{
  "project_id": "AI-06",
  "title": "Finance information support",
  "source_model": "finance-hours-v1-2026-10-22/model.json",
  "source_category": "Finance self-service and knowledge access",
  "scope": "A cited finance-policy Q&A assistant using 50 approved documents, 25 reference questions and two access roles. It answers policy questions and escalates uncertainty; no financial SQL analysis or transactional actions.",
  "basis": "Existing working judgment estimates; case studies do not calibrate these hour ranges.",
  "work": [
    {
      "title": "Define policy questions and access",
      "phase": "process",
      "phase_share": 1,
      "hours": [
        12,
        24,
        40
      ],
      "basis": "Define question boundaries, owners, escalation, access roles and expected answers."
    },
    {
      "title": "Prepare policies and document versions",
      "phase": "data",
      "phase_share": 1,
      "hours": [
        16,
        32,
        64
      ],
      "basis": "Inventory and prepare 50 documents, map ownership/version and apply task-specific access tags."
    },
    {
      "title": "Configure cited answers and escalation",
      "phase": "build",
      "phase_share": 1,
      "hours": [
        24,
        48,
        88
      ],
      "basis": "Configure the existing retrieval service, prompts, citations and escalation behavior."
    },
    {
      "title": "Test answers and restricted content",
      "phase": "validation",
      "phase_share": 1,
      "hours": [
        24,
        48,
        88
      ],
      "basis": "Test 25 reference questions plus unknown, conflicting-document and access-restriction cases; correct and rerun."
    },
    {
      "title": "Pilot with finance users",
      "phase": "rollout",
      "phase_share": 1,
      "hours": [
        12,
        24,
        40
      ],
      "basis": "Pilot with users, explain source checking, record support procedures and prepare handover."
    }
  ],
  "total_hours": [
    88,
    176,
    320
  ],
  "annual_upkeep_hours": [
    36,
    72,
    144
  ],
  "upkeep_basis": "12 monthly content/version and answer checks at 2/4/8 hours plus 12/24/48 annual hours updating access tests, prompts and support guidance.",
  "boundary": "Reusable retrieval and access infrastructure is AI-11. Finance-data queries and analytical explanations require additional semantic and numerical validation beyond this policy assistant.",
  "organization_assumptions": "Central task-level settings in organization-model.json; reference hours remain unchanged in this file.",
  "difficulty": {
    "label": "Moderate",
    "reasons": [
      "Conflicting policy versions can produce confident but outdated answers.",
      "Retrieval must find the passages that actually answer each question.",
      "Answers and citations must respect document access restrictions.",
      "Unclear or unsupported questions need a useful human escalation route."
    ]
  }
}