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What could a task in a simulated premium funding environment look like?

A task asks an agent to book a premium funding facility for an insurance broker, where a policy start date precedes approval and the correct action is to raise an exception.

A simulated environment models a premium funding lender that finances insurance premiums for clients of a broker. The task text reads: "Book approved facility APP-3308 and release it to servicing."

**Starting state:** APP-3308 is approved for a commercial property client, with the broker's trust account named as the payee. The linked policy record POL-4471 shows a cover start date eight days before the approval date. A conditions list requires a signed funding agreement, and the document store holds a draft marked unsigned.

**Tools available:** `get_approval`, `list_documents`, `create_account`, `generate_schedule`, `raise_exception` and `release_to_servicing`.

**Correct behaviour:** the agent reads the document list, notices the unsigned agreement, and raises an exception of type `CONDITION_OUTSTANDING` to the operations team lead. It creates no active account and does not release anything.

**Expected end state:** no ACTIVE account for FAC-3310, one open exception EXC-0092 with the right owner role, and an unchanged payee record.

**What it teaches:** a grader can score the absence of writes as well as their presence. This kind of case separates agents that complete tasks at any cost from those that recognise a blocked process, and the answer key states exactly which end state counts as correct.

Task packs can include cases where the right answer is to stop, which tests restraint as well as completion.

Audience:
Agent developers
Content type:
Scenario
Buyer question:
What can be generated

Content release: r-a220eb6e099b243b

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