methodology

Methodology

Pack structure, June 29 model roster refresh, scoring fields, and track definitions.

Updated Jun 29, 2026 · UTC

Pack

    Tracks

    • Transaction categorization
    • Vendor normalization
    • Client context fit
    • COA mapping
    • Split detection
    • Tax sensitivity

    Input

    Each participant receives the same statement pack, target chart of accounts, and normalized output schema.

    Output

    Outputs are normalized before scoring and merged into one overall table plus six track tables for the active release.