{
  "$schema": "../schemas/engagement-reframe.schema.json",
  "schema_version": "1.0.0",
  "record_id": "invoice_exception_reframe",
  "workflow_id": "invoice_exception_resolution",
  "version": "1.0.0",
  "status": "current",
  "inherited_brief": {
    "statement": "Automatically resolve and post eligible invoice exceptions without a separate accounts-payable review.",
    "source_refs": ["commercial-brief.md#automatic-resolution"],
    "state": "superseded",
    "limitations": "The brief did not identify approval policy, exception ownership, or the recovery path."
  },
  "roles": {
    "sponsor": {
      "identity": "Finance transformation lead",
      "status": "verified",
      "basis": "Named outcome sponsor in the commercial brief.",
      "evidence_refs": ["commercial-brief.md#owner"]
    },
    "process_knower": {
      "identity": "Accounts-payable exception lead",
      "status": "verified",
      "basis": "Owns the exception queue and resolves policy escalations.",
      "evidence_refs": ["observation-log.md#process-knower"]
    },
    "operator": {
      "identity": "Accounts-payable reviewer",
      "status": "verified",
      "basis": "Performed the observed review and correction steps.",
      "evidence_refs": ["observation-log.md#representative-case"]
    },
    "disposition_authority": {
      "identity": "Accounts-payable service owner",
      "status": "verified",
      "basis": "Owns the invoice-exception operating boundary and accepted the constrained kickoff.",
      "evidence_refs": ["decision-record.md#authority"]
    },
    "verifier": {
      "identity": "Finance controls manager",
      "status": "verified",
      "basis": "Independently verifies correction accuracy and posting controls.",
      "evidence_refs": ["controls-policy.md#verification"]
    }
  },
  "representative_case": {
    "case_id": "invoice_case_1042",
    "observed_at": "2026-08-20T14:00:00Z",
    "population_scope": "Domestic supplier invoices routed to the documented price-variance exception queue.",
    "process_knower": "Accounts-payable exception lead",
    "evidence_refs": ["observation-log.md#invoice-case-1042"],
    "limitations": "One recent case proves the path occurred but does not establish population frequency."
  },
  "claims": [
    {
      "claim_id": "claim_auto_post",
      "class": "sold",
      "statement": "The proposed service automatically posts resolved invoice exceptions.",
      "owner": "Finance transformation lead",
      "scope": "Eligible invoice exceptions in the commercial brief.",
      "evidence_refs": ["commercial-brief.md#automatic-resolution"],
      "currency": "superseded"
    },
    {
      "claim_id": "claim_reviewer_approval",
      "class": "policy_authorized",
      "statement": "A designated accounts-payable reviewer must approve every correction before posting.",
      "owner": "Finance controls manager",
      "scope": "All invoice corrections covered by the current controls policy.",
      "evidence_refs": ["controls-policy.md#posting-approval"],
      "currency": "current"
    },
    {
      "claim_id": "claim_observed_review",
      "class": "observed",
      "statement": "The reviewer inspected evidence, corrected the exception, and approved posting in the observed case.",
      "owner": "Accounts-payable exception lead",
      "scope": "Observed invoice case 1042 only.",
      "evidence_refs": ["observation-log.md#invoice-case-1042"],
      "currency": "current"
    }
  ],
  "conflicts": [
    {
      "conflict_id": "conflict_posting_authority",
      "claim_ids": ["claim_auto_post", "claim_reviewer_approval", "claim_observed_review"],
      "affected_boundary": "Whether the service may post a correction or only prepare it for human approval.",
      "affected_outcomes": ["posting correctness", "control compliance", "cycle time"],
      "authority_needed": "Accounts-payable service owner",
      "state": "resolved"
    }
  ],
  "proposal": {
    "proposal_id": "proposal_recommend_only",
    "statement": "Classify the exception, assemble cited evidence, and stage a correction while retaining reviewer approval and posting authority.",
    "safe_fallback": "Continue the existing manual queue while collecting recommendation-only shadow evidence.",
    "next_field_move": "Observe ten eligible cases and measure recommendation accuracy, reviewer effort, and exception coverage.",
    "affected_boundary": "Recommendation and staging are in scope; approval and posting remain human-controlled.",
    "required_authority": "Accounts-payable service owner",
    "status": "accepted"
  },
  "disposition": {
    "decision": "bounded_kickoff",
    "actor": "Accounts-payable service owner",
    "authority_basis": "Accountable owner for the invoice-exception workflow boundary.",
    "scope": "Recommendation-only pilot for domestic price-variance exceptions.",
    "evidence_ref": "decision-record.md#bounded-kickoff",
    "source_passage": "Proceed with recommendation and staging only; reviewer approval and posting remain unchanged.",
    "rationale": "The bounded path tests value without weakening the current posting control.",
    "decided_at": "2026-08-20T16:30:00Z"
  },
  "downstream_impacts": [
    {
      "artifact_id": "workflow_charter",
      "depends_on_claim_ids": ["claim_auto_post", "claim_reviewer_approval"],
      "action": "supersede",
      "reason": "The accepted boundary removes automated approval and posting.",
      "owner": "Delivery lead"
    },
    {
      "artifact_id": "evaluation_plan",
      "depends_on_claim_ids": ["claim_auto_post", "claim_observed_review"],
      "action": "review_required",
      "reason": "Evaluation must measure recommendation quality and reviewer effort rather than autonomous posting.",
      "owner": "Evaluation lead"
    },
    {
      "artifact_id": "data_context_manifest",
      "depends_on_claim_ids": [],
      "action": "no_change",
      "reason": "The source population and access boundary are unchanged by this disposition.",
      "owner": "Data owner"
    }
  ],
  "chronology": [
    {
      "event_id": "event_brief_recorded",
      "type": "brief_recorded",
      "occurred_at": "2026-08-20T13:00:00Z",
      "actor": "Delivery lead",
      "summary": "Recorded the inherited automatic-posting brief without rewriting it.",
      "evidence_refs": ["commercial-brief.md#automatic-resolution"]
    },
    {
      "event_id": "event_case_observed",
      "type": "case_observed",
      "occurred_at": "2026-08-20T14:00:00Z",
      "actor": "FDE",
      "summary": "Observed reviewer-controlled correction and posting for invoice case 1042.",
      "evidence_refs": ["observation-log.md#invoice-case-1042"]
    },
    {
      "event_id": "event_conflict_opened",
      "type": "conflict_opened",
      "occurred_at": "2026-08-20T14:30:00Z",
      "actor": "FDE",
      "summary": "Opened the conflict between automatic posting and reviewer authority.",
      "evidence_refs": ["commercial-brief.md#automatic-resolution", "controls-policy.md#posting-approval"]
    },
    {
      "event_id": "event_proposal_recorded",
      "type": "proposal_recorded",
      "occurred_at": "2026-08-20T15:30:00Z",
      "actor": "Delivery lead",
      "summary": "Proposed a recommendation-only boundary with a manual fallback.",
      "evidence_refs": ["decision-record.md#proposal"]
    },
    {
      "event_id": "event_disposition_recorded",
      "type": "disposition_recorded",
      "occurred_at": "2026-08-20T16:30:00Z",
      "actor": "Accounts-payable service owner",
      "summary": "Accepted a bounded kickoff while retaining reviewer approval and posting authority.",
      "evidence_refs": ["decision-record.md#bounded-kickoff"]
    }
  ],
  "control_ids": ["FDE-001", "FDE-002", "FDE-005", "CTX-001", "CTX-004", "DEL-002"]
}