{ "schema_version": "1.0", "title": "PRISM Revenue Assurance Work Plan", "as_of": "2026-09-13", "type": "proposed_work_plan", "execution_status": "No tasks executed; no production agent deployed", "readiness": "Ready for scoping and capability validation. Implementation requires a PRISM repository or integration environment, approved test data and internal owners.", "primary_wedge": "Completed tenant services to verified accounting outcomes", "first_segment": "Proposed: multi-property office operators on Yardi with material chargeback and reconciliation pain", "global_constraints": [ "Use public evidence as a starting point, not proof of current private deployment behavior", "Do not interpret unknown competitor capability as absence", "No production mutations or messages are authorized by this document", "Use least-required customer data and preserve organization/property permissions", "Persist business evidence in a governed system; do not use transient AI chat as the financial audit record", "All numerical pilot targets are proposed decision criteria, not measured results" ], "tasks": [ { "id": "A0", "title": "Validate PRISM release, entitlement and workflow boundaries", "priority": "P0", "status": "not_started", "depends_on": [], "inputs_required": [ "Current release/version and SKU list", "Authorized test tenant and documented interfaces or recorded internal demonstration", "Buyer accounting system/version and required deployment scope" ], "outputs": [ "capability-manifest.json: capability, native/configured/manual/prototype status, version, entitlement, role, supporting artifact, tested_at", "integration-contracts.md: readable/writable entities, identity mapping, status feedback and known limits", "A signed-off demonstration scope for sales" ], "acceptance_criteria": [ "Every promised capability has dated evidence for the target environment", "Verify document and operational chat scopes and whether a combined workflow exists", "Verify invoice extraction, approvals, Yardi transfer, downstream readback, credits and retries separately", "Separate PRISM AI from JLL Property Assistant and identify all partner costs" ], "stop_conditions": [ "No verified authority/access for dependent environment checks", "Missing native or documented interface: mark unverified and scope a manual pilot; do not invent API endpoints or availability" ], "source_refs": [ { "id": "P1", "title": "Prism AI Feature Overview", "url": "https://buildingengines-prism.zendesk.com/hc/en-us/articles/34423808239131-Prism-AI-Feature-Overview", "source_date": "Updated January 29, 2026" }, { "id": "P2", "title": "Prism AI - Operational Intelligence", "url": "https://buildingengines-prism.zendesk.com/hc/en-us/articles/45806448921115-Prism-AI-Operational-Intelligence-New-Feature-for-Purchase", "source_date": "Updated February 27, 2026" }, { "id": "P3", "title": "Prism AI - Document Intelligence", "url": "https://buildingengines-prism.zendesk.com/hc/en-us/articles/39982176468379-Prism-AI-Document-Intelligence-New-Feature-for-Purchase", "source_date": "Updated January 29, 2026" }, { "id": "P4", "title": "Using AI Data Extraction for Vendor Invoices", "url": "https://buildingengines-prism.zendesk.com/hc/en-us/articles/47684140424347-Using-AI-Data-Extraction-for-Vendor-Invoices", "source_date": "Updated March 11, 2026" }, { "id": "P5", "title": "Prism and Yardi Technical Setup Guide", "url": "https://buildingengines-prism.zendesk.com/hc/en-us/articles/34455212272155-Prism-and-Yardi-Technical-Setup-Guide", "source_date": "Updated January 7, 2026" }, { "id": "P9", "title": "Prism FAQs", "url": "https://www.buildingengines.com/faqs/", "source_date": "Undated current page; indexed July 2026" }, { "id": "P10", "title": "JLL Property Assistant", "url": "https://www.jll.com/en-us/products/property-assistant", "source_date": "Undated current page" }, { "id": "P14", "title": "Prism AI Datasheet", "url": "https://www.buildingengines.com/wp-content/uploads/2026/08/Prism-AI-Datasheet-BE.pdf", "source_date": "August 2026 URL; no separate publication date confirmed" } ] }, { "id": "A1", "title": "Define the evidence model and label the pilot dataset", "priority": "P0", "status": "not_started", "depends_on": [ "A0" ], "inputs_required": [ "Permissioned work-order, labor/material, rate, billing-rule and accounting exports", "Finance-approved eligibility rules and relevant rule versions", "At least 50 representative historical cases, including negative cases" ], "outputs": [ "evidence-contract.json with required fields, identifiers, joins, source ownership and null handling", "ground-truth.csv with eligible/non-eligible/ambiguous labels and reviewer", "data-quality-report.md with row counts, unmatched identities and source freshness" ], "acceptance_criteria": [ "Reconcile row counts and preserve source record IDs", "Document how company, lease, tenant and building IDs are distinguished", "No fabricated quantities, prices or billability terms", "Hold out validation examples; label both flagged and unflagged cases", "Keep separate operational completion, export, posting and collection states" ], "stop_conditions": [ "Source history or accounting statuses unavailable for the claimed outcome", "No controller-approved rules or ground truth" ], "source_refs": [ { "id": "P5", "title": "Prism and Yardi Technical Setup Guide", "url": "https://buildingengines-prism.zendesk.com/hc/en-us/articles/34455212272155-Prism-and-Yardi-Technical-Setup-Guide", "source_date": "Updated January 7, 2026" }, { "id": "P6", "title": "Adding Billable Charges to Work Orders, Preventive Maintenance Tasks and Inspections", "url": "https://buildingengines-prism.zendesk.com/hc/en-us/articles/34452182321819-Adding-Billable-Charges-to-Work-Orders-Preventive-Maintenance-Tasks-and-Inspections", "source_date": "Updated August 12, 2025" }, { "id": "P7", "title": "Accounting Batch Exports", "url": "https://buildingengines-prism.zendesk.com/hc/en-us/articles/35188639641499-Accounting-Batch-Exports", "source_date": "Undated in inspected extract" } ] }, { "id": "A2", "title": "Detect completed services with missing or unresolved charges", "priority": "P0", "status": "not_started", "depends_on": [ "A1" ], "inputs_required": [ "Validated evidence contract and labeled cases", "Narrow initial service categories with approved rates and rules" ], "outputs": [ "exception-queue.json: record_id, building_id, tenant_id, evidence_refs, rule_version, proposed_amount, ambiguity, next_owner, recommended_action", "evaluation.md with per-class precision/recall, numerators, denominators, missed cases and false positives" ], "acceptance_criteria": [ "Operate in shadow mode until approved for the next stage", "Every proposed amount traces to verified quantity and an approved rate/rule", "Use deterministic arithmetic and identity checks; AI may interpret text and propose links", "Abstain on missing records, conflicting identity or ambiguous eligibility", "Initial pilot targets: >=95% valid flagged opportunities and >=80% known eligible omissions found; disclose sample size and uncertainty" ], "stop_conditions": [ "Cannot produce source evidence for a proposed correction", "Targets missed or review burden exceeds baseline" ], "source_refs": [ { "id": "P2", "title": "Prism AI - Operational Intelligence", "url": "https://buildingengines-prism.zendesk.com/hc/en-us/articles/45806448921115-Prism-AI-Operational-Intelligence-New-Feature-for-Purchase", "source_date": "Updated February 27, 2026" }, { "id": "P6", "title": "Adding Billable Charges to Work Orders, Preventive Maintenance Tasks and Inspections", "url": "https://buildingengines-prism.zendesk.com/hc/en-us/articles/34452182321819-Adding-Billable-Charges-to-Work-Orders-Preventive-Maintenance-Tasks-and-Inspections", "source_date": "Updated August 12, 2025" }, { "id": "P7", "title": "Accounting Batch Exports", "url": "https://buildingengines-prism.zendesk.com/hc/en-us/articles/35188639641499-Accounting-Batch-Exports", "source_date": "Undated in inspected extract" } ] }, { "id": "A3", "title": "Prepare approved corrections through existing financial workflows", "priority": "P1", "status": "not_started", "depends_on": [ "A0", "A2" ], "inputs_required": [ "Accepted exception queue", "Verified write interface or documented human-operated pilot flow", "Assigned approver, role permissions and change limits" ], "outputs": [ "change-preview.json with before/after values and source links", "approval-log.json with actor, scope, timestamp and evidence version", "submission-log.json with deduplication key, record IDs and outcome" ], "acceptance_criteria": [ "Financial changes require explicit authorized approval", "Re-check current record state before applying an approved change", "Use deterministic duplicate prevention and preserve native approval controls", "Ambiguous vendor matching must be reviewed; do not silently accept an inferred default", "Retries create no duplicate charge; rejected changes do not appear successful", "No automatic tenant notification, financial posting or collection unless separately in the authorized, verified workflow" ], "stop_conditions": [ "Approval missing or stale relative to evidence", "Authorization, identity or transaction status is uncertain" ], "source_refs": [ { "id": "P4", "title": "Using AI Data Extraction for Vendor Invoices", "url": "https://buildingengines-prism.zendesk.com/hc/en-us/articles/47684140424347-Using-AI-Data-Extraction-for-Vendor-Invoices", "source_date": "Updated March 11, 2026" }, { "id": "P5", "title": "Prism and Yardi Technical Setup Guide", "url": "https://buildingengines-prism.zendesk.com/hc/en-us/articles/34455212272155-Prism-and-Yardi-Technical-Setup-Guide", "source_date": "Updated January 7, 2026" }, { "id": "P8", "title": "January 28, 2026 Release Notes", "url": "https://buildingengines-prism.zendesk.com/hc/en-us/articles/46002310618139-January-28-2026-Release-Notes-Prism-Web-Platform", "source_date": "Updated February 5, 2026" } ] }, { "id": "A4", "title": "Reconcile transfer to the verified accounting outcome", "priority": "P1", "status": "not_started", "depends_on": [ "A0", "A3" ], "inputs_required": [ "Confirmed accounting feedback interface or controller-provided exports", "Submission IDs and financial transaction references", "Correction/credit history" ], "outputs": [ "reconciliation-ledger.json with attempted, received, posted, reversed, collected and unknown states", "unresolved-cases.csv with accountable owner and next action", "finance-signoff.md for incremental contribution and exclusions" ], "acceptance_criteria": [ "Never collapse successful export into posting or cash collection", "Tie every final status to an authoritative response or finance record", "Cover rejected mappings, delayed acknowledgement, retries, partial credits and cancellation", "Report proposed, approved, posted and collected amounts separately", "Preserve evidence beyond AI conversation retention in the approved business record system" ], "stop_conditions": [ "Downstream feedback is unavailable: retain pending/unknown state", "No finance signoff for claimed realized value" ], "source_refs": [ { "id": "P2", "title": "Prism AI - Operational Intelligence", "url": "https://buildingengines-prism.zendesk.com/hc/en-us/articles/45806448921115-Prism-AI-Operational-Intelligence-New-Feature-for-Purchase", "source_date": "Updated February 27, 2026" }, { "id": "P5", "title": "Prism and Yardi Technical Setup Guide", "url": "https://buildingengines-prism.zendesk.com/hc/en-us/articles/34455212272155-Prism-and-Yardi-Technical-Setup-Guide", "source_date": "Updated January 7, 2026" }, { "id": "P7", "title": "Accounting Batch Exports", "url": "https://buildingengines-prism.zendesk.com/hc/en-us/articles/35188639641499-Accounting-Batch-Exports", "source_date": "Undated in inspected extract" } ] }, { "id": "A5", "title": "Validate engineer field capture and recovery", "priority": "P0", "status": "not_started", "depends_on": [ "A0" ], "inputs_required": [ "Target iOS/Android devices and supported app versions", "Authorized test records and role accounts", "Agreed poor-connectivity and reconnection test conditions" ], "outputs": [ "field-test-results.csv with version, device, role, scenario, expected/observed result and evidence", "critical-defects.md for remediation", "buyer-acceptance.md" ], "acceptance_criteria": [ "Test request/photo persistence, labor entry/edit, date/time-zone behavior, permissions and reconnect", "No silent record loss or duplicate financial entry in required scenarios", "Test user-correctable