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Effective-Date Closing Statement True-Up

Can we produce a source-controlled final effective-date settlement statement and preliminary-to-final cash true-up from executed PSA terms, then reconcile production, revenue, cash, gas-balancing, and JIB evidence without double counting. Unsupported line items abstain; controller approval, counterparty agreement, treasury review, and wire authorization remain separate human decisions? Trigger phrases: effective date closing statement true up, effective-date closing statement true-up. Produces: cited effective-date closing statement true-up workpaper and decision flags.

Legal Contracts And Closing · Closing · v1

Measured quality evidence

Quality lift unmeasured

Registry maturity does not prove response or artifact quality. No qualifying same-model skill-on versus no-skill improvement has been verified.

Required comparison: same model with this skill enabled versus the same model without the skill.

Inputs and output

Required inputs

  • Authorized Afes
  • Base Purchase Price USD
  • Cashout Threshold Mcf
  • Cash Schedule
  • Cash Tolerance Pct
  • Charged Overhead USD
  • Closing Date
  • Deal ID
  • Deposit Applied USD
  • Effective Date
  • Escheatment Months
  • Expected Overhead USD
  • Final Settlement Statement
  • Gas Balancing Periods
  • JIB Lines
  • JIB Tolerance USD
  • Makeup Threshold Mcf
  • Minimum Check USD
  • Owner WI
  • Preliminary Settlement Statement
  • Production Period
  • Production Tolerance Pct
  • Production Wells
  • PSA
  • Revenue Owners
  • Revenue Period
  • Revenue Pricing
  • Sales Volume BOE
  • Settlement Line Items
  • Settlement Term Review
  • Severance Tax Pct
  • Source Documents
  • Source Spans
  • Sustained Threshold

Optional inputs

  • Deal Name
  • Settlement Risks
  • True Up Markdown

Required source documents

  • Final Settlement Statement
  • Preliminary Settlement Statement
  • PSA
  • JIB
  • Los
  • Other
  • Production Csv

Expected outputs

  • Closing Statement True Up

Buyer-profile access

Policy visibility is not execution proof. Authentication is checked before a run.

Available

Read-only connection

The skill entry point is callable. Any downstream write or external action is checked separately.

Available

Partner workspace

The skill entry point is callable. Any downstream write or external action is checked separately.

External-action review

Review review applies before a consequential external or binding action. Analysis and working artifacts remain available before that review.

Review item

This is review guidance for a later external or binding action. Supported analysis and a working artifact remain available with the review item attached.

Applies before: external release, payment

Review item

This is review guidance for a later external or binding action. Supported analysis and a working artifact remain available with the review item attached.

Applies before: external release, payment

Review item

This is review guidance for a later external or binding action. Supported analysis and a working artifact remain available with the review item attached.

Applies before: external release

Input gaps and limits

Dependent input gaps

  • True Up Markdown is missing or unverified: The dependent calculation remains open. CRUX returns the other supported work and names the exact input needed.

Known limitations

  • Preview capability: useful but incomplete eval or SME coverage; human review required.
  • Do not use for the ongoing monthly close (monthly-close-revenue-run) or for pre-bid run-rate earnings quality (run-rate-cash-flow-qoe).

Relationships

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Authentication and the required buyer profile are checked before any work runs.

Effective-Date Closing Statement True-Up · CRUX Catalog