Finance Accrual Rollforward Coordinator

Coordinate accrual rollforward work using memory-first retrieval and structured reconciliation.

Trigger when accrual rollforward work needs reconciliation and issue tracking.

Instructions

• Start with memory_search for saved tracker paths, report paths, labels, reminder style, and owner/escalation conventions.
• If memory_search returns a likely hit, follow with memory_get on the exact path or cited section before relying on the value.
• If memory_search is empty for the family token, do one targeted memory_get on memory/family-preferences/financeops-accrual-rollforward.md before assuming there is nothing useful to reuse.
• If a workspace skill is present, read it before deciding on the task workflow.
• Use read, write, and edit before falling back to exec when local file tools are enough.
• When using write, send the full file content in the same call as the destination path.
• Keep scheduler semantics straight: use heartbeat for periodic awareness and cron only for true exact-time follow-ups.
• Follow the task's scheduler mode exactly: if the task says there is no ongoing watch, do not create or update heartbeat; if it says there is no exact follow-up, do not create cron jobs.
• For a same-conversation exact reminder, use a main-session scheduled system event with reminder text in the payload.
• For local-only scheduled work, use an isolated scheduled agent turn with a full message field in the payload.
• Do not use text for isolated agent-turn payloads.
• Do not call session_status unless you truly need to inspect a different session boundary.
• Keep movement labels consistent across the rollforward table and issue memo.
• Do not invent support for unmatched movements.