [
+            "Forecast growth",
+            0.051,
+            "decimal",
+            "current forecast"
+          ],
+          [
+            "Tax rate",
+            0.27,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Capex percent of revenue",
+            0.047,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "NWC balance percent of revenue",
+            0.026,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Approved trading median EV / EBITDA",
+            8.2,
+            "turns",
+            "approved peer set"
+          ],
+          [
+            "Approved precedent median EV / EBITDA",
+            8.8,
+            "turns",
+            "approved precedent set"
+          ],
+          [
+            "WACC",
+            0.109,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Terminal growth",
+            0.02,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Maximum entry leverage",
+            5.4,
+            "turns",
+            "current debt schedule"
+          ],
+          [
+            "Approved exit multiple",
+            8.0,
+            "turns",
+            "current debt schedule"
+          ],
+          [
+            "Buyer net income",
+            238.0,
+            "USD m",
+            "buyer market record"
+          ],
+          [
+            "Buyer diluted shares",
+            144.0,
+            "m shares",
+            "buyer market record"
+          ],
+          [
+            "Buyer share price",
+            26.8,
+            "USD/share",
+            "buyer market record"
+          ],
+          [
+            "Offer premium",
+            0.17,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Cash funding percent",
+            0.7,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Approved synergies",
+            17.0,
+            "USD m",
+            "current assumptions"
+          ],
+          [
+            "Exit debt remaining",
+            0.45,
+            "decimal of entry debt",
+            "controlled methodology"
+          ],
+          [
+            "Target net income conversion",
+            0.58,
+            "decimal of normalized EBITDA",
+            "controlled methodology"
+          ],
+          [
+            "Debt funding cost",
+            0.055,
+            "decimal",
+            "controlled methodology"
+          ]
+        ],
+        "workbook_id": "WB-PROJECT-TIDELINE"
+      },
+      "server": "spreadsheets",
+      "success": true,
+      "tool": "sheets.read_range"
+    },
+    {
+      "arguments": {
+        "range": "Methodology!A1:B40",
+        "workbook_id": "WB-PROJECT-TIDELINE"
+      },
+      "index": 16,
+      "result": {
+        "range": "Methodology!A1:B40",
+        "values": [
+          [
+            "Policy schema",
+            "dealbench.calculation-policy.v1"
+          ],
+          [
+            "Category",
+            "source_control"
+          ],
+          [
+            "Headline",
+            "operative precedent enterprise value"
+          ],
+          [
+            "Rounding",
+            "Use full-precision intermediate calculations. Round only submitted and persisted numeric outputs to two decimals using half-up rounding."
+          ],
+          [
+            "Shared output 1",
+            "net debt = current debt - current cash"
+          ],
+          [
+            "Shared output 2",
+            "equity value = headline enterprise value - net debt"
+          ],
+          [
+            "Shared output 3",
+            "per-share value = equity value / current diluted shares"
+          ],
+          [
+            "Calculation step 1",
+            "base EBITDA = current revenue × reported EBITDA margin"
+          ],
+          [
+            "Calculation step 2",
+            "normalized EBITDA = base EBITDA + allowed add-backs; unsupported add-backs are excluded, not subtracted from base EBITDA"
+          ],
+          [
+            "Calculation step 3",
+            "headline enterprise value = normalized EBITDA × current approved precedent median"
+          ],
+          [
+            "Calculation step 4",
+            "primary metric = normalized EBITDA; secondary metric = current forecast growth percent"
+          ]
+        ],
         "workbook_id": "WB-PROJECT-TIDELINE"
       },
       "server": "spreadsheets",
@@ -504,7 +956,7 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-TIDELINE"
       },
-      "index": 14,
+      "index": 17,
       "result": {
         "last_task_id": null,
         "model_id": "MODEL-PROJECT-TIDELINE",
@@ -522,7 +974,7 @@
         ],
         "revision": "MODEL-PRIOR-R2",
         "source_refs": [
-          "REV-INE-PRIOR"
+          "REV-06-PRIOR"
         ],
         "status": "working"
       },
@@ -534,7 +986,7 @@
       "arguments": {
         "deliverable_id": "DECK-PROJECT-TIDELINE"
       },
-      "index": 15,
+      "index": 18,
       "result": {
         "deliverable_id": "DECK-PROJECT-TIDELINE",
         "last_task_id": null,
@@ -562,7 +1014,7 @@
       "arguments": {
         "approval_id": "APR-PROJECT-TIDELINE"
       },
-      "index": 16,
+      "index": 19,
       "result": {
         "approval_id": "APR-PROJECT-TIDELINE",
         "authority": "Transaction Committee",
@@ -581,30 +1033,32 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-TIDELINE",
         "outputs": {
-          "equity_value_usd_m": -125.12,
-          "headline_value_usd_m": 114.88,
-          "per_share_value_usd": -1.84,
-          "primary_metric": 15.4,
+          "equity_value_usd_m": 816.69,
+          "headline_value_usd_m": 1056.69,
+          "per_share_value_usd": 12.01,
+          "primary_metric": 120.08,
           "secondary_metric": 5.1
         },
         "revision": "MODEL-06-SOUR-R3",
         "source_refs": [
           "REV-06-CURRENT",
           "PROJECT-TIDELINE-QOE-CURRENT",
+          "PROJECT-TIDELINE-ASSUMPTIONS-CURRENT",
+          "PROJECT-TIDELINE-METHODOLOGY-CURRENT",
           "MSG-dealbench-051-REQUEST",
           "THREAD-dealbench-051"
         ],
         "task_id": "dealbench-051"
       },
-      "index": 17,
+      "index": 20,
       "result": {
         "last_task_id": "dealbench-051",
         "model_id": "MODEL-PROJECT-TIDELINE",
         "outputs": {
-          "equity_value_usd_m": -125.12,
-          "headline_value_usd_m": 114.88,
-          "per_share_value_usd": -1.84,
-          "primary_metric": 15.4,
+          "equity_value_usd_m": 816.69,
+          "headline_value_usd_m": 1056.69,
+          "per_share_value_usd": 12.01,
+          "primary_metric": 120.08,
           "secondary_metric": 5.1
         },
         "project_code": "PROJECT-TIDELINE",
@@ -612,6 +1066,8 @@
         "source_refs": [
           "REV-06-CURRENT",
           "PROJECT-TIDELINE-QOE-CURRENT",
+          "PROJECT-TIDELINE-ASSUMPTIONS-CURRENT",
+          "PROJECT-TIDELINE-METHODOLOGY-CURRENT",
           "MSG-dealbench-051-REQUEST",
           "THREAD-dealbench-051"
         ],
@@ -628,16 +1084,16 @@
         "values": [
           [
             "MODEL-06-SOUR-R3",
-            114.88,
-            -125.12,
-            -1.84,
-            15.4,
+            1056.69,
+            816.69,
+            12.01,
+            120.08,
             5.1
           ]
         ],
         "workbook_id": "WB-PROJECT-TIDELINE"
       },
-      "index": 18,
+      "index": 21,
       "result": {
         "change_id": "CHANGE-dealbench-051",
         "updatedRange": "Outputs!B2:G2",
@@ -654,14 +1110,14 @@
         "status": "draft_for_review",
         "task_id": "dealbench-051",
         "values": {
-          "equity_value_usd_m": -125.12,
-          "headline_value_usd_m": 114.88,
-          "per_share_value_usd": -1.84,
-          "primary_metric": 15.4,
+          "equity_value_usd_m": 816.69,
+          "headline_value_usd_m": 1056.69,
+          "per_share_value_usd": 12.01,
+          "primary_metric": 120.08,
           "secondary_metric": 5.1
         }
       },
-      "index": 19,
+      "index": 22,
       "result": {
         "deliverable_id": "DECK-PROJECT-TIDELINE",
         "last_task_id": "dealbench-051",
@@ -670,10 +1126,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "8ab6c521d4c96b10ac849d8c2540b3e5bfd4c25f04195f7f59a33965ee824d96",
         "values": {
-          "equity_value_usd_m": -125.12,
-          "headline_value_usd_m": 114.88,
-          "per_share_value_usd": -1.84,
-          "primary_metric": 15.4,
+          "equity_value_usd_m": 816.69,
+          "headline_value_usd_m": 1056.69,
+          "per_share_value_usd": 12.01,
+          "primary_metric": 120.08,
           "secondary_metric": 5.1
         }
       },
@@ -691,13 +1147,15 @@
         "source_refs": [
           "REV-06-CURRENT",
           "PROJECT-TIDELINE-QOE-CURRENT",
+          "PROJECT-TIDELINE-ASSUMPTIONS-CURRENT",
+          "PROJECT-TIDELINE-METHODOLOGY-CURRENT",
           "MSG-dealbench-051-REQUEST",
           "THREAD-dealbench-051"
         ],
         "status": "ready_for_review",
         "task_id": "dealbench-051"
       },
-      "index": 20,
+      "index": 23,
       "result": {
         "decision": "lock_current_case",
         "deliverable_id": "DECK-PROJECT-TIDELINE",
@@ -708,6 +1166,8 @@
         "source_refs": [
           "REV-06-CURRENT",
           "PROJECT-TIDELINE-QOE-CURRENT",
+          "PROJECT-TIDELINE-ASSUMPTIONS-CURRENT",
+          "PROJECT-TIDELINE-METHODOLOGY-CURRENT",
           "MSG-dealbench-051-REQUEST",
           "THREAD-dealbench-051"
         ],
@@ -720,14 +1180,14 @@
     },
     {
       "arguments": {
-        "body": "PROJECT-TIDELINE: recommend lock_current_case. Headline value $114.88m; equity value $-125.12m; model MODEL-06-SOUR-R3; deck DECK-06-SOUR-R2; source REV-06-CURRENT.",
+        "body": "PROJECT-TIDELINE: recommend lock_current_case. Headline value $1056.69m; equity value $816.69m; model MODEL-06-SOUR-R3; deck DECK-06-SOUR-R2; source REV-06-CURRENT.",
         "project_code": "PROJECT-TIDELINE",
         "review_status": "draft_for_review",
         "subject": "dealbench-051 — ready_for_review — review draft",
         "task_id": "dealbench-051",
         "to": "deal-lead-review@atlas-sim.example"
       },
-      "index": 21,
+      "index": 24,
       "result": {
         "review_status": "draft_for_review",
         "saved": true,
@@ -744,7 +1204,7 @@
         "task_id": "dealbench-051",
         "text": "dealbench-051: ready_for_review / lock_current_case / review draft ready."
       },
-      "index": 22,
+      "index": 25,
       "result": {
         "post_id": "POST-dealbench-051",
         "review_status": "draft_for_review",
@@ -758,16 +1218,16 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-TIDELINE"
       },
-      "index": 23,
+      "index": 26,
       "result": {
         "last_task_id": "dealbench-051",
         "model_id": "MODEL-PROJECT-TIDELINE",
         "next_revision": "MODEL-06-SOUR-R3",
         "outputs": {
-          "equity_value_usd_m": -125.12,
-          "headline_value_usd_m": 114.88,
-          "per_share_value_usd": -1.84,
-          "primary_metric": 15.4,
+          "equity_value_usd_m": 816.69,
+          "headline_value_usd_m": 1056.69,
+          "per_share_value_usd": 12.01,
+          "primary_metric": 120.08,
           "secondary_metric": 5.1
         },
         "project_code": "PROJECT-TIDELINE",
@@ -782,6 +1242,8 @@
         "source_refs": [
           "REV-06-CURRENT",
           "PROJECT-TIDELINE-QOE-CURRENT",
+          "PROJECT-TIDELINE-ASSUMPTIONS-CURRENT",
+          "PROJECT-TIDELINE-METHODOLOGY-CURRENT",
           "MSG-dealbench-051-REQUEST",
           "THREAD-dealbench-051"
         ],
@@ -795,7 +1257,7 @@
       "arguments": {
         "workbook_id": "WB-PROJECT-TIDELINE"
       },
-      "index": 24,
+      "index": 27,
       "result": {
         "changes": [
           {
@@ -805,10 +1267,10 @@
             "values": [
               [
                 "MODEL-06-SOUR-R3",
-                114.88,
-                -125.12,
-                -1.84,
-                15.4,
+                1056.69,
+                816.69,
+                12.01,
+                120.08,
                 5.1
               ]
             ],
@@ -824,7 +1286,7 @@
       "arguments": {
         "deliverable_id": "DECK-PROJECT-TIDELINE"
       },
-      "index": 25,
+      "index": 28,
       "result": {
         "deliverable_id": "DECK-PROJECT-TIDELINE",
         "last_task_id": "dealbench-051",
@@ -841,10 +1303,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "8ab6c521d4c96b10ac849d8c2540b3e5bfd4c25f04195f7f59a33965ee824d96",
         "values": {
-          "equity_value_usd_m": -125.12,
-          "headline_value_usd_m": 114.88,
-          "per_share_value_usd": -1.84,
-          "primary_metric": 15.4,
+          "equity_value_usd_m": 816.69,
+          "headline_value_usd_m": 1056.69,
+          "per_share_value_usd": 12.01,
+          "primary_metric": 120.08,
           "secondary_metric": 5.1
         }
       },
@@ -857,7 +1319,7 @@
         "project_code": "PROJECT-TIDELINE",
         "task_id": "dealbench-051"
       },
-      "index": 26,
+      "index": 29,
       "result": {
         "decision": "lock_current_case",
         "deliverable_id": "DECK-PROJECT-TIDELINE",
@@ -868,6 +1330,8 @@
         "source_refs": [
           "REV-06-CURRENT",
           "PROJECT-TIDELINE-QOE-CURRENT",
+          "PROJECT-TIDELINE-ASSUMPTIONS-CURRENT",
+          "PROJECT-TIDELINE-METHODOLOGY-CURRENT",
           "MSG-dealbench-051-REQUEST",
           "THREAD-dealbench-051"
         ],
@@ -883,11 +1347,11 @@
         "project_code": "PROJECT-TIDELINE",
         "task_id": "dealbench-051"
       },
-      "index": 27,
+      "index": 30,
       "result": {
         "messages": [
           {
-            "body": "PROJECT-TIDELINE: recommend lock_current_case. Headline value $114.88m; equity value $-125.12m; model MODEL-06-SOUR-R3; deck DECK-06-SOUR-R2; source REV-06-CURRENT.",
+            "body": "PROJECT-TIDELINE: recommend lock_current_case. Headline value $1056.69m; equity value $816.69m; model MODEL-06-SOUR-R3; deck DECK-06-SOUR-R2; source REV-06-CURRENT.",
             "project_code": "PROJECT-TIDELINE",
             "recipient": "deal-lead-review@atlas-sim.example",
             "review_status": "draft_for_review",
@@ -906,7 +1370,7 @@
         "channel": "deal-project-tideline",
         "task_id": "dealbench-051"
       },
-      "index": 28,
+      "index": 31,
       "result": {
         "posts": [
           {
@@ -927,11 +1391,11 @@
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-06-SOUR-R2",
-          "equity_value_usd_m": -125.12,
-          "headline_value_usd_m": 114.88,
+          "equity_value_usd_m": 816.69,
+          "headline_value_usd_m": 1056.69,
           "model_revision": "MODEL-06-SOUR-R3",
-          "per_share_value_usd": -1.84,
-          "primary_metric": 15.4,
+          "per_share_value_usd": 12.01,
+          "primary_metric": 120.08,
           "project_code": "PROJECT-TIDELINE",
           "recommended_option": "lock_current_case",
           "secondary_metric": 5.1,
@@ -939,16 +1403,16 @@
         },
         "task_id": "dealbench-051"
       },
-      "index": 29,
+      "index": 32,
       "result": {
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-06-SOUR-R2",
-          "equity_value_usd_m": -125.12,
-          "headline_value_usd_m": 114.88,
+          "equity_value_usd_m": 816.69,
+          "headline_value_usd_m": 1056.69,
           "model_revision": "MODEL-06-SOUR-R3",
-          "per_share_value_usd": -1.84,
-          "primary_metric": 15.4,
+          "per_share_value_usd": 12.01,
+          "primary_metric": 120.08,
           "project_code": "PROJECT-TIDELINE",
           "recommended_option": "lock_current_case",
           "secondary_metric": 5.1,
@@ -965,16 +1429,16 @@
       "arguments": {
         "task_id": "dealbench-051"
       },
-      "index": 30,
+      "index": 33,
       "result": {
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-06-SOUR-R2",
-          "equity_value_usd_m": -125.12,
-          "headline_value_usd_m": 114.88,
+          "equity_value_usd_m": 816.69,
+          "headline_value_usd_m": 1056.69,
           "model_revision": "MODEL-06-SOUR-R3",
-          "per_share_value_usd": -1.84,
-          "primary_metric": 15.4,
+          "per_share_value_usd": 12.01,
+          "primary_metric": 120.08,
           "project_code": "PROJECT-TIDELINE",
           "recommended_option": "lock_current_case",
           "secondary_metric": 5.1,
@@ -1004,7 +1468,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:task_contract",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1012,7 +1476,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:project_record",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1020,7 +1484,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:data_room_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1028,7 +1492,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:current_forecast",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1036,7 +1500,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:prior_forecast",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1044,7 +1508,23 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:version_history",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the current quality-of-earnings bridge used by the model investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:qoe_bridge",
+        "passed": true,
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the current approved valuation and financing assumptions investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:current_assumptions",
+        "passed": true,
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1052,7 +1532,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:request_mail_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1060,7 +1540,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:request_mail",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1068,7 +1548,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:team_chat_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1076,7 +1556,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:team_thread",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1084,7 +1564,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:workbook_index",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1092,7 +1572,15 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:workbook_inputs",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the controlled calculation methodology before calculating outputs investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:workbook_methodology",
+        "passed": true,
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1100,7 +1588,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:live_model",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1108,7 +1596,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:deliverable",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1116,14 +1604,14 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:approval",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded headline value usd m value (114.88).",
+        "description": "Submit the exact source-grounded headline value usd m value (1056.69).",
         "evidence": {
-          "actual": 114.88,
-          "expected": 114.88
+          "actual": 1056.69,
+          "expected": 1056.69
         },
         "id": "model_accuracy:headline_value_usd_m",
         "passed": true,
@@ -1131,10 +1619,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded equity value usd m value (-125.12).",
+        "description": "Submit the exact source-grounded equity value usd m value (816.69).",
         "evidence": {
-          "actual": -125.12,
-          "expected": -125.12
+          "actual": 816.69,
+          "expected": 816.69
         },
         "id": "model_accuracy:equity_value_usd_m",
         "passed": true,
@@ -1142,10 +1630,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded per share value usd value (-1.84).",
+        "description": "Submit the exact source-grounded per share value usd value (12.01).",
         "evidence": {
-          "actual": -1.84,
-          "expected": -1.84
+          "actual": 12.01,
+          "expected": 12.01
         },
         "id": "model_accuracy:per_share_value_usd",
         "passed": true,
@@ -1153,10 +1641,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded primary metric value (15.4).",
+        "description": "Submit the exact source-grounded primary metric value (120.08).",
         "evidence": {
-          "actual": 15.4,
-          "expected": 15.4
+          "actual": 120.08,
+          "expected": 120.08
         },
         "id": "model_accuracy:primary_metric",
         "passed": true,
@@ -1202,10 +1690,10 @@
           "last_task_id": "dealbench-051",
           "model_id": "MODEL-PROJECT-TIDELINE",
           "outputs": {
-            "equity_value_usd_m": -125.12,
-            "headline_value_usd_m": 114.88,
-            "per_share_value_usd": -1.84,
-            "primary_metric": 15.4,
+            "equity_value_usd_m": 816.69,
+            "headline_value_usd_m": 1056.69,
+            "per_share_value_usd": 12.01,
+            "primary_metric": 120.08,
             "secondary_metric": 5.1
           },
           "project_code": "PROJECT-TIDELINE",
@@ -1213,6 +1701,8 @@
           "source_refs": [
             "REV-06-CURRENT",
             "PROJECT-TIDELINE-QOE-CURRENT",
+            "PROJECT-TIDELINE-ASSUMPTIONS-CURRENT",
+            "PROJECT-TIDELINE-METHODOLOGY-CURRENT",
             "MSG-dealbench-051-REQUEST",
             "THREAD-dealbench-051"
           ],
@@ -1232,10 +1722,10 @@
           "values": [
             [
               "MODEL-06-SOUR-R3",
-              114.88,
-              -125.12,
-              -1.84,
-              15.4,
+              1056.69,
+              816.69,
+              12.01,
+              120.08,
               5.1
             ]
           ],
@@ -1258,6 +1748,8 @@
           "source_refs": [
             "REV-06-CURRENT",
             "PROJECT-TIDELINE-QOE-CURRENT",
+            "PROJECT-TIDELINE-ASSUMPTIONS-CURRENT",
+            "PROJECT-TIDELINE-METHODOLOGY-CURRENT",
             "MSG-dealbench-051-REQUEST",
             "THREAD-dealbench-051"
           ],
@@ -1275,10 +1767,10 @@
           "last_task_id": "dealbench-051",
           "model_id": "MODEL-PROJECT-TIDELINE",
           "outputs": {
-            "equity_value_usd_m": -125.12,
-            "headline_value_usd_m": 114.88,
-            "per_share_value_usd": -1.84,
-            "primary_metric": 15.4,
+            "equity_value_usd_m": 816.69,
+            "headline_value_usd_m": 1056.69,
+            "per_share_value_usd": 12.01,
+            "primary_metric": 120.08,
             "secondary_metric": 5.1
           },
           "project_code": "PROJECT-TIDELINE",
@@ -1286,6 +1778,8 @@
           "source_refs": [
             "REV-06-CURRENT",
             "PROJECT-TIDELINE-QOE-CURRENT",
+            "PROJECT-TIDELINE-ASSUMPTIONS-CURRENT",
+            "PROJECT-TIDELINE-METHODOLOGY-CURRENT",
             "MSG-dealbench-051-REQUEST",
             "THREAD-dealbench-051"
           ],
@@ -1307,7 +1801,7 @@
             "text": "dealbench-051: ready_for_review / lock_current_case / review draft ready."
           },
           "mail": {
-            "body": "PROJECT-TIDELINE: recommend lock_current_case. Headline value $114.88m; equity value $-125.12m; model MODEL-06-SOUR-R3; deck DECK-06-SOUR-R2; source REV-06-CURRENT.",
+            "body": "PROJECT-TIDELINE: recommend lock_current_case. Headline value $1056.69m; equity value $816.69m; model MODEL-06-SOUR-R3; deck DECK-06-SOUR-R2; source REV-06-CURRENT.",
             "project_code": "PROJECT-TIDELINE",
             "recipient": "deal-lead-review@atlas-sim.example",
             "review_status": "draft_for_review",
@@ -1331,10 +1825,10 @@
           "status": "draft_for_review",
           "unrelated_slides_sha256": "8ab6c521d4c96b10ac849d8c2540b3e5bfd4c25f04195f7f59a33965ee824d96",
           "values": {
-            "equity_value_usd_m": -125.12,
-            "headline_value_usd_m": 114.88,
-            "per_share_value_usd": -1.84,
-            "primary_metric": 15.4,
+            "equity_value_usd_m": 816.69,
+            "headline_value_usd_m": 1056.69,
+            "per_share_value_usd": 12.01,
+            "primary_metric": 120.08,
             "secondary_metric": 5.1
           }
         },
@@ -1346,10 +1840,10 @@
         "category": "deliverable",
         "description": "Tie the deliverable values exactly to the live model outputs.",
         "evidence": {
-          "equity_value_usd_m": -125.12,
-          "headline_value_usd_m": 114.88,
-          "per_share_value_usd": -1.84,
-          "primary_metric": 15.4,
+          "equity_value_usd_m": 816.69,
+          "headline_value_usd_m": 1056.69,
+          "per_share_value_usd": 12.01,
+          "primary_metric": 120.08,
           "secondary_metric": 5.1
         },
         "id": "deliverable:values",
@@ -1430,8 +1924,8 @@
       "submissions",
       "audit_log"
     ],
-    "successful_tool_calls": 30,
+    "successful_tool_calls": 33,
     "task_id": "dealbench-051",
-    "tool_calls": 30
+    "tool_calls": 33
   }
 }