recovery and explicit unsynced state", "Record task time and completion by actual field users", "Do not infer current failures or wins from historic app ratings" ], "stop_conditions": [ "A required field flow loses data or cannot recover reliably", "No valid device/environment evidence for a reliability claim" ], "source_refs": [ { "id": "P11", "title": "Prism - Property Management", "url": "https://play.google.com/store/apps/details?id=com.buildingengines.prism1&hl=en_US", "source_date": "Inspected September 13, 2026; update September 3, 2026" }, { "id": "P12", "title": "Prism - Property Management", "url": "https://apps.apple.com/us/app/prism-property-management/id1460840521", "source_date": "Inspected September 13, 2026" } ] }, { "id": "A6", "title": "Produce the buyer-specific competitive proof pack", "priority": "P1", "status": "not_started", "depends_on": [ "A0", "A1", "A5" ], "inputs_required": [ "Buyer decision criteria, pain evidence and economic baseline", "Competitor release/configuration and the same evaluation cases", "Full quote scope and implementation responsibilities", "A2-A4 outcomes when claiming the new agent workflow" ], "outputs": [ "buyer-battlecard.md", "mutual-pilot-plan.md", "pilot-scorecard.csv", "approved-claims.json with status, source, environment evidence and expiry" ], "acceptance_criteria": [ "Distinguish native, configured, manually delivered and prototype capabilities in every demo", "Do not claim competitors lack accounting, portfolio support, AI or COI automation", "Use the same buyer-approved test cases and expose counterevidence", "Include license, partner, integration, implementation and operating costs", "Make no quantified ROI or superiority claim without buyer-specific substantiation", "Keep customer-facing distribution as an explicit human sales action" ], "stop_conditions": [ "Required experience or translation capability is unmet", "No measurable financial pain or no finance sponsor", "Competitor resolves relevant cases with better total cost/effort" ], "source_refs": [ { "id": "C1", "title": "Buildings Powered by Cove", "url": "https://cove.is/buildings-powered-by-cove", "source_date": "Undated current page" }, { "id": "C2", "title": "Work Order Management System Guide for Your CRE Firm", "url": "https://visitt.io/blog/work-order-management-system", "source_date": "Indexed as published approximately May 2026" }, { "id": "C3", "title": "Visitt Pros and Cons: User Likes and Dislikes", "url": "https://www.g2.com/products/visitt/reviews?qs=pros-and-cons", "source_date": "Indexed reviews December 2021-January 2026" }, { "id": "C4", "title": "Cove Software Reviews", "url": "https://www.capterra.com/p/266963/cove/", "source_date": "Page updated 2026-08-20; reviews July 2025-July 2026" }, { "id": "C5", "title": "Reserving Amenities: Property Teams", "url": "https://support.cove.is/hc/en-us/articles/41316202327316-Reserving-Amenities-Property-Teams", "source_date": "Live page displayed updated 1 month ago" }, { "id": "C6", "title": "Set up and validate tenant COI requirements", "url": "https://help.visitt.io/en/articles/14456467-set-up-and-validate-tenant-coi-requirements", "source_date": "2026-07-23 (displayed)" }, { "id": "C8", "title": "Introducing Live Translate: Type-and-go AI Translation Built Right into Your Work Orders", "url": "https://visitt.io/blog/introducing-al-live-translate-for-work-orders", "source_date": "2025-11-26; updated 2026-08-11" }, { "id": "C9", "title": "BGO Properties and Visitt announce national strategic partnership to power AI-driven operations", "url": "https://bgo.com/press-release/bgo-properties-and-visitt-announce-national-strategic-partnership-to-power-ai-driven-operations?hs_amp=true", "source_date": "2026-06-03" }, { "id": "C14", "title": "Tenant Billing Software for CRE Teams", "url": "https://visitt.io/billing", "source_date": "Current page; checked September 13, 2026" }, { "id": "P9", "title": "Prism FAQs", "url": "https://www.buildingengines.com/faqs/", "source_date": "Undated current page; indexed July 2026" } ] } ], "attribution": "*AI-generated recommendations for discussion. These are not Nick’s recommendations or approved JLL/PRISM guidance." }