| Explain a number | Register amount with limited context. | Source facts, rule snapshot, calculation, approval, and evidence stay attached. |
| Correct a period | Manual edit or replacement export. | The original run stays preserved while late facts produce a correction delta. |
| Reconcile settlement | Bank file, tax confirmation, or journal stored separately. | Liability, instruction, external result, and supporting evidence share one record. |
| Advisor review | CSV plus screenshots. | A review packet carries gaps, caveats, and a verifier path. |
| Answer a later question | Reopen CSVs, screenshots, and support threads. | Follow the connected facts, decisions, changes, and verification path. |