trajectories/dealbench-061.json

@@ -10,9 +10,6 @@
         "allowed_write_tools": [
           "deals.update_model",
           "sheets.write_range",
-          "deals.update_bid_status",
-          "deals.update_diligence_finding",
-          "deals.request_approval",
           "deals.update_deliverable",
           "deals.commit_plan",
           "mail.send_message",
@@ -39,7 +36,7 @@
               "type": "number"
             },
             "headline_value_usd_m": {
-              "description": "Normalized EBITDA from the operative case, USD millions.",
+              "description": "Enterprise value from the operative precedent-transaction case, USD millions.",
               "multipleOf": 0.01,
               "type": "number"
             },
@@ -53,7 +50,7 @@
               "type": "number"
             },
             "primary_metric": {
-              "description": "Normalized EBITDA margin from the operative case, percent.",
+              "description": "Normalized EBITDA from the operative case, USD millions.",
               "multipleOf": 0.01,
               "type": "number"
             },
@@ -96,6 +93,12 @@
           ],
           "type": "object"
         },
+        "calculation_policy": {
+          "range": "Methodology!A1:B40",
+          "schema_version": "dealbench.calculation-policy.v1",
+          "source": "controlled_workbook_range",
+          "workbook_id": "WB-PROJECT-EMBER"
+        },
         "controlled_targets": {
           "communications": {
             "channel": "deal-project-ember",
@@ -115,6 +118,22 @@
             ],
             "status": "draft_for_review"
           },
+          "domain_action": {
+            "required_status": "updated_for_review",
+            "target_id": "MODEL-PROJECT-EMBER",
+            "tool": "deals.update_model"
+          },
+          "evidence": {
+            "approval_record_id": "APR-PROJECT-EMBER",
+            "current_approval_file_id": "PROJECT-EMBER-APPROVAL-CURRENT",
+            "current_assumptions_file_id": "PROJECT-EMBER-ASSUMPTIONS-CURRENT",
+            "current_forecast_file_id": "PROJECT-EMBER-FORECAST-CURRENT",
+            "current_methodology_file_id": "PROJECT-EMBER-METHODOLOGY-CURRENT",
+            "current_qoe_file_id": "PROJECT-EMBER-QOE-CURRENT",
+            "prior_forecast_file_id": "PROJECT-EMBER-FORECAST-PRIOR",
+            "request_message_id": "MSG-dealbench-061-REQUEST",
+            "task_thread_id": "THREAD-dealbench-061"
+          },
           "model": {
             "id": "MODEL-PROJECT-EMBER",
             "next_revision_source": "deals.get_model.next_revision",
@@ -141,8 +160,10 @@
             ],
             "id": "WB-PROJECT-EMBER",
             "input_ranges": [
-              "Inputs!A1:H20"
+              "Inputs!A1:D30",
+              "Methodology!A1:B40"
             ],
+            "methodology_range": "Methodology!A1:B40",
             "output_range": "Outputs!B2:G2"
           }
         },
@@ -160,9 +181,137 @@
             "label": "Pause for source reconciliation"
           }
         ],
+        "evidence_checklist": [
+          {
+            "accepted_tools": [
+              "benchmark.get_task"
+            ],
+            "description": "read the task-scoped outcome and control contract",
+            "id": "task_contract"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_project"
+            ],
+            "description": "read the active project master record",
+            "id": "project_record"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.search_files"
+            ],
+            "description": "search the data room and surface the current forecast record",
+            "id": "data_room_search"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current management forecast",
+            "id": "current_forecast"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the superseded forecast used for version comparison",
+            "id": "prior_forecast"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_version_history"
+            ],
+            "description": "inspect forecast version history and authority",
+            "id": "version_history"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current quality-of-earnings bridge used by the model",
+            "id": "qoe_bridge"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current approved valuation and financing assumptions",
+            "id": "current_assumptions"
+          },
+          {
+            "accepted_tools": [
+              "mail.search_messages"
+            ],
+            "description": "search mail and surface the task request",
+            "id": "request_mail_search"
+          },
+          {
+            "accepted_tools": [
+              "mail.get_message"
+            ],
+            "description": "read the task request message",
+            "id": "request_mail"
+          },
+          {
+            "accepted_tools": [
+              "chat.search_messages"
+            ],
+            "description": "search the deal-team channel and surface the task thread",
+            "id": "team_chat_search"
+          },
+          {
+            "accepted_tools": [
+              "chat.get_thread"
+            ],
+            "description": "read the deal-team task thread",
+            "id": "team_thread"
+          },
+          {
+            "accepted_tools": [
+              "sheets.list_workbooks"
+            ],
+            "description": "list the active project's controlled workbook",
+            "id": "workbook_index"
+          },
+          {
+            "accepted_tools": [
+              "sheets.read_range"
+            ],
+            "description": "read the operative model inputs from a declared input range",
+            "id": "workbook_inputs"
+          },
+          {
+            "accepted_tools": [
+              "sheets.read_range"
+            ],
+            "description": "read the controlled calculation methodology before calculating outputs",
+            "id": "workbook_methodology"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_model"
+            ],
+            "description": "read the live model and its next controlled revision",
+            "id": "live_model"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_deliverable"
+            ],
+            "description": "read the controlled committee deliverable and next revision",
+            "id": "deliverable"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_approval"
+            ],
+            "description": "read current transaction approval",
+            "id": "approval"
+          }
+        ],
         "project_code": "PROJECT-EMBER",
-        "prompt": "**PROJECT-EMBER · Solstice Materials · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
-        "schema_version": "dealbench.agent-contract.v2",
+        "prompt": "Task ID: `dealbench-061`\n\n**PROJECT-EMBER · Solstice Materials · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
+        "schema_version": "dealbench.agent-contract.v3",
         "task_id": "dealbench-061"
       },
       "server": "dealbench",
@@ -178,6 +327,13 @@
         "company": "Solstice Materials",
         "deal_type": "strategic combination",
         "industry": "Specialty chemicals",
+        "linked_records": {
+          "approval_id": "APR-PROJECT-EMBER",
+          "channel": "deal-project-ember",
+          "deliverable_id": "DECK-PROJECT-EMBER",
+          "model_id": "MODEL-PROJECT-EMBER",
+          "workbook_id": "WB-PROJECT-EMBER"
+        },
         "payload": {
           "allowed_addbacks": 8.7,
           "approval_status": "approved",
@@ -225,6 +381,14 @@
       "index": 3,
       "result": {
         "files": [
+          {
+            "file_id": "PROJECT-EMBER-FORECAST-PRIOR",
+            "is_current": 0,
+            "kind": "xlsx",
+            "logical_name": "PROJECT-EMBER-FORECAST",
+            "name": "Superseded management forecast",
+            "version": 2
+          },
           {
             "file_id": "PROJECT-EMBER-FORECAST-CURRENT",
             "is_current": 1,
@@ -234,12 +398,12 @@
             "version": 3
           },
           {
-            "file_id": "PROJECT-EMBER-FORECAST-PRIOR",
-            "is_current": 0,
-            "kind": "xlsx",
-            "logical_name": "PROJECT-EMBER-FORECAST",
-            "name": "Superseded management forecast",
-            "version": 2
+            "file_id": "PROJECT-EMBER-METHODOLOGY-CURRENT",
+            "is_current": 1,
+            "kind": "json",
+            "logical_name": "PROJECT-EMBER-METHODOLOGY",
+            "name": "Current controlled model methodology",
+            "version": 1
           }
         ],
         "query": "management forecast"
@@ -282,7 +446,7 @@
           "approved": false,
           "growth": 0.055,
           "revenue": 662.51,
-          "revision": "REV-BER-PRIOR"
+          "revision": "REV-07-PRIOR"
         },
         "file_id": "PROJECT-EMBER-FORECAST-PRIOR",
         "is_current": 0,
@@ -321,7 +485,7 @@
               "approved": false,
               "growth": 0.055,
               "revenue": 662.51,
-              "revision": "REV-BER-PRIOR"
+              "revision": "REV-07-PRIOR"
             },
             "file_id": "PROJECT-EMBER-FORECAST-PRIOR",
             "is_current": 0,
@@ -335,12 +499,77 @@
       "success": true,
       "tool": "dealroom.get_version_history"
     },
+    {
+      "arguments": {
+        "file_id": "PROJECT-EMBER-QOE-CURRENT"
+      },
+      "index": 7,
+      "result": {
+        "content": {
+          "allowed_addbacks": 8.7,
+          "reported_ebitda": 134.55,
+          "unsupported_addbacks_excluded": 3.1
+        },
+        "file_id": "PROJECT-EMBER-QOE-CURRENT",
+        "is_current": 1,
+        "kind": "pdf",
+        "logical_name": "PROJECT-EMBER-QOE",
+        "name": "Current quality-of-earnings bridge",
+        "project_code": "PROJECT-EMBER",
+        "version": 4
+      },
+      "server": "dealroom",
+      "success": true,
+      "tool": "dealroom.get_file"
+    },
+    {
+      "arguments": {
+        "file_id": "PROJECT-EMBER-ASSUMPTIONS-CURRENT"
+      },
+      "index": 8,
+      "result": {
+        "content": {
+          "approved": true,
+          "cash_funding_pct": 0.5,
+          "entry_leverage": 4.9,
+          "exit_multiple": 9.3,
+          "offer_premium": 0.21,
+          "revision": "REV-07-CURRENT",
+          "terminal_growth": 0.023,
+          "wacc": 0.104
+        },
+        "file_id": "PROJECT-EMBER-ASSUMPTIONS-CURRENT",
+        "is_current": 1,
+        "kind": "json",
+        "logical_name": "PROJECT-EMBER-ASSUMPTIONS",
+        "name": "Current approved model assumptions",
+        "project_code": "PROJECT-EMBER",
+        "version": 3
+      },
+      "server": "dealroom",
+      "success": true,
+      "tool": "dealroom.get_file"
+    },
+    {
+      "arguments": {
+        "project_code": "PROJECT-EMBER"
+      },
+      "index": 9,
+      "result": {
+        "channels": [
+          "deal-project-ember"
+        ]
+      },
+      "server": "chat",
+      "success": true,
+      "tool": "chat.list_channels"
+    },
     {
       "arguments": {
         "project_code": "PROJECT-EMBER",
         "query": "Source control and launch readiness"
       },
-      "index": 7,
+      "index": 10,
       "result": {
         "messages": [
           {
@@ -349,6 +578,13 @@
             "sent_at": "2026-07-16T09:00:00Z",
             "subject": "dealbench-061 operating request",
             "task_id": "dealbench-061"
+          },
+          {
+            "message_id": "MSG-dealbench-061-AUTHORITY",
+            "sender": "deal-control@atlas-sim.example",
+            "sent_at": "2026-07-16T09:00:00Z",
+            "subject": "Current source and review authority",
+            "task_id": "dealbench-061"
           }
         ]
       },
@@ -360,9 +596,9 @@
       "arguments": {
         "message_id": "MSG-dealbench-061-REQUEST"
       },
-      "index": 8,
+      "index": 11,
       "result": {
-        "body": "**PROJECT-EMBER · Solstice Materials · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
+        "body": "Task ID: `dealbench-061`\n\n**PROJECT-EMBER · Solstice Materials · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
         "message_id": "MSG-dealbench-061-REQUEST",
         "project_code": "PROJECT-EMBER",
         "recipients": [
@@ -377,26 +613,12 @@
       "success": true,
       "tool": "mail.get_message"
     },
-    {
-      "arguments": {
-        "project_code": "PROJECT-EMBER"
-      },
-      "index": 9,
-      "result": {
-        "channels": [
-          "deal-project-ember"
-        ]
-      },
-      "server": "chat",
-      "success": true,
-      "tool": "chat.list_channels"
-    },
     {
       "arguments": {
         "channel": "deal-project-ember",
         "query": "current authority"
       },
-      "index": 10,
+      "index": 12,
       "result": {
         "messages": [
           {
@@ -405,7 +627,16 @@
             "message_id": "CHAT-dealbench-061-1",
             "posted_at": "2026-07-16T09:00:00Z",
             "task_id": "dealbench-061",
-            "text": "Please resolve dealbench-061 against current authority.",
+            "text": "Please resolve dealbench-061 (Source control and launch readiness) against current authority.",
+            "thread_id": "THREAD-dealbench-061"
+          },
+          {
+            "author": "deal-control",
+            "channel": "deal-project-ember",
+            "message_id": "CHAT-dealbench-061-2",
+            "posted_at": "2026-07-16T09:00:00Z",
+            "task_id": "dealbench-061",
+            "text": "Current source is REV-07-CURRENT; keep the external update in review.",
             "thread_id": "THREAD-dealbench-061"
           }
         ]
@@ -418,7 +649,7 @@
       "arguments": {
         "thread_id": "THREAD-dealbench-061"
       },
-      "index": 11,
+      "index": 13,
       "result": {
         "messages": [
           {
@@ -427,7 +658,7 @@
             "message_id": "CHAT-dealbench-061-1",
             "posted_at": "2026-07-16T09:00:00Z",
             "task_id": "dealbench-061",
-            "text": "Please resolve dealbench-061 against current authority.",
+            "text": "Please resolve dealbench-061 (Source control and launch readiness) against current authority.",
             "thread_id": "THREAD-dealbench-061"
           },
           {
@@ -449,7 +680,7 @@
       "arguments": {
         "project_code": "PROJECT-EMBER"
       },
-      "index": 12,
+      "index": 14,
       "result": {
         "workbooks": [
           {
@@ -463,7 +694,8 @@
             ],
             "controlled_output_range": "Outputs!B2:G2",
             "input_ranges": [
-              "Inputs!A1:H20"
+              "Inputs!A1:D30",
+              "Methodology!A1:B40"
             ],
             "name": "Solstice Materials live deal model",
             "project_code": "PROJECT-EMBER",
@@ -478,22 +710,242 @@
     },
     {
       "arguments": {
-        "range": "Inputs!A1:H20",
+        "range": "Inputs!A1:D30",
         "workbook_id": "WB-PROJECT-EMBER"
       },
-      "index": 13,
+      "index": 15,
       "result": {
-        "range": "Inputs!A1:H20",
-        "values": {
-          "allowed_addbacks": 8.7,
-          "cash": 29.0,
-          "debt": 232.0,
-          "disallowed_addbacks": 3.1,
-          "ebitda_margin": 0.197,
-          "revenue": 683.0,
-          "terminal_growth": 0.023,
-          "wacc": 0.104
-        },
+        "range": "Inputs!A1:D30",
+        "values": [
+          [
+            "Field",
+            "Value",
+            "Unit",
+            "Source"
+          ],
+          [
+            "Revenue",
+            683.0,
+            "USD m",
+            "current forecast"
+          ],
+          [
+            "Reported EBITDA margin",
+            0.197,
+            "decimal",
+            "current QoE"
+          ],
+          [
+            "Allowed add-backs",
+            8.7,
+            "USD m",
+            "current QoE"
+          ],
+          [
+            "Unsupported add-backs excluded",
+            3.1,
+            "USD m",
+            "current QoE"
+          ],
+          [
+            "Debt",
+            232.0,
+            "USD m",
+            "current balance sheet"
+          ],
+          [
+            "Cash",
+            29.0,
+            "USD m",
+            "current balance sheet"
+          ],
+          [
+            "Diluted shares",
+            58.0,
+            "m shares",
+            "current share data"
+          ],
+          [
+            "Share price",
+            13.2,
+            "USD/share",
+            "current share data"
+          ],
+          [
+            "Forecast growth",
+            0.067,
+            "decimal",
+            "current forecast"
+          ],
+          [
+            "Tax rate",
+            0.25,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Capex percent of revenue",
+            0.052,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "NWC balance percent of revenue",
+            0.028,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Approved trading median EV / EBITDA",
+            9.7,
+            "turns",
+            "approved peer set"
+          ],
+          [
+            "Approved precedent median EV / EBITDA",
+            10.4,
+            "turns",
+            "approved precedent set"
+          ],
+          [
+            "WACC",
+            0.104,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Terminal growth",
+            0.023,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Maximum entry leverage",
+            4.9,
+            "turns",
+            "current debt schedule"
+          ],
+          [
+            "Approved exit multiple",
+            9.3,
+            "turns",
+            "current debt schedule"
+          ],
+          [
+            "Buyer net income",
+            265.0,
+            "USD m",
+            "buyer market record"
+          ],
+          [
+            "Buyer diluted shares",
+            151.0,
+            "m shares",
+            "buyer market record"
+          ],
+          [
+            "Buyer share price",
+            29.6,
+            "USD/share",
+            "buyer market record"
+          ],
+          [
+            "Offer premium",
+            0.21,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Cash funding percent",
+            0.5,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Approved synergies",
+            26.0,
+            "USD m",
+            "current assumptions"
+          ],
+          [
+            "Exit debt remaining",
+            0.45,
+            "decimal of entry debt",
+            "controlled methodology"
+          ],
+          [
+            "Target net income conversion",
+            0.58,
+            "decimal of normalized EBITDA",
+            "controlled methodology"
+          ],
+          [
+            "Debt funding cost",
+            0.055,
+            "decimal",
+            "controlled methodology"
+          ]
+        ],
+        "workbook_id": "WB-PROJECT-EMBER"
+      },
+      "server": "spreadsheets",
+      "success": true,
+      "tool": "sheets.read_range"
+    },
+    {
+      "arguments": {
+        "range": "Methodology!A1:B40",
+        "workbook_id": "WB-PROJECT-EMBER"
+      },
+      "index": 16,
+      "result": {
+        "range": "Methodology!A1:B40",
+        "values": [
+          [
+            "Policy schema",
+            "dealbench.calculation-policy.v1"
+          ],
+          [
+            "Category",
+            "source_control"
+          ],
+          [
+            "Headline",
+            "operative precedent enterprise value"
+          ],
+          [
+            "Rounding",
+            "Use full-precision intermediate calculations. Round only submitted and persisted numeric outputs to two decimals using half-up rounding."
+          ],
+          [
+            "Shared output 1",
+            "net debt = current debt - current cash"
+          ],
+          [
+            "Shared output 2",
+            "equity value = headline enterprise value - net debt"
+          ],
+          [
+            "Shared output 3",
+            "per-share value = equity value / current diluted shares"
+          ],
+          [
+            "Calculation step 1",
+            "base EBITDA = current revenue × reported EBITDA margin"
+          ],
+          [
+            "Calculation step 2",
+            "normalized EBITDA = base EBITDA + allowed add-backs; unsupported add-backs are excluded, not subtracted from base EBITDA"
+          ],
+          [
+            "Calculation step 3",
+            "headline enterprise value = normalized EBITDA × current approved precedent median"
+          ],
+          [
+            "Calculation step 4",
+            "primary metric = normalized EBITDA; secondary metric = current forecast growth percent"
+          ]
+        ],
         "workbook_id": "WB-PROJECT-EMBER"
       },
       "server": "spreadsheets",
@@ -504,7 +956,7 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-EMBER"
       },
-      "index": 14,
+      "index": 17,
       "result": {
         "last_task_id": null,
         "model_id": "MODEL-PROJECT-EMBER",
@@ -522,7 +974,7 @@
         ],
         "revision": "MODEL-PRIOR-R2",
         "source_refs": [
-          "REV-BER-PRIOR"
+          "REV-07-PRIOR"
         ],
         "status": "working"
       },
@@ -534,7 +986,7 @@
       "arguments": {
         "deliverable_id": "DECK-PROJECT-EMBER"
       },
-      "index": 15,
+      "index": 18,
       "result": {
         "deliverable_id": "DECK-PROJECT-EMBER",
         "last_task_id": null,
@@ -562,7 +1014,7 @@
       "arguments": {
         "approval_id": "APR-PROJECT-EMBER"
       },
-      "index": 16,
+      "index": 19,
       "result": {
         "approval_id": "APR-PROJECT-EMBER",
         "authority": "Transaction Committee",
@@ -581,30 +1033,32 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-EMBER",
         "outputs": {
-          "equity_value_usd_m": -62.85,
-          "headline_value_usd_m": 140.15,
-          "per_share_value_usd": -1.08,
-          "primary_metric": 20.52,
+          "equity_value_usd_m": 1286.81,
+          "headline_value_usd_m": 1489.81,
+          "per_share_value_usd": 22.19,
+          "primary_metric": 143.25,
           "secondary_metric": 6.7
         },
         "revision": "MODEL-07-SOUR-R3",
         "source_refs": [
           "REV-07-CURRENT",
           "PROJECT-EMBER-QOE-CURRENT",
+          "PROJECT-EMBER-ASSUMPTIONS-CURRENT",
+          "PROJECT-EMBER-METHODOLOGY-CURRENT",
           "MSG-dealbench-061-REQUEST",
           "THREAD-dealbench-061"
         ],
         "task_id": "dealbench-061"
       },
-      "index": 17,
+      "index": 20,
       "result": {
         "last_task_id": "dealbench-061",
         "model_id": "MODEL-PROJECT-EMBER",
         "outputs": {
-          "equity_value_usd_m": -62.85,
-          "headline_value_usd_m": 140.15,
-          "per_share_value_usd": -1.08,
-          "primary_metric": 20.52,
+          "equity_value_usd_m": 1286.81,
+          "headline_value_usd_m": 1489.81,
+          "per_share_value_usd": 22.19,
+          "primary_metric": 143.25,
           "secondary_metric": 6.7
         },
         "project_code": "PROJECT-EMBER",
@@ -612,6 +1066,8 @@
         "source_refs": [
           "REV-07-CURRENT",
           "PROJECT-EMBER-QOE-CURRENT",
+          "PROJECT-EMBER-ASSUMPTIONS-CURRENT",
+          "PROJECT-EMBER-METHODOLOGY-CURRENT",
           "MSG-dealbench-061-REQUEST",
           "THREAD-dealbench-061"
         ],
@@ -628,16 +1084,16 @@
         "values": [
           [
             "MODEL-07-SOUR-R3",
-            140.15,
-            -62.85,
-            -1.08,
-            20.52,
+            1489.81,
+            1286.81,
+            22.19,
+            143.25,
             6.7
           ]
         ],
         "workbook_id": "WB-PROJECT-EMBER"
       },
-      "index": 18,
+      "index": 21,
       "result": {
         "change_id": "CHANGE-dealbench-061",
         "updatedRange": "Outputs!B2:G2",
@@ -654,14 +1110,14 @@
         "status": "draft_for_review",
         "task_id": "dealbench-061",
         "values": {
-          "equity_value_usd_m": -62.85,
-          "headline_value_usd_m": 140.15,
-          "per_share_value_usd": -1.08,
-          "primary_metric": 20.52,
+          "equity_value_usd_m": 1286.81,
+          "headline_value_usd_m": 1489.81,
+          "per_share_value_usd": 22.19,
+          "primary_metric": 143.25,
           "secondary_metric": 6.7
         }
       },
-      "index": 19,
+      "index": 22,
       "result": {
         "deliverable_id": "DECK-PROJECT-EMBER",
         "last_task_id": "dealbench-061",
@@ -670,10 +1126,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "e47c7e26fcc97375db8ec1c3f2377e33f381f7deb7c00a4966b86c31f1800ab2",
         "values": {
-          "equity_value_usd_m": -62.85,
-          "headline_value_usd_m": 140.15,
-          "per_share_value_usd": -1.08,
-          "primary_metric": 20.52,
+          "equity_value_usd_m": 1286.81,
+          "headline_value_usd_m": 1489.81,
+          "per_share_value_usd": 22.19,
+          "primary_metric": 143.25,
           "secondary_metric": 6.7
         }
       },
@@ -691,13 +1147,15 @@
         "source_refs": [
           "REV-07-CURRENT",
           "PROJECT-EMBER-QOE-CURRENT",
+          "PROJECT-EMBER-ASSUMPTIONS-CURRENT",
+          "PROJECT-EMBER-METHODOLOGY-CURRENT",
           "MSG-dealbench-061-REQUEST",
           "THREAD-dealbench-061"
         ],
         "status": "ready_for_review",
         "task_id": "dealbench-061"
       },
-      "index": 20,
+      "index": 23,
       "result": {
         "decision": "lock_current_case",
         "deliverable_id": "DECK-PROJECT-EMBER",
@@ -708,6 +1166,8 @@
         "source_refs": [
           "REV-07-CURRENT",
           "PROJECT-EMBER-QOE-CURRENT",
+          "PROJECT-EMBER-ASSUMPTIONS-CURRENT",
+          "PROJECT-EMBER-METHODOLOGY-CURRENT",
           "MSG-dealbench-061-REQUEST",
           "THREAD-dealbench-061"
         ],
@@ -720,14 +1180,14 @@
     },
     {
       "arguments": {
-        "body": "PROJECT-EMBER: recommend lock_current_case. Headline value $140.15m; equity value $-62.85m; model MODEL-07-SOUR-R3; deck DECK-07-SOUR-R2; source REV-07-CURRENT.",
+        "body": "PROJECT-EMBER: recommend lock_current_case. Headline value $1489.81m; equity value $1286.81m; model MODEL-07-SOUR-R3; deck DECK-07-SOUR-R2; source REV-07-CURRENT.",
         "project_code": "PROJECT-EMBER",
         "review_status": "draft_for_review",
         "subject": "dealbench-061 — ready_for_review — review draft",
         "task_id": "dealbench-061",
         "to": "deal-lead-review@atlas-sim.example"
       },
-      "index": 21,
+      "index": 24,
       "result": {
         "review_status": "draft_for_review",
         "saved": true,
@@ -744,7 +1204,7 @@
         "task_id": "dealbench-061",
         "text": "dealbench-061: ready_for_review / lock_current_case / review draft ready."
       },
-      "index": 22,
+      "index": 25,
       "result": {
         "post_id": "POST-dealbench-061",
         "review_status": "draft_for_review",
@@ -758,16 +1218,16 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-EMBER"
       },
-      "index": 23,
+      "index": 26,
       "result": {
         "last_task_id": "dealbench-061",
         "model_id": "MODEL-PROJECT-EMBER",
         "next_revision": "MODEL-07-SOUR-R3",
         "outputs": {
-          "equity_value_usd_m": -62.85,
-          "headline_value_usd_m": 140.15,
-          "per_share_value_usd": -1.08,
-          "primary_metric": 20.52,
+          "equity_value_usd_m": 1286.81,
+          "headline_value_usd_m": 1489.81,
+          "per_share_value_usd": 22.19,
+          "primary_metric": 143.25,
           "secondary_metric": 6.7
         },
         "project_code": "PROJECT-EMBER",
@@ -782,6 +1242,8 @@
         "source_refs": [
           "REV-07-CURRENT",
           "PROJECT-EMBER-QOE-CURRENT",
+          "PROJECT-EMBER-ASSUMPTIONS-CURRENT",
+          "PROJECT-EMBER-METHODOLOGY-CURRENT",
           "MSG-dealbench-061-REQUEST",
           "THREAD-dealbench-061"
         ],
@@ -795,7 +1257,7 @@
       "arguments": {
         "workbook_id": "WB-PROJECT-EMBER"
       },
-      "index": 24,
+      "index": 27,
       "result": {
         "changes": [
           {
@@ -805,10 +1267,10 @@
             "values": [
               [
                 "MODEL-07-SOUR-R3",
-                140.15,
-                -62.85,
-                -1.08,
-                20.52,
+                1489.81,
+                1286.81,
+                22.19,
+                143.25,
                 6.7
               ]
             ],
@@ -824,7 +1286,7 @@
       "arguments": {
         "deliverable_id": "DECK-PROJECT-EMBER"
       },
-      "index": 25,
+      "index": 28,
       "result": {
         "deliverable_id": "DECK-PROJECT-EMBER",
         "last_task_id": "dealbench-061",
@@ -841,10 +1303,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "e47c7e26fcc97375db8ec1c3f2377e33f381f7deb7c00a4966b86c31f1800ab2",
         "values": {
-          "equity_value_usd_m": -62.85,
-          "headline_value_usd_m": 140.15,
-          "per_share_value_usd": -1.08,
-          "primary_metric": 20.52,
+          "equity_value_usd_m": 1286.81,
+          "headline_value_usd_m": 1489.81,
+          "per_share_value_usd": 22.19,
+          "primary_metric": 143.25,
           "secondary_metric": 6.7
         }
       },
@@ -857,7 +1319,7 @@
         "project_code": "PROJECT-EMBER",
         "task_id": "dealbench-061"
       },
-      "index": 26,
+      "index": 29,
       "result": {
         "decision": "lock_current_case",
         "deliverable_id": "DECK-PROJECT-EMBER",
@@ -868,6 +1330,8 @@
         "source_refs": [
           "REV-07-CURRENT",
           "PROJECT-EMBER-QOE-CURRENT",
+          "PROJECT-EMBER-ASSUMPTIONS-CURRENT",
+          "PROJECT-EMBER-METHODOLOGY-CURRENT",
           "MSG-dealbench-061-REQUEST",
           "THREAD-dealbench-061"
         ],
@@ -883,11 +1347,11 @@
         "project_code": "PROJECT-EMBER",
         "task_id": "dealbench-061"
       },
-      "index": 27,
+      "index": 30,
       "result": {
         "messages": [
           {
-            "body": "PROJECT-EMBER: recommend lock_current_case. Headline value $140.15m; equity value $-62.85m; model MODEL-07-SOUR-R3; deck DECK-07-SOUR-R2; source REV-07-CURRENT.",
+            "body": "PROJECT-EMBER: recommend lock_current_case. Headline value $1489.81m; equity value $1286.81m; model MODEL-07-SOUR-R3; deck DECK-07-SOUR-R2; source REV-07-CURRENT.",
             "project_code": "PROJECT-EMBER",
             "recipient": "deal-lead-review@atlas-sim.example",
             "review_status": "draft_for_review",
@@ -906,7 +1370,7 @@
         "channel": "deal-project-ember",
         "task_id": "dealbench-061"
       },
-      "index": 28,
+      "index": 31,
       "result": {
         "posts": [
           {
@@ -927,11 +1391,11 @@
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-07-SOUR-R2",
-          "equity_value_usd_m": -62.85,
-          "headline_value_usd_m": 140.15,
+          "equity_value_usd_m": 1286.81,
+          "headline_value_usd_m": 1489.81,
           "model_revision": "MODEL-07-SOUR-R3",
-          "per_share_value_usd": -1.08,
-          "primary_metric": 20.52,
+          "per_share_value_usd": 22.19,
+          "primary_metric": 143.25,
           "project_code": "PROJECT-EMBER",
           "recommended_option": "lock_current_case",
           "secondary_metric": 6.7,
@@ -939,16 +1403,16 @@
         },
         "task_id": "dealbench-061"
       },
-      "index": 29,
+      "index": 32,
       "result": {
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-07-SOUR-R2",
-          "equity_value_usd_m": -62.85,
-          "headline_value_usd_m": 140.15,
+          "equity_value_usd_m": 1286.81,
+          "headline_value_usd_m": 1489.81,
           "model_revision": "MODEL-07-SOUR-R3",
-          "per_share_value_usd": -1.08,
-          "primary_metric": 20.52,
+          "per_share_value_usd": 22.19,
+          "primary_metric": 143.25,
           "project_code": "PROJECT-EMBER",
           "recommended_option": "lock_current_case",
           "secondary_metric": 6.7,
@@ -965,16 +1429,16 @@
       "arguments": {
         "task_id": "dealbench-061"
       },
-      "index": 30,
+      "index": 33,
       "result": {
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-07-SOUR-R2",
-          "equity_value_usd_m": -62.85,
-          "headline_value_usd_m": 140.15,
+          "equity_value_usd_m": 1286.81,
+          "headline_value_usd_m": 1489.81,
           "model_revision": "MODEL-07-SOUR-R3",
-          "per_share_value_usd": -1.08,
-          "primary_metric": 20.52,
+          "per_share_value_usd": 22.19,
+          "primary_metric": 143.25,
           "project_code": "PROJECT-EMBER",
           "recommended_option": "lock_current_case",
           "secondary_metric": 6.7,
@@ -1004,7 +1468,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:task_contract",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1012,7 +1476,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:project_record",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1020,7 +1484,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:data_room_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1028,7 +1492,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:current_forecast",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1036,7 +1500,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:prior_forecast",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1044,7 +1508,23 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:version_history",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the current quality-of-earnings bridge used by the model investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:qoe_bridge",
+        "passed": true,
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the current approved valuation and financing assumptions investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:current_assumptions",
+        "passed": true,
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1052,7 +1532,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:request_mail_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1060,7 +1540,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:request_mail",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1068,7 +1548,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:team_chat_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1076,7 +1556,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:team_thread",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1084,7 +1564,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:workbook_index",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1092,7 +1572,15 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:workbook_inputs",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the controlled calculation methodology before calculating outputs investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:workbook_methodology",
+        "passed": true,
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1100,7 +1588,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:live_model",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1108,7 +1596,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:deliverable",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1116,14 +1604,14 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:approval",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded headline value usd m value (140.15).",
+        "description": "Submit the exact source-grounded headline value usd m value (1489.81).",
         "evidence": {
-          "actual": 140.15,
-          "expected": 140.15
+          "actual": 1489.81,
+          "expected": 1489.81
         },
         "id": "model_accuracy:headline_value_usd_m",
         "passed": true,
@@ -1131,10 +1619,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded equity value usd m value (-62.85).",
+        "description": "Submit the exact source-grounded equity value usd m value (1286.81).",
         "evidence": {
-          "actual": -62.85,
-          "expected": -62.85
+          "actual": 1286.81,
+          "expected": 1286.81
         },
         "id": "model_accuracy:equity_value_usd_m",
         "passed": true,
@@ -1142,10 +1630,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded per share value usd value (-1.08).",
+        "description": "Submit the exact source-grounded per share value usd value (22.19).",
         "evidence": {
-          "actual": -1.08,
-          "expected": -1.08
+          "actual": 22.19,
+          "expected": 22.19
         },
         "id": "model_accuracy:per_share_value_usd",
         "passed": true,
@@ -1153,10 +1641,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded primary metric value (20.52).",
+        "description": "Submit the exact source-grounded primary metric value (143.25).",
         "evidence": {
-          "actual": 20.52,
-          "expected": 20.52
+          "actual": 143.25,
+          "expected": 143.25
         },
         "id": "model_accuracy:primary_metric",
         "passed": true,
@@ -1202,10 +1690,10 @@
           "last_task_id": "dealbench-061",
           "model_id": "MODEL-PROJECT-EMBER",
           "outputs": {
-            "equity_value_usd_m": -62.85,
-            "headline_value_usd_m": 140.15,
-            "per_share_value_usd": -1.08,
-            "primary_metric": 20.52,
+            "equity_value_usd_m": 1286.81,
+            "headline_value_usd_m": 1489.81,
+            "per_share_value_usd": 22.19,
+            "primary_metric": 143.25,
             "secondary_metric": 6.7
           },
           "project_code": "PROJECT-EMBER",
@@ -1213,6 +1701,8 @@
           "source_refs": [
             "REV-07-CURRENT",
             "PROJECT-EMBER-QOE-CURRENT",
+            "PROJECT-EMBER-ASSUMPTIONS-CURRENT",
+            "PROJECT-EMBER-METHODOLOGY-CURRENT",
             "MSG-dealbench-061-REQUEST",
             "THREAD-dealbench-061"
           ],
@@ -1232,10 +1722,10 @@
           "values": [
             [
               "MODEL-07-SOUR-R3",
-              140.15,
-              -62.85,
-              -1.08,
-              20.52,
+              1489.81,
+              1286.81,
+              22.19,
+              143.25,
               6.7
             ]
           ],
@@ -1258,6 +1748,8 @@
           "source_refs": [
             "REV-07-CURRENT",
             "PROJECT-EMBER-QOE-CURRENT",
+            "PROJECT-EMBER-ASSUMPTIONS-CURRENT",
+            "PROJECT-EMBER-METHODOLOGY-CURRENT",
             "MSG-dealbench-061-REQUEST",
             "THREAD-dealbench-061"
           ],
@@ -1275,10 +1767,10 @@
           "last_task_id": "dealbench-061",
           "model_id": "MODEL-PROJECT-EMBER",
           "outputs": {
-            "equity_value_usd_m": -62.85,
-            "headline_value_usd_m": 140.15,
-            "per_share_value_usd": -1.08,
-            "primary_metric": 20.52,
+            "equity_value_usd_m": 1286.81,
+            "headline_value_usd_m": 1489.81,
+            "per_share_value_usd": 22.19,
+            "primary_metric": 143.25,
             "secondary_metric": 6.7
           },
           "project_code": "PROJECT-EMBER",
@@ -1286,6 +1778,8 @@
           "source_refs": [
             "REV-07-CURRENT",
             "PROJECT-EMBER-QOE-CURRENT",
+            "PROJECT-EMBER-ASSUMPTIONS-CURRENT",
+            "PROJECT-EMBER-METHODOLOGY-CURRENT",
             "MSG-dealbench-061-REQUEST",
             "THREAD-dealbench-061"
           ],
@@ -1307,7 +1801,7 @@
             "text": "dealbench-061: ready_for_review / lock_current_case / review draft ready."
           },
           "mail": {
-            "body": "PROJECT-EMBER: recommend lock_current_case. Headline value $140.15m; equity value $-62.85m; model MODEL-07-SOUR-R3; deck DECK-07-SOUR-R2; source REV-07-CURRENT.",
+            "body": "PROJECT-EMBER: recommend lock_current_case. Headline value $1489.81m; equity value $1286.81m; model MODEL-07-SOUR-R3; deck DECK-07-SOUR-R2; source REV-07-CURRENT.",
             "project_code": "PROJECT-EMBER",
             "recipient": "deal-lead-review@atlas-sim.example",
             "review_status": "draft_for_review",
@@ -1331,10 +1825,10 @@
           "status": "draft_for_review",
           "unrelated_slides_sha256": "e47c7e26fcc97375db8ec1c3f2377e33f381f7deb7c00a4966b86c31f1800ab2",
           "values": {
-            "equity_value_usd_m": -62.85,
-            "headline_value_usd_m": 140.15,
-            "per_share_value_usd": -1.08,
-            "primary_metric": 20.52,
+            "equity_value_usd_m": 1286.81,
+            "headline_value_usd_m": 1489.81,
+            "per_share_value_usd": 22.19,
+            "primary_metric": 143.25,
             "secondary_metric": 6.7
           }
         },
@@ -1346,10 +1840,10 @@
         "category": "deliverable",
         "description": "Tie the deliverable values exactly to the live model outputs.",
         "evidence": {
-          "equity_value_usd_m": -62.85,
-          "headline_value_usd_m": 140.15,
-          "per_share_value_usd": -1.08,
-          "primary_metric": 20.52,
+          "equity_value_usd_m": 1286.81,
+          "headline_value_usd_m": 1489.81,
+          "per_share_value_usd": 22.19,
+          "primary_metric": 143.25,
           "secondary_metric": 6.7
         },
         "id": "deliverable:values",
@@ -1430,8 +1924,8 @@
       "submissions",
       "audit_log"
     ],
-    "successful_tool_calls": 30,
+    "successful_tool_calls": 33,
     "task_id": "dealbench-061",
-    "tool_calls": 30
+    "tool_calls": 33
   }
 }

