Audit benefit double counting

Reconcile business-case benefit claims to unique economic source pools and allocation fractions, exposing overallocated sources and claim-level mismatches before portfolio value is aggregated.

What it's for

Prevents several initiatives from each claiming the same renewal, revenue, productivity, or risk-reduction benefit in an executive portfolio total.

What you give it

Inputs split into evidence read from your connected systems, calibration your team owns, and numerical controls that affect precision but never the result's meaning.

Field Type Role Required
benefit_sources array of objects (2 fields) Evidence Yes
claims array of objects (3 fields) Evidence Yes
max_detail_rows integer ≥ 1, ≤ 500 Numerical control Optional
maximum_claim_relative_error number ≥ 0, ≤ 1 Your calibration Optional
maximum_source_allocation number ≥ 0, ≤ 1 Your calibration Optional

Each claims record

Field Type Required
claimed_benefit number (≥ 0) Yes
id string (non-empty) Yes
source_allocations array of objects (2 fields) Yes
Example input
{
  "benefit_sources": [
    {
      "benefit_amount": 500,
      "id": "renewal-value"
    },
    {
      "benefit_amount": 200,
      "id": "support-savings"
    }
  ],
  "claims": [
    {
      "claimed_benefit": 400,
      "id": "product",
      "source_allocations": [
        {
          "fraction": 0.8,
          "source_id": "renewal-value"
        }
      ]
    },
    {
      "claimed_benefit": 300,
      "id": "platform",
      "source_allocations": [
        {
          "fraction": 0.2,
          "source_id": "renewal-value"
        },
        {
          "fraction": 1,
          "source_id": "support-savings"
        }
      ]
    }
  ]
}

What you get back

This is the actual output of running the example above — computed by the same function the platform calls, not an illustration.

Example output
{
  "assumptions": [
    "Each source is a unique incremental economic benefit pool with one evidence identity and common horizon/currency/basis.",
    "Allocation fractions express attribution of the source pool and were frozen before business-case aggregation.",
    "No detected overlap does not validate the source amount or causal attribution."
  ],
  "claim_diagnostics": [
    {
      "claim_id": "platform",
      "claim_reconciled": true,
      "claimed_benefit": 300,
      "relative_error": 0,
      "source_ids": [
        "renewal-value",
        "support-savings"
      ],
      "source_reconciled_benefit": 300
    },
    {
      "claim_id": "product",
      "claim_reconciled": true,
      "claimed_benefit": 400,
      "relative_error": 0,
      "source_ids": [
        "renewal-value"
      ],
      "source_reconciled_benefit": 400
    }
  ],
  "configuration": {
    "maximum_claim_relative_error": 0.02,
    "maximum_source_allocation": 1
  },
  "decision": "benefit_double_counting_not_detected",
  "method": "benefit_source_allocation_double_count_audit_v1",
  "source_diagnostics": [
    {
      "benefit_amount": 500,
      "double_counted_benefit": 0,
      "excess_allocation_fraction": 0,
      "source_id": "renewal-value",
      "total_allocation_fraction": 1
    },
    {

Truncated for display — the full payload is 65 lines.

How it works

Constrained optimization — Pick the best feasible option under real limits — budget, headcount, dependencies, capacity — rather than ranking a list and hoping it fits.

  1. 1 Freeze unique incremental benefit sources, evidence identity, currency/horizon/basis, claims, and source-allocation fractions before portfolio aggregation.
  2. 2 Recompute each claim from source amount times allocation, sum every source's allocations across claims, and separate claim reconciliation error from cross-claim overallocation.
  3. 3 Cap unique attributed benefit at the governed source allocation, quantify excess benefit, and block portfolio-value use when any source or claim fails.

Before you trust it

Every tool in the catalog ships with the conditions under which its answer is meaningful — and the conditions under which it should abstain instead of guessing.

Assumptions & guardrails

  • Objectives use commensurable locally governed value units, constraints reflect real feasibility, and uncertainty covers plausible adverse inputs.
  • Each source represents one unique incremental economic benefit pool rather than a renamed metric or downstream restatement of the same effect.
  • The recommendation is optimal only for its stated objective, feasible set, evidence, and solver guarantee; it is not a universal management optimum.
  • No detected overlap validates bookkeeping structure only; it does not prove source value, causality, realization, or additivity across omitted sources.

Minimum evidence

  • benefit_sources: required and organization-defined
  • claims: required and organization-defined

How to validate it

Backtest the chosen action against simple feasible baselines on held-out scenarios, sweep costs/constraints/risk tolerance, and require constraint feasibility under adverse inputs.

Calibrating it to your org

Same for everyone

The mathematical kernel, validation rules, method version, and JSON output semantics are organization-independent; no tenant-trained coefficients or company benchmark is embedded in the function.

Specific to you

  • unique benefit source pools plus claim-to-source allocation fractions preserving evidence identity
  • source identity, amount, causal/attribution evidence, currency, horizon, realization state, allocation cap, and reconciliation tolerance

Calibration workflow

  1. 1 Define the management decision, target outcome, aggregate unit, privacy boundary, cadence, and prediction/intervention horizon for this organization.
  2. 2 Build a tenant-scoped historical cohort using only information available before each prediction or decision; preserve zero periods, censoring, assignment probabilities, and unresolved outcomes when the method requires them.
  3. 3 Estimate statistical parameters on training history, but obtain costs, utilities, risk tolerance, practical-effect thresholds, capacity, and policy constraints from accountable decision owners.
  4. 4 Validate on later time windows or held-out aggregate units at the deployment grain, against a simple baseline and the function-specific validation strategy.
  5. 5 Deploy only if the returned decision clears evidence, overlap, calibration, robustness, and guardrail checks; warning, unsupported, schema-gap, and fallback decisions are abstentions.
  6. 6 Monitor realized outcomes, data drift, coverage, and decision regret; recalibrate at a governed cadence or after a detected regime/definition change, never merely because a stakeholder dislikes the result.

Call it from your AI

You don't wire up 388 tools in your MCP client. The GitRevio MCP server exposes 18 tools, three of which let an agent search the catalog, read a tool's schema, and run it — so the assistant finds this one on its own.

gitrevio_capabilities_search
  { "q": "reconcile businesscase benefit claims to unique" }
  → finds "audit_benefit_double_counting"

gitrevio_capability_describe
  { "capability_id": "audit_benefit_double_counting" }
  → returns the input schema and agent guidance shown on this page

gitrevio_capability_run
  { "capability_id": "audit_benefit_double_counting", "arguments": { ... } }
  → returns the result shown above

Works in Claude Desktop, Claude Code, Cursor, Cline, Continue.dev, Goose and Aider. See the MCP server.

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