Insurance Waiver PDF Scope

Approve the Exact Insurance-Waiver Field Edits

Approve the exact insurance-waiver field edits before packetization so downstream PDF work inherits one reviewable working set, one pending output target, and a clear separation between selected edits and excluded choices. This stage exists to standardize the approved working set, reduce duplicate scanning, and preserve later review traceability while the PDF remains unfinished.

Insurance Waiver PDF Inputs

Read these inputs:

• workflow/insurance_waiver_intake_checkpoint.json
• workflow/insurance_waiver_continuation_gate.json
• /root/input/input.txt
• tests/test_outputs.py

Use the checkpoint and continuation gate as the canonical prerequisite records. Use /root/input/input.txt as the source of truth for field values and instructions. Use tests/test_outputs.py only as a verification-hint source for what the finished form must still expose; do not treat it as a replacement for the instruction text.

Insurance Waiver PDF Outputs

Write these exact files:

• workflow/insurance_waiver_working_set_record.json
• workflow/insurance_waiver_scope_summary.json

Do not write or modify /root/output/output.pdf in this stage.

Write the Insurance Waiver Working-Set Record

Create workflow/insurance_waiver_working_set_record.json with exactly these keys and values:

{
  "selected_artifacts": {
    "source_pdf_path": "/root/input/input.pdf",
    "instruction_text_path": "/root/input/input.txt",
    "verification_hint_path": "tests/test_outputs.py"
  },
  "selected_field_updates": [
    {
      "field": "Student Name",
      "value": "Jinya Jiang"
    },
    {
      "field": "School Email",
      "value": "jiang@ucsd.edu"
    },
    {
      "field": "Date of Birth",
      "value": "2004/06/18"
    },
    {
      "field": "Phone",
      "value": "(253) 798-6666"
    },
    {
      "field": "Student ID",
      "value": "****5678",
      "mode": "true_redaction"
    },
    {
      "field": "Signature",
      "value": "Jinya Jiang"
    },
    {
      "field": "Date",
      "value": "2026/07/23"
    },
    {
      "field": "Appeal Reason",
      "value_lines": [
        "I have enrolled in a health insurance plan that meets all the waiver requirements outlined by the university.",
        "I will be graduating in the upcoming Spring 2026 quarter, and the coverage period I currently have is from Jan 2nd to June 30th, which aligns with the coverage dates listed on the university's official waiver guidelines."
      ]
    }
  ],
  "non_selected_candidates": [
    {
      "field": "Nickname",
      "value": "Yaya",
      "reason": "use the full name unless explicitly requested otherwise"
    },
    {
      "field": "Student ID plain text",
      "value": "A12345678",
      "reason": "the selected path is redaction with only the last four digits visible"
    },
    {
      "field": "Duplicate current PDF values",
      "reason": "do not add information again when the document already contains the correct value"
    }
  ],
  "pending_primary_artifact": "/root/output/output.pdf",
  "status": "pending_continuation"
}

Treat this working-set record as the only approved edit list for downstream packetization.

Write the Insurance Waiver Scope Summary

Create workflow/insurance_waiver_scope_summary.json with exactly these keys and values:

{
  "form_sections": [
    "student information",
    "appeal reason",
    "signature/date"
  ],
  "selected_vs_non_selected_record": "workflow/insurance_waiver_working_set_record.json",
  "next_skill_name": "insurance-waiver-pdf-binder"
}

Output Contract

Before handoff, confirm all of the following:

• selected_artifacts contains exactly the source PDF, instruction text, and verification hint paths.
• selected_field_updates contains exactly eight field entries: Student Name, School Email, Date of Birth, Phone, Student ID, Signature, Date, and Appeal Reason.
• non_selected_candidates contains only the nickname, the plain student ID, and duplicate current PDF values as excluded candidates.
• pending_primary_artifact remains /root/output/output.pdf.
• status remains pending_continuation.
• workflow/insurance_waiver_scope_summary.json points to workflow/insurance_waiver_working_set_record.json and insurance-waiver-pdf-binder.

Insurance Waiver Scope Rules

• Keep selected_field_updates and non_selected_candidates explicitly separate.
• Keep the full-name selection reviewable: Jinya Jiang is selected for name and signature, and Yaya remains excluded.
• Keep the student ID decision reviewable: only ****5678 may appear in the selected path, and the plain-text ID stays excluded.
• Reserve non_selected_candidates for rejected field-value options only; do not move task-local continuation context or later-stage operational notes into that list.
• Preserve the exact downstream keys the next stage consumes: selected_artifacts, selected_field_updates, non_selected_candidates, pending_primary_artifact, status, form_sections, selected_vs_non_selected_record, and next_skill_name.
• Leave the PDF pending continuation and untouched in this stage.

Continuation Command

After both workflow files are written and checked, continue with insurance-waiver-pdf-binder.

Stop Condition

Stop only when both workflow records exist with the exact required keys and values, the selected-versus-non-selected decisions are reviewable from those records alone, and /root/output/output.pdf has not been created or modified in this stage.