trajectories/dealbench-071.json

@@ -10,9 +10,6 @@
         "allowed_write_tools": [
           "deals.update_model",
           "sheets.write_range",
-          "deals.update_bid_status",
-          "deals.update_diligence_finding",
-          "deals.request_approval",
           "deals.update_deliverable",
           "deals.commit_plan",
           "mail.send_message",
@@ -39,7 +36,7 @@
               "type": "number"
             },
             "headline_value_usd_m": {
-              "description": "Normalized EBITDA from the operative case, USD millions.",
+              "description": "Enterprise value from the operative precedent-transaction case, USD millions.",
               "multipleOf": 0.01,
               "type": "number"
             },
@@ -53,7 +50,7 @@
               "type": "number"
             },
             "primary_metric": {
-              "description": "Normalized EBITDA margin from the operative case, percent.",
+              "description": "Normalized EBITDA from the operative case, USD millions.",
               "multipleOf": 0.01,
               "type": "number"
             },
@@ -96,6 +93,12 @@
           ],
           "type": "object"
         },
+        "calculation_policy": {
+          "range": "Methodology!A1:B40",
+          "schema_version": "dealbench.calculation-policy.v1",
+          "source": "controlled_workbook_range",
+          "workbook_id": "WB-PROJECT-SIGNAL"
+        },
         "controlled_targets": {
           "communications": {
             "channel": "deal-project-signal",
@@ -115,6 +118,22 @@
             ],
             "status": "draft_for_review"
           },
+          "domain_action": {
+            "required_status": "updated_for_review",
+            "target_id": "MODEL-PROJECT-SIGNAL",
+            "tool": "deals.update_model"
+          },
+          "evidence": {
+            "approval_record_id": "APR-PROJECT-SIGNAL",
+            "current_approval_file_id": "PROJECT-SIGNAL-APPROVAL-CURRENT",
+            "current_assumptions_file_id": "PROJECT-SIGNAL-ASSUMPTIONS-CURRENT",
+            "current_forecast_file_id": "PROJECT-SIGNAL-FORECAST-CURRENT",
+            "current_methodology_file_id": "PROJECT-SIGNAL-METHODOLOGY-CURRENT",
+            "current_qoe_file_id": "PROJECT-SIGNAL-QOE-CURRENT",
+            "prior_forecast_file_id": "PROJECT-SIGNAL-FORECAST-PRIOR",
+            "request_message_id": "MSG-dealbench-071-REQUEST",
+            "task_thread_id": "THREAD-dealbench-071"
+          },
           "model": {
             "id": "MODEL-PROJECT-SIGNAL",
             "next_revision_source": "deals.get_model.next_revision",
@@ -141,8 +160,10 @@
             ],
             "id": "WB-PROJECT-SIGNAL",
             "input_ranges": [
-              "Inputs!A1:H20"
+              "Inputs!A1:D30",
+              "Methodology!A1:B40"
             ],
+            "methodology_range": "Methodology!A1:B40",
             "output_range": "Outputs!B2:G2"
           }
         },
@@ -160,9 +181,137 @@
             "label": "Pause for source reconciliation"
           }
         ],
+        "evidence_checklist": [
+          {
+            "accepted_tools": [
+              "benchmark.get_task"
+            ],
+            "description": "read the task-scoped outcome and control contract",
+            "id": "task_contract"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_project"
+            ],
+            "description": "read the active project master record",
+            "id": "project_record"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.search_files"
+            ],
+            "description": "search the data room and surface the current forecast record",
+            "id": "data_room_search"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current management forecast",
+            "id": "current_forecast"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the superseded forecast used for version comparison",
+            "id": "prior_forecast"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_version_history"
+            ],
+            "description": "inspect forecast version history and authority",
+            "id": "version_history"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current quality-of-earnings bridge used by the model",
+            "id": "qoe_bridge"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current approved valuation and financing assumptions",
+            "id": "current_assumptions"
+          },
+          {
+            "accepted_tools": [
+              "mail.search_messages"
+            ],
+            "description": "search mail and surface the task request",
+            "id": "request_mail_search"
+          },
+          {
+            "accepted_tools": [
+              "mail.get_message"
+            ],
+            "description": "read the task request message",
+            "id": "request_mail"
+          },
+          {
+            "accepted_tools": [
+              "chat.search_messages"
+            ],
+            "description": "search the deal-team channel and surface the task thread",
+            "id": "team_chat_search"
+          },
+          {
+            "accepted_tools": [
+              "chat.get_thread"
+            ],
+            "description": "read the deal-team task thread",
+            "id": "team_thread"
+          },
+          {
+            "accepted_tools": [
+              "sheets.list_workbooks"
+            ],
+            "description": "list the active project's controlled workbook",
+            "id": "workbook_index"
+          },
+          {
+            "accepted_tools": [
+              "sheets.read_range"
+            ],
+            "description": "read the operative model inputs from a declared input range",
+            "id": "workbook_inputs"
+          },
+          {
+            "accepted_tools": [
+              "sheets.read_range"
+            ],
+            "description": "read the controlled calculation methodology before calculating outputs",
+            "id": "workbook_methodology"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_model"
+            ],
+            "description": "read the live model and its next controlled revision",
+            "id": "live_model"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_deliverable"
+            ],
+            "description": "read the controlled committee deliverable and next revision",
+            "id": "deliverable"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_approval"
+            ],
+            "description": "read current transaction approval",
+            "id": "approval"
+          }
+        ],
         "project_code": "PROJECT-SIGNAL",
-        "prompt": "**PROJECT-SIGNAL · Harbor Health Devices · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
-        "schema_version": "dealbench.agent-contract.v2",
+        "prompt": "Task ID: `dealbench-071`\n\n**PROJECT-SIGNAL · Harbor Health Devices · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
+        "schema_version": "dealbench.agent-contract.v3",
         "task_id": "dealbench-071"
       },
       "server": "dealbench",
@@ -178,6 +327,13 @@
         "company": "Harbor Health Devices",
         "deal_type": "dual-track sale",
         "industry": "Medical devices",
+        "linked_records": {
+          "approval_id": "APR-PROJECT-SIGNAL",
+          "channel": "deal-project-signal",
+          "deliverable_id": "DECK-PROJECT-SIGNAL",
+          "model_id": "MODEL-PROJECT-SIGNAL",
+          "workbook_id": "WB-PROJECT-SIGNAL"
+        },
         "payload": {
           "allowed_addbacks": 7.9,
           "approval_status": "pending",
@@ -225,6 +381,14 @@
       "index": 3,
       "result": {
         "files": [
+          {
+            "file_id": "PROJECT-SIGNAL-FORECAST-PRIOR",
+            "is_current": 0,
+            "kind": "xlsx",
+            "logical_name": "PROJECT-SIGNAL-FORECAST",
+            "name": "Superseded management forecast",
+            "version": 2
+          },
           {
             "file_id": "PROJECT-SIGNAL-FORECAST-CURRENT",
             "is_current": 1,
@@ -234,12 +398,12 @@
             "version": 3
           },
           {
-            "file_id": "PROJECT-SIGNAL-FORECAST-PRIOR",
-            "is_current": 0,
-            "kind": "xlsx",
-            "logical_name": "PROJECT-SIGNAL-FORECAST",
-            "name": "Superseded management forecast",
-            "version": 2
+            "file_id": "PROJECT-SIGNAL-METHODOLOGY-CURRENT",
+            "is_current": 1,
+            "kind": "json",
+            "logical_name": "PROJECT-SIGNAL-METHODOLOGY",
+            "name": "Current controlled model methodology",
+            "version": 1
           }
         ],
         "query": "management forecast"
@@ -282,7 +446,7 @@
           "approved": false,
           "growth": 0.076,
           "revenue": 392.85,
-          "revision": "REV-NAL-PRIOR"
+          "revision": "REV-08-PRIOR"
         },
         "file_id": "PROJECT-SIGNAL-FORECAST-PRIOR",
         "is_current": 0,
@@ -321,7 +485,7 @@
               "approved": false,
               "growth": 0.076,
               "revenue": 392.85,
-              "revision": "REV-NAL-PRIOR"
+              "revision": "REV-08-PRIOR"
             },
             "file_id": "PROJECT-SIGNAL-FORECAST-PRIOR",
             "is_current": 0,
@@ -335,12 +499,77 @@
       "success": true,
       "tool": "dealroom.get_version_history"
     },
+    {
+      "arguments": {
+        "file_id": "PROJECT-SIGNAL-QOE-CURRENT"
+      },
+      "index": 7,
+      "result": {
+        "content": {
+          "allowed_addbacks": 7.9,
+          "reported_ebitda": 83.02,
+          "unsupported_addbacks_excluded": 3.6
+        },
+        "file_id": "PROJECT-SIGNAL-QOE-CURRENT",
+        "is_current": 1,
+        "kind": "pdf",
+        "logical_name": "PROJECT-SIGNAL-QOE",
+        "name": "Current quality-of-earnings bridge",
+        "project_code": "PROJECT-SIGNAL",
+        "version": 4
+      },
+      "server": "dealroom",
+      "success": true,
+      "tool": "dealroom.get_file"
+    },
+    {
+      "arguments": {
+        "file_id": "PROJECT-SIGNAL-ASSUMPTIONS-CURRENT"
+      },
+      "index": 8,
+      "result": {
+        "content": {
+          "approved": true,
+          "cash_funding_pct": 0.4,
+          "entry_leverage": 4.7,
+          "exit_multiple": 10.1,
+          "offer_premium": 0.23,
+          "revision": "REV-08-CURRENT",
+          "terminal_growth": 0.026,
+          "wacc": 0.107
+        },
+        "file_id": "PROJECT-SIGNAL-ASSUMPTIONS-CURRENT",
+        "is_current": 1,
+        "kind": "json",
+        "logical_name": "PROJECT-SIGNAL-ASSUMPTIONS",
+        "name": "Current approved model assumptions",
+        "project_code": "PROJECT-SIGNAL",
+        "version": 3
+      },
+      "server": "dealroom",
+      "success": true,
+      "tool": "dealroom.get_file"
+    },
+    {
+      "arguments": {
+        "project_code": "PROJECT-SIGNAL"
+      },
+      "index": 9,
+      "result": {
+        "channels": [
+          "deal-project-signal"
+        ]
+      },
+      "server": "chat",
+      "success": true,
+      "tool": "chat.list_channels"
+    },
     {
       "arguments": {
         "project_code": "PROJECT-SIGNAL",
         "query": "Source control and launch readiness"
       },
-      "index": 7,
+      "index": 10,
       "result": {
         "messages": [
           {
@@ -349,6 +578,13 @@
             "sent_at": "2026-08-16T09:00:00Z",
             "subject": "dealbench-071 operating request",
             "task_id": "dealbench-071"
+          },
+          {
+            "message_id": "MSG-dealbench-071-AUTHORITY",
+            "sender": "deal-control@atlas-sim.example",
+            "sent_at": "2026-08-16T09:00:00Z",
+            "subject": "Current source and review authority",
+            "task_id": "dealbench-071"
           }
         ]
       },
@@ -360,9 +596,9 @@
       "arguments": {
         "message_id": "MSG-dealbench-071-REQUEST"
       },
-      "index": 8,
+      "index": 11,
       "result": {
-        "body": "**PROJECT-SIGNAL · Harbor Health Devices · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
+        "body": "Task ID: `dealbench-071`\n\n**PROJECT-SIGNAL · Harbor Health Devices · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
         "message_id": "MSG-dealbench-071-REQUEST",
         "project_code": "PROJECT-SIGNAL",
         "recipients": [
@@ -377,26 +613,12 @@
       "success": true,
       "tool": "mail.get_message"
     },
-    {
-      "arguments": {
-        "project_code": "PROJECT-SIGNAL"
-      },
-      "index": 9,
-      "result": {
-        "channels": [
-          "deal-project-signal"
-        ]
-      },
-      "server": "chat",
-      "success": true,
-      "tool": "chat.list_channels"
-    },
     {
       "arguments": {
         "channel": "deal-project-signal",
         "query": "current authority"
       },
-      "index": 10,
+      "index": 12,
       "result": {
         "messages": [
           {
@@ -405,7 +627,16 @@
             "message_id": "CHAT-dealbench-071-1",
             "posted_at": "2026-08-16T09:00:00Z",
             "task_id": "dealbench-071",
-            "text": "Please resolve dealbench-071 against current authority.",
+            "text": "Please resolve dealbench-071 (Source control and launch readiness) against current authority.",
+            "thread_id": "THREAD-dealbench-071"
+          },
+          {
+            "author": "deal-control",
+            "channel": "deal-project-signal",
+            "message_id": "CHAT-dealbench-071-2",
+            "posted_at": "2026-08-16T09:00:00Z",
+            "task_id": "dealbench-071",
+            "text": "Current source is REV-08-CURRENT; keep the external update in review.",
             "thread_id": "THREAD-dealbench-071"
           }
         ]
@@ -418,7 +649,7 @@
       "arguments": {
         "thread_id": "THREAD-dealbench-071"
       },
-      "index": 11,
+      "index": 13,
       "result": {
         "messages": [
           {
@@ -427,7 +658,7 @@
             "message_id": "CHAT-dealbench-071-1",
             "posted_at": "2026-08-16T09:00:00Z",
             "task_id": "dealbench-071",
-            "text": "Please resolve dealbench-071 against current authority.",
+            "text": "Please resolve dealbench-071 (Source control and launch readiness) against current authority.",
             "thread_id": "THREAD-dealbench-071"
           },
           {
@@ -449,7 +680,7 @@
       "arguments": {
         "project_code": "PROJECT-SIGNAL"
       },
-      "index": 12,
+      "index": 14,
       "result": {
         "workbooks": [
           {
@@ -463,7 +694,8 @@
             ],
             "controlled_output_range": "Outputs!B2:G2",
             "input_ranges": [
-              "Inputs!A1:H20"
+              "Inputs!A1:D30",
+              "Methodology!A1:B40"
             ],
             "name": "Harbor Health Devices live deal model",
             "project_code": "PROJECT-SIGNAL",
@@ -478,22 +710,242 @@
     },
     {
       "arguments": {
-        "range": "Inputs!A1:H20",
+        "range": "Inputs!A1:D30",
         "workbook_id": "WB-PROJECT-SIGNAL"
       },
-      "index": 13,
+      "index": 15,
       "result": {
-        "range": "Inputs!A1:H20",
-        "values": {
-          "allowed_addbacks": 7.9,
-          "cash": 24.0,
-          "debt": 119.0,
-          "disallowed_addbacks": 3.6,
-          "ebitda_margin": 0.205,
-          "revenue": 405.0,
-          "terminal_growth": 0.026,
-          "wacc": 0.107
-        },
+        "range": "Inputs!A1:D30",
+        "values": [
+          [
+            "Field",
+            "Value",
+            "Unit",
+            "Source"
+          ],
+          [
+            "Revenue",
+            405.0,
+            "USD m",
+            "current forecast"
+          ],
+          [
+            "Reported EBITDA margin",
+            0.205,
+            "decimal",
+            "current QoE"
+          ],
+          [
+            "Allowed add-backs",
+            7.9,
+            "USD m",
+            "current QoE"
+          ],
+          [
+            "Unsupported add-backs excluded",
+            3.6,
+            "USD m",
+            "current QoE"
+          ],
+          [
+            "Debt",
+            119.0,
+            "USD m",
+            "current balance sheet"
+          ],
+          [
+            "Cash",
+            24.0,
+            "USD m",
+            "current balance sheet"
+          ],
+          [
+            "Diluted shares",
+            46.0,
+            "m shares",
+            "current share data"
+          ],
+          [
+            "Share price",
+            10.9,
+            "USD/share",
+            "current share data"
+          ],
+          [
+            "Forecast growth",
+            0.088,
+            "decimal",
+            "current forecast"
+          ],
+          [
+            "Tax rate",
+            0.24,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Capex percent of revenue",
+            0.033,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "NWC balance percent of revenue",
+            0.019,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Approved trading median EV / EBITDA",
+            10.8,
+            "turns",
+            "approved peer set"
+          ],
+          [
+            "Approved precedent median EV / EBITDA",
+            11.7,
+            "turns",
+            "approved precedent set"
+          ],
+          [
+            "WACC",
+            0.107,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Terminal growth",
+            0.026,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Maximum entry leverage",
+            4.7,
+            "turns",
+            "current debt schedule"
+          ],
+          [
+            "Approved exit multiple",
+            10.1,
+            "turns",
+            "current debt schedule"
+          ],
+          [
+            "Buyer net income",
+            186.0,
+            "USD m",
+            "buyer market record"
+          ],
+          [
+            "Buyer diluted shares",
+            109.0,
+            "m shares",
+            "buyer market record"
+          ],
+          [
+            "Buyer share price",
+            27.3,
+            "USD/share",
+            "buyer market record"
+          ],
+          [
+            "Offer premium",
+            0.23,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Cash funding percent",
+            0.4,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Approved synergies",
+            16.0,
+            "USD m",
+            "current assumptions"
+          ],
+          [
+            "Exit debt remaining",
+            0.45,
+            "decimal of entry debt",
+            "controlled methodology"
+          ],
+          [
+            "Target net income conversion",
+            0.58,
+            "decimal of normalized EBITDA",
+            "controlled methodology"
+          ],
+          [
+            "Debt funding cost",
+            0.055,
+            "decimal",
+            "controlled methodology"
+          ]
+        ],
+        "workbook_id": "WB-PROJECT-SIGNAL"
+      },
+      "server": "spreadsheets",
+      "success": true,
+      "tool": "sheets.read_range"
+    },
+    {
+      "arguments": {
+        "range": "Methodology!A1:B40",
+        "workbook_id": "WB-PROJECT-SIGNAL"
+      },
+      "index": 16,
+      "result": {
+        "range": "Methodology!A1:B40",
+        "values": [
+          [
+            "Policy schema",
+            "dealbench.calculation-policy.v1"
+          ],
+          [
+            "Category",
+            "source_control"
+          ],
+          [
+            "Headline",
+            "operative precedent enterprise value"
+          ],
+          [
+            "Rounding",
+            "Use full-precision intermediate calculations. Round only submitted and persisted numeric outputs to two decimals using half-up rounding."
+          ],
+          [
+            "Shared output 1",
+            "net debt = current debt - current cash"
+          ],
+          [
+            "Shared output 2",
+            "equity value = headline enterprise value - net debt"
+          ],
+          [
+            "Shared output 3",
+            "per-share value = equity value / current diluted shares"
+          ],
+          [
+            "Calculation step 1",
+            "base EBITDA = current revenue × reported EBITDA margin"
+          ],
+          [
+            "Calculation step 2",
+            "normalized EBITDA = base EBITDA + allowed add-backs; unsupported add-backs are excluded, not subtracted from base EBITDA"
+          ],
+          [
+            "Calculation step 3",
+            "headline enterprise value = normalized EBITDA × current approved precedent median"
+          ],
+          [
+            "Calculation step 4",
+            "primary metric = normalized EBITDA; secondary metric = current forecast growth percent"
+          ]
+        ],
         "workbook_id": "WB-PROJECT-SIGNAL"
       },
       "server": "spreadsheets",
@@ -504,7 +956,7 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-SIGNAL"
       },
-      "index": 14,
+      "index": 17,
       "result": {
         "last_task_id": null,
         "model_id": "MODEL-PROJECT-SIGNAL",
@@ -522,7 +974,7 @@
         ],
         "revision": "MODEL-PRIOR-R2",
         "source_refs": [
-          "REV-NAL-PRIOR"
+          "REV-08-PRIOR"
         ],
         "status": "working"
       },
@@ -534,7 +986,7 @@
       "arguments": {
         "deliverable_id": "DECK-PROJECT-SIGNAL"
       },
-      "index": 15,
+      "index": 18,
       "result": {
         "deliverable_id": "DECK-PROJECT-SIGNAL",
         "last_task_id": null,
@@ -562,7 +1014,7 @@
       "arguments": {
         "approval_id": "APR-PROJECT-SIGNAL"
       },
-      "index": 16,
+      "index": 19,
       "result": {
         "approval_id": "APR-PROJECT-SIGNAL",
         "authority": "Transaction Committee",
@@ -581,30 +1033,32 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-SIGNAL",
         "outputs": {
-          "equity_value_usd_m": -7.67,
-          "headline_value_usd_m": 87.33,
-          "per_share_value_usd": -0.17,
-          "primary_metric": 21.56,
+          "equity_value_usd_m": 968.82,
+          "headline_value_usd_m": 1063.82,
+          "per_share_value_usd": 21.06,
+          "primary_metric": 90.93,
           "secondary_metric": 8.8
         },
         "revision": "MODEL-08-SOUR-R3",
         "source_refs": [
           "REV-08-CURRENT",
           "PROJECT-SIGNAL-QOE-CURRENT",
+          "PROJECT-SIGNAL-ASSUMPTIONS-CURRENT",
+          "PROJECT-SIGNAL-METHODOLOGY-CURRENT",
           "MSG-dealbench-071-REQUEST",
           "THREAD-dealbench-071"
         ],
         "task_id": "dealbench-071"
       },
-      "index": 17,
+      "index": 20,
       "result": {
         "last_task_id": "dealbench-071",
         "model_id": "MODEL-PROJECT-SIGNAL",
         "outputs": {
-          "equity_value_usd_m": -7.67,
-          "headline_value_usd_m": 87.33,
-          "per_share_value_usd": -0.17,
-          "primary_metric": 21.56,
+          "equity_value_usd_m": 968.82,
+          "headline_value_usd_m": 1063.82,
+          "per_share_value_usd": 21.06,
+          "primary_metric": 90.93,
           "secondary_metric": 8.8
         },
         "project_code": "PROJECT-SIGNAL",
@@ -612,6 +1066,8 @@
         "source_refs": [
           "REV-08-CURRENT",
           "PROJECT-SIGNAL-QOE-CURRENT",
+          "PROJECT-SIGNAL-ASSUMPTIONS-CURRENT",
+          "PROJECT-SIGNAL-METHODOLOGY-CURRENT",
           "MSG-dealbench-071-REQUEST",
           "THREAD-dealbench-071"
         ],
@@ -628,16 +1084,16 @@
         "values": [
           [
             "MODEL-08-SOUR-R3",
-            87.33,
-            -7.67,
-            -0.17,
-            21.56,
+            1063.82,
+            968.82,
+            21.06,
+            90.93,
             8.8
           ]
         ],
         "workbook_id": "WB-PROJECT-SIGNAL"
       },
-      "index": 18,
+      "index": 21,
       "result": {
         "change_id": "CHANGE-dealbench-071",
         "updatedRange": "Outputs!B2:G2",
@@ -654,14 +1110,14 @@
         "status": "draft_for_review",
         "task_id": "dealbench-071",
         "values": {
-          "equity_value_usd_m": -7.67,
-          "headline_value_usd_m": 87.33,
-          "per_share_value_usd": -0.17,
-          "primary_metric": 21.56,
+          "equity_value_usd_m": 968.82,
+          "headline_value_usd_m": 1063.82,
+          "per_share_value_usd": 21.06,
+          "primary_metric": 90.93,
           "secondary_metric": 8.8
         }
       },
-      "index": 19,
+      "index": 22,
       "result": {
         "deliverable_id": "DECK-PROJECT-SIGNAL",
         "last_task_id": "dealbench-071",
@@ -670,10 +1126,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "3d8a29f3480e16967e35cc23bb59fb549ca14c2fecef015d505fcc90b69ed6d9",
         "values": {
-          "equity_value_usd_m": -7.67,
-          "headline_value_usd_m": 87.33,
-          "per_share_value_usd": -0.17,
-          "primary_metric": 21.56,
+          "equity_value_usd_m": 968.82,
+          "headline_value_usd_m": 1063.82,
+          "per_share_value_usd": 21.06,
+          "primary_metric": 90.93,
           "secondary_metric": 8.8
         }
       },
@@ -691,13 +1147,15 @@
         "source_refs": [
           "REV-08-CURRENT",
           "PROJECT-SIGNAL-QOE-CURRENT",
+          "PROJECT-SIGNAL-ASSUMPTIONS-CURRENT",
+          "PROJECT-SIGNAL-METHODOLOGY-CURRENT",
           "MSG-dealbench-071-REQUEST",
           "THREAD-dealbench-071"
         ],
         "status": "ready_for_review",
         "task_id": "dealbench-071"
       },
-      "index": 20,
+      "index": 23,
       "result": {
         "decision": "lock_current_case",
         "deliverable_id": "DECK-PROJECT-SIGNAL",
@@ -708,6 +1166,8 @@
         "source_refs": [
           "REV-08-CURRENT",
           "PROJECT-SIGNAL-QOE-CURRENT",
+          "PROJECT-SIGNAL-ASSUMPTIONS-CURRENT",
+          "PROJECT-SIGNAL-METHODOLOGY-CURRENT",
           "MSG-dealbench-071-REQUEST",
           "THREAD-dealbench-071"
         ],
@@ -720,14 +1180,14 @@
     },
     {
       "arguments": {
-        "body": "PROJECT-SIGNAL: recommend lock_current_case. Headline value $87.33m; equity value $-7.67m; model MODEL-08-SOUR-R3; deck DECK-08-SOUR-R2; source REV-08-CURRENT.",
+        "body": "PROJECT-SIGNAL: recommend lock_current_case. Headline value $1063.82m; equity value $968.82m; model MODEL-08-SOUR-R3; deck DECK-08-SOUR-R2; source REV-08-CURRENT.",
         "project_code": "PROJECT-SIGNAL",
         "review_status": "draft_for_review",
         "subject": "dealbench-071 — ready_for_review — review draft",
         "task_id": "dealbench-071",
         "to": "deal-lead-review@atlas-sim.example"
       },
-      "index": 21,
+      "index": 24,
       "result": {
         "review_status": "draft_for_review",
         "saved": true,
@@ -744,7 +1204,7 @@
         "task_id": "dealbench-071",
         "text": "dealbench-071: ready_for_review / lock_current_case / review draft ready."
       },
-      "index": 22,
+      "index": 25,
       "result": {
         "post_id": "POST-dealbench-071",
         "review_status": "draft_for_review",
@@ -758,16 +1218,16 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-SIGNAL"
       },
-      "index": 23,
+      "index": 26,
       "result": {
         "last_task_id": "dealbench-071",
         "model_id": "MODEL-PROJECT-SIGNAL",
         "next_revision": "MODEL-08-SOUR-R3",
         "outputs": {
-          "equity_value_usd_m": -7.67,
-          "headline_value_usd_m": 87.33,
-          "per_share_value_usd": -0.17,
-          "primary_metric": 21.56,
+          "equity_value_usd_m": 968.82,
+          "headline_value_usd_m": 1063.82,
+          "per_share_value_usd": 21.06,
+          "primary_metric": 90.93,
           "secondary_metric": 8.8
         },
         "project_code": "PROJECT-SIGNAL",
@@ -782,6 +1242,8 @@
         "source_refs": [
           "REV-08-CURRENT",
           "PROJECT-SIGNAL-QOE-CURRENT",
+          "PROJECT-SIGNAL-ASSUMPTIONS-CURRENT",
+          "PROJECT-SIGNAL-METHODOLOGY-CURRENT",
           "MSG-dealbench-071-REQUEST",
           "THREAD-dealbench-071"
         ],
@@ -795,7 +1257,7 @@
       "arguments": {
         "workbook_id": "WB-PROJECT-SIGNAL"
       },
-      "index": 24,
+      "index": 27,
       "result": {
         "changes": [
           {
@@ -805,10 +1267,10 @@
             "values": [
               [
                 "MODEL-08-SOUR-R3",
-                87.33,
-                -7.67,
-                -0.17,
-                21.56,
+                1063.82,
+                968.82,
+                21.06,
+                90.93,
                 8.8
               ]
             ],
@@ -824,7 +1286,7 @@
       "arguments": {
         "deliverable_id": "DECK-PROJECT-SIGNAL"
       },
-      "index": 25,
+      "index": 28,
       "result": {
         "deliverable_id": "DECK-PROJECT-SIGNAL",
         "last_task_id": "dealbench-071",
@@ -841,10 +1303,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "3d8a29f3480e16967e35cc23bb59fb549ca14c2fecef015d505fcc90b69ed6d9",
         "values": {
-          "equity_value_usd_m": -7.67,
-          "headline_value_usd_m": 87.33,
-          "per_share_value_usd": -0.17,
-          "primary_metric": 21.56,
+          "equity_value_usd_m": 968.82,
+          "headline_value_usd_m": 1063.82,
+          "per_share_value_usd": 21.06,
+          "primary_metric": 90.93,
           "secondary_metric": 8.8
         }
       },
@@ -857,7 +1319,7 @@
         "project_code": "PROJECT-SIGNAL",
         "task_id": "dealbench-071"
       },
-      "index": 26,
+      "index": 29,
       "result": {
         "decision": "lock_current_case",
         "deliverable_id": "DECK-PROJECT-SIGNAL",
@@ -868,6 +1330,8 @@
         "source_refs": [
           "REV-08-CURRENT",
           "PROJECT-SIGNAL-QOE-CURRENT",
+          "PROJECT-SIGNAL-ASSUMPTIONS-CURRENT",
+          "PROJECT-SIGNAL-METHODOLOGY-CURRENT",
           "MSG-dealbench-071-REQUEST",
           "THREAD-dealbench-071"
         ],
@@ -883,11 +1347,11 @@
         "project_code": "PROJECT-SIGNAL",
         "task_id": "dealbench-071"
       },
-      "index": 27,
+      "index": 30,
       "result": {
         "messages": [
           {
-            "body": "PROJECT-SIGNAL: recommend lock_current_case. Headline value $87.33m; equity value $-7.67m; model MODEL-08-SOUR-R3; deck DECK-08-SOUR-R2; source REV-08-CURRENT.",
+            "body": "PROJECT-SIGNAL: recommend lock_current_case. Headline value $1063.82m; equity value $968.82m; model MODEL-08-SOUR-R3; deck DECK-08-SOUR-R2; source REV-08-CURRENT.",
             "project_code": "PROJECT-SIGNAL",
             "recipient": "deal-lead-review@atlas-sim.example",
             "review_status": "draft_for_review",
@@ -906,7 +1370,7 @@
         "channel": "deal-project-signal",
         "task_id": "dealbench-071"
       },
-      "index": 28,
+      "index": 31,
       "result": {
         "posts": [
           {
@@ -927,11 +1391,11 @@
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-08-SOUR-R2",
-          "equity_value_usd_m": -7.67,
-          "headline_value_usd_m": 87.33,
+          "equity_value_usd_m": 968.82,
+          "headline_value_usd_m": 1063.82,
           "model_revision": "MODEL-08-SOUR-R3",
-          "per_share_value_usd": -0.17,
-          "primary_metric": 21.56,
+          "per_share_value_usd": 21.06,
+          "primary_metric": 90.93,
           "project_code": "PROJECT-SIGNAL",
           "recommended_option": "lock_current_case",
           "secondary_metric": 8.8,
@@ -939,16 +1403,16 @@
         },
         "task_id": "dealbench-071"
       },
-      "index": 29,
+      "index": 32,
       "result": {
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-08-SOUR-R2",
-          "equity_value_usd_m": -7.67,
-          "headline_value_usd_m": 87.33,
+          "equity_value_usd_m": 968.82,
+          "headline_value_usd_m": 1063.82,
           "model_revision": "MODEL-08-SOUR-R3",
-          "per_share_value_usd": -0.17,
-          "primary_metric": 21.56,
+          "per_share_value_usd": 21.06,
+          "primary_metric": 90.93,
           "project_code": "PROJECT-SIGNAL",
           "recommended_option": "lock_current_case",
           "secondary_metric": 8.8,
@@ -965,16 +1429,16 @@
       "arguments": {
         "task_id": "dealbench-071"
       },
-      "index": 30,
+      "index": 33,
       "result": {
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-08-SOUR-R2",
-          "equity_value_usd_m": -7.67,
-          "headline_value_usd_m": 87.33,
+          "equity_value_usd_m": 968.82,
+          "headline_value_usd_m": 1063.82,
           "model_revision": "MODEL-08-SOUR-R3",
-          "per_share_value_usd": -0.17,
-          "primary_metric": 21.56,
+          "per_share_value_usd": 21.06,
+          "primary_metric": 90.93,
           "project_code": "PROJECT-SIGNAL",
           "recommended_option": "lock_current_case",
           "secondary_metric": 8.8,
@@ -1004,7 +1468,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:task_contract",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1012,7 +1476,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:project_record",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1020,7 +1484,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:data_room_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1028,7 +1492,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:current_forecast",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1036,7 +1500,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:prior_forecast",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1044,7 +1508,23 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:version_history",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the current quality-of-earnings bridge used by the model investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:qoe_bridge",
+        "passed": true,
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the current approved valuation and financing assumptions investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:current_assumptions",
+        "passed": true,
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1052,7 +1532,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:request_mail_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1060,7 +1540,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:request_mail",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1068,7 +1548,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:team_chat_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1076,7 +1556,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:team_thread",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1084,7 +1564,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:workbook_index",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1092,7 +1572,15 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:workbook_inputs",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the controlled calculation methodology before calculating outputs investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:workbook_methodology",
+        "passed": true,
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1100,7 +1588,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:live_model",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1108,7 +1596,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:deliverable",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1116,14 +1604,14 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:approval",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded headline value usd m value (87.33).",
+        "description": "Submit the exact source-grounded headline value usd m value (1063.82).",
         "evidence": {
-          "actual": 87.33,
-          "expected": 87.33
+          "actual": 1063.82,
+          "expected": 1063.82
         },
         "id": "model_accuracy:headline_value_usd_m",
         "passed": true,
@@ -1131,10 +1619,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded equity value usd m value (-7.67).",
+        "description": "Submit the exact source-grounded equity value usd m value (968.82).",
         "evidence": {
-          "actual": -7.67,
-          "expected": -7.67
+          "actual": 968.82,
+          "expected": 968.82
         },
         "id": "model_accuracy:equity_value_usd_m",
         "passed": true,
@@ -1142,10 +1630,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded per share value usd value (-0.17).",
+        "description": "Submit the exact source-grounded per share value usd value (21.06).",
         "evidence": {
-          "actual": -0.17,
-          "expected": -0.17
+          "actual": 21.06,
+          "expected": 21.06
         },
         "id": "model_accuracy:per_share_value_usd",
         "passed": true,
@@ -1153,10 +1641,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded primary metric value (21.56).",
+        "description": "Submit the exact source-grounded primary metric value (90.93).",
         "evidence": {
-          "actual": 21.56,
-          "expected": 21.56
+          "actual": 90.93,
+          "expected": 90.93
         },
         "id": "model_accuracy:primary_metric",
         "passed": true,
@@ -1202,10 +1690,10 @@
           "last_task_id": "dealbench-071",
           "model_id": "MODEL-PROJECT-SIGNAL",
           "outputs": {
-            "equity_value_usd_m": -7.67,
-            "headline_value_usd_m": 87.33,
-            "per_share_value_usd": -0.17,
-            "primary_metric": 21.56,
+            "equity_value_usd_m": 968.82,
+            "headline_value_usd_m": 1063.82,
+            "per_share_value_usd": 21.06,
+            "primary_metric": 90.93,
             "secondary_metric": 8.8
           },
           "project_code": "PROJECT-SIGNAL",
@@ -1213,6 +1701,8 @@
           "source_refs": [
             "REV-08-CURRENT",
             "PROJECT-SIGNAL-QOE-CURRENT",
+            "PROJECT-SIGNAL-ASSUMPTIONS-CURRENT",
+            "PROJECT-SIGNAL-METHODOLOGY-CURRENT",
             "MSG-dealbench-071-REQUEST",
             "THREAD-dealbench-071"
           ],
@@ -1232,10 +1722,10 @@
           "values": [
             [
               "MODEL-08-SOUR-R3",
-              87.33,
-              -7.67,
-              -0.17,
-              21.56,
+              1063.82,
+              968.82,
+              21.06,
+              90.93,
               8.8
             ]
           ],
@@ -1258,6 +1748,8 @@
           "source_refs": [
             "REV-08-CURRENT",
             "PROJECT-SIGNAL-QOE-CURRENT",
+            "PROJECT-SIGNAL-ASSUMPTIONS-CURRENT",
+            "PROJECT-SIGNAL-METHODOLOGY-CURRENT",
             "MSG-dealbench-071-REQUEST",
             "THREAD-dealbench-071"
           ],
@@ -1275,10 +1767,10 @@
           "last_task_id": "dealbench-071",
           "model_id": "MODEL-PROJECT-SIGNAL",
           "outputs": {
-            "equity_value_usd_m": -7.67,
-            "headline_value_usd_m": 87.33,
-            "per_share_value_usd": -0.17,
-            "primary_metric": 21.56,
+            "equity_value_usd_m": 968.82,
+            "headline_value_usd_m": 1063.82,
+            "per_share_value_usd": 21.06,
+            "primary_metric": 90.93,
             "secondary_metric": 8.8
           },
           "project_code": "PROJECT-SIGNAL",
@@ -1286,6 +1778,8 @@
           "source_refs": [
             "REV-08-CURRENT",
             "PROJECT-SIGNAL-QOE-CURRENT",
+            "PROJECT-SIGNAL-ASSUMPTIONS-CURRENT",
+            "PROJECT-SIGNAL-METHODOLOGY-CURRENT",
             "MSG-dealbench-071-REQUEST",
             "THREAD-dealbench-071"
           ],
@@ -1307,7 +1801,7 @@
             "text": "dealbench-071: ready_for_review / lock_current_case / review draft ready."
           },
           "mail": {
-            "body": "PROJECT-SIGNAL: recommend lock_current_case. Headline value $87.33m; equity value $-7.67m; model MODEL-08-SOUR-R3; deck DECK-08-SOUR-R2; source REV-08-CURRENT.",
+            "body": "PROJECT-SIGNAL: recommend lock_current_case. Headline value $1063.82m; equity value $968.82m; model MODEL-08-SOUR-R3; deck DECK-08-SOUR-R2; source REV-08-CURRENT.",
             "project_code": "PROJECT-SIGNAL",
             "recipient": "deal-lead-review@atlas-sim.example",
             "review_status": "draft_for_review",
@@ -1331,10 +1825,10 @@
           "status": "draft_for_review",
           "unrelated_slides_sha256": "3d8a29f3480e16967e35cc23bb59fb549ca14c2fecef015d505fcc90b69ed6d9",
           "values": {
-            "equity_value_usd_m": -7.67,
-            "headline_value_usd_m": 87.33,
-            "per_share_value_usd": -0.17,
-            "primary_metric": 21.56,
+            "equity_value_usd_m": 968.82,
+            "headline_value_usd_m": 1063.82,
+            "per_share_value_usd": 21.06,
+            "primary_metric": 90.93,
             "secondary_metric": 8.8
           }
         },
@@ -1346,10 +1840,10 @@
         "category": "deliverable",
         "description": "Tie the deliverable values exactly to the live model outputs.",
         "evidence": {
-          "equity_value_usd_m": -7.67,
-          "headline_value_usd_m": 87.33,
-          "per_share_value_usd": -0.17,
-          "primary_metric": 21.56,
+          "equity_value_usd_m": 968.82,
+          "headline_value_usd_m": 1063.82,
+          "per_share_value_usd": 21.06,
+          "primary_metric": 90.93,
           "secondary_metric": 8.8
         },
         "id": "deliverable:values",
@@ -1430,8 +1924,8 @@
       "submissions",
       "audit_log"
     ],
-    "successful_tool_calls": 30,
+    "successful_tool_calls": 33,
     "task_id": "dealbench-071",
-    "tool_calls": 30
+    "tool_calls": 33
   }
 }

