G13: Scope

Blank approved text input. Replace each placeholder only with approved source information.

Required content (contract wording):
Full approved scope, source account aliases, date filters, date basis/timezone, as-of capture time, definitions, source-to-alias map provenance, matching rules, inspected/excluded records, permission/privacy limits, missing-data reasons, coverage and responsible reviewer. Include recipe-specific policies, versions and tests. Scope must be inside the AI workbook or pasted packet, not merely a separate unprovided file.

Required fields:
Full approved scope: [required: supply approved information and source evidence; if missing, record the gap and keep the affected analysis blocked]
source account aliases: [required: supply approved information and source evidence; if missing, record the gap and keep the affected analysis blocked]
date filters: [required: supply approved information and source evidence; if missing, record the gap and keep the affected analysis blocked]
date basis/timezone: [required: supply approved information and source evidence; if missing, record the gap and keep the affected analysis blocked]
as-of capture time: [required: supply approved information and source evidence; if missing, record the gap and keep the affected analysis blocked]
definitions: [required: supply approved information and source evidence; if missing, record the gap and keep the affected analysis blocked]
source-to-alias map provenance: [required: supply approved information and source evidence; if missing, record the gap and keep the affected analysis blocked]
matching rules: [required: supply approved information and source evidence; if missing, record the gap and keep the affected analysis blocked]
inspected/excluded records: [required: supply approved information and source evidence; if missing, record the gap and keep the affected analysis blocked]
permission/privacy limits: [required: supply approved information and source evidence; if missing, record the gap and keep the affected analysis blocked]
missing-data reasons: [required: supply approved information and source evidence; if missing, record the gap and keep the affected analysis blocked]
coverage: [required: supply approved information and source evidence; if missing, record the gap and keep the affected analysis blocked]
responsible reviewer: [required: supply approved information and source evidence; if missing, record the gap and keep the affected analysis blocked]
recipe-specific policies: [required: supply approved information and source evidence; if missing, record the gap and keep the affected analysis blocked]
versions: [required: supply approved information and source evidence; if missing, record the gap and keep the affected analysis blocked]
tests: [required: supply approved information and source evidence; if missing, record the gap and keep the affected analysis blocked]

Scope and evidence rules:
A blank file is an input scaffold, not a native export or completed mapping. Preserve the exact column names/order and input names. Populate only from the documented native acquisition or explicit manual evidence. Stop if a required input, permission, privacy condition or coverage requirement is missing. Do not replace an old prompt until the named inputs and field-level mapping are reviewed. These files do not authorize login, setup, imports, account changes, message sending, publication, test submissions or spending.
Use approved minimized administrative metadata and aliases only. Aliases alone do not guarantee anonymity. Keep untouched exports/screenshots, identifying source maps, full documents and sensitive narratives in restricted firm storage. A hidden worksheet is not a privacy boundary. Do not insert credentials, payment/tax identifiers, raw client documents or unsanitized review text. Unknown is not zero, false, completed or absent.
Include this completed Scope inside the workbook or pasted packet the AI actually receives. Keeping it in a separate unprovided file does not satisfy the input contract.
Record exact source-field-to-editorial-field mappings, excluded records, missing reasons and any ambiguous joins. Keep the private identity map out of the AI packet.

Recipe-specific scope checks:
- calls-template.csv -> Calls: verify call_id -> call_alias, contact_token -> caller_alias and source_record_id -> source_ref through the restricted checked map. started_at becomes missed_at only for an event meeting the approved missed-call definition. disposition must be interpreted using actual answer-status evidence.
- forms-template.csv -> Later: verify form_id -> inquiry_alias, checked contact_token -> caller_alias and submitted_at -> event_at; record actual event_type and source_ref. Capture other in-scope later-contact channels separately. staff_acknowledged is not proof of contact timing.
- callback-policy-template.txt -> Scope: carry the exact look-forward interval, timezone, late-data cutoff, matching rules, consent/opt-out rules and full inspection coverage. Retain ambiguous/unmatched calls; incomplete windows block absence conclusions.

Do not proceed when:
- Missing stable staff-verified map, missing answer-status definition or incomplete later-contact window.

Execution status:
Documentation-checked component path; proposed workflow, not tested
Public official documentation checked 2026-10-15; no login, export, live query, import, installation, configuration, message or client workflow was executed.

Legacy synthetic examples and negative cases belong to their old prompts. They do not automatically test the native route and must not be fed into a new prompt without an explicit reviewed mapping and separately approved test design. These new files contain no synthetic values, source exports, account results or live-test evidence.
