{
  "platformId": "chatgpt-work",
  "taskSlug": "task-2486",
  "directAnswer": "Use ChatGPT Work to assemble a reconciliation review packet from a named, read-only population: tie source documents to ledger rows, recompute amounts, preserve native identifiers, and label each difference as a timing question, missing evidence, duplicate, coding candidate, or calculation exception. A difference is not a correction, and a balanced worksheet is not proof that the books are right. ChatGPT must not choose accounting treatment, create or reverse a journal, change a code, clear a reconciliation, or certify a close. The attached figures are projected role-task priors, not measured ChatGPT adoption by bookkeeping, accounting, and auditing clerks, so they support a controlled review trial rather than a claim about current practice.",
  "topUseCases": [
    {
      "interventionId": "task-2486:records-to-reconciliation-review:recommend",
      "taskId": "task-2486",
      "task": "Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.",
      "workflowId": "records-to-reconciliation-review",
      "authorityMode": "recommend",
      "centralityScreen": {
        "value": 0.15273775599999997,
        "importance": {
          "value": 0.9199999999999999,
          "sourceField": "role-tasks-kv:task-2486.importance"
        },
        "occupationalRelevance": {
          "value": 0.9514,
          "sourceField": "role-tasks-kv:task-2486.relevance / 100"
        },
        "frequency": {
          "kind": "modal-response-share",
          "modalResponseSharePct": 17.45,
          "collectionDate": "2026-06-03",
          "sourceField": "role-tasks-kv:task-2486.modalResponseSharePct"
        }
      },
      "agentFit": {
        "value": 0.9025,
        "sourceField": "rule:digital-feasibility-and-capability-fit-single-count.v2"
      },
      "distribution": {
        "value": 0.35,
        "sourceField": "roles-kv:aiPlaybook.delegatedTasks[task-2486].observed-distribution"
      },
      "evidenceConfidence": "weak",
      "withinGateScore": 0.048246038676499986,
      "gate": {
        "status": "limited",
        "reason": "Authority remains below an approval-required intervention."
      },
      "capabilityIds": [
        "connected-apps-files",
        "deliverable-generation",
        "approval-enterprise-controls"
      ],
      "expectedArtifact": "Review worksheet listing mismatches, evidence, and proposed corrections",
      "humanReviewPoint": "Verify against source documents and approve or reject each correction.",
      "riskLevel": "high"
    }
  ],
  "workflows": [
    {
      "id": "records-to-reconciliation-review",
      "goal": "Turn approved transaction exports and source documents into a reconciliation review packet.",
      "inputs": [
        "Read-only ledger export",
        "Bank statement",
        "Approved chart of accounts",
        "Close checklist"
      ],
      "connectedSystems": [
        "Approved document repository",
        "Read-only accounting export"
      ],
      "steps": [
        "Confirm the period, entities, currencies, and source completeness.",
        "Match records and calculate variances without writing to the accounting system.",
        "List exceptions with source references and proposed explanations.",
        "Produce a reconciliation packet for clerk and controller review."
      ],
      "expectedArtifact": "Reconciliation worksheet and exception log",
      "starterPrompt": "Using these read-only records, prepare a reconciliation review packet. Show every calculation, cite each source row, list unresolved differences, and do not post or alter records.",
      "humanReviewPoint": "A qualified person verifies calculations and authorizes every correction or posting.",
      "commonFailure": "Treating missing, duplicated, stale, or differently timed records as confirmed discrepancies."
    }
  ],
  "setupRecommendations": [
    {
      "item": "Provide a read-only, period-locked export of the ledger and bank or subledger source documents with entity, currency, account, document, and transaction IDs intact; connect no posting, approval, or close control.",
      "rationale": "Reconciliation is defensible only when the population, as-of cut, source-to-record linkage, and accounting system of record are fixed before differences are interpreted; proposed fixes must remain drafts for an authorized reviewer.",
      "capabilityIds": [
        "connected-apps-files",
        "approval-enterprise-controls"
      ]
    }
  ],
  "prompts": [
    {
      "id": "reconciliation-packet",
      "title": "Prepare a reconciliation review packet",
      "prompt": "Compare these read-only records for the named period. Show calculations, cite source rows, separate timing differences from errors, and return an exception log for human review without changing any record.",
      "expectedArtifact": "Reconciliation review packet",
      "humanReviewPoint": "Verify source completeness, calculations, classifications, and proposed corrections."