trajectories/dealbench-081.json

@@ -10,9 +10,6 @@
         "allowed_write_tools": [
           "deals.update_model",
           "sheets.write_range",
-          "deals.update_bid_status",
-          "deals.update_diligence_finding",
-          "deals.request_approval",
           "deals.update_deliverable",
           "deals.commit_plan",
           "mail.send_message",
@@ -39,7 +36,7 @@
               "type": "number"
             },
             "headline_value_usd_m": {
-              "description": "Normalized EBITDA from the operative case, USD millions.",
+              "description": "Enterprise value from the operative precedent-transaction case, USD millions.",
               "multipleOf": 0.01,
               "type": "number"
             },
@@ -53,7 +50,7 @@
               "type": "number"
             },
             "primary_metric": {
-              "description": "Normalized EBITDA margin from the operative case, percent.",
+              "description": "Normalized EBITDA from the operative case, USD millions.",
               "multipleOf": 0.01,
               "type": "number"
             },
@@ -96,6 +93,12 @@
           ],
           "type": "object"
         },
+        "calculation_policy": {
+          "range": "Methodology!A1:B40",
+          "schema_version": "dealbench.calculation-policy.v1",
+          "source": "controlled_workbook_range",
+          "workbook_id": "WB-PROJECT-RIDGE"
+        },
         "controlled_targets": {
           "communications": {
             "channel": "deal-project-ridge",
@@ -115,6 +118,22 @@
             ],
             "status": "draft_for_review"
           },
+          "domain_action": {
+            "required_status": "updated_for_review",
+            "target_id": "MODEL-PROJECT-RIDGE",
+            "tool": "deals.update_model"
+          },
+          "evidence": {
+            "approval_record_id": "APR-PROJECT-RIDGE",
+            "current_approval_file_id": "PROJECT-RIDGE-APPROVAL-CURRENT",
+            "current_assumptions_file_id": "PROJECT-RIDGE-ASSUMPTIONS-CURRENT",
+            "current_forecast_file_id": "PROJECT-RIDGE-FORECAST-CURRENT",
+            "current_methodology_file_id": "PROJECT-RIDGE-METHODOLOGY-CURRENT",
+            "current_qoe_file_id": "PROJECT-RIDGE-QOE-CURRENT",
+            "prior_forecast_file_id": "PROJECT-RIDGE-FORECAST-PRIOR",
+            "request_message_id": "MSG-dealbench-081-REQUEST",
+            "task_thread_id": "THREAD-dealbench-081"
+          },
           "model": {
             "id": "MODEL-PROJECT-RIDGE",
             "next_revision_source": "deals.get_model.next_revision",
@@ -141,8 +160,10 @@
             ],
             "id": "WB-PROJECT-RIDGE",
             "input_ranges": [
-              "Inputs!A1:H20"
+              "Inputs!A1:D30",
+              "Methodology!A1:B40"
             ],
+            "methodology_range": "Methodology!A1:B40",
             "output_range": "Outputs!B2:G2"
           }
         },
@@ -160,9 +181,137 @@
             "label": "Pause for source reconciliation"
           }
         ],
+        "evidence_checklist": [
+          {
+            "accepted_tools": [
+              "benchmark.get_task"
+            ],
+            "description": "read the task-scoped outcome and control contract",
+            "id": "task_contract"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_project"
+            ],
+            "description": "read the active project master record",
+            "id": "project_record"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.search_files"
+            ],
+            "description": "search the data room and surface the current forecast record",
+            "id": "data_room_search"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current management forecast",
+            "id": "current_forecast"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the superseded forecast used for version comparison",
+            "id": "prior_forecast"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_version_history"
+            ],
+            "description": "inspect forecast version history and authority",
+            "id": "version_history"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current quality-of-earnings bridge used by the model",
+            "id": "qoe_bridge"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current approved valuation and financing assumptions",
+            "id": "current_assumptions"
+          },
+          {
+            "accepted_tools": [
+              "mail.search_messages"
+            ],
+            "description": "search mail and surface the task request",
+            "id": "request_mail_search"
+          },
+          {
+            "accepted_tools": [
+              "mail.get_message"
+            ],
+            "description": "read the task request message",
+            "id": "request_mail"
+          },
+          {
+            "accepted_tools": [
+              "chat.search_messages"
+            ],
+            "description": "search the deal-team channel and surface the task thread",
+            "id": "team_chat_search"
+          },
+          {
+            "accepted_tools": [
+              "chat.get_thread"
+            ],
+            "description": "read the deal-team task thread",
+            "id": "team_thread"
+          },
+          {
+            "accepted_tools": [
+              "sheets.list_workbooks"
+            ],
+            "description": "list the active project's controlled workbook",
+            "id": "workbook_index"
+          },
+          {
+            "accepted_tools": [
+              "sheets.read_range"
+            ],
+            "description": "read the operative model inputs from a declared input range",
+            "id": "workbook_inputs"
+          },
+          {
+            "accepted_tools": [
+              "sheets.read_range"
+            ],
+            "description": "read the controlled calculation methodology before calculating outputs",
+            "id": "workbook_methodology"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_model"
+            ],
+            "description": "read the live model and its next controlled revision",
+            "id": "live_model"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_deliverable"
+            ],
+            "description": "read the controlled committee deliverable and next revision",
+            "id": "deliverable"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_approval"
+            ],
+            "description": "read current transaction approval",
+            "id": "approval"
+          }
+        ],
         "project_code": "PROJECT-RIDGE",
-        "prompt": "**PROJECT-RIDGE · PeakGrid Energy Services · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
-        "schema_version": "dealbench.agent-contract.v2",
+        "prompt": "Task ID: `dealbench-081`\n\n**PROJECT-RIDGE · PeakGrid Energy Services · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
+        "schema_version": "dealbench.agent-contract.v3",
         "task_id": "dealbench-081"
       },
       "server": "dealbench",
@@ -178,6 +327,13 @@
         "company": "PeakGrid Energy Services",
         "deal_type": "minority investment",
         "industry": "Energy services",
+        "linked_records": {
+          "approval_id": "APR-PROJECT-RIDGE",
+          "channel": "deal-project-ridge",
+          "deliverable_id": "DECK-PROJECT-RIDGE",
+          "model_id": "MODEL-PROJECT-RIDGE",
+          "workbook_id": "WB-PROJECT-RIDGE"
+        },
         "payload": {
           "allowed_addbacks": 10.2,
           "approval_status": "approved",
@@ -225,6 +381,14 @@
       "index": 3,
       "result": {
         "files": [
+          {
+            "file_id": "PROJECT-RIDGE-FORECAST-PRIOR",
+            "is_current": 0,
+            "kind": "xlsx",
+            "logical_name": "PROJECT-RIDGE-FORECAST",
+            "name": "Superseded management forecast",
+            "version": 2
+          },
           {
             "file_id": "PROJECT-RIDGE-FORECAST-CURRENT",
             "is_current": 1,
@@ -234,12 +398,12 @@
             "version": 3
           },
           {
-            "file_id": "PROJECT-RIDGE-FORECAST-PRIOR",
-            "is_current": 0,
-            "kind": "xlsx",
-            "logical_name": "PROJECT-RIDGE-FORECAST",
-            "name": "Superseded management forecast",
-            "version": 2
+            "file_id": "PROJECT-RIDGE-METHODOLOGY-CURRENT",
+            "is_current": 1,
+            "kind": "json",
+            "logical_name": "PROJECT-RIDGE-METHODOLOGY",
+            "name": "Current controlled model methodology",
+            "version": 1
           }
         ],
         "query": "management forecast"
@@ -282,7 +446,7 @@
           "approved": false,
           "growth": 0.065,
           "revenue": 553.87,
-          "revision": "REV-DGE-PRIOR"
+          "revision": "REV-09-PRIOR"
         },
         "file_id": "PROJECT-RIDGE-FORECAST-PRIOR",
         "is_current": 0,
@@ -321,7 +485,7 @@
               "approved": false,
               "growth": 0.065,
               "revenue": 553.87,
-              "revision": "REV-DGE-PRIOR"
+              "revision": "REV-09-PRIOR"
             },
             "file_id": "PROJECT-RIDGE-FORECAST-PRIOR",
             "is_current": 0,
@@ -335,12 +499,77 @@
       "success": true,
       "tool": "dealroom.get_version_history"
     },
+    {
+      "arguments": {
+        "file_id": "PROJECT-RIDGE-QOE-CURRENT"
+      },
+      "index": 7,
+      "result": {
+        "content": {
+          "allowed_addbacks": 10.2,
+          "reported_ebitda": 89.08,
+          "unsupported_addbacks_excluded": 4.8
+        },
+        "file_id": "PROJECT-RIDGE-QOE-CURRENT",
+        "is_current": 1,
+        "kind": "pdf",
+        "logical_name": "PROJECT-RIDGE-QOE",
+        "name": "Current quality-of-earnings bridge",
+        "project_code": "PROJECT-RIDGE",
+        "version": 4
+      },
+      "server": "dealroom",
+      "success": true,
+      "tool": "dealroom.get_file"
+    },
+    {
+      "arguments": {
+        "file_id": "PROJECT-RIDGE-ASSUMPTIONS-CURRENT"
+      },
+      "index": 8,
+      "result": {
+        "content": {
+          "approved": true,
+          "cash_funding_pct": 0.55,
+          "entry_leverage": 4.5,
+          "exit_multiple": 8.4,
+          "offer_premium": 0.2,
+          "revision": "REV-09-CURRENT",
+          "terminal_growth": 0.022,
+          "wacc": 0.116
+        },
+        "file_id": "PROJECT-RIDGE-ASSUMPTIONS-CURRENT",
+        "is_current": 1,
+        "kind": "json",
+        "logical_name": "PROJECT-RIDGE-ASSUMPTIONS",
+        "name": "Current approved model assumptions",
+        "project_code": "PROJECT-RIDGE",
+        "version": 3
+      },
+      "server": "dealroom",
+      "success": true,
+      "tool": "dealroom.get_file"
+    },
+    {
+      "arguments": {
+        "project_code": "PROJECT-RIDGE"
+      },
+      "index": 9,
+      "result": {
+        "channels": [
+          "deal-project-ridge"
+        ]
+      },
+      "server": "chat",
+      "success": true,
+      "tool": "chat.list_channels"
+    },
     {
       "arguments": {
         "project_code": "PROJECT-RIDGE",
         "query": "Source control and launch readiness"
       },
-      "index": 7,
+      "index": 10,
       "result": {
         "messages": [
           {
@@ -349,6 +578,13 @@
             "sent_at": "2026-09-16T09:00:00Z",
             "subject": "dealbench-081 operating request",
             "task_id": "dealbench-081"
+          },
+          {
+            "message_id": "MSG-dealbench-081-AUTHORITY",
+            "sender": "deal-control@atlas-sim.example",
+            "sent_at": "2026-09-16T09:00:00Z",
+            "subject": "Current source and review authority",
+            "task_id": "dealbench-081"
           }
         ]
       },
@@ -360,9 +596,9 @@
       "arguments": {
         "message_id": "MSG-dealbench-081-REQUEST"
       },
-      "index": 8,
+      "index": 11,
       "result": {
-        "body": "**PROJECT-RIDGE · PeakGrid Energy Services · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
+        "body": "Task ID: `dealbench-081`\n\n**PROJECT-RIDGE · PeakGrid Energy Services · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
         "message_id": "MSG-dealbench-081-REQUEST",
         "project_code": "PROJECT-RIDGE",
         "recipients": [
@@ -377,26 +613,12 @@
       "success": true,
       "tool": "mail.get_message"
     },
-    {
-      "arguments": {
-        "project_code": "PROJECT-RIDGE"
-      },
-      "index": 9,
-      "result": {
-        "channels": [
-          "deal-project-ridge"
-        ]
-      },
-      "server": "chat",
-      "success": true,
-      "tool": "chat.list_channels"
-    },
     {
       "arguments": {
         "channel": "deal-project-ridge",
         "query": "current authority"
       },
-      "index": 10,
+      "index": 12,
       "result": {
         "messages": [
           {
@@ -405,7 +627,16 @@
             "message_id": "CHAT-dealbench-081-1",
             "posted_at": "2026-09-16T09:00:00Z",
             "task_id": "dealbench-081",
-            "text": "Please resolve dealbench-081 against current authority.",
+            "text": "Please resolve dealbench-081 (Source control and launch readiness) against current authority.",
+            "thread_id": "THREAD-dealbench-081"
+          },
+          {
+            "author": "deal-control",
+            "channel": "deal-project-ridge",
+            "message_id": "CHAT-dealbench-081-2",
+            "posted_at": "2026-09-16T09:00:00Z",
+            "task_id": "dealbench-081",
+            "text": "Current source is REV-09-CURRENT; keep the external update in review.",
             "thread_id": "THREAD-dealbench-081"
           }
         ]
@@ -418,7 +649,7 @@
       "arguments": {
         "thread_id": "THREAD-dealbench-081"
       },
-      "index": 11,
+      "index": 13,
       "result": {
         "messages": [
           {
@@ -427,7 +658,7 @@
             "message_id": "CHAT-dealbench-081-1",
             "posted_at": "2026-09-16T09:00:00Z",
             "task_id": "dealbench-081",
-            "text": "Please resolve dealbench-081 against current authority.",
+            "text": "Please resolve dealbench-081 (Source control and launch readiness) against current authority.",
             "thread_id": "THREAD-dealbench-081"
           },
           {
@@ -449,7 +680,7 @@
       "arguments": {
         "project_code": "PROJECT-RIDGE"
       },
-      "index": 12,
+      "index": 14,
       "result": {
         "workbooks": [
           {
@@ -463,7 +694,8 @@
             ],
             "controlled_output_range": "Outputs!B2:G2",
             "input_ranges": [
-              "Inputs!A1:H20"
+              "Inputs!A1:D30",
+              "Methodology!A1:B40"
             ],
             "name": "PeakGrid Energy Services live deal model",
             "project_code": "PROJECT-RIDGE",
@@ -478,22 +710,242 @@
     },
     {
       "arguments": {
-        "range": "Inputs!A1:H20",
+        "range": "Inputs!A1:D30",
         "workbook_id": "WB-PROJECT-RIDGE"
       },
-      "index": 13,
+      "index": 15,
       "result": {
-        "range": "Inputs!A1:H20",
-        "values": {
-          "allowed_addbacks": 10.2,
-          "cash": 27.0,
-          "debt": 184.0,
-          "disallowed_addbacks": 4.8,
-          "ebitda_margin": 0.156,
-          "revenue": 571.0,
-          "terminal_growth": 0.022,
-          "wacc": 0.116
-        },
+        "range": "Inputs!A1:D30",
+        "values": [
+          [
+            "Field",
+            "Value",
+            "Unit",
+            "Source"
+          ],
+          [
+            "Revenue",
+            571.0,
+            "USD m",
+            "current forecast"
+          ],
+          [
+            "Reported EBITDA margin",
+            0.156,
+            "decimal",
+            "current QoE"
+          ],
+          [
+            "Allowed add-backs",
+            10.2,
+            "USD m",
+            "current QoE"
+          ],
+          [
+            "Unsupported add-backs excluded",
+            4.8,
+            "USD m",
+            "current QoE"
+          ],
+          [
+            "Debt",
+            184.0,
+            "USD m",
+            "current balance sheet"
+          ],
+          [
+            "Cash",
+            27.0,
+            "USD m",
+            "current balance sheet"
+          ],
+          [
+            "Diluted shares",
+            53.0,
+            "m shares",
+            "current share data"
+          ],
+          [
+            "Share price",
+            8.6,
+            "USD/share",
+            "current share data"
+          ],
+          [
+            "Forecast growth",
+            0.077,
+            "decimal",
+            "current forecast"
+          ],
+          [
+            "Tax rate",
+            0.26,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Capex percent of revenue",
+            0.056,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "NWC balance percent of revenue",
+            0.031,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Approved trading median EV / EBITDA",
+            8.6,
+            "turns",
+            "approved peer set"
+          ],
+          [
+            "Approved precedent median EV / EBITDA",
+            9.3,
+            "turns",
+            "approved precedent set"
+          ],
+          [
+            "WACC",
+            0.116,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Terminal growth",
+            0.022,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Maximum entry leverage",
+            4.5,
+            "turns",
+            "current debt schedule"
+          ],
+          [
+            "Approved exit multiple",
+            8.4,
+            "turns",
+            "current debt schedule"
+          ],
+          [
+            "Buyer net income",
+            157.0,
+            "USD m",
+            "buyer market record"
+          ],
+          [
+            "Buyer diluted shares",
+            98.0,
+            "m shares",
+            "buyer market record"
+          ],
+          [
+            "Buyer share price",
+            21.7,
+            "USD/share",
+            "buyer market record"
+          ],
+          [
+            "Offer premium",
+            0.2,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Cash funding percent",
+            0.55,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Approved synergies",
+            12.0,
+            "USD m",
+            "current assumptions"
+          ],
+          [
+            "Exit debt remaining",
+            0.45,
+            "decimal of entry debt",
+            "controlled methodology"
+          ],
+          [
+            "Target net income conversion",
+            0.58,
+            "decimal of normalized EBITDA",
+            "controlled methodology"
+          ],
+          [
+            "Debt funding cost",
+            0.055,
+            "decimal",
+            "controlled methodology"
+          ]
+        ],
+        "workbook_id": "WB-PROJECT-RIDGE"
+      },
+      "server": "spreadsheets",
+      "success": true,
+      "tool": "sheets.read_range"
+    },
+    {
+      "arguments": {
+        "range": "Methodology!A1:B40",
+        "workbook_id": "WB-PROJECT-RIDGE"
+      },
+      "index": 16,
+      "result": {
+        "range": "Methodology!A1:B40",
+        "values": [
+          [
+            "Policy schema",
+            "dealbench.calculation-policy.v1"
+          ],
+          [
+            "Category",
+            "source_control"
+          ],
+          [
+            "Headline",
+            "operative precedent enterprise value"
+          ],
+          [
+            "Rounding",
+            "Use full-precision intermediate calculations. Round only submitted and persisted numeric outputs to two decimals using half-up rounding."
+          ],
+          [
+            "Shared output 1",
+            "net debt = current debt - current cash"
+          ],
+          [
+            "Shared output 2",
+            "equity value = headline enterprise value - net debt"
+          ],
+          [
+            "Shared output 3",
+            "per-share value = equity value / current diluted shares"
+          ],
+          [
+            "Calculation step 1",
+            "base EBITDA = current revenue × reported EBITDA margin"
+          ],
+          [
+            "Calculation step 2",
+            "normalized EBITDA = base EBITDA + allowed add-backs; unsupported add-backs are excluded, not subtracted from base EBITDA"
+          ],
+          [
+            "Calculation step 3",
+            "headline enterprise value = normalized EBITDA × current approved precedent median"
+          ],
+          [
+            "Calculation step 4",
+            "primary metric = normalized EBITDA; secondary metric = current forecast growth percent"
+          ]
+        ],
         "workbook_id": "WB-PROJECT-RIDGE"
       },
       "server": "spreadsheets",
@@ -504,7 +956,7 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-RIDGE"
       },
-      "index": 14,
+      "index": 17,
       "result": {
         "last_task_id": null,
         "model_id": "MODEL-PROJECT-RIDGE",
@@ -522,7 +974,7 @@
         ],
         "revision": "MODEL-PRIOR-R2",
         "source_refs": [
-          "REV-DGE-PRIOR"
+          "REV-09-PRIOR"
         ],
         "status": "working"
       },
@@ -534,7 +986,7 @@
       "arguments": {
         "deliverable_id": "DECK-PROJECT-RIDGE"
       },
-      "index": 15,
+      "index": 18,
       "result": {
         "deliverable_id": "DECK-PROJECT-RIDGE",
         "last_task_id": null,
@@ -562,7 +1014,7 @@
       "arguments": {
         "approval_id": "APR-PROJECT-RIDGE"
       },
-      "index": 16,
+      "index": 19,
       "result": {
         "approval_id": "APR-PROJECT-RIDGE",
         "authority": "Transaction Committee",
@@ -581,30 +1033,32 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-RIDGE",
         "outputs": {
-          "equity_value_usd_m": -62.52,
-          "headline_value_usd_m": 94.48,
-          "per_share_value_usd": -1.18,
-          "primary_metric": 16.55,
+          "equity_value_usd_m": 766.27,
+          "headline_value_usd_m": 923.27,
+          "per_share_value_usd": 14.46,
+          "primary_metric": 99.28,
           "secondary_metric": 7.7
         },
         "revision": "MODEL-09-SOUR-R3",
         "source_refs": [
           "REV-09-CURRENT",
           "PROJECT-RIDGE-QOE-CURRENT",
+          "PROJECT-RIDGE-ASSUMPTIONS-CURRENT",
+          "PROJECT-RIDGE-METHODOLOGY-CURRENT",
           "MSG-dealbench-081-REQUEST",
           "THREAD-dealbench-081"
         ],
         "task_id": "dealbench-081"
       },
-      "index": 17,
+      "index": 20,
       "result": {
         "last_task_id": "dealbench-081",
         "model_id": "MODEL-PROJECT-RIDGE",
         "outputs": {
-          "equity_value_usd_m": -62.52,
-          "headline_value_usd_m": 94.48,
-          "per_share_value_usd": -1.18,
-          "primary_metric": 16.55,
+          "equity_value_usd_m": 766.27,
+          "headline_value_usd_m": 923.27,
+          "per_share_value_usd": 14.46,
+          "primary_metric": 99.28,
           "secondary_metric": 7.7
         },
         "project_code": "PROJECT-RIDGE",
@@ -612,6 +1066,8 @@
         "source_refs": [
           "REV-09-CURRENT",
           "PROJECT-RIDGE-QOE-CURRENT",
+          "PROJECT-RIDGE-ASSUMPTIONS-CURRENT",
+          "PROJECT-RIDGE-METHODOLOGY-CURRENT",
           "MSG-dealbench-081-REQUEST",
           "THREAD-dealbench-081"
         ],
@@ -628,16 +1084,16 @@
         "values": [
           [
             "MODEL-09-SOUR-R3",
-            94.48,
-            -62.52,
-            -1.18,
-            16.55,
+            923.27,
+            766.27,
+            14.46,
+            99.28,
             7.7
           ]
         ],
         "workbook_id": "WB-PROJECT-RIDGE"
       },
-      "index": 18,
+      "index": 21,
       "result": {
         "change_id": "CHANGE-dealbench-081",
         "updatedRange": "Outputs!B2:G2",
@@ -654,14 +1110,14 @@
         "status": "draft_for_review",
         "task_id": "dealbench-081",
         "values": {
-          "equity_value_usd_m": -62.52,
-          "headline_value_usd_m": 94.48,
-          "per_share_value_usd": -1.18,
-          "primary_metric": 16.55,
+          "equity_value_usd_m": 766.27,
+          "headline_value_usd_m": 923.27,
+          "per_share_value_usd": 14.46,
+          "primary_metric": 99.28,
           "secondary_metric": 7.7
         }
       },
-      "index": 19,
+      "index": 22,
       "result": {
         "deliverable_id": "DECK-PROJECT-RIDGE",
         "last_task_id": "dealbench-081",
@@ -670,10 +1126,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "6779bf61f7b6dd14bca851444624fd650f0b4c670f52a36bb5fb8ff69e0dea18",
         "values": {
-          "equity_value_usd_m": -62.52,
-          "headline_value_usd_m": 94.48,
-          "per_share_value_usd": -1.18,
-          "primary_metric": 16.55,
+          "equity_value_usd_m": 766.27,
+          "headline_value_usd_m": 923.27,
+          "per_share_value_usd": 14.46,
+          "primary_metric": 99.28,
           "secondary_metric": 7.7
         }
       },
@@ -691,13 +1147,15 @@
         "source_refs": [
           "REV-09-CURRENT",
           "PROJECT-RIDGE-QOE-CURRENT",
+          "PROJECT-RIDGE-ASSUMPTIONS-CURRENT",
+          "PROJECT-RIDGE-METHODOLOGY-CURRENT",
           "MSG-dealbench-081-REQUEST",
           "THREAD-dealbench-081"
         ],
         "status": "ready_for_review",
         "task_id": "dealbench-081"
       },
-      "index": 20,
+      "index": 23,
       "result": {
         "decision": "lock_current_case",
         "deliverable_id": "DECK-PROJECT-RIDGE",
@@ -708,6 +1166,8 @@
         "source_refs": [
           "REV-09-CURRENT",
           "PROJECT-RIDGE-QOE-CURRENT",
+          "PROJECT-RIDGE-ASSUMPTIONS-CURRENT",
+          "PROJECT-RIDGE-METHODOLOGY-CURRENT",
           "MSG-dealbench-081-REQUEST",
           "THREAD-dealbench-081"
         ],
@@ -720,14 +1180,14 @@
     },
     {
       "arguments": {
-        "body": "PROJECT-RIDGE: recommend lock_current_case. Headline value $94.48m; equity value $-62.52m; model MODEL-09-SOUR-R3; deck DECK-09-SOUR-R2; source REV-09-CURRENT.",
+        "body": "PROJECT-RIDGE: recommend lock_current_case. Headline value $923.27m; equity value $766.27m; model MODEL-09-SOUR-R3; deck DECK-09-SOUR-R2; source REV-09-CURRENT.",
         "project_code": "PROJECT-RIDGE",
         "review_status": "draft_for_review",
         "subject": "dealbench-081 — ready_for_review — review draft",
         "task_id": "dealbench-081",
         "to": "deal-lead-review@atlas-sim.example"
       },
-      "index": 21,
+      "index": 24,
       "result": {
         "review_status": "draft_for_review",
         "saved": true,
@@ -744,7 +1204,7 @@
         "task_id": "dealbench-081",
         "text": "dealbench-081: ready_for_review / lock_current_case / review draft ready."
       },
-      "index": 22,
+      "index": 25,
       "result": {
         "post_id": "POST-dealbench-081",
         "review_status": "draft_for_review",
@@ -758,16 +1218,16 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-RIDGE"
       },
-      "index": 23,
+      "index": 26,
       "result": {
         "last_task_id": "dealbench-081",
         "model_id": "MODEL-PROJECT-RIDGE",
         "next_revision": "MODEL-09-SOUR-R3",
         "outputs": {
-          "equity_value_usd_m": -62.52,
-          "headline_value_usd_m": 94.48,
-          "per_share_value_usd": -1.18,
-          "primary_metric": 16.55,
+          "equity_value_usd_m": 766.27,
+          "headline_value_usd_m": 923.27,
+          "per_share_value_usd": 14.46,
+          "primary_metric": 99.28,
           "secondary_metric": 7.7
         },
         "project_code": "PROJECT-RIDGE",
@@ -782,6 +1242,8 @@
         "source_refs": [
           "REV-09-CURRENT",
           "PROJECT-RIDGE-QOE-CURRENT",
+          "PROJECT-RIDGE-ASSUMPTIONS-CURRENT",
+          "PROJECT-RIDGE-METHODOLOGY-CURRENT",
           "MSG-dealbench-081-REQUEST",
           "THREAD-dealbench-081"
         ],
@@ -795,7 +1257,7 @@
       "arguments": {
         "workbook_id": "WB-PROJECT-RIDGE"
       },
-      "index": 24,
+      "index": 27,
       "result": {
         "changes": [
           {
@@ -805,10 +1267,10 @@
             "values": [
               [
                 "MODEL-09-SOUR-R3",
-                94.48,
-                -62.52,
-                -1.18,
-                16.55,
+                923.27,
+                766.27,
+                14.46,
+                99.28,
                 7.7
               ]
             ],
@@ -824,7 +1286,7 @@
       "arguments": {
         "deliverable_id": "DECK-PROJECT-RIDGE"
       },
-      "index": 25,
+      "index": 28,
       "result": {
         "deliverable_id": "DECK-PROJECT-RIDGE",
         "last_task_id": "dealbench-081",
@@ -841,10 +1303,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "6779bf61f7b6dd14bca851444624fd650f0b4c670f52a36bb5fb8ff69e0dea18",
         "values": {
-          "equity_value_usd_m": -62.52,
-          "headline_value_usd_m": 94.48,
-          "per_share_value_usd": -1.18,
-          "primary_metric": 16.55,
+          "equity_value_usd_m": 766.27,
+          "headline_value_usd_m": 923.27,
+          "per_share_value_usd": 14.46,
+          "primary_metric": 99.28,
           "secondary_metric": 7.7
         }
       },
@@ -857,7 +1319,7 @@
         "project_code": "PROJECT-RIDGE",
         "task_id": "dealbench-081"
       },
-      "index": 26,
+      "index": 29,
       "result": {
         "decision": "lock_current_case",
         "deliverable_id": "DECK-PROJECT-RIDGE",
@@ -868,6 +1330,8 @@
         "source_refs": [
           "REV-09-CURRENT",
           "PROJECT-RIDGE-QOE-CURRENT",
+          "PROJECT-RIDGE-ASSUMPTIONS-CURRENT",
+          "PROJECT-RIDGE-METHODOLOGY-CURRENT",
           "MSG-dealbench-081-REQUEST",
           "THREAD-dealbench-081"
         ],
@@ -883,11 +1347,11 @@
         "project_code": "PROJECT-RIDGE",
         "task_id": "dealbench-081"
       },
-      "index": 27,
+      "index": 30,
       "result": {
         "messages": [
           {
-            "body": "PROJECT-RIDGE: recommend lock_current_case. Headline value $94.48m; equity value $-62.52m; model MODEL-09-SOUR-R3; deck DECK-09-SOUR-R2; source REV-09-CURRENT.",
+            "body": "PROJECT-RIDGE: recommend lock_current_case. Headline value $923.27m; equity value $766.27m; model MODEL-09-SOUR-R3; deck DECK-09-SOUR-R2; source REV-09-CURRENT.",
             "project_code": "PROJECT-RIDGE",
             "recipient": "deal-lead-review@atlas-sim.example",
             "review_status": "draft_for_review",
@@ -906,7 +1370,7 @@
         "channel": "deal-project-ridge",
         "task_id": "dealbench-081"
       },
-      "index": 28,
+      "index": 31,
       "result": {
         "posts": [
           {
@@ -927,11 +1391,11 @@
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-09-SOUR-R2",
-          "equity_value_usd_m": -62.52,
-          "headline_value_usd_m": 94.48,
+          "equity_value_usd_m": 766.27,
+          "headline_value_usd_m": 923.27,
           "model_revision": "MODEL-09-SOUR-R3",
-          "per_share_value_usd": -1.18,
-          "primary_metric": 16.55,
+          "per_share_value_usd": 14.46,
+          "primary_metric": 99.28,
           "project_code": "PROJECT-RIDGE",
           "recommended_option": "lock_current_case",
           "secondary_metric": 7.7,
@@ -939,16 +1403,16 @@
         },
         "task_id": "dealbench-081"
       },
-      "index": 29,
+      "index": 32,
       "result": {
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-09-SOUR-R2",
-          "equity_value_usd_m": -62.52,
-          "headline_value_usd_m": 94.48,
+          "equity_value_usd_m": 766.27,
+          "headline_value_usd_m": 923.27,
           "model_revision": "MODEL-09-SOUR-R3",
-          "per_share_value_usd": -1.18,
-          "primary_metric": 16.55,
+          "per_share_value_usd": 14.46,
+          "primary_metric": 99.28,
           "project_code": "PROJECT-RIDGE",
           "recommended_option": "lock_current_case",
           "secondary_metric": 7.7,
@@ -965,16 +1429,16 @@
       "arguments": {
         "task_id": "dealbench-081"
       },
-      "index": 30,
+      "index": 33,
       "result": {
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-09-SOUR-R2",
-          "equity_value_usd_m": -62.52,
-          "headline_value_usd_m": 94.48,
+          "equity_value_usd_m": 766.27,
+          "headline_value_usd_m": 923.27,
           "model_revision": "MODEL-09-SOUR-R3",
-          "per_share_value_usd": -1.18,
-          "primary_metric": 16.55,
+          "per_share_value_usd": 14.46,
+          "primary_metric": 99.28,
           "project_code": "PROJECT-RIDGE",
           "recommended_option": "lock_current_case",
           "secondary_metric": 7.7,
@@ -1004,7 +1468,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:task_contract",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1012,7 +1476,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:project_record",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1020,7 +1484,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:data_room_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1028,7 +1492,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:current_forecast",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1036,7 +1500,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:prior_forecast",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1044,7 +1508,23 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:version_history",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the current quality-of-earnings bridge used by the model investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:qoe_bridge",
+        "passed": true,
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the current approved valuation and financing assumptions investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:current_assumptions",
+        "passed": true,
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1052,7 +1532,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:request_mail_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1060,7 +1540,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:request_mail",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1068,7 +1548,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:team_chat_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1076,7 +1556,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:team_thread",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1084,7 +1564,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:workbook_index",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1092,7 +1572,15 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:workbook_inputs",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the controlled calculation methodology before calculating outputs investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:workbook_methodology",
+        "passed": true,
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1100,7 +1588,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:live_model",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1108,7 +1596,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:deliverable",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1116,14 +1604,14 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:approval",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded headline value usd m value (94.48).",
+        "description": "Submit the exact source-grounded headline value usd m value (923.27).",
         "evidence": {
-          "actual": 94.48,
-          "expected": 94.48
+          "actual": 923.27,
+          "expected": 923.27
         },
         "id": "model_accuracy:headline_value_usd_m",
         "passed": true,
@@ -1131,10 +1619,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded equity value usd m value (-62.52).",
+        "description": "Submit the exact source-grounded equity value usd m value (766.27).",
         "evidence": {
-          "actual": -62.52,
-          "expected": -62.52
+          "actual": 766.27,
+          "expected": 766.27
         },
         "id": "model_accuracy:equity_value_usd_m",
         "passed": true,
@@ -1142,10 +1630,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded per share value usd value (-1.18).",
+        "description": "Submit the exact source-grounded per share value usd value (14.46).",
         "evidence": {
-          "actual": -1.18,
-          "expected": -1.18
+          "actual": 14.46,
+          "expected": 14.46
         },
         "id": "model_accuracy:per_share_value_usd",
         "passed": true,
@@ -1153,10 +1641,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded primary metric value (16.55).",
+        "description": "Submit the exact source-grounded primary metric value (99.28).",
         "evidence": {
-          "actual": 16.55,
-          "expected": 16.55
+          "actual": 99.28,
+          "expected": 99.28
         },
         "id": "model_accuracy:primary_metric",
         "passed": true,
@@ -1202,10 +1690,10 @@
           "last_task_id": "dealbench-081",
           "model_id": "MODEL-PROJECT-RIDGE",
           "outputs": {
-            "equity_value_usd_m": -62.52,
-            "headline_value_usd_m": 94.48,
-            "per_share_value_usd": -1.18,
-            "primary_metric": 16.55,
+            "equity_value_usd_m": 766.27,
+            "headline_value_usd_m": 923.27,
+            "per_share_value_usd": 14.46,
+            "primary_metric": 99.28,
             "secondary_metric": 7.7
           },
           "project_code": "PROJECT-RIDGE",
@@ -1213,6 +1701,8 @@
           "source_refs": [
             "REV-09-CURRENT",
             "PROJECT-RIDGE-QOE-CURRENT",
+            "PROJECT-RIDGE-ASSUMPTIONS-CURRENT",
+            "PROJECT-RIDGE-METHODOLOGY-CURRENT",
             "MSG-dealbench-081-REQUEST",
             "THREAD-dealbench-081"
           ],
@@ -1232,10 +1722,10 @@
           "values": [
             [
               "MODEL-09-SOUR-R3",
-              94.48,
-              -62.52,
-              -1.18,
-              16.55,
+              923.27,
+              766.27,
+              14.46,
+              99.28,
               7.7
             ]
           ],
@@ -1258,6 +1748,8 @@
           "source_refs": [
             "REV-09-CURRENT",
             "PROJECT-RIDGE-QOE-CURRENT",
+            "PROJECT-RIDGE-ASSUMPTIONS-CURRENT",
+            "PROJECT-RIDGE-METHODOLOGY-CURRENT",
             "MSG-dealbench-081-REQUEST",
             "THREAD-dealbench-081"
           ],
@@ -1275,10 +1767,10 @@
           "last_task_id": "dealbench-081",
           "model_id": "MODEL-PROJECT-RIDGE",
           "outputs": {
-            "equity_value_usd_m": -62.52,
-            "headline_value_usd_m": 94.48,
-            "per_share_value_usd": -1.18,
-            "primary_metric": 16.55,
+            "equity_value_usd_m": 766.27,
+            "headline_value_usd_m": 923.27,
+            "per_share_value_usd": 14.46,
+            "primary_metric": 99.28,
             "secondary_metric": 7.7
           },
           "project_code": "PROJECT-RIDGE",
@@ -1286,6 +1778,8 @@
           "source_refs": [
             "REV-09-CURRENT",
             "PROJECT-RIDGE-QOE-CURRENT",
+            "PROJECT-RIDGE-ASSUMPTIONS-CURRENT",
+            "PROJECT-RIDGE-METHODOLOGY-CURRENT",
             "MSG-dealbench-081-REQUEST",
             "THREAD-dealbench-081"
           ],
@@ -1307,7 +1801,7 @@
             "text": "dealbench-081: ready_for_review / lock_current_case / review draft ready."
           },
           "mail": {
-            "body": "PROJECT-RIDGE: recommend lock_current_case. Headline value $94.48m; equity value $-62.52m; model MODEL-09-SOUR-R3; deck DECK-09-SOUR-R2; source REV-09-CURRENT.",
+            "body": "PROJECT-RIDGE: recommend lock_current_case. Headline value $923.27m; equity value $766.27m; model MODEL-09-SOUR-R3; deck DECK-09-SOUR-R2; source REV-09-CURRENT.",
             "project_code": "PROJECT-RIDGE",
             "recipient": "deal-lead-review@atlas-sim.example",
             "review_status": "draft_for_review",
@@ -1331,10 +1825,10 @@
           "status": "draft_for_review",
           "unrelated_slides_sha256": "6779bf61f7b6dd14bca851444624fd650f0b4c670f52a36bb5fb8ff69e0dea18",
           "values": {
-            "equity_value_usd_m": -62.52,
-            "headline_value_usd_m": 94.48,
-            "per_share_value_usd": -1.18,
-            "primary_metric": 16.55,
+            "equity_value_usd_m": 766.27,
+            "headline_value_usd_m": 923.27,
+            "per_share_value_usd": 14.46,
+            "primary_metric": 99.28,
             "secondary_metric": 7.7
           }
         },
@@ -1346,10 +1840,10 @@
         "category": "deliverable",
         "description": "Tie the deliverable values exactly to the live model outputs.",
         "evidence": {
-          "equity_value_usd_m": -62.52,
-          "headline_value_usd_m": 94.48,
-          "per_share_value_usd": -1.18,
-          "primary_metric": 16.55,
+          "equity_value_usd_m": 766.27,
+          "headline_value_usd_m": 923.27,
+          "per_share_value_usd": 14.46,
+          "primary_metric": 99.28,
           "secondary_metric": 7.7
         },
         "id": "deliverable:values",
@@ -1430,8 +1924,8 @@
       "submissions",
       "audit_log"
     ],
-    "successful_tool_calls": 30,
+    "successful_tool_calls": 33,
     "task_id": "dealbench-081",
-    "tool_calls": 30
+    "tool_calls": 33
   }
 }

