The work that needs attention
Review pending requests with their agent, counterparty, amount, currency, and policy. Inspect uncertain refund outcomes separately from general proposal approvals. These records are not a bank balance or accounting ledger.
Bound the allowance
Set total and per-request limits, allowed actions, counterparties, and expiry. Proposal reservations help prevent concurrent requests from exceeding a policy allowance. Revoke an allowance or pause new intake when needed.
Investigate with context
Follow the policy, exact request, review, and available evidence together. Agent-reported tool records and provider observations retain different meanings. Existing payment providers continue to own their transaction records and settlement process.
Current operating scope
This release supports financial proposals and a Stripe test refund path. It does not provide live multi-provider execution, custody, accounting close, tax advice, or an automatic compliance determination.