| name | close-policy-reference |
| description | The Olympus Industries Controllers' Close Policy — accrual cut-offs, manual-JE rules, SOX controls, variance materiality thresholds. Cite the rule by section number when answering policy questions. |
| enabled | true |
Instructions
Use this skill whenever the user asks "is this allowed?", "what's the cut-off?", "do we need SOX evidence for this?", or any other rules-of-the-road question. The policy lives as a static reference in this skill's references/ directory — read it on demand and cite the section number in your answer.
Available references
references/controllers-close-policy.md — the full policy document. Sections:
- §1 Close calendar and cut-offs
- §2 Accrual rules (materiality, two-period coverage, evidence)
- §3 Reclass rules
- §4 Manual JEs (when allowed, double-approval)
- §5 Variance materiality and commentary requirements
- §6 SOX controls and segregation-of-duties
- §7 Vendor blocks and sanctions checks
- §8 Close pack contents and sign-off
Usage
- Read the policy file once at the start of any policy-relevant conversation.
- When answering, quote the relevant section (e.g. "Per §2.3, accruals over $25k require a vendor MSA or signed PO as evidence"). Don't paraphrase rules.
- When in doubt, prefer the stricter reading and flag for a controller decision.
Common questions this skill answers
| Question | Answer source |
|---|
| "Can we still accrue for June after the May close has signed off?" | §1.4 (cut-off) + §2.2 (period coverage) |
| "Does a $42k Sentinel accrual need extra approval?" | §2.3 (materiality + evidence) |
| "Why can't I post a Manual JE without a second approver?" | §4.1 + §6.2 (SOX SoD) |
| "Below what variance % do we skip the commentary?" | §5.1 |
| "What goes into the close pack?" | §8.1 |
Cross-skill handoffs
- journal-entry-proposal — if a write workflow asks "is this allowed?", check §2-4 here first, then proceed (or refuse with the citation).
- close-pack-pdf — §8 defines the contents and order; the PDF builder consumes it.