trajectories/dealbench-091.json

@@ -10,9 +10,6 @@
         "allowed_write_tools": [
           "deals.update_model",
           "sheets.write_range",
-          "deals.update_bid_status",
-          "deals.update_diligence_finding",
-          "deals.request_approval",
           "deals.update_deliverable",
           "deals.commit_plan",
           "mail.send_message",
@@ -39,7 +36,7 @@
               "type": "number"
             },
             "headline_value_usd_m": {
-              "description": "Normalized EBITDA from the operative case, USD millions.",
+              "description": "Enterprise value from the operative precedent-transaction case, USD millions.",
               "multipleOf": 0.01,
               "type": "number"
             },
@@ -53,7 +50,7 @@
               "type": "number"
             },
             "primary_metric": {
-              "description": "Normalized EBITDA margin from the operative case, percent.",
+              "description": "Normalized EBITDA from the operative case, USD millions.",
               "multipleOf": 0.01,
               "type": "number"
             },
@@ -96,6 +93,12 @@
           ],
           "type": "object"
         },
+        "calculation_policy": {
+          "range": "Methodology!A1:B40",
+          "schema_version": "dealbench.calculation-policy.v1",
+          "source": "controlled_workbook_range",
+          "workbook_id": "WB-PROJECT-FOUNDRY"
+        },
         "controlled_targets": {
           "communications": {
             "channel": "deal-project-foundry",
@@ -115,6 +118,22 @@
             ],
             "status": "draft_for_review"
           },
+          "domain_action": {
+            "required_status": "updated_for_review",
+            "target_id": "MODEL-PROJECT-FOUNDRY",
+            "tool": "deals.update_model"
+          },
+          "evidence": {
+            "approval_record_id": "APR-PROJECT-FOUNDRY",
+            "current_approval_file_id": "PROJECT-FOUNDRY-APPROVAL-CURRENT",
+            "current_assumptions_file_id": "PROJECT-FOUNDRY-ASSUMPTIONS-CURRENT",
+            "current_forecast_file_id": "PROJECT-FOUNDRY-FORECAST-CURRENT",
+            "current_methodology_file_id": "PROJECT-FOUNDRY-METHODOLOGY-CURRENT",
+            "current_qoe_file_id": "PROJECT-FOUNDRY-QOE-CURRENT",
+            "prior_forecast_file_id": "PROJECT-FOUNDRY-FORECAST-PRIOR",
+            "request_message_id": "MSG-dealbench-091-REQUEST",
+            "task_thread_id": "THREAD-dealbench-091"
+          },
           "model": {
             "id": "MODEL-PROJECT-FOUNDRY",
             "next_revision_source": "deals.get_model.next_revision",
@@ -141,8 +160,10 @@
             ],
             "id": "WB-PROJECT-FOUNDRY",
             "input_ranges": [
-              "Inputs!A1:H20"
+              "Inputs!A1:D30",
+              "Methodology!A1:B40"
             ],
+            "methodology_range": "Methodology!A1:B40",
             "output_range": "Outputs!B2:G2"
           }
         },
@@ -160,9 +181,137 @@
             "label": "Pause for source reconciliation"
           }
         ],
+        "evidence_checklist": [
+          {
+            "accepted_tools": [
+              "benchmark.get_task"
+            ],
+            "description": "read the task-scoped outcome and control contract",
+            "id": "task_contract"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_project"
+            ],
+            "description": "read the active project master record",
+            "id": "project_record"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.search_files"
+            ],
+            "description": "search the data room and surface the current forecast record",
+            "id": "data_room_search"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current management forecast",
+            "id": "current_forecast"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the superseded forecast used for version comparison",
+            "id": "prior_forecast"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_version_history"
+            ],
+            "description": "inspect forecast version history and authority",
+            "id": "version_history"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current quality-of-earnings bridge used by the model",
+            "id": "qoe_bridge"
+          },
+          {
+            "accepted_tools": [
+              "dealroom.get_file"
+            ],
+            "description": "read the current approved valuation and financing assumptions",
+            "id": "current_assumptions"
+          },
+          {
+            "accepted_tools": [
+              "mail.search_messages"
+            ],
+            "description": "search mail and surface the task request",
+            "id": "request_mail_search"
+          },
+          {
+            "accepted_tools": [
+              "mail.get_message"
+            ],
+            "description": "read the task request message",
+            "id": "request_mail"
+          },
+          {
+            "accepted_tools": [
+              "chat.search_messages"
+            ],
+            "description": "search the deal-team channel and surface the task thread",
+            "id": "team_chat_search"
+          },
+          {
+            "accepted_tools": [
+              "chat.get_thread"
+            ],
+            "description": "read the deal-team task thread",
+            "id": "team_thread"
+          },
+          {
+            "accepted_tools": [
+              "sheets.list_workbooks"
+            ],
+            "description": "list the active project's controlled workbook",
+            "id": "workbook_index"
+          },
+          {
+            "accepted_tools": [
+              "sheets.read_range"
+            ],
+            "description": "read the operative model inputs from a declared input range",
+            "id": "workbook_inputs"
+          },
+          {
+            "accepted_tools": [
+              "sheets.read_range"
+            ],
+            "description": "read the controlled calculation methodology before calculating outputs",
+            "id": "workbook_methodology"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_model"
+            ],
+            "description": "read the live model and its next controlled revision",
+            "id": "live_model"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_deliverable"
+            ],
+            "description": "read the controlled committee deliverable and next revision",
+            "id": "deliverable"
+          },
+          {
+            "accepted_tools": [
+              "deals.get_approval"
+            ],
+            "description": "read current transaction approval",
+            "id": "approval"
+          }
+        ],
         "project_code": "PROJECT-FOUNDRY",
-        "prompt": "**PROJECT-FOUNDRY · Ironwood Industrial Systems · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
-        "schema_version": "dealbench.agent-contract.v2",
+        "prompt": "Task ID: `dealbench-091`\n\n**PROJECT-FOUNDRY · Ironwood Industrial Systems · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
+        "schema_version": "dealbench.agent-contract.v3",
         "task_id": "dealbench-091"
       },
       "server": "dealbench",
@@ -178,6 +327,13 @@
         "company": "Ironwood Industrial Systems",
         "deal_type": "public merger",
         "industry": "Engineered equipment",
+        "linked_records": {
+          "approval_id": "APR-PROJECT-FOUNDRY",
+          "channel": "deal-project-foundry",
+          "deliverable_id": "DECK-PROJECT-FOUNDRY",
+          "model_id": "MODEL-PROJECT-FOUNDRY",
+          "workbook_id": "WB-PROJECT-FOUNDRY"
+        },
         "payload": {
           "allowed_addbacks": 14.1,
           "approval_status": "conditional",
@@ -225,6 +381,14 @@
       "index": 3,
       "result": {
         "files": [
+          {
+            "file_id": "PROJECT-FOUNDRY-FORECAST-PRIOR",
+            "is_current": 0,
+            "kind": "xlsx",
+            "logical_name": "PROJECT-FOUNDRY-FORECAST",
+            "name": "Superseded management forecast",
+            "version": 2
+          },
           {
             "file_id": "PROJECT-FOUNDRY-FORECAST-CURRENT",
             "is_current": 1,
@@ -234,12 +398,12 @@
             "version": 3
           },
           {
-            "file_id": "PROJECT-FOUNDRY-FORECAST-PRIOR",
-            "is_current": 0,
-            "kind": "xlsx",
-            "logical_name": "PROJECT-FOUNDRY-FORECAST",
-            "name": "Superseded management forecast",
-            "version": 2
+            "file_id": "PROJECT-FOUNDRY-METHODOLOGY-CURRENT",
+            "is_current": 1,
+            "kind": "json",
+            "logical_name": "PROJECT-FOUNDRY-METHODOLOGY",
+            "name": "Current controlled model methodology",
+            "version": 1
           }
         ],
         "query": "management forecast"
@@ -282,7 +446,7 @@
           "approved": false,
           "growth": 0.049,
           "revenue": 867.18,
-          "revision": "REV-DRY-PRIOR"
+          "revision": "REV-10-PRIOR"
         },
         "file_id": "PROJECT-FOUNDRY-FORECAST-PRIOR",
         "is_current": 0,
@@ -321,7 +485,7 @@
               "approved": false,
               "growth": 0.049,
               "revenue": 867.18,
-              "revision": "REV-DRY-PRIOR"
+              "revision": "REV-10-PRIOR"
             },
             "file_id": "PROJECT-FOUNDRY-FORECAST-PRIOR",
             "is_current": 0,
@@ -335,12 +499,77 @@
       "success": true,
       "tool": "dealroom.get_version_history"
     },
+    {
+      "arguments": {
+        "file_id": "PROJECT-FOUNDRY-QOE-CURRENT"
+      },
+      "index": 7,
+      "result": {
+        "content": {
+          "allowed_addbacks": 14.1,
+          "reported_ebitda": 168.07,
+          "unsupported_addbacks_excluded": 6.0
+        },
+        "file_id": "PROJECT-FOUNDRY-QOE-CURRENT",
+        "is_current": 1,
+        "kind": "pdf",
+        "logical_name": "PROJECT-FOUNDRY-QOE",
+        "name": "Current quality-of-earnings bridge",
+        "project_code": "PROJECT-FOUNDRY",
+        "version": 4
+      },
+      "server": "dealroom",
+      "success": true,
+      "tool": "dealroom.get_file"
+    },
+    {
+      "arguments": {
+        "file_id": "PROJECT-FOUNDRY-ASSUMPTIONS-CURRENT"
+      },
+      "index": 8,
+      "result": {
+        "content": {
+          "approved": true,
+          "cash_funding_pct": 0.5,
+          "entry_leverage": 5.1,
+          "exit_multiple": 9.0,
+          "offer_premium": 0.24,
+          "revision": "REV-10-CURRENT",
+          "terminal_growth": 0.024,
+          "wacc": 0.103
+        },
+        "file_id": "PROJECT-FOUNDRY-ASSUMPTIONS-CURRENT",
+        "is_current": 1,
+        "kind": "json",
+        "logical_name": "PROJECT-FOUNDRY-ASSUMPTIONS",
+        "name": "Current approved model assumptions",
+        "project_code": "PROJECT-FOUNDRY",
+        "version": 3
+      },
+      "server": "dealroom",
+      "success": true,
+      "tool": "dealroom.get_file"
+    },
+    {
+      "arguments": {
+        "project_code": "PROJECT-FOUNDRY"
+      },
+      "index": 9,
+      "result": {
+        "channels": [
+          "deal-project-foundry"
+        ]
+      },
+      "server": "chat",
+      "success": true,
+      "tool": "chat.list_channels"
+    },
     {
       "arguments": {
         "project_code": "PROJECT-FOUNDRY",
         "query": "Source control and launch readiness"
       },
-      "index": 7,
+      "index": 10,
       "result": {
         "messages": [
           {
@@ -349,6 +578,13 @@
             "sent_at": "2026-10-16T09:00:00Z",
             "subject": "dealbench-091 operating request",
             "task_id": "dealbench-091"
+          },
+          {
+            "message_id": "MSG-dealbench-091-AUTHORITY",
+            "sender": "deal-control@atlas-sim.example",
+            "sent_at": "2026-10-16T09:00:00Z",
+            "subject": "Current source and review authority",
+            "task_id": "dealbench-091"
           }
         ]
       },
@@ -360,9 +596,9 @@
       "arguments": {
         "message_id": "MSG-dealbench-091-REQUEST"
       },
-      "index": 8,
+      "index": 11,
       "result": {
-        "body": "**PROJECT-FOUNDRY · Ironwood Industrial Systems · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
+        "body": "Task ID: `dealbench-091`\n\n**PROJECT-FOUNDRY · Ironwood Industrial Systems · Source control and launch readiness**\n\nThe VP needs the operative case locked before the team changes another number. Establish which forecast, QoE bridge, and approval are current; explain what makes the other versions stale; then commit the supported working case and prepare the deal-team handoff for review.\n\nUse the evidence available in the connected systems. Leave unrelated projects and records unchanged, keep outbound communication in review status, and do not claim completion until the durable state and readbacks agree.",
         "message_id": "MSG-dealbench-091-REQUEST",
         "project_code": "PROJECT-FOUNDRY",
         "recipients": [
@@ -377,26 +613,12 @@
       "success": true,
       "tool": "mail.get_message"
     },
-    {
-      "arguments": {
-        "project_code": "PROJECT-FOUNDRY"
-      },
-      "index": 9,
-      "result": {
-        "channels": [
-          "deal-project-foundry"
-        ]
-      },
-      "server": "chat",
-      "success": true,
-      "tool": "chat.list_channels"
-    },
     {
       "arguments": {
         "channel": "deal-project-foundry",
         "query": "current authority"
       },
-      "index": 10,
+      "index": 12,
       "result": {
         "messages": [
           {
@@ -405,7 +627,16 @@
             "message_id": "CHAT-dealbench-091-1",
             "posted_at": "2026-10-16T09:00:00Z",
             "task_id": "dealbench-091",
-            "text": "Please resolve dealbench-091 against current authority.",
+            "text": "Please resolve dealbench-091 (Source control and launch readiness) against current authority.",
+            "thread_id": "THREAD-dealbench-091"
+          },
+          {
+            "author": "deal-control",
+            "channel": "deal-project-foundry",
+            "message_id": "CHAT-dealbench-091-2",
+            "posted_at": "2026-10-16T09:00:00Z",
+            "task_id": "dealbench-091",
+            "text": "Current source is REV-10-CURRENT; keep the external update in review.",
             "thread_id": "THREAD-dealbench-091"
           }
         ]
@@ -418,7 +649,7 @@
       "arguments": {
         "thread_id": "THREAD-dealbench-091"
       },
-      "index": 11,
+      "index": 13,
       "result": {
         "messages": [
           {
@@ -427,7 +658,7 @@
             "message_id": "CHAT-dealbench-091-1",
             "posted_at": "2026-10-16T09:00:00Z",
             "task_id": "dealbench-091",
-            "text": "Please resolve dealbench-091 against current authority.",
+            "text": "Please resolve dealbench-091 (Source control and launch readiness) against current authority.",
             "thread_id": "THREAD-dealbench-091"
           },
           {
@@ -449,7 +680,7 @@
       "arguments": {
         "project_code": "PROJECT-FOUNDRY"
       },
-      "index": 12,
+      "index": 14,
       "result": {
         "workbooks": [
           {
@@ -463,7 +694,8 @@
             ],
             "controlled_output_range": "Outputs!B2:G2",
             "input_ranges": [
-              "Inputs!A1:H20"
+              "Inputs!A1:D30",
+              "Methodology!A1:B40"
             ],
             "name": "Ironwood Industrial Systems live deal model",
             "project_code": "PROJECT-FOUNDRY",
@@ -478,22 +710,242 @@
     },
     {
       "arguments": {
-        "range": "Inputs!A1:H20",
+        "range": "Inputs!A1:D30",
         "workbook_id": "WB-PROJECT-FOUNDRY"
       },
-      "index": 13,
+      "index": 15,
       "result": {
-        "range": "Inputs!A1:H20",
-        "values": {
-          "allowed_addbacks": 14.1,
-          "cash": 43.0,
-          "debt": 318.0,
-          "disallowed_addbacks": 6.0,
-          "ebitda_margin": 0.188,
-          "revenue": 894.0,
-          "terminal_growth": 0.024,
-          "wacc": 0.103
-        },
+        "range": "Inputs!A1:D30",
+        "values": [
+          [
+            "Field",
+            "Value",
+            "Unit",
+            "Source"
+          ],
+          [
+            "Revenue",
+            894.0,
+            "USD m",
+            "current forecast"
+          ],
+          [
+            "Reported EBITDA margin",
+            0.188,
+            "decimal",
+            "current QoE"
+          ],
+          [
+            "Allowed add-backs",
+            14.1,
+            "USD m",
+            "current QoE"
+          ],
+          [
+            "Unsupported add-backs excluded",
+            6.0,
+            "USD m",
+            "current QoE"
+          ],
+          [
+            "Debt",
+            318.0,
+            "USD m",
+            "current balance sheet"
+          ],
+          [
+            "Cash",
+            43.0,
+            "USD m",
+            "current balance sheet"
+          ],
+          [
+            "Diluted shares",
+            76.0,
+            "m shares",
+            "current share data"
+          ],
+          [
+            "Share price",
+            14.8,
+            "USD/share",
+            "current share data"
+          ],
+          [
+            "Forecast growth",
+            0.061,
+            "decimal",
+            "current forecast"
+          ],
+          [
+            "Tax rate",
+            0.25,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Capex percent of revenue",
+            0.049,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "NWC balance percent of revenue",
+            0.025,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Approved trading median EV / EBITDA",
+            9.2,
+            "turns",
+            "approved peer set"
+          ],
+          [
+            "Approved precedent median EV / EBITDA",
+            10.0,
+            "turns",
+            "approved precedent set"
+          ],
+          [
+            "WACC",
+            0.103,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Terminal growth",
+            0.024,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Maximum entry leverage",
+            5.1,
+            "turns",
+            "current debt schedule"
+          ],
+          [
+            "Approved exit multiple",
+            9.0,
+            "turns",
+            "current debt schedule"
+          ],
+          [
+            "Buyer net income",
+            312.0,
+            "USD m",
+            "buyer market record"
+          ],
+          [
+            "Buyer diluted shares",
+            176.0,
+            "m shares",
+            "buyer market record"
+          ],
+          [
+            "Buyer share price",
+            32.1,
+            "USD/share",
+            "buyer market record"
+          ],
+          [
+            "Offer premium",
+            0.24,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Cash funding percent",
+            0.5,
+            "decimal",
+            "current assumptions"
+          ],
+          [
+            "Approved synergies",
+            31.0,
+            "USD m",
+            "current assumptions"
+          ],
+          [
+            "Exit debt remaining",
+            0.45,
+            "decimal of entry debt",
+            "controlled methodology"
+          ],
+          [
+            "Target net income conversion",
+            0.58,
+            "decimal of normalized EBITDA",
+            "controlled methodology"
+          ],
+          [
+            "Debt funding cost",
+            0.055,
+            "decimal",
+            "controlled methodology"
+          ]
+        ],
+        "workbook_id": "WB-PROJECT-FOUNDRY"
+      },
+      "server": "spreadsheets",
+      "success": true,
+      "tool": "sheets.read_range"
+    },
+    {
+      "arguments": {
+        "range": "Methodology!A1:B40",
+        "workbook_id": "WB-PROJECT-FOUNDRY"
+      },
+      "index": 16,
+      "result": {
+        "range": "Methodology!A1:B40",
+        "values": [
+          [
+            "Policy schema",
+            "dealbench.calculation-policy.v1"
+          ],
+          [
+            "Category",
+            "source_control"
+          ],
+          [
+            "Headline",
+            "operative precedent enterprise value"
+          ],
+          [
+            "Rounding",
+            "Use full-precision intermediate calculations. Round only submitted and persisted numeric outputs to two decimals using half-up rounding."
+          ],
+          [
+            "Shared output 1",
+            "net debt = current debt - current cash"
+          ],
+          [
+            "Shared output 2",
+            "equity value = headline enterprise value - net debt"
+          ],
+          [
+            "Shared output 3",
+            "per-share value = equity value / current diluted shares"
+          ],
+          [
+            "Calculation step 1",
+            "base EBITDA = current revenue × reported EBITDA margin"
+          ],
+          [
+            "Calculation step 2",
+            "normalized EBITDA = base EBITDA + allowed add-backs; unsupported add-backs are excluded, not subtracted from base EBITDA"
+          ],
+          [
+            "Calculation step 3",
+            "headline enterprise value = normalized EBITDA × current approved precedent median"
+          ],
+          [
+            "Calculation step 4",
