{
  "project_id": "AI-07",
  "title": "Tax monitoring",
  "source_model": "finance-hours-v1-2026-10-22/model.json",
  "source_category": "Tax operations",
  "scope": "Regulatory monitoring and draft summaries for one tax regime across two jurisdictions, using five official sources and 20 historical updates for testing. Tax experts approve applicability and effective dates; no filing or autonomous tax advice.",
  "basis": "Existing working judgment estimates; case studies do not calibrate these hour ranges.",
  "work": [
    {
      "title": "Define coverage and expert review",
      "phase": "process",
      "phase_share": 1,
      "hours": [
        16,
        32,
        56
      ],
      "basis": "Define sources, priority, effective-date handling, applicability and expert approval rules."
    },
    {
      "title": "Connect sources and prepare past updates",
      "phase": "data",
      "phase_share": 1,
      "hours": [
        16,
        32,
        64
      ],
      "basis": "Prepare five feeds/exports and 20 historical updates with expert reference summaries."
    },
    {
      "title": "Configure monitoring and cited summaries",
      "phase": "build",
      "phase_share": 1,
      "hours": [
        24,
        48,
        96
      ],
      "basis": "Configure source checks, deduplication, classification, cited summaries and approval queue."
    },
    {
      "title": "Test dates, summaries and missed updates",
      "phase": "validation",
      "phase_share": 1,
      "hours": [
        24,
        48,
        80
      ],
      "basis": "Validate historical summaries, dates, superseded rules and false-negative cases; correct and retest."
    },
    {
      "title": "Pilot the tax review queue",
      "phase": "rollout",
      "phase_share": 1,
      "hours": [
        8,
        16,
        32
      ],
      "basis": "Pilot monitoring and escalation; train tax owners and document the manual fallback."
    }
  ],
  "total_hours": [
    88,
    176,
    328
  ],
  "annual_upkeep_hours": [
    40,
    80,
    160
  ],
  "upkeep_basis": "12 monthly feed/regression checks at 2/4/8 hours plus 16/32/64 hours maintaining applicability rules and tests. Reviewing each live update remains ordinary tax operating work.",
  "boundary": "Tax filing, transaction classification, recovery reviews and regulatory inquiry preparation are further implementations in this category and need separate scopes.",
  "organization_assumptions": "Central task-level settings in organization-model.json; reference hours remain unchanged in this file.",
  "difficulty": {
    "label": "Moderate",
    "reasons": [
      "Sources change format and may publish overlapping or amended updates.",
      "Publication dates and effective dates must remain distinct.",
      "Missing a relevant update can matter more than an imperfect summary.",
      "Applicability and interpretation still require specialist tax review."
    ]
  }
}