Close scope

What it does

Fixes what a reconciliation covers before any figures are pulled, which means the accounts, the campaigns and the dates that are being closed. Anything outside that scope stays out of the period.

Where it happens

The agent does this in one activity across one reference process. Each one names the activity as that process words it.

• Set What the Close Covers
  • ref/mkt/reconcile-media-spend, activity 1 - Reconcile Media Spend

What to record

The reconciliation for the period at a version, one row per line: what was ordered, what ran, what was billed, the difference, and the amount at stake. Against every unmatched line, the question that went to the issuer, the date it went, the answer that came back, and what that answer settled. A line still open on the day the period closes is recorded as open, with its age and its amount. A credit is recorded against the line it settles, so the next period is checked against a figure that already accounts for it.

That contract covers every activity this abstract agent takes on, and it is repeated in com.agentcatalog.agent/RECORDS.md. What the abstract agent does not do is in com.agentcatalog.agent/NOT.md.