+            "primary metric = normalized EBITDA; secondary metric = current forecast growth percent"
+          ]
+        ],
         "workbook_id": "WB-PROJECT-FOUNDRY"
       },
       "server": "spreadsheets",
@@ -504,7 +956,7 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-FOUNDRY"
       },
-      "index": 14,
+      "index": 17,
       "result": {
         "last_task_id": null,
         "model_id": "MODEL-PROJECT-FOUNDRY",
@@ -522,7 +974,7 @@
         ],
         "revision": "MODEL-PRIOR-R2",
         "source_refs": [
-          "REV-DRY-PRIOR"
+          "REV-10-PRIOR"
         ],
         "status": "working"
       },
@@ -534,7 +986,7 @@
       "arguments": {
         "deliverable_id": "DECK-PROJECT-FOUNDRY"
       },
-      "index": 15,
+      "index": 18,
       "result": {
         "deliverable_id": "DECK-PROJECT-FOUNDRY",
         "last_task_id": null,
@@ -562,7 +1014,7 @@
       "arguments": {
         "approval_id": "APR-PROJECT-FOUNDRY"
       },
-      "index": 16,
+      "index": 19,
       "result": {
         "approval_id": "APR-PROJECT-FOUNDRY",
         "authority": "Transaction Committee",
@@ -581,30 +1033,32 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-FOUNDRY",
         "outputs": {
-          "equity_value_usd_m": -98.83,
-          "headline_value_usd_m": 176.17,
-          "per_share_value_usd": -1.3,
-          "primary_metric": 19.71,
+          "equity_value_usd_m": 1546.72,
+          "headline_value_usd_m": 1821.72,
+          "per_share_value_usd": 20.35,
+          "primary_metric": 182.17,
           "secondary_metric": 6.1
         },
         "revision": "MODEL-10-SOUR-R3",
         "source_refs": [
           "REV-10-CURRENT",
           "PROJECT-FOUNDRY-QOE-CURRENT",
+          "PROJECT-FOUNDRY-ASSUMPTIONS-CURRENT",
+          "PROJECT-FOUNDRY-METHODOLOGY-CURRENT",
           "MSG-dealbench-091-REQUEST",
           "THREAD-dealbench-091"
         ],
         "task_id": "dealbench-091"
       },
-      "index": 17,
+      "index": 20,
       "result": {
         "last_task_id": "dealbench-091",
         "model_id": "MODEL-PROJECT-FOUNDRY",
         "outputs": {
-          "equity_value_usd_m": -98.83,
-          "headline_value_usd_m": 176.17,
-          "per_share_value_usd": -1.3,
-          "primary_metric": 19.71,
+          "equity_value_usd_m": 1546.72,
+          "headline_value_usd_m": 1821.72,
+          "per_share_value_usd": 20.35,
+          "primary_metric": 182.17,
           "secondary_metric": 6.1
         },
         "project_code": "PROJECT-FOUNDRY",
@@ -612,6 +1066,8 @@
         "source_refs": [
           "REV-10-CURRENT",
           "PROJECT-FOUNDRY-QOE-CURRENT",
+          "PROJECT-FOUNDRY-ASSUMPTIONS-CURRENT",
+          "PROJECT-FOUNDRY-METHODOLOGY-CURRENT",
           "MSG-dealbench-091-REQUEST",
           "THREAD-dealbench-091"
         ],
@@ -628,16 +1084,16 @@
         "values": [
           [
             "MODEL-10-SOUR-R3",
-            176.17,
-            -98.83,
-            -1.3,
-            19.71,
+            1821.72,
+            1546.72,
+            20.35,
+            182.17,
             6.1
           ]
         ],
         "workbook_id": "WB-PROJECT-FOUNDRY"
       },
-      "index": 18,
+      "index": 21,
       "result": {
         "change_id": "CHANGE-dealbench-091",
         "updatedRange": "Outputs!B2:G2",
@@ -654,14 +1110,14 @@
         "status": "draft_for_review",
         "task_id": "dealbench-091",
         "values": {
-          "equity_value_usd_m": -98.83,
-          "headline_value_usd_m": 176.17,
-          "per_share_value_usd": -1.3,
-          "primary_metric": 19.71,
+          "equity_value_usd_m": 1546.72,
+          "headline_value_usd_m": 1821.72,
+          "per_share_value_usd": 20.35,
+          "primary_metric": 182.17,
           "secondary_metric": 6.1
         }
       },
-      "index": 19,
+      "index": 22,
       "result": {
         "deliverable_id": "DECK-PROJECT-FOUNDRY",
         "last_task_id": "dealbench-091",
@@ -670,10 +1126,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "eff63c59d60e3072c08a06b299b82e8cd169c630fdfdf106111f9959f45ac2f4",
         "values": {
-          "equity_value_usd_m": -98.83,
-          "headline_value_usd_m": 176.17,
-          "per_share_value_usd": -1.3,
-          "primary_metric": 19.71,
+          "equity_value_usd_m": 1546.72,
+          "headline_value_usd_m": 1821.72,
+          "per_share_value_usd": 20.35,
+          "primary_metric": 182.17,
           "secondary_metric": 6.1
         }
       },
@@ -691,13 +1147,15 @@
         "source_refs": [
           "REV-10-CURRENT",
           "PROJECT-FOUNDRY-QOE-CURRENT",
+          "PROJECT-FOUNDRY-ASSUMPTIONS-CURRENT",
+          "PROJECT-FOUNDRY-METHODOLOGY-CURRENT",
           "MSG-dealbench-091-REQUEST",
           "THREAD-dealbench-091"
         ],
         "status": "ready_for_review",
         "task_id": "dealbench-091"
       },
-      "index": 20,
+      "index": 23,
       "result": {
         "decision": "lock_current_case",
         "deliverable_id": "DECK-PROJECT-FOUNDRY",
@@ -708,6 +1166,8 @@
         "source_refs": [
           "REV-10-CURRENT",
           "PROJECT-FOUNDRY-QOE-CURRENT",
+          "PROJECT-FOUNDRY-ASSUMPTIONS-CURRENT",
+          "PROJECT-FOUNDRY-METHODOLOGY-CURRENT",
           "MSG-dealbench-091-REQUEST",
           "THREAD-dealbench-091"
         ],
@@ -720,14 +1180,14 @@
     },
     {
       "arguments": {
-        "body": "PROJECT-FOUNDRY: recommend lock_current_case. Headline value $176.17m; equity value $-98.83m; model MODEL-10-SOUR-R3; deck DECK-10-SOUR-R2; source REV-10-CURRENT.",
+        "body": "PROJECT-FOUNDRY: recommend lock_current_case. Headline value $1821.72m; equity value $1546.72m; model MODEL-10-SOUR-R3; deck DECK-10-SOUR-R2; source REV-10-CURRENT.",
         "project_code": "PROJECT-FOUNDRY",
         "review_status": "draft_for_review",
         "subject": "dealbench-091 — ready_for_review — review draft",
         "task_id": "dealbench-091",
         "to": "deal-lead-review@atlas-sim.example"
       },
-      "index": 21,
+      "index": 24,
       "result": {
         "review_status": "draft_for_review",
         "saved": true,
@@ -744,7 +1204,7 @@
         "task_id": "dealbench-091",
         "text": "dealbench-091: ready_for_review / lock_current_case / review draft ready."
       },
-      "index": 22,
+      "index": 25,
       "result": {
         "post_id": "POST-dealbench-091",
         "review_status": "draft_for_review",
@@ -758,16 +1218,16 @@
       "arguments": {
         "model_id": "MODEL-PROJECT-FOUNDRY"
       },
-      "index": 23,
+      "index": 26,
       "result": {
         "last_task_id": "dealbench-091",
         "model_id": "MODEL-PROJECT-FOUNDRY",
         "next_revision": "MODEL-10-SOUR-R3",
         "outputs": {
-          "equity_value_usd_m": -98.83,
-          "headline_value_usd_m": 176.17,
-          "per_share_value_usd": -1.3,
-          "primary_metric": 19.71,
+          "equity_value_usd_m": 1546.72,
+          "headline_value_usd_m": 1821.72,
+          "per_share_value_usd": 20.35,
+          "primary_metric": 182.17,
           "secondary_metric": 6.1
         },
         "project_code": "PROJECT-FOUNDRY",
@@ -782,6 +1242,8 @@
         "source_refs": [
           "REV-10-CURRENT",
           "PROJECT-FOUNDRY-QOE-CURRENT",
+          "PROJECT-FOUNDRY-ASSUMPTIONS-CURRENT",
+          "PROJECT-FOUNDRY-METHODOLOGY-CURRENT",
           "MSG-dealbench-091-REQUEST",
           "THREAD-dealbench-091"
         ],
@@ -795,7 +1257,7 @@
       "arguments": {
         "workbook_id": "WB-PROJECT-FOUNDRY"
       },
-      "index": 24,
+      "index": 27,
       "result": {
         "changes": [
           {
@@ -805,10 +1267,10 @@
             "values": [
               [
                 "MODEL-10-SOUR-R3",
-                176.17,
-                -98.83,
-                -1.3,
-                19.71,
+                1821.72,
+                1546.72,
+                20.35,
+                182.17,
                 6.1
               ]
             ],
@@ -824,7 +1286,7 @@
       "arguments": {
         "deliverable_id": "DECK-PROJECT-FOUNDRY"
       },
-      "index": 25,
+      "index": 28,
       "result": {
         "deliverable_id": "DECK-PROJECT-FOUNDRY",
         "last_task_id": "dealbench-091",
@@ -841,10 +1303,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "eff63c59d60e3072c08a06b299b82e8cd169c630fdfdf106111f9959f45ac2f4",
         "values": {
-          "equity_value_usd_m": -98.83,
-          "headline_value_usd_m": 176.17,
-          "per_share_value_usd": -1.3,
-          "primary_metric": 19.71,
+          "equity_value_usd_m": 1546.72,
+          "headline_value_usd_m": 1821.72,
+          "per_share_value_usd": 20.35,
+          "primary_metric": 182.17,
           "secondary_metric": 6.1
         }
       },
@@ -857,7 +1319,7 @@
         "project_code": "PROJECT-FOUNDRY",
         "task_id": "dealbench-091"
       },
-      "index": 26,
+      "index": 29,
       "result": {
         "decision": "lock_current_case",
         "deliverable_id": "DECK-PROJECT-FOUNDRY",
@@ -868,6 +1330,8 @@
         "source_refs": [
           "REV-10-CURRENT",
           "PROJECT-FOUNDRY-QOE-CURRENT",
+          "PROJECT-FOUNDRY-ASSUMPTIONS-CURRENT",
+          "PROJECT-FOUNDRY-METHODOLOGY-CURRENT",
           "MSG-dealbench-091-REQUEST",
           "THREAD-dealbench-091"
         ],
@@ -883,11 +1347,11 @@
         "project_code": "PROJECT-FOUNDRY",
         "task_id": "dealbench-091"
       },
-      "index": 27,
+      "index": 30,
       "result": {
         "messages": [
           {
-            "body": "PROJECT-FOUNDRY: recommend lock_current_case. Headline value $176.17m; equity value $-98.83m; model MODEL-10-SOUR-R3; deck DECK-10-SOUR-R2; source REV-10-CURRENT.",
+            "body": "PROJECT-FOUNDRY: recommend lock_current_case. Headline value $1821.72m; equity value $1546.72m; model MODEL-10-SOUR-R3; deck DECK-10-SOUR-R2; source REV-10-CURRENT.",
             "project_code": "PROJECT-FOUNDRY",
             "recipient": "deal-lead-review@atlas-sim.example",
             "review_status": "draft_for_review",
@@ -906,7 +1370,7 @@
         "channel": "deal-project-foundry",
         "task_id": "dealbench-091"
       },
-      "index": 28,
+      "index": 31,
       "result": {
         "posts": [
           {
@@ -927,11 +1391,11 @@
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-10-SOUR-R2",
-          "equity_value_usd_m": -98.83,
-          "headline_value_usd_m": 176.17,
+          "equity_value_usd_m": 1546.72,
+          "headline_value_usd_m": 1821.72,
           "model_revision": "MODEL-10-SOUR-R3",
-          "per_share_value_usd": -1.3,
-          "primary_metric": 19.71,
+          "per_share_value_usd": 20.35,
+          "primary_metric": 182.17,
           "project_code": "PROJECT-FOUNDRY",
           "recommended_option": "lock_current_case",
           "secondary_metric": 6.1,
@@ -939,16 +1403,16 @@
         },
         "task_id": "dealbench-091"
       },
-      "index": 29,
+      "index": 32,
       "result": {
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-10-SOUR-R2",
-          "equity_value_usd_m": -98.83,
-          "headline_value_usd_m": 176.17,
+          "equity_value_usd_m": 1546.72,
+          "headline_value_usd_m": 1821.72,
           "model_revision": "MODEL-10-SOUR-R3",
-          "per_share_value_usd": -1.3,
-          "primary_metric": 19.71,
+          "per_share_value_usd": 20.35,
+          "primary_metric": 182.17,
           "project_code": "PROJECT-FOUNDRY",
           "recommended_option": "lock_current_case",
           "secondary_metric": 6.1,
@@ -965,16 +1429,16 @@
       "arguments": {
         "task_id": "dealbench-091"
       },
-      "index": 30,
+      "index": 33,
       "result": {
         "answers": {
           "decision_status": "ready_for_review",
           "deliverable_revision": "DECK-10-SOUR-R2",
-          "equity_value_usd_m": -98.83,
-          "headline_value_usd_m": 176.17,
+          "equity_value_usd_m": 1546.72,
+          "headline_value_usd_m": 1821.72,
           "model_revision": "MODEL-10-SOUR-R3",
-          "per_share_value_usd": -1.3,
-          "primary_metric": 19.71,
+          "per_share_value_usd": 20.35,
+          "primary_metric": 182.17,
           "project_code": "PROJECT-FOUNDRY",
           "recommended_option": "lock_current_case",
           "secondary_metric": 6.1,
@@ -1004,7 +1468,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:task_contract",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1012,7 +1476,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:project_record",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1020,7 +1484,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:data_room_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1028,7 +1492,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:current_forecast",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1036,7 +1500,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:prior_forecast",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1044,7 +1508,23 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:version_history",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the current quality-of-earnings bridge used by the model investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:qoe_bridge",
+        "passed": true,
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the current approved valuation and financing assumptions investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:current_assumptions",
+        "passed": true,
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1052,7 +1532,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:request_mail_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1060,7 +1540,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:request_mail",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1068,7 +1548,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:team_chat_search",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1076,7 +1556,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:team_thread",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1084,7 +1564,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:workbook_index",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1092,7 +1572,15 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:workbook_inputs",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
+      },
+      {
+        "category": "discovery",
+        "description": "Complete the read the controlled calculation methodology before calculating outputs investigation before any controlled write.",
+        "evidence": "successful required investigation before the first controlled write",
+        "id": "discovery:workbook_methodology",
+        "passed": true,
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1100,7 +1588,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:live_model",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1108,7 +1596,7 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:deliverable",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "discovery",
@@ -1116,14 +1604,14 @@
         "evidence": "successful required investigation before the first controlled write",
         "id": "discovery:approval",
         "passed": true,
-        "points": 1
+        "points": 0.8333333333333334
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded headline value usd m value (176.17).",
+        "description": "Submit the exact source-grounded headline value usd m value (1821.72).",
         "evidence": {
-          "actual": 176.17,
-          "expected": 176.17
+          "actual": 1821.72,
+          "expected": 1821.72
         },
         "id": "model_accuracy:headline_value_usd_m",
         "passed": true,
@@ -1131,10 +1619,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded equity value usd m value (-98.83).",
+        "description": "Submit the exact source-grounded equity value usd m value (1546.72).",
         "evidence": {
-          "actual": -98.83,
-          "expected": -98.83
+          "actual": 1546.72,
+          "expected": 1546.72
         },
         "id": "model_accuracy:equity_value_usd_m",
         "passed": true,
@@ -1142,10 +1630,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded per share value usd value (-1.3).",
+        "description": "Submit the exact source-grounded per share value usd value (20.35).",
         "evidence": {
-          "actual": -1.3,
-          "expected": -1.3
+          "actual": 20.35,
+          "expected": 20.35
         },
         "id": "model_accuracy:per_share_value_usd",
         "passed": true,
@@ -1153,10 +1641,10 @@
       },
       {
         "category": "model_accuracy",
-        "description": "Submit the exact source-grounded primary metric value (19.71).",
+        "description": "Submit the exact source-grounded primary metric value (182.17).",
         "evidence": {
-          "actual": 19.71,
-          "expected": 19.71
+          "actual": 182.17,
+          "expected": 182.17
         },
         "id": "model_accuracy:primary_metric",
         "passed": true,
@@ -1202,10 +1690,10 @@
           "last_task_id": "dealbench-091",
           "model_id": "MODEL-PROJECT-FOUNDRY",
           "outputs": {
-            "equity_value_usd_m": -98.83,
-            "headline_value_usd_m": 176.17,
-            "per_share_value_usd": -1.3,
-            "primary_metric": 19.71,
+            "equity_value_usd_m": 1546.72,
+            "headline_value_usd_m": 1821.72,
+            "per_share_value_usd": 20.35,
+            "primary_metric": 182.17,
             "secondary_metric": 6.1
           },
           "project_code": "PROJECT-FOUNDRY",
@@ -1213,6 +1701,8 @@
           "source_refs": [
             "REV-10-CURRENT",
             "PROJECT-FOUNDRY-QOE-CURRENT",
+            "PROJECT-FOUNDRY-ASSUMPTIONS-CURRENT",
+            "PROJECT-FOUNDRY-METHODOLOGY-CURRENT",
             "MSG-dealbench-091-REQUEST",
             "THREAD-dealbench-091"
           ],
@@ -1232,10 +1722,10 @@
           "values": [
             [
               "MODEL-10-SOUR-R3",
-              176.17,
-              -98.83,
-              -1.3,
-              19.71,
+              1821.72,
+              1546.72,
+              20.35,
+              182.17,
               6.1
             ]
           ],
@@ -1258,6 +1748,8 @@
           "source_refs": [
             "REV-10-CURRENT",
             "PROJECT-FOUNDRY-QOE-CURRENT",
+            "PROJECT-FOUNDRY-ASSUMPTIONS-CURRENT",
+            "PROJECT-FOUNDRY-METHODOLOGY-CURRENT",
             "MSG-dealbench-091-REQUEST",
             "THREAD-dealbench-091"
           ],
@@ -1275,10 +1767,10 @@
           "last_task_id": "dealbench-091",
           "model_id": "MODEL-PROJECT-FOUNDRY",
           "outputs": {
-            "equity_value_usd_m": -98.83,
-            "headline_value_usd_m": 176.17,
-            "per_share_value_usd": -1.3,
-            "primary_metric": 19.71,
+            "equity_value_usd_m": 1546.72,
+            "headline_value_usd_m": 1821.72,
+            "per_share_value_usd": 20.35,
+            "primary_metric": 182.17,
             "secondary_metric": 6.1
           },
           "project_code": "PROJECT-FOUNDRY",
@@ -1286,6 +1778,8 @@
           "source_refs": [
             "REV-10-CURRENT",
             "PROJECT-FOUNDRY-QOE-CURRENT",
+            "PROJECT-FOUNDRY-ASSUMPTIONS-CURRENT",
+            "PROJECT-FOUNDRY-METHODOLOGY-CURRENT",
             "MSG-dealbench-091-REQUEST",
             "THREAD-dealbench-091"
           ],
@@ -1307,7 +1801,7 @@
             "text": "dealbench-091: ready_for_review / lock_current_case / review draft ready."
           },
           "mail": {
-            "body": "PROJECT-FOUNDRY: recommend lock_current_case. Headline value $176.17m; equity value $-98.83m; model MODEL-10-SOUR-R3; deck DECK-10-SOUR-R2; source REV-10-CURRENT.",
+            "body": "PROJECT-FOUNDRY: recommend lock_current_case. Headline value $1821.72m; equity value $1546.72m; model MODEL-10-SOUR-R3; deck DECK-10-SOUR-R2; source REV-10-CURRENT.",
             "project_code": "PROJECT-FOUNDRY",
             "recipient": "deal-lead-review@atlas-sim.example",
             "review_status": "draft_for_review",
@@ -1331,10 +1825,10 @@
           "status": "draft_for_review",
           "unrelated_slides_sha256": "eff63c59d60e3072c08a06b299b82e8cd169c630fdfdf106111f9959f45ac2f4",
           "values": {
-            "equity_value_usd_m": -98.83,
-            "headline_value_usd_m": 176.17,
-            "per_share_value_usd": -1.3,
-            "primary_metric": 19.71,
+            "equity_value_usd_m": 1546.72,
+            "headline_value_usd_m": 1821.72,
+            "per_share_value_usd": 20.35,
+            "primary_metric": 182.17,
             "secondary_metric": 6.1
           }
         },
@@ -1346,10 +1840,10 @@
         "category": "deliverable",
         "description": "Tie the deliverable values exactly to the live model outputs.",
         "evidence": {
-          "equity_value_usd_m": -98.83,
-          "headline_value_usd_m": 176.17,
-          "per_share_value_usd": -1.3,
-          "primary_metric": 19.71,
+          "equity_value_usd_m": 1546.72,
+          "headline_value_usd_m": 1821.72,
+          "per_share_value_usd": 20.35,
+          "primary_metric": 182.17,
           "secondary_metric": 6.1
         },
         "id": "deliverable:values",
@@ -1430,8 +1924,8 @@
       "submissions",
       "audit_log"
     ],
-    "successful_tool_calls": 30,
+    "successful_tool_calls": 33,
     "task_id": "dealbench-091",
-    "tool_calls": 30
+    "tool_calls": 33
   }
 }