    }
  ],
  "humanOwnedResponsibilities": [
    "Population law: the responsible accountant confirms the entity, period, currency, completeness, and authoritative source population before any comparison",
    "Evidence law: a source row, statement line, or supporting document may establish a fact only at its stated date and scope; missing evidence and timing differences remain open states",
    "Treatment law: account coding, cutoff, materiality, accrual, reversal, and explanation of a variance require qualified accounting judgment",
    "Posting law: journal preparation, approval, entry, correction, reconciliation sign-off, and close certification remain controlled human actions with segregation of duties",
    "Record law: source documents, working papers, exception disposition, and review evidence remain retained in the accounting record under the applicable retention policy"
  ],
  "risks": [
    {
      "id": "task-2486-scaffold-risk",
      "level": "medium",
      "description": "A tidy reconciliation can silently compare an incomplete or mismatched population, mistake a cutoff difference for an error, or turn a proposed code into a posted correction without the evidence and authority required for the books of record.",
      "mitigation": "Lock the period and population, retain native source references and control totals, show the calculation for every exception, classify timing separately from error candidates, and require an authorized accountant to verify and approve each disposition before any posting or sign-off."
    }
  ],
  "sources": [
    {
      "id": "occupation-bookkeeping-accounting-and-auditing-clerks",
      "title": "Bookkeeping, Accounting, and Auditing Clerks occupational render model",
      "url": "https://singulariki.com/roles/bookkeeping-accounting-and-auditing-clerks",
      "publisher": "gold.onet_role_starter_surface",
      "lastReviewedAt": "2026-06-03"
    },
    {
      "id": "openai-chatgpt-work",
      "title": "ChatGPT Work and Codex",
      "url": "https://help.openai.com/en/articles/20001275-chatgpt-work-and-codex",
      "publisher": "OpenAI",
      "lastReviewedAt": "2026-07-11"
    },
    {
      "id": "openai-work-deliverables",
      "title": "Creating and editing documents, spreadsheets, and presentations with ChatGPT Work",
      "url": "https://help.openai.com/en/articles/20001278-creating-and-editing-documents-spreadsheets-and-presentations-with-chatgpt-work",
      "publisher": "OpenAI",
      "lastReviewedAt": "2026-07-11"
    },
    {
      "id": "openai-work-cloud-browser",
      "title": "Using cloud browser in ChatGPT",
      "url": "https://help.openai.com/en/articles/20001280-using-cloud-browser-in-chatgpt",
      "publisher": "OpenAI",
      "lastReviewedAt": "2026-07-11"
    },
    {
      "id": "openai-work-desktop-browser",
      "title": "Using the built-in browser in the ChatGPT desktop app",
      "url": "https://help.openai.com/en/articles/20001277-using-the-built-in-browser-in-the-chatgpt-desktop-app",
      "publisher": "OpenAI",
      "lastReviewedAt": "2026-07-11"
    },
    {
      "id": "openai-chatgpt-skills",
      "title": "Skills in ChatGPT",
      "url": "https://help.openai.com/en/articles/20001066",
      "publisher": "OpenAI",
      "lastReviewedAt": "2026-07-11"
    },
    {
      "id": "openai-chatgpt-scheduled-tasks",
      "title": "Scheduled Tasks in ChatGPT",
      "url": "https://help.openai.com/en/articles/10291617-tasks-in-chatgpt",
      "publisher": "OpenAI",
      "lastReviewedAt": "2026-07-11"
    },
    {
      "id": "openai-workspace-agents",
      "title": "ChatGPT Workspace Agents for Enterprise and Business",
      "url": "https://help.openai.com/en/articles/20001143",
      "publisher": "OpenAI",
      "lastReviewedAt": "2026-07-11"
    }
  ],
  "freshness": {
    "platformVersion": "2026-07-09-launch",
    "platformReviewedAt": "2026-07-11",
    "occupationalDataVersion": "O*NET 30.3",
    "occupationalDataGeneratedAt": "2026-06-03T05:05:52.989984+00:00"
  },
  "quality": {
    "uniqueOccupationalOrTaskEvidence": false,
    "validPlatformSpecificWorkflow": false,
    "clearOutputArtifact": false,
    "realCapabilityMatch": true,
    "meaningfulHumanReviewSection": false,
    "sourcesAndFreshness": false,
    "distinctInternalRelationships": false,
    "noUnresolvedFactualOrProductVersionFailure": false,
    "indexable": false
  }
}