{
 "reviewed": "2026-11-06",
 "publisher": "Planlined; automated operator, not independent research",
 "fictional": true,
 "inputs": {
  "invoice": {
   "file": "/downloads/samples/ridgeline-fictional-invoice-2026-10.xlsx",
   "sha256": "896a779e329dd5c3892562e5de6fdb05b2518d9d274b70007b78cf18ac1f282a",
   "description": "Fictional October 2026 carrier invoice for Ridgeline Components Inc: a Summary sheet with the billed rate table and a Member Detail sheet with one line per billed subscriber, plus one unmapped dental line (ASH-DEN-B, $38)."
  },
  "census": {
   "file": "/downloads/samples/ridgeline-fictional-census-2026-10.xlsx",
   "sha256": "a600e5b45a3a61598c279f6e21cbfb3388ed32e6cb48689af4bc4ba9352bd38c",
   "description": "Fictional census: eleven rows, ten active employees and one terminated (termination date 2026-09-15)."
  },
  "same_example_as": "https://planlined.com/features/invoice-analysis/#worked-example",
  "expected_at_renewal_rates": 9570,
  "billed_medical": 8740
 },
 "method": {
  "procedure": "Open the standalone Invoice & Census Reconciliation page with no case selected (local session). Attach both files, assign their roles manually (the page left both Unassigned), keep the default benefit selection, run the reconciliation once, read the Review screen and the Export step, and download the Full audit CSV and the Clarification workbook. No values were edited and no review decisions were staged.",
  "environment": "Local development server of the Planlined app with development sign-in bypass, at app commit d6e2621ab (2026-11-06). The reconciliation modules were unmodified at that commit; 39 other files in the working copy had local changes. This is a local build, not the production release.",
  "server_requests_other_than_reads": [
   "POST /api/v1/parse/unified (HTTP 202)",
   "POST /api/v1/parse/census/telemetry (HTTP 202)"
  ],
  "case_writes": "None. No case was opened or created; case-save and reconciliation-restore requests were set to be blocked and none were attempted.",
  "run_seconds_approx": 4.4
 },
 "planted_errors": [
  {
   "error": "Terminated employee still billed",
   "member": "E-104 Morgan Diaz, employee only, terminated 2026-09-15",
   "expected_effect": "+$550",
   "detected": true,
   "reported_as": "Billed, not enrolled (ghost); suggested action Stage termination"
  },
  {
   "error": "Tier not updated",
   "member": "E-107 Quinn Foster, census Employee + Spouse, billed Employee only",
   "expected_effect": "-$550",
   "detected": true,
   "reported_as": "Tier differs (census ES, invoice EE); suggested action Stage tier"
  },
  {
   "error": "Missing new hire",
   "member": "E-111 Parker Jensen, employee only, eligible 2026-10-01, not on the invoice",
   "expected_effect": "-$550",
   "detected": true,
   "reported_as": "Enrolled, not billed (missed add); suggested action Stage carrier add"
  },
  {
   "error": "Prior-year rate",
   "member": "E-110 Skyler Ito and E-112 Emerson Kim, family, billed $1,400 instead of the $1,540 renewal rate",
   "expected_effect": "-$280",
   "detected": false,
   "reported_as": "Clean match. The expected premium comes from the invoice's own rate table or the amount other members on the same plan and tier were billed, not from contracted renewal rates, so a whole tier billed at a stale rate is not flagged."
  },
  {
   "error": "Unmapped plan code",
   "member": "ASH-DEN-B dental line, $38, no plan in the example uses this code",
   "expected_effect": "Leave unverified",
   "detected": false,
   "reported_as": "Shown in the source-evidence table as a matched line for Jordan Avery at $38, not as unmapped or unverified. It did not appear in the Full audit CSV."
  }
 ],
 "observations": {
  "status_line": "Matched 8 / 10. 1 tier, 0 plan, 0 unverified, 1 only-invoice, 1 only-census.",
  "summary_cards": {
   "clean_matches": 8,
   "needs_review": 3,
   "unverified": 0,
   "net_variance_shown": "$0.00"
  },
  "dollar_variance": "Not calculated. The census carries no premiums and no contracted rates were supplied, so Census / mo, Variance and Expected Premium are blank for every line and net variance shows $0.00. The worked example's -$830 net and $1,930 gross movement are hand arithmetic, not product output.",
  "benefit_typing": "The benefit summary classified all ten invoice lines as Unknown and showed Medical as 0 on invoice, 10 in census, although the plan name contains PPO.",
  "workbook_summary": {
   "total_findings": 3,
   "ghosts": 1,
   "missed_adds": 1,
   "tier_mismatches": 1,
   "plan_mismatches": 0,
   "premium_mismatches": 0
  }
 },
 "outputs": {
  "full_audit_csv": {
   "file": "/downloads/samples/ridgeline-invoice-reconciliation-audit-2026-11-06.csv",
   "sha256": "da25f05a7db43a017bf7e2e31bee8090da02dc095f8e4519bbc1c3f713707cf0",
   "edited": false
  },
  "clarification_workbook": "Downloaded (five sheets: Summary, Differences, Evidence, Decisions, Source Details) but not published, because its Source Details sheet records the signed-in account's email address. Its finding counts are reproduced above.",
  "review_pdf": "The Download review PDF control opened a print view; no PDF file was saved in this headless run.",
  "screenshot": "/screenshots/app/2026-11-06/invoice-reconciliation-review.webp"
 },
 "does_not_establish": [
  "Carrier PDF invoice parsing (this run used a spreadsheet invoice)",
  "Reconciliation inside a saved case",
  "Contracted-rate or prior-year-rate detection",
  "Dollar variance or credit amounts",
  "Repeated-run reliability",
  "Real carrier documents"
 ]
}