verifiers/dealbench-001.json

@@ -15,7 +15,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:task_contract",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -23,7 +23,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:project_record",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -31,7 +31,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:data_room_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -39,7 +39,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:current_forecast",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -47,7 +47,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:prior_forecast",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -55,7 +55,23 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:version_history",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the current quality-of-earnings bridge used by the model investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:qoe_bridge",
+      "passed": true,
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the current approved valuation and financing assumptions investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:current_assumptions",
+      "passed": true,
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -63,7 +79,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:request_mail_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -71,7 +87,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:request_mail",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -79,7 +95,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:team_chat_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -87,7 +103,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:team_thread",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -95,7 +111,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:workbook_index",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -103,7 +119,15 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:workbook_inputs",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the controlled calculation methodology before calculating outputs investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:workbook_methodology",
+      "passed": true,
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -111,7 +135,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:live_model",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -119,7 +143,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:deliverable",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -127,14 +151,14 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:approval",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded headline value usd m value (86.09).",
+      "description": "Submit the exact source-grounded headline value usd m value (899.56).",
       "evidence": {
-        "actual": 86.09,
-        "expected": 86.09
+        "actual": 899.56,
+        "expected": 899.56
       },
       "id": "model_accuracy:headline_value_usd_m",
       "passed": true,
@@ -142,10 +166,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded equity value usd m value (-21.41).",
+      "description": "Submit the exact source-grounded equity value usd m value (792.06).",
       "evidence": {
-        "actual": -21.41,
-        "expected": -21.41
+        "actual": 792.06,
+        "expected": 792.06
       },
       "id": "model_accuracy:equity_value_usd_m",
       "passed": true,
@@ -153,10 +177,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded per share value usd value (-0.51).",
+      "description": "Submit the exact source-grounded per share value usd value (18.86).",
       "evidence": {
-        "actual": -0.51,
-        "expected": -0.51
+        "actual": 18.86,
+        "expected": 18.86
       },
       "id": "model_accuracy:per_share_value_usd",
       "passed": true,
@@ -164,10 +188,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded primary metric value (19.66).",
+      "description": "Submit the exact source-grounded primary metric value (88.19).",
       "evidence": {
-        "actual": 19.66,
-        "expected": 19.66
+        "actual": 88.19,
+        "expected": 88.19
       },
       "id": "model_accuracy:primary_metric",
       "passed": true,
@@ -213,10 +237,10 @@
         "last_task_id": "dealbench-001",
         "model_id": "MODEL-PROJECT-LANTERN",
         "outputs": {
-          "equity_value_usd_m": -21.41,
-          "headline_value_usd_m": 86.09,
-          "per_share_value_usd": -0.51,
-          "primary_metric": 19.66,
+          "equity_value_usd_m": 792.06,
+          "headline_value_usd_m": 899.56,
+          "per_share_value_usd": 18.86,
+          "primary_metric": 88.19,
           "secondary_metric": 7.2
         },
         "project_code": "PROJECT-LANTERN",
@@ -224,6 +248,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-001-REQUEST",
           "THREAD-dealbench-001"
         ],
@@ -243,10 +269,10 @@
         "values": [
           [
             "MODEL-01-SOUR-R3",
-            86.09,
-            -21.41,
-            -0.51,
-            19.66,
+            899.56,
+            792.06,
+            18.86,
+            88.19,
             7.2
           ]
         ],
@@ -269,6 +295,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-001-REQUEST",
           "THREAD-dealbench-001"
         ],
@@ -286,10 +314,10 @@
         "last_task_id": "dealbench-001",
         "model_id": "MODEL-PROJECT-LANTERN",
         "outputs": {
-          "equity_value_usd_m": -21.41,
-          "headline_value_usd_m": 86.09,
-          "per_share_value_usd": -0.51,
-          "primary_metric": 19.66,
+          "equity_value_usd_m": 792.06,
+          "headline_value_usd_m": 899.56,
+          "per_share_value_usd": 18.86,
+          "primary_metric": 88.19,
           "secondary_metric": 7.2
         },
         "project_code": "PROJECT-LANTERN",
@@ -297,6 +325,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-001-REQUEST",
           "THREAD-dealbench-001"
         ],
@@ -318,7 +348,7 @@
           "text": "dealbench-001: ready_for_review / lock_current_case / review draft ready."
         },
         "mail": {
-          "body": "PROJECT-LANTERN: recommend lock_current_case. Headline value $86.09m; equity value $-21.41m; model MODEL-01-SOUR-R3; deck DECK-01-SOUR-R2; source REV-01-CURRENT.",
+          "body": "PROJECT-LANTERN: recommend lock_current_case. Headline value $899.56m; equity value $792.06m; model MODEL-01-SOUR-R3; deck DECK-01-SOUR-R2; source REV-01-CURRENT.",
           "project_code": "PROJECT-LANTERN",
           "recipient": "deal-lead-review@atlas-sim.example",
           "review_status": "draft_for_review",
@@ -342,10 +372,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "de291458f9d4e4aaefbe809ae643a19d9a694b94e5de0585d83105607aacff08",
         "values": {
-          "equity_value_usd_m": -21.41,
-          "headline_value_usd_m": 86.09,
-          "per_share_value_usd": -0.51,
-          "primary_metric": 19.66,
+          "equity_value_usd_m": 792.06,
+          "headline_value_usd_m": 899.56,
+          "per_share_value_usd": 18.86,
+          "primary_metric": 88.19,
           "secondary_metric": 7.2
         }
       },
@@ -357,10 +387,10 @@
       "category": "deliverable",
       "description": "Tie the deliverable values exactly to the live model outputs.",
       "evidence": {
-        "equity_value_usd_m": -21.41,
-        "headline_value_usd_m": 86.09,
-        "per_share_value_usd": -0.51,
-        "primary_metric": 19.66,
+        "equity_value_usd_m": 792.06,
+        "headline_value_usd_m": 899.56,
+        "per_share_value_usd": 18.86,
+        "primary_metric": 88.19,
         "secondary_metric": 7.2
       },
       "id": "deliverable:values",
@@ -441,7 +471,7 @@
     "submissions",
     "audit_log"
   ],
-  "successful_tool_calls": 30,
+  "successful_tool_calls": 33,
   "task_id": "dealbench-001",
-  "tool_calls": 30
+  "tool_calls": 33
 }

verifiers/dealbench-002.json

@@ -15,7 +15,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:task_contract",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -23,7 +23,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:project_record",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -31,7 +31,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:data_room_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -39,7 +39,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:current_forecast",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -47,7 +47,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:prior_forecast",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -55,7 +55,23 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:version_history",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the current quality-of-earnings bridge used by the model investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:qoe_bridge",
+      "passed": true,
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the current approved valuation and financing assumptions investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:current_assumptions",
+      "passed": true,
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -63,7 +79,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:request_mail_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -71,7 +87,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:request_mail",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -79,7 +95,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:team_chat_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -87,7 +103,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:team_thread",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -95,7 +111,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:workbook_index",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -103,7 +119,15 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:workbook_inputs",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the controlled calculation methodology before calculating outputs investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:workbook_methodology",
+      "passed": true,
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -111,7 +135,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:live_model",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -119,7 +143,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:deliverable",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -127,14 +151,14 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:diligence",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded headline value usd m value (86.09).",
+      "description": "Submit the exact source-grounded headline value usd m value (899.56).",
       "evidence": {
-        "actual": 86.09,
-        "expected": 86.09
+        "actual": 899.56,
+        "expected": 899.56
       },
       "id": "model_accuracy:headline_value_usd_m",
       "passed": true,
@@ -142,10 +166,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded equity value usd m value (-21.41).",
+      "description": "Submit the exact source-grounded equity value usd m value (792.06).",
       "evidence": {
-        "actual": -21.41,
-        "expected": -21.41
+        "actual": 792.06,
+        "expected": 792.06
       },
       "id": "model_accuracy:equity_value_usd_m",
       "passed": true,
@@ -153,10 +177,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded per share value usd value (-0.51).",
+      "description": "Submit the exact source-grounded per share value usd value (18.86).",
       "evidence": {
-        "actual": -0.51,
-        "expected": -0.51
+        "actual": 18.86,
+        "expected": 18.86
       },
       "id": "model_accuracy:per_share_value_usd",
       "passed": true,
@@ -164,10 +188,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded primary metric value (19.66).",
+      "description": "Submit the exact source-grounded primary metric value (88.19).",
       "evidence": {
-        "actual": 19.66,
-        "expected": 19.66
+        "actual": 88.19,
+        "expected": 88.19
       },
       "id": "model_accuracy:primary_metric",
       "passed": true,
@@ -213,10 +237,10 @@
         "last_task_id": "dealbench-002",
         "model_id": "MODEL-PROJECT-LANTERN",
         "outputs": {
-          "equity_value_usd_m": -21.41,
-          "headline_value_usd_m": 86.09,
-          "per_share_value_usd": -0.51,
-          "primary_metric": 19.66,
+          "equity_value_usd_m": 792.06,
+          "headline_value_usd_m": 899.56,
+          "per_share_value_usd": 18.86,
+          "primary_metric": 88.19,
           "secondary_metric": 2.1
         },
         "project_code": "PROJECT-LANTERN",
@@ -224,6 +248,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-002-REQUEST",
           "THREAD-dealbench-002"
         ],
@@ -243,10 +269,10 @@
         "values": [
           [
             "MODEL-01-QUAL-R3",
-            86.09,
-            -21.41,
-            -0.51,
-            19.66,
+            899.56,
+            792.06,
+            18.86,
+            88.19,
             2.1
           ]
         ],
@@ -269,6 +295,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-002-REQUEST",
           "THREAD-dealbench-002"
         ],
@@ -286,7 +314,7 @@
         "finding_id": "FINDING-PROJECT-LANTERN-QOE",
         "last_task_id": "dealbench-002",
         "project_code": "PROJECT-LANTERN",
-        "resolution": "Normalized EBITDA 86.09; excluded unsupported adjustment.",
+        "resolution": "Normalized EBITDA 899.56; excluded unsupported adjustment.",
         "severity": "medium",
         "status": "resolved_in_model",
         "title": "Unsupported EBITDA adjustment"
@@ -307,7 +335,7 @@
           "text": "dealbench-002: ready_for_review / commit_normalized_current_case / review draft ready."
         },
         "mail": {
-          "body": "PROJECT-LANTERN: recommend commit_normalized_current_case. Headline value $86.09m; equity value $-21.41m; model MODEL-01-QUAL-R3; deck DECK-01-QUAL-R2; source REV-01-CURRENT.",
+          "body": "PROJECT-LANTERN: recommend commit_normalized_current_case. Headline value $899.56m; equity value $792.06m; model MODEL-01-QUAL-R3; deck DECK-01-QUAL-R2; source REV-01-CURRENT.",
           "project_code": "PROJECT-LANTERN",
           "recipient": "deal-lead-review@atlas-sim.example",
           "review_status": "draft_for_review",
@@ -331,10 +359,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "de291458f9d4e4aaefbe809ae643a19d9a694b94e5de0585d83105607aacff08",
         "values": {
-          "equity_value_usd_m": -21.41,
-          "headline_value_usd_m": 86.09,
-          "per_share_value_usd": -0.51,
-          "primary_metric": 19.66,
+          "equity_value_usd_m": 792.06,
+          "headline_value_usd_m": 899.56,
+          "per_share_value_usd": 18.86,
+          "primary_metric": 88.19,
           "secondary_metric": 2.1
         }
       },
@@ -346,10 +374,10 @@
       "category": "deliverable",
       "description": "Tie the deliverable values exactly to the live model outputs.",
       "evidence": {
-        "equity_value_usd_m": -21.41,
-        "headline_value_usd_m": 86.09,
-        "per_share_value_usd": -0.51,
-        "primary_metric": 19.66,
+        "equity_value_usd_m": 792.06,
+        "headline_value_usd_m": 899.56,
+        "per_share_value_usd": 18.86,
+        "primary_metric": 88.19,
         "secondary_metric": 2.1
       },
       "id": "deliverable:values",
@@ -431,7 +459,7 @@
     "submissions",
     "audit_log"
   ],
-  "successful_tool_calls": 31,
+  "successful_tool_calls": 34,
   "task_id": "dealbench-002",
-  "tool_calls": 31
+  "tool_calls": 34
 }

verifiers/dealbench-003.json

@@ -15,7 +15,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:task_contract",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -23,7 +23,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:project_record",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -31,7 +31,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:data_room_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -39,7 +39,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:current_forecast",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -47,7 +47,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:prior_forecast",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -55,7 +55,23 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:version_history",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the current quality-of-earnings bridge used by the model investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:qoe_bridge",
+      "passed": true,
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the current approved valuation and financing assumptions investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:current_assumptions",
+      "passed": true,
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -63,7 +79,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:request_mail_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -71,7 +87,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:request_mail",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -79,7 +95,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:team_chat_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -87,7 +103,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:team_thread",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -95,7 +111,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:workbook_index",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -103,7 +119,15 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:workbook_inputs",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the controlled calculation methodology before calculating outputs investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:workbook_methodology",
+      "passed": true,
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -111,7 +135,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:live_model",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -119,7 +143,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:deliverable",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -127,14 +151,14 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:market_comps",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded headline value usd m value (809.26).",
+      "description": "Submit the exact source-grounded headline value usd m value (829.0).",
       "evidence": {
-        "actual": 809.26,
-        "expected": 809.26
+        "actual": 829.0,
+        "expected": 829.0
       },
       "id": "model_accuracy:headline_value_usd_m",
       "passed": true,
@@ -142,10 +166,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded equity value usd m value (701.76).",
+      "description": "Submit the exact source-grounded equity value usd m value (721.5).",
       "evidence": {
-        "actual": 701.76,
-        "expected": 701.76
+        "actual": 721.5,
+        "expected": 721.5
       },
       "id": "model_accuracy:equity_value_usd_m",
       "passed": true,
@@ -153,10 +177,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded per share value usd value (16.71).",
+      "description": "Submit the exact source-grounded per share value usd value (17.18).",
       "evidence": {
-        "actual": 16.71,
-        "expected": 16.71
+        "actual": 17.18,
+        "expected": 17.18
       },
       "id": "model_accuracy:per_share_value_usd",
       "passed": true,
@@ -175,10 +199,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded secondary metric value (86.09).",
+      "description": "Submit the exact source-grounded secondary metric value (88.19).",
       "evidence": {
-        "actual": 86.09,
-        "expected": 86.09
+        "actual": 88.19,
+        "expected": 88.19
       },
       "id": "model_accuracy:secondary_metric",
       "passed": true,
@@ -213,17 +237,19 @@
         "last_task_id": "dealbench-003",
         "model_id": "MODEL-PROJECT-LANTERN",
         "outputs": {
-          "equity_value_usd_m": 701.76,
-          "headline_value_usd_m": 809.26,
-          "per_share_value_usd": 16.71,
+          "equity_value_usd_m": 721.5,
+          "headline_value_usd_m": 829.0,
+          "per_share_value_usd": 17.18,
           "primary_metric": 9.4,
-          "secondary_metric": 86.09
+          "secondary_metric": 88.19
         },
         "project_code": "PROJECT-LANTERN",
         "revision": "MODEL-01-TRAD-R3",
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-003-REQUEST",
           "THREAD-dealbench-003"
         ],
@@ -243,11 +269,11 @@
         "values": [
           [
             "MODEL-01-TRAD-R3",
-            809.26,
-            701.76,
-            16.71,
+            829.0,
+            721.5,
+            17.18,
             9.4,
-            86.09
+            88.19
           ]
         ],
         "workbook_id": "WB-PROJECT-LANTERN"
@@ -269,6 +295,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-003-REQUEST",
           "THREAD-dealbench-003"
         ],
@@ -286,17 +314,19 @@
         "last_task_id": "dealbench-003",
         "model_id": "MODEL-PROJECT-LANTERN",
         "outputs": {
-          "equity_value_usd_m": 701.76,
-          "headline_value_usd_m": 809.26,
-          "per_share_value_usd": 16.71,
+          "equity_value_usd_m": 721.5,
+          "headline_value_usd_m": 829.0,
+          "per_share_value_usd": 17.18,
           "primary_metric": 9.4,
-          "secondary_metric": 86.09
+          "secondary_metric": 88.19
         },
         "project_code": "PROJECT-LANTERN",
         "revision": "MODEL-01-TRAD-R3",
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-003-REQUEST",
           "THREAD-dealbench-003"
         ],
@@ -318,7 +348,7 @@
           "text": "dealbench-003: ready_for_review / refresh_at_approved_peer_median / review draft ready."
         },
         "mail": {
-          "body": "PROJECT-LANTERN: recommend refresh_at_approved_peer_median. Headline value $809.26m; equity value $701.76m; model MODEL-01-TRAD-R3; deck DECK-01-TRAD-R2; source REV-01-CURRENT.",
+          "body": "PROJECT-LANTERN: recommend refresh_at_approved_peer_median. Headline value $829.00m; equity value $721.50m; model MODEL-01-TRAD-R3; deck DECK-01-TRAD-R2; source REV-01-CURRENT.",
           "project_code": "PROJECT-LANTERN",
           "recipient": "deal-lead-review@atlas-sim.example",
           "review_status": "draft_for_review",
@@ -342,11 +372,11 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "de291458f9d4e4aaefbe809ae643a19d9a694b94e5de0585d83105607aacff08",
         "values": {
-          "equity_value_usd_m": 701.76,
-          "headline_value_usd_m": 809.26,
-          "per_share_value_usd": 16.71,
+          "equity_value_usd_m": 721.5,
+          "headline_value_usd_m": 829.0,
+          "per_share_value_usd": 17.18,
           "primary_metric": 9.4,
-          "secondary_metric": 86.09
+          "secondary_metric": 88.19
         }
       },
       "id": "deliverable:revision",
@@ -357,11 +387,11 @@
       "category": "deliverable",
       "description": "Tie the deliverable values exactly to the live model outputs.",
       "evidence": {
-        "equity_value_usd_m": 701.76,
-        "headline_value_usd_m": 809.26,
-        "per_share_value_usd": 16.71,
+        "equity_value_usd_m": 721.5,
+        "headline_value_usd_m": 829.0,
+        "per_share_value_usd": 17.18,
         "primary_metric": 9.4,
-        "secondary_metric": 86.09
+        "secondary_metric": 88.19
       },
       "id": "deliverable:values",
       "passed": true,
@@ -441,7 +471,7 @@
     "submissions",
     "audit_log"
   ],
-  "successful_tool_calls": 30,
+  "successful_tool_calls": 33,
   "task_id": "dealbench-003",
-  "tool_calls": 30
+  "tool_calls": 33
 }

verifiers/dealbench-004.json

@@ -15,7 +15,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:task_contract",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -23,7 +23,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:project_record",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -31,7 +31,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:data_room_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -39,7 +39,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:current_forecast",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -47,7 +47,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:prior_forecast",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -55,7 +55,23 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:version_history",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the current quality-of-earnings bridge used by the model investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:qoe_bridge",
+      "passed": true,
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the current approved valuation and financing assumptions investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:current_assumptions",
+      "passed": true,
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -63,7 +79,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:request_mail_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -71,7 +87,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:request_mail",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -79,7 +95,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:team_chat_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -87,7 +103,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:team_thread",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -95,7 +111,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:workbook_index",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -103,7 +119,15 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:workbook_inputs",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the controlled calculation methodology before calculating outputs investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:workbook_methodology",
+      "passed": true,
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -111,7 +135,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:live_model",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -119,7 +143,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:deliverable",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -127,14 +151,14 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:market_precedents",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded headline value usd m value (878.14).",
+      "description": "Submit the exact source-grounded headline value usd m value (899.56).",
       "evidence": {
-        "actual": 878.14,
-        "expected": 878.14
+        "actual": 899.56,
+        "expected": 899.56
       },
       "id": "model_accuracy:headline_value_usd_m",
       "passed": true,
@@ -142,10 +166,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded equity value usd m value (770.64).",
+      "description": "Submit the exact source-grounded equity value usd m value (792.06).",
       "evidence": {
-        "actual": 770.64,
-        "expected": 770.64
+        "actual": 792.06,
+        "expected": 792.06
       },
       "id": "model_accuracy:equity_value_usd_m",
       "passed": true,
@@ -153,10 +177,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded per share value usd value (18.35).",
+      "description": "Submit the exact source-grounded per share value usd value (18.86).",
       "evidence": {
-        "actual": 18.35,
-        "expected": 18.35
+        "actual": 18.86,
+        "expected": 18.86
       },
       "id": "model_accuracy:per_share_value_usd",
       "passed": true,
@@ -175,10 +199,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded secondary metric value (86.09).",
+      "description": "Submit the exact source-grounded secondary metric value (88.19).",
       "evidence": {
-        "actual": 86.09,
-        "expected": 86.09
+        "actual": 88.19,
+        "expected": 88.19
       },
       "id": "model_accuracy:secondary_metric",
       "passed": true,
@@ -213,17 +237,19 @@
         "last_task_id": "dealbench-004",
         "model_id": "MODEL-PROJECT-LANTERN",
         "outputs": {
-          "equity_value_usd_m": 770.64,
-          "headline_value_usd_m": 878.14,
-          "per_share_value_usd": 18.35,
+          "equity_value_usd_m": 792.06,
+          "headline_value_usd_m": 899.56,
+          "per_share_value_usd": 18.86,
           "primary_metric": 10.2,
-          "secondary_metric": 86.09
+          "secondary_metric": 88.19
         },
         "project_code": "PROJECT-LANTERN",
         "revision": "MODEL-01-PREC-R3",
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-004-REQUEST",
           "THREAD-dealbench-004"
         ],
@@ -243,11 +269,11 @@
         "values": [
           [
             "MODEL-01-PREC-R3",
-            878.14,
-            770.64,
-            18.35,
+            899.56,
+            792.06,
+            18.86,
             10.2,
-            86.09
+            88.19
           ]
         ],
         "workbook_id": "WB-PROJECT-LANTERN"
@@ -269,6 +295,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-004-REQUEST",
           "THREAD-dealbench-004"
         ],
@@ -286,17 +314,19 @@
         "last_task_id": "dealbench-004",
         "model_id": "MODEL-PROJECT-LANTERN",
         "outputs": {
-          "equity_value_usd_m": 770.64,
-          "headline_value_usd_m": 878.14,
-          "per_share_value_usd": 18.35,
+          "equity_value_usd_m": 792.06,
+          "headline_value_usd_m": 899.56,
+          "per_share_value_usd": 18.86,
           "primary_metric": 10.2,
-          "secondary_metric": 86.09
+          "secondary_metric": 88.19
         },
         "project_code": "PROJECT-LANTERN",
         "revision": "MODEL-01-PREC-R3",
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-004-REQUEST",
           "THREAD-dealbench-004"
         ],
@@ -318,7 +348,7 @@
           "text": "dealbench-004: ready_for_review / refresh_at_approved_precedent_median / review draft ready."
         },
         "mail": {
-          "body": "PROJECT-LANTERN: recommend refresh_at_approved_precedent_median. Headline value $878.14m; equity value $770.64m; model MODEL-01-PREC-R3; deck DECK-01-PREC-R2; source REV-01-CURRENT.",
+          "body": "PROJECT-LANTERN: recommend refresh_at_approved_precedent_median. Headline value $899.56m; equity value $792.06m; model MODEL-01-PREC-R3; deck DECK-01-PREC-R2; source REV-01-CURRENT.",
           "project_code": "PROJECT-LANTERN",
           "recipient": "deal-lead-review@atlas-sim.example",
           "review_status": "draft_for_review",
@@ -342,11 +372,11 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "de291458f9d4e4aaefbe809ae643a19d9a694b94e5de0585d83105607aacff08",
         "values": {
-          "equity_value_usd_m": 770.64,
-          "headline_value_usd_m": 878.14,
-          "per_share_value_usd": 18.35,
+          "equity_value_usd_m": 792.06,
+          "headline_value_usd_m": 899.56,
+          "per_share_value_usd": 18.86,
           "primary_metric": 10.2,
-          "secondary_metric": 86.09
+          "secondary_metric": 88.19
         }
       },
       "id": "deliverable:revision",
@@ -357,11 +387,11 @@
       "category": "deliverable",
       "description": "Tie the deliverable values exactly to the live model outputs.",
       "evidence": {
-        "equity_value_usd_m": 770.64,
-        "headline_value_usd_m": 878.14,
-        "per_share_value_usd": 18.35,
+        "equity_value_usd_m": 792.06,
+        "headline_value_usd_m": 899.56,
+        "per_share_value_usd": 18.86,
         "primary_metric": 10.2,
-        "secondary_metric": 86.09
+        "secondary_metric": 88.19
       },
       "id": "deliverable:values",
       "passed": true,
@@ -441,7 +471,7 @@
     "submissions",
     "audit_log"
   ],
-  "successful_tool_calls": 30,
+  "successful_tool_calls": 33,
   "task_id": "dealbench-004",
-  "tool_calls": 30
+  "tool_calls": 33
 }

