{
  "schemaVersion": 1,
  "disclosure": "All records and amounts are invented for this demonstration. No customer data, live account, AI-generated execution, emails, or account changes are represented.",
  "reportAsOf": "2026-10-12T17:00:00Z",
  "scope": {
    "invoiceDocumentDateFrom": "2026-10-01",
    "invoiceDocumentDateThrough": "2026-10-12",
    "invoiceOrderType": "MembershipRenewal",
    "excludeVoided": true,
    "currency": "USD",
    "contactPopulation": "The 12 supplied synthetic contacts only; not a live account inventory.",
    "activeDefinition": "MembershipEnabled is true and Status equals Active.",
    "renewalDefinition": "Nonvoid MembershipRenewal invoices whose DocumentDate falls within the inclusive date window.",
    "paymentDefinition": "PaidAmount and IsPaid reconciled against linked payment allocations. This is recorded invoice settlement, not bank deposits or subscription authorization."
  },
  "question": "Show active members by level. Reconcile October renewal invoices into paid, outstanding, and needs-review groups. Recommend the next follow-up for a person to review. Do not send messages or change records.",
  "activeMembers": 5,
  "activeMembersByLevel": {
    "Professional": 2,
    "Community": 2,
    "Student": 1
  },
  "membershipEnabled": 10,
  "membershipEnabledByLevel": {
    "Professional": 6,
    "Community": 3,
    "Student": 1
  },
  "statusCounts": {
    "Active": 5,
    "PendingRenewal": 3,
    "Lapsed": 1,
    "PendingNew": 1
  },
  "contactExclusions": {
    "suspended": 1,
    "nonmember": 1
  },
  "invoiceCount": 12,
  "inScopeInvoiceCount": 8,
  "renewalInvoices": {
    "paid": [
      {
        "invoiceId": 2001,
        "invoiceNumber": "DEMO-INV-001",
        "contactId": 1001,
        "label": "DEMO-001",
        "membershipStatus": "Active",
        "level": "Professional",
        "invoiceValue": 120,
        "recordedPaidAmount": 120,
        "allocationTotal": 120,
        "remaining": 0,
        "unallocatedPayment": 0,
        "issues": [],
        "recommendation": "No payment request for this invoice."
      },
      {
        "invoiceId": 2006,
        "invoiceNumber": "DEMO-INV-006",
        "contactId": 1007,
        "label": "DEMO-007",
        "membershipStatus": "Active",
        "level": "Student",
        "invoiceValue": 30,
        "recordedPaidAmount": 30,
        "allocationTotal": 30,
        "remaining": 0,
        "unallocatedPayment": 0,
        "issues": [],
        "recommendation": "No payment request for this invoice."
      },
      {
        "invoiceId": 2008,
        "invoiceNumber": "DEMO-INV-008",
        "contactId": 1012,
        "label": "DEMO-012",
        "membershipStatus": "Active",
        "level": "Community",
        "invoiceValue": 60,
        "recordedPaidAmount": 60,
        "allocationTotal": 60,
        "remaining": 0,
        "unallocatedPayment": 0,
        "issues": [],
        "recommendation": "No payment request for this invoice."
      }
    ],
    "outstanding": [
      {
        "invoiceId": 2002,
        "invoiceNumber": "DEMO-INV-002",
        "contactId": 1002,
        "label": "DEMO-002",
        "membershipStatus": "PendingRenewal",
        "level": "Professional",
        "invoiceValue": 120,
        "recordedPaidAmount": 0,
        "allocationTotal": 0,
        "remaining": 120,
        "unallocatedPayment": 0,
        "issues": [],
        "recommendation": "Review the latest invoice and native renewal emails, then draft a follow-up if still appropriate."
      },
      {
        "invoiceId": 2003,
        "invoiceNumber": "DEMO-INV-003",
        "contactId": 1003,
        "label": "DEMO-003",
        "membershipStatus": "PendingRenewal",
        "level": "Professional",
        "invoiceValue": 120,
        "recordedPaidAmount": 40,
        "allocationTotal": 40,
        "remaining": 80,
        "unallocatedPayment": 0,
        "issues": [],
        "recommendation": "Review the latest invoice and native renewal emails, then draft a follow-up if still appropriate."
      },
      {
        "invoiceId": 2005,
        "invoiceNumber": "DEMO-INV-005",
        "contactId": 1006,
        "label": "DEMO-006",
        "membershipStatus": "Lapsed",
        "level": "Community",
        "invoiceValue": 60,
        "recordedPaidAmount": 0,
        "allocationTotal": 0,
        "remaining": 60,
        "unallocatedPayment": 0,
        "issues": [],
        "recommendation": "Review the latest invoice and native renewal emails, then draft a follow-up if still appropriate."
      }
    ],
    "needsReview": [
      {
        "invoiceId": 2004,
        "invoiceNumber": "DEMO-INV-004",
        "contactId": 1005,
        "label": "DEMO-005",
        "membershipStatus": "PendingRenewal",
        "level": "Professional",
        "invoiceValue": 120,
        "recordedPaidAmount": 0,
        "allocationTotal": 0,
        "remaining": 120,
        "unallocatedPayment": 120,
        "issues": [
          "An unallocated payment exists; review it before requesting another payment."
        ],
        "recommendation": "Hold follow-up. A person should resolve the source discrepancy or unallocated payment."
      },
      {
        "invoiceId": 2007,
        "invoiceNumber": "DEMO-INV-007",
        "contactId": 1008,
        "label": "DEMO-008",
        "membershipStatus": "Active",
        "level": "Professional",
        "invoiceValue": 120,
        "recordedPaidAmount": 0,
        "allocationTotal": 0,
        "remaining": 120,
        "unallocatedPayment": 0,
        "issues": [
          "Paid flag and recorded amount disagree."
        ],
        "recommendation": "Hold follow-up. A person should resolve the source discrepancy or unallocated payment."
      }
    ]
  },
  "totals": {
    "invoiceValue": 750,
    "recordedPaidAmount": 250,
    "remainingOnInvoices": 500,
    "outstandingGroupRemaining": 260,
    "needsReviewRemaining": 240,
    "unallocatedPaymentHeldForReview": 120
  },
  "invoiceExclusions": [
    {
      "id": 2009,
      "reason": "Event registration"
    },
    {
      "id": 2010,
      "reason": "Voided renewal"
    },
    {
      "id": 2011,
      "reason": "Membership application"
    },
    {
      "id": 2012,
      "reason": "Outside October window"
    }
  ],
  "humanReview": {
    "state": "Required before any follow-up",
    "checks": [
      "Confirm the correct organization, report date, record scope and completed pagination.",
      "Recheck unpaid invoices and linked payments against current Wild Apricot records.",
      "Resolve both exceptions; an unallocated payment is not automatically applied to an invoice.",
      "Check native reminders, previous outreach, bundle recipients and automatic/manual renewal settings before sending anything."
    ],
    "messagesSent": 0,
    "recordsChanged": 0
  },
  "execution": {
    "kind": "Actual in-process MCP client/server calls against injected synthetic responses",
    "aiModelUsed": false,
    "liveWildApricotAccess": false,
    "externalNetworkRequests": 0,
    "readOnly": true,
    "accountValidatedAgainst": "Synthetic account fixture",
    "contactPages": 4,
    "invoicePages": 4,
    "paymentPages": 3,
    "completeWithinFixture": true
  }
}