Receivables Desk

Investigate asset exceptions, examine cohorts, and preserve the decision.

Start with a question

“Which obligations are blocked by missing evidence?” “What changed since the last file?” “Which completed line items could form a distinct cohort?” The desk should return a bounded set of assets and a reason for each result.

Workflow

1. Choose the existing local source.
2. State the question or open the work queue.
3. Inspect the assets, evidence, and reason for the suggested action.
4. Review a suggested classification or package.
5. Save the decision and its source. External messages or system changes require a separate enabled action.

Agent jobs

Job	Input	Reviewable output
Exception investigator	Source records and supporting files	A bounded issue list with exact IDs and missing evidence.
Cohort researcher	Obligations and definition rules	Suggested groups with membership and a source-backed rationale.
Change analyst	Two explicitly chosen snapshots	Added, removed, and changed records with their source differences.

Scope each task

Use these workflow patterns to define the input, evidence, and reviewable output. Start with the local source and an exact question. A saved finding must identify the records that support it.

Build acceptance

Every finding must resolve to exact records. A suggested group must show its rule and members. Source records remain unchanged. A new snapshot must not rewrite an earlier result. Any cloud step must identify the data it sends.