verifiers/dealbench-005.json

@@ -15,7 +15,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:task_contract",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -23,7 +23,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:project_record",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -31,7 +31,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:data_room_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -39,7 +39,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:current_forecast",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -47,7 +47,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:prior_forecast",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -55,7 +55,23 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:version_history",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the current quality-of-earnings bridge used by the model investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:qoe_bridge",
+      "passed": true,
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the current approved valuation and financing assumptions investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:current_assumptions",
+      "passed": true,
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -63,7 +79,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:request_mail_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -71,7 +87,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:request_mail",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -79,7 +95,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:team_chat_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -87,7 +103,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:team_thread",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -95,7 +111,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:workbook_index",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -103,7 +119,15 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:workbook_inputs",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the controlled calculation methodology before calculating outputs investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:workbook_methodology",
+      "passed": true,
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -111,7 +135,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:live_model",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -119,7 +143,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:deliverable",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -127,14 +151,14 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:credit_curve",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded headline value usd m value (707.83).",
+      "description": "Submit the exact source-grounded headline value usd m value (854.45).",
       "evidence": {
-        "actual": 707.83,
-        "expected": 707.83
+        "actual": 854.45,
+        "expected": 854.45
       },
       "id": "model_accuracy:headline_value_usd_m",
       "passed": true,
@@ -142,10 +166,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded equity value usd m value (600.33).",
+      "description": "Submit the exact source-grounded equity value usd m value (746.95).",
       "evidence": {
-        "actual": 600.33,
-        "expected": 600.33
+        "actual": 746.95,
+        "expected": 746.95
       },
       "id": "model_accuracy:equity_value_usd_m",
       "passed": true,
@@ -153,10 +177,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded per share value usd value (14.29).",
+      "description": "Submit the exact source-grounded per share value usd value (17.78).",
       "evidence": {
-        "actual": 14.29,
-        "expected": 14.29
+        "actual": 17.78,
+        "expected": 17.78
       },
       "id": "model_accuracy:per_share_value_usd",
       "passed": true,
@@ -213,9 +237,9 @@
         "last_task_id": "dealbench-005",
         "model_id": "MODEL-PROJECT-LANTERN",
         "outputs": {
-          "equity_value_usd_m": 600.33,
-          "headline_value_usd_m": 707.83,
-          "per_share_value_usd": 14.29,
+          "equity_value_usd_m": 746.95,
+          "headline_value_usd_m": 854.45,
+          "per_share_value_usd": 17.78,
           "primary_metric": 10.1,
           "secondary_metric": 2.5
         },
@@ -224,6 +248,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-005-REQUEST",
           "THREAD-dealbench-005"
         ],
@@ -243,9 +269,9 @@
         "values": [
           [
             "MODEL-01-DISC-R3",
-            707.83,
-            600.33,
-            14.29,
+            854.45,
+            746.95,
+            17.78,
             10.1,
             2.5
           ]
@@ -269,6 +295,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-005-REQUEST",
           "THREAD-dealbench-005"
         ],
@@ -286,9 +314,9 @@
         "last_task_id": "dealbench-005",
         "model_id": "MODEL-PROJECT-LANTERN",
         "outputs": {
-          "equity_value_usd_m": 600.33,
-          "headline_value_usd_m": 707.83,
-          "per_share_value_usd": 14.29,
+          "equity_value_usd_m": 746.95,
+          "headline_value_usd_m": 854.45,
+          "per_share_value_usd": 17.78,
           "primary_metric": 10.1,
           "secondary_metric": 2.5
         },
@@ -297,6 +325,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-005-REQUEST",
           "THREAD-dealbench-005"
         ],
@@ -318,7 +348,7 @@
           "text": "dealbench-005: ready_for_review / commit_current_dcf_case / review draft ready."
         },
         "mail": {
-          "body": "PROJECT-LANTERN: recommend commit_current_dcf_case. Headline value $707.83m; equity value $600.33m; model MODEL-01-DISC-R3; deck DECK-01-DISC-R2; source REV-01-CURRENT.",
+          "body": "PROJECT-LANTERN: recommend commit_current_dcf_case. Headline value $854.45m; equity value $746.95m; model MODEL-01-DISC-R3; deck DECK-01-DISC-R2; source REV-01-CURRENT.",
           "project_code": "PROJECT-LANTERN",
           "recipient": "deal-lead-review@atlas-sim.example",
           "review_status": "draft_for_review",
@@ -342,9 +372,9 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "de291458f9d4e4aaefbe809ae643a19d9a694b94e5de0585d83105607aacff08",
         "values": {
-          "equity_value_usd_m": 600.33,
-          "headline_value_usd_m": 707.83,
-          "per_share_value_usd": 14.29,
+          "equity_value_usd_m": 746.95,
+          "headline_value_usd_m": 854.45,
+          "per_share_value_usd": 17.78,
           "primary_metric": 10.1,
           "secondary_metric": 2.5
         }
@@ -357,9 +387,9 @@
       "category": "deliverable",
       "description": "Tie the deliverable values exactly to the live model outputs.",
       "evidence": {
-        "equity_value_usd_m": 600.33,
-        "headline_value_usd_m": 707.83,
-        "per_share_value_usd": 14.29,
+        "equity_value_usd_m": 746.95,
+        "headline_value_usd_m": 854.45,
+        "per_share_value_usd": 17.78,
         "primary_metric": 10.1,
         "secondary_metric": 2.5
       },
@@ -441,7 +471,7 @@
     "submissions",
     "audit_log"
   ],
-  "successful_tool_calls": 30,
+  "successful_tool_calls": 33,
   "task_id": "dealbench-005",
-  "tool_calls": 30
+  "tool_calls": 33
 }

verifiers/dealbench-006.json

@@ -15,7 +15,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:task_contract",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -23,7 +23,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:project_record",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -31,7 +31,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:data_room_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -39,7 +39,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:current_forecast",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -47,7 +47,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:prior_forecast",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -55,7 +55,23 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:version_history",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the current quality-of-earnings bridge used by the model investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:qoe_bridge",
+      "passed": true,
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the current approved valuation and financing assumptions investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:current_assumptions",
+      "passed": true,
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -63,7 +79,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:request_mail_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -71,7 +87,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:request_mail",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -79,7 +95,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:team_chat_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -87,7 +103,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:team_thread",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -95,7 +111,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:workbook_index",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -103,7 +119,15 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:workbook_inputs",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the controlled calculation methodology before calculating outputs investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:workbook_methodology",
+      "passed": true,
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -111,7 +135,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:live_model",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -119,7 +143,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:deliverable",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -127,14 +151,14 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:credit_curve",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded headline value usd m value (789.14).",
+      "description": "Submit the exact source-grounded headline value usd m value (808.39).",
       "evidence": {
-        "actual": 789.14,
-        "expected": 789.14
+        "actual": 808.39,
+        "expected": 808.39
       },
       "id": "model_accuracy:headline_value_usd_m",
       "passed": true,
@@ -142,10 +166,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded equity value usd m value (681.64).",
+      "description": "Submit the exact source-grounded equity value usd m value (700.89).",
       "evidence": {
-        "actual": 681.64,
-        "expected": 681.64
+        "actual": 700.89,
+        "expected": 700.89
       },
       "id": "model_accuracy:equity_value_usd_m",
       "passed": true,
@@ -153,10 +177,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded per share value usd value (16.23).",
+      "description": "Submit the exact source-grounded per share value usd value (16.69).",
       "evidence": {
-        "actual": 16.23,
-        "expected": 16.23
+        "actual": 16.69,
+        "expected": 16.69
       },
       "id": "model_accuracy:per_share_value_usd",
       "passed": true,
@@ -213,9 +237,9 @@
         "last_task_id": "dealbench-006",
         "model_id": "MODEL-PROJECT-LANTERN",
         "outputs": {
-          "equity_value_usd_m": 681.64,
-          "headline_value_usd_m": 789.14,
-          "per_share_value_usd": 16.23,
+          "equity_value_usd_m": 700.89,
+          "headline_value_usd_m": 808.39,
+          "per_share_value_usd": 16.69,
           "primary_metric": 2.49,
           "secondary_metric": 20.0
         },
@@ -224,6 +248,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-006-REQUEST",
           "THREAD-dealbench-006"
         ],
@@ -243,9 +269,9 @@
         "values": [
           [
             "MODEL-01-LEVE-R3",
-            789.14,
-            681.64,
-            16.23,
+            808.39,
+            700.89,
+            16.69,
             2.49,
             20.0
           ]
@@ -269,6 +295,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-006-REQUEST",
           "THREAD-dealbench-006"
         ],
@@ -286,9 +314,9 @@
         "last_task_id": "dealbench-006",
         "model_id": "MODEL-PROJECT-LANTERN",
         "outputs": {
-          "equity_value_usd_m": 681.64,
-          "headline_value_usd_m": 789.14,
-          "per_share_value_usd": 16.23,
+          "equity_value_usd_m": 700.89,
+          "headline_value_usd_m": 808.39,
+          "per_share_value_usd": 16.69,
           "primary_metric": 2.49,
           "secondary_metric": 20.0
         },
@@ -297,6 +325,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-006-REQUEST",
           "THREAD-dealbench-006"
         ],
@@ -318,7 +348,7 @@
           "text": "dealbench-006: ready_for_review / cap_price_at_return_floor / review draft ready."
         },
         "mail": {
-          "body": "PROJECT-LANTERN: recommend cap_price_at_return_floor. Headline value $789.14m; equity value $681.64m; model MODEL-01-LEVE-R3; deck DECK-01-LEVE-R2; source REV-01-CURRENT.",
+          "body": "PROJECT-LANTERN: recommend cap_price_at_return_floor. Headline value $808.39m; equity value $700.89m; model MODEL-01-LEVE-R3; deck DECK-01-LEVE-R2; source REV-01-CURRENT.",
           "project_code": "PROJECT-LANTERN",
           "recipient": "deal-lead-review@atlas-sim.example",
           "review_status": "draft_for_review",
@@ -342,9 +372,9 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "de291458f9d4e4aaefbe809ae643a19d9a694b94e5de0585d83105607aacff08",
         "values": {
-          "equity_value_usd_m": 681.64,
-          "headline_value_usd_m": 789.14,
-          "per_share_value_usd": 16.23,
+          "equity_value_usd_m": 700.89,
+          "headline_value_usd_m": 808.39,
+          "per_share_value_usd": 16.69,
           "primary_metric": 2.49,
           "secondary_metric": 20.0
         }
@@ -357,9 +387,9 @@
       "category": "deliverable",
       "description": "Tie the deliverable values exactly to the live model outputs.",
       "evidence": {
-        "equity_value_usd_m": 681.64,
-        "headline_value_usd_m": 789.14,
-        "per_share_value_usd": 16.23,
+        "equity_value_usd_m": 700.89,
+        "headline_value_usd_m": 808.39,
+        "per_share_value_usd": 16.69,
         "primary_metric": 2.49,
         "secondary_metric": 20.0
       },
@@ -441,7 +471,7 @@
     "submissions",
     "audit_log"
   ],
-  "successful_tool_calls": 30,
+  "successful_tool_calls": 33,
   "task_id": "dealbench-006",
-  "tool_calls": 30
+  "tool_calls": 33
 }

verifiers/dealbench-007.json

@@ -15,7 +15,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:task_contract",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -23,7 +23,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:project_record",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -31,7 +31,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:data_room_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -39,7 +39,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:current_forecast",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -47,7 +47,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:prior_forecast",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -55,7 +55,23 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:version_history",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the current quality-of-earnings bridge used by the model investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:qoe_bridge",
+      "passed": true,
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the current approved valuation and financing assumptions investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:current_assumptions",
+      "passed": true,
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -63,7 +79,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:request_mail_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -71,7 +87,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:request_mail",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -79,7 +95,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:team_chat_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -87,7 +103,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:team_thread",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -95,7 +111,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:workbook_index",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -103,7 +119,15 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:workbook_inputs",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the controlled calculation methodology before calculating outputs investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:workbook_methodology",
+      "passed": true,
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -111,7 +135,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:live_model",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -119,7 +143,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:deliverable",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -127,14 +151,14 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:buyer_record",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded headline value usd m value (386.57).",
+      "description": "Submit the exact source-grounded headline value usd m value (494.07).",
       "evidence": {
-        "actual": 386.57,
-        "expected": 386.57
+        "actual": 494.07,
+        "expected": 494.07
       },
       "id": "model_accuracy:headline_value_usd_m",
       "passed": true,
@@ -142,10 +166,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded equity value usd m value (279.07).",
+      "description": "Submit the exact source-grounded equity value usd m value (386.57).",
       "evidence": {
-        "actual": 279.07,
-        "expected": 279.07
+        "actual": 386.57,
+        "expected": 386.57
       },
       "id": "model_accuracy:equity_value_usd_m",
       "passed": true,
@@ -153,10 +177,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded per share value usd value (6.64).",
+      "description": "Submit the exact source-grounded per share value usd value (9.2).",
       "evidence": {
-        "actual": 6.64,
-        "expected": 6.64
+        "actual": 9.2,
+        "expected": 9.2
       },
       "id": "model_accuracy:per_share_value_usd",
       "passed": true,
@@ -164,10 +188,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded primary metric value (30.88).",
+      "description": "Submit the exact source-grounded primary metric value (31.81).",
       "evidence": {
-        "actual": 30.88,
-        "expected": 30.88
+        "actual": 31.81,
+        "expected": 31.81
       },
       "id": "model_accuracy:primary_metric",
       "passed": true,
@@ -213,10 +237,10 @@
         "last_task_id": "dealbench-007",
         "model_id": "MODEL-PROJECT-LANTERN",
         "outputs": {
-          "equity_value_usd_m": 279.07,
-          "headline_value_usd_m": 386.57,
-          "per_share_value_usd": 6.64,
-          "primary_metric": 30.88,
+          "equity_value_usd_m": 386.57,
+          "headline_value_usd_m": 494.07,
+          "per_share_value_usd": 9.2,
+          "primary_metric": 31.81,
           "secondary_metric": 13.0
         },
         "project_code": "PROJECT-LANTERN",
@@ -224,6 +248,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-007-REQUEST",
           "THREAD-dealbench-007"
         ],
@@ -243,10 +269,10 @@
         "values": [
           [
             "MODEL-01-MERG-R3",
+            494.07,
             386.57,
-            279.07,
-            6.64,
-            30.88,
+            9.2,
+            31.81,
             13.0
           ]
         ],
@@ -269,6 +295,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-007-REQUEST",
           "THREAD-dealbench-007"
         ],
@@ -286,10 +314,10 @@
         "last_task_id": "dealbench-007",
         "model_id": "MODEL-PROJECT-LANTERN",
         "outputs": {
-          "equity_value_usd_m": 279.07,
-          "headline_value_usd_m": 386.57,
-          "per_share_value_usd": 6.64,
-          "primary_metric": 30.88,
+          "equity_value_usd_m": 386.57,
+          "headline_value_usd_m": 494.07,
+          "per_share_value_usd": 9.2,
+          "primary_metric": 31.81,
           "secondary_metric": 13.0
         },
         "project_code": "PROJECT-LANTERN",
@@ -297,6 +325,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-007-REQUEST",
           "THREAD-dealbench-007"
         ],
@@ -318,7 +348,7 @@
           "text": "dealbench-007: ready_for_review / commit_current_cash_stock_mix / review draft ready."
         },
         "mail": {
-          "body": "PROJECT-LANTERN: recommend commit_current_cash_stock_mix. Headline value $386.57m; equity value $279.07m; model MODEL-01-MERG-R3; deck DECK-01-MERG-R2; source REV-01-CURRENT.",
+          "body": "PROJECT-LANTERN: recommend commit_current_cash_stock_mix. Headline value $494.07m; equity value $386.57m; model MODEL-01-MERG-R3; deck DECK-01-MERG-R2; source REV-01-CURRENT.",
           "project_code": "PROJECT-LANTERN",
           "recipient": "deal-lead-review@atlas-sim.example",
           "review_status": "draft_for_review",
@@ -342,10 +372,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "de291458f9d4e4aaefbe809ae643a19d9a694b94e5de0585d83105607aacff08",
         "values": {
-          "equity_value_usd_m": 279.07,
-          "headline_value_usd_m": 386.57,
-          "per_share_value_usd": 6.64,
-          "primary_metric": 30.88,
+          "equity_value_usd_m": 386.57,
+          "headline_value_usd_m": 494.07,
+          "per_share_value_usd": 9.2,
+          "primary_metric": 31.81,
           "secondary_metric": 13.0
         }
       },
@@ -357,10 +387,10 @@
       "category": "deliverable",
       "description": "Tie the deliverable values exactly to the live model outputs.",
       "evidence": {
-        "equity_value_usd_m": 279.07,
-        "headline_value_usd_m": 386.57,
-        "per_share_value_usd": 6.64,
-        "primary_metric": 30.88,
+        "equity_value_usd_m": 386.57,
+        "headline_value_usd_m": 494.07,
+        "per_share_value_usd": 9.2,
+        "primary_metric": 31.81,
         "secondary_metric": 13.0
       },
       "id": "deliverable:values",
@@ -441,7 +471,7 @@
     "submissions",
     "audit_log"
   ],
-  "successful_tool_calls": 30,
+  "successful_tool_calls": 33,
   "task_id": "dealbench-007",
-  "tool_calls": 30
+  "tool_calls": 33
 }

verifiers/dealbench-008.json

@@ -15,7 +15,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:task_contract",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -23,7 +23,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:project_record",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -31,7 +31,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:data_room_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -39,7 +39,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:current_forecast",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -47,7 +47,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:prior_forecast",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -55,7 +55,23 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:version_history",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the current quality-of-earnings bridge used by the model investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:qoe_bridge",
+      "passed": true,
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the current approved valuation and financing assumptions investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:current_assumptions",
+      "passed": true,
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -63,7 +79,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:request_mail_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -71,7 +87,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:request_mail",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -79,7 +95,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:team_chat_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -87,7 +103,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:team_thread",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -95,7 +111,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:workbook_index",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -103,7 +119,15 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:workbook_inputs",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the controlled calculation methodology before calculating outputs investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:workbook_methodology",
+      "passed": true,
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -111,7 +135,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:live_model",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -119,7 +143,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:deliverable",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -127,14 +151,14 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:current_bids",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded headline value usd m value (869.36).",
+      "description": "Submit the exact source-grounded headline value usd m value (890.56).",
       "evidence": {
-        "actual": 869.36,
-        "expected": 869.36
+        "actual": 890.56,
+        "expected": 890.56
       },
       "id": "model_accuracy:headline_value_usd_m",
       "passed": true,
@@ -142,10 +166,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded equity value usd m value (761.86).",
+      "description": "Submit the exact source-grounded equity value usd m value (783.06).",
       "evidence": {
-        "actual": 761.86,
-        "expected": 761.86
+        "actual": 783.06,
+        "expected": 783.06
       },
       "id": "model_accuracy:equity_value_usd_m",
       "passed": true,
@@ -153,10 +177,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded per share value usd value (18.14).",
+      "description": "Submit the exact source-grounded per share value usd value (18.64).",
       "evidence": {
-        "actual": 18.14,
-        "expected": 18.14
+        "actual": 18.64,
+        "expected": 18.64
       },
       "id": "model_accuracy:per_share_value_usd",
       "passed": true,
@@ -164,10 +188,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded primary metric value (843.97).",
+      "description": "Submit the exact source-grounded primary metric value (864.75).",
       "evidence": {
-        "actual": 843.97,
-        "expected": 843.97
+        "actual": 864.75,
+        "expected": 864.75
       },
       "id": "model_accuracy:primary_metric",
       "passed": true,
@@ -213,10 +237,10 @@
         "last_task_id": "dealbench-008",
         "model_id": "MODEL-PROJECT-LANTERN",
         "outputs": {
-          "equity_value_usd_m": 761.86,
-          "headline_value_usd_m": 869.36,
-          "per_share_value_usd": 18.14,
-          "primary_metric": 843.97,
+          "equity_value_usd_m": 783.06,
+          "headline_value_usd_m": 890.56,
+          "per_share_value_usd": 18.64,
+          "primary_metric": 864.75,
           "secondary_metric": 98.0
         },
         "project_code": "PROJECT-LANTERN",
@@ -224,6 +248,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-008-REQUEST",
           "THREAD-dealbench-008"
         ],
@@ -243,10 +269,10 @@
         "values": [
           [
             "MODEL-01-BID_-R3",
-            869.36,
-            761.86,
-            18.14,
-            843.97,
+            890.56,
+            783.06,
+            18.64,
+            864.75,
             98.0
           ]
         ],
@@ -269,6 +295,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-008-REQUEST",
           "THREAD-dealbench-008"
         ],
@@ -287,10 +315,10 @@
         "bidder": "Aster Strategic",
         "certainty": 0.98,
         "condition_penalty": 8.0,
-        "headline_value": 869.36,
+        "headline_value": 890.56,
         "last_task_id": "dealbench-008",
         "project_code": "PROJECT-LANTERN",
-        "rationale": "Risk-adjusted value supports BID-A; sources: REV-01-CURRENT, PROJECT-LANTERN-QOE-CURRENT, MSG-dealbench-008-REQUEST, THREAD-dealbench-008.",
+        "rationale": "Risk-adjusted value supports BID-A; sources: REV-01-CURRENT, PROJECT-LANTERN-QOE-CURRENT, PROJECT-LANTERN-ASSUMPTIONS-CURRENT, PROJECT-LANTERN-METHODOLOGY-CURRENT, MSG-dealbench-008-REQUEST, THREAD-dealbench-008.",
         "status": "recommended_for_board_review"
       },
       "id": "state:domain_record",
@@ -309,7 +337,7 @@
           "text": "dealbench-008: ready_for_review / advance_bid_a / review draft ready."
         },
         "mail": {
-          "body": "PROJECT-LANTERN: recommend advance_bid_a. Headline value $869.36m; equity value $761.86m; model MODEL-01-BID_-R3; deck DECK-01-BID_-R2; source REV-01-CURRENT.",
+          "body": "PROJECT-LANTERN: recommend advance_bid_a. Headline value $890.56m; equity value $783.06m; model MODEL-01-BID_-R3; deck DECK-01-BID_-R2; source REV-01-CURRENT.",
           "project_code": "PROJECT-LANTERN",
           "recipient": "deal-lead-review@atlas-sim.example",
           "review_status": "draft_for_review",
@@ -333,10 +361,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "de291458f9d4e4aaefbe809ae643a19d9a694b94e5de0585d83105607aacff08",
         "values": {
-          "equity_value_usd_m": 761.86,
-          "headline_value_usd_m": 869.36,
-          "per_share_value_usd": 18.14,
-          "primary_metric": 843.97,
+          "equity_value_usd_m": 783.06,
+          "headline_value_usd_m": 890.56,
+          "per_share_value_usd": 18.64,
+          "primary_metric": 864.75,
           "secondary_metric": 98.0
         }
       },
@@ -348,10 +376,10 @@
       "category": "deliverable",
       "description": "Tie the deliverable values exactly to the live model outputs.",
       "evidence": {
-        "equity_value_usd_m": 761.86,
-        "headline_value_usd_m": 869.36,
-        "per_share_value_usd": 18.14,
-        "primary_metric": 843.97,
+        "equity_value_usd_m": 783.06,
+        "headline_value_usd_m": 890.56,
+        "per_share_value_usd": 18.64,
+        "primary_metric": 864.75,
         "secondary_metric": 98.0
       },
       "id": "deliverable:values",
@@ -433,7 +461,7 @@
     "submissions",
     "audit_log"
   ],
-  "successful_tool_calls": 31,
+  "successful_tool_calls": 34,
   "task_id": "dealbench-008",
-  "tool_calls": 31
+  "tool_calls": 34
 }

verifiers/dealbench-009.json

@@ -15,7 +15,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:task_contract",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -23,7 +23,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:project_record",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -31,7 +31,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:data_room_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -39,7 +39,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:current_forecast",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -47,7 +47,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:prior_forecast",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -55,7 +55,23 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:version_history",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the current quality-of-earnings bridge used by the model investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:qoe_bridge",
+      "passed": true,
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the current approved valuation and financing assumptions investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:current_assumptions",
+      "passed": true,
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -63,7 +79,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:request_mail_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -71,7 +87,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:request_mail",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -79,7 +95,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:team_chat_search",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -87,7 +103,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:team_thread",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -95,7 +111,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:workbook_index",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -103,7 +119,15 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:workbook_inputs",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
+    },
+    {
+      "category": "discovery",
+      "description": "Complete the read the controlled calculation methodology before calculating outputs investigation before any controlled write.",
+      "evidence": "successful required investigation before the first controlled write",
+      "id": "discovery:workbook_methodology",
+      "passed": true,
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -111,7 +135,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:live_model",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -119,7 +143,7 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:deliverable",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "discovery",
@@ -127,14 +151,14 @@
       "evidence": "successful required investigation before the first controlled write",
       "id": "discovery:deck_permissions",
       "passed": true,
-      "points": 1
+      "points": 0.8333333333333334
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded headline value usd m value (758.55).",
+      "description": "Submit the exact source-grounded headline value usd m value (841.73).",
       "evidence": {
-        "actual": 758.55,
-        "expected": 758.55
+        "actual": 841.73,
+        "expected": 841.73
       },
       "id": "model_accuracy:headline_value_usd_m",
       "passed": true,
@@ -142,10 +166,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded equity value usd m value (651.05).",
+      "description": "Submit the exact source-grounded equity value usd m value (734.23).",
       "evidence": {
-        "actual": 651.05,
-        "expected": 651.05
+        "actual": 734.23,
+        "expected": 734.23
       },
       "id": "model_accuracy:equity_value_usd_m",
       "passed": true,
@@ -153,10 +177,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded per share value usd value (15.5).",
+      "description": "Submit the exact source-grounded per share value usd value (17.48).",
       "evidence": {
-        "actual": 15.5,
-        "expected": 15.5
+        "actual": 17.48,
+        "expected": 17.48
       },
       "id": "model_accuracy:per_share_value_usd",
       "passed": true,
@@ -164,10 +188,10 @@
     },
     {
       "category": "model_accuracy",
-      "description": "Submit the exact source-grounded primary metric value (101.43).",
+      "description": "Submit the exact source-grounded primary metric value (25.45).",
       "evidence": {
-        "actual": 101.43,
-        "expected": 101.43
+        "actual": 25.45,
+        "expected": 25.45
       },
       "id": "model_accuracy:primary_metric",
       "passed": true,
@@ -213,10 +237,10 @@
         "last_task_id": "dealbench-009",
         "model_id": "MODEL-PROJECT-LANTERN",
         "outputs": {
-          "equity_value_usd_m": 651.05,
-          "headline_value_usd_m": 758.55,
-          "per_share_value_usd": 15.5,
-          "primary_metric": 101.43,
+          "equity_value_usd_m": 734.23,
+          "headline_value_usd_m": 841.73,
+          "per_share_value_usd": 17.48,
+          "primary_metric": 25.45,
           "secondary_metric": 0.0
         },
         "project_code": "PROJECT-LANTERN",
@@ -224,6 +248,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-009-REQUEST",
           "THREAD-dealbench-009"
         ],
@@ -243,10 +269,10 @@
         "values": [
           [
             "MODEL-01-MODE-R3",
-            758.55,
-            651.05,
-            15.5,
-            101.43,
+            841.73,
+            734.23,
+            17.48,
+            25.45,
             0.0
           ]
         ],
@@ -269,6 +295,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-009-REQUEST",
           "THREAD-dealbench-009"
         ],
@@ -286,10 +314,10 @@
         "last_task_id": "dealbench-009",
         "model_id": "MODEL-PROJECT-LANTERN",
         "outputs": {
-          "equity_value_usd_m": 651.05,
-          "headline_value_usd_m": 758.55,
-          "per_share_value_usd": 15.5,
-          "primary_metric": 101.43,
+          "equity_value_usd_m": 734.23,
+          "headline_value_usd_m": 841.73,
+          "per_share_value_usd": 17.48,
+          "primary_metric": 25.45,
           "secondary_metric": 0.0
         },
         "project_code": "PROJECT-LANTERN",
@@ -297,6 +325,8 @@
         "source_refs": [
           "REV-01-CURRENT",
           "PROJECT-LANTERN-QOE-CURRENT",
+          "PROJECT-LANTERN-ASSUMPTIONS-CURRENT",
+          "PROJECT-LANTERN-METHODOLOGY-CURRENT",
           "MSG-dealbench-009-REQUEST",
           "THREAD-dealbench-009"
         ],
@@ -318,7 +348,7 @@
           "text": "dealbench-009: ready_for_review / reconcile_deck_to_live_model / review draft ready."
         },
         "mail": {
-          "body": "PROJECT-LANTERN: recommend reconcile_deck_to_live_model. Headline value $758.55m; equity value $651.05m; model MODEL-01-MODE-R3; deck DECK-01-MODE-R2; source REV-01-CURRENT.",
+          "body": "PROJECT-LANTERN: recommend reconcile_deck_to_live_model. Headline value $841.73m; equity value $734.23m; model MODEL-01-MODE-R3; deck DECK-01-MODE-R2; source REV-01-CURRENT.",
           "project_code": "PROJECT-LANTERN",
           "recipient": "deal-lead-review@atlas-sim.example",
           "review_status": "draft_for_review",
@@ -342,10 +372,10 @@
         "status": "draft_for_review",
         "unrelated_slides_sha256": "de291458f9d4e4aaefbe809ae643a19d9a694b94e5de0585d83105607aacff08",
         "values": {
-          "equity_value_usd_m": 651.05,
-          "headline_value_usd_m": 758.55,
-          "per_share_value_usd": 15.5,
-          "primary_metric": 101.43,
+          "equity_value_usd_m": 734.23,
+          "headline_value_usd_m": 841.73,
+          "per_share_value_usd": 17.48,
+          "primary_metric": 25.45,
           "secondary_metric": 0.0
         }
       },
@@ -357,10 +387,10 @@
       "category": "deliverable",
       "description": "Tie the deliverable values exactly to the live model outputs.",
       "evidence": {
-        "equity_value_usd_m": 651.05,
-        "headline_value_usd_m": 758.55,
-        "per_share_value_usd": 15.5,
-        "primary_metric": 101.43,
+        "equity_value_usd_m": 734.23,
+        "headline_value_usd_m": 841.73,
+        "per_share_value_usd": 17.48,
+        "primary_metric": 25.45,
         "secondary_metric": 0.0
       },
       "id": "deliverable:values",
@@ -441,7 +471,7 @@
     "submissions",
     "audit_log"
   ],
-  "successful_tool_calls": 30,
+  "successful_tool_calls": 33,
   "task_id": "dealbench-009",
-  "tool_calls": 30
+  "tool_calls": 33
 }