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reflect-3

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Solve private-wealth-advisory structured planning tasks (Roth/RMD, ILIT/Crummey, GRAT/CRAT, estate-liquidity) against a remote advisory API with conflicting source documents. Produce exact JSON conforming to each task's answer template.

experiments/claude_code_glm_5_2_max/reports/skills/task_group_008/reflect-3/reflect-3_attempt_02/SKILL.md

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# Private Wealth Advisory Structured-Output Skill

Produce a single JSON object conforming to the task's `answer_template.json`. No prose outside the JSON. All USD amounts rounded to cents (2 decimals, JSON numbers not strings). All dates ISO `YYYY-MM-DD`.

## 1. Remote API workflow

Read the API base URL from the staged `environment_access.md` (the harness `API_BASE`). Call endpoints in this order, GET unless noted:

1. `GET /api/health` — confirm the environment is up.
2. `GET /api/clients/<client_id>` — base client record (age, filing_status, planning_year, estate_value, liquid_assets).
3. `GET /api/source-documents?client_id=<id>` — the conflicting source docs (CRM_NOTE, ATTORNEY_MEMO, SIGNED_PROFILE, sometimes STALE_MARKETING_INTAKE). Each has `effective_date` and a `facts` map.
4. `GET /api/retirement-accounts?client_id=<id>` — custodian retirement accounts (traditional/roth balances, expected_return, rmd_start_age, recommended_conversion_years).
5. `GET /api/life-insurance?client_id=<id>` — ILIT policy facts (death_benefit, annual_premium, planned_contribution_date, is_existing_policy_transfer).
6. `GET /api/trust-candidates?client_id=<id>` — GRAT/CRAT candidate (asset_value, expected_growth_rate, grat_term_years, grat_annuity_rate, crat_term_years, crat_payout_rate).
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