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| { | |
| "task_id": "objective_hard_18", | |
| "version": "2.0.0", | |
| "created_at": "2026-03-13", | |
| "metadata": { | |
| "domain": "credit_card_optimization", | |
| "difficulty": "hard", | |
| "task_number": 18, | |
| "complexity_hint": { | |
| "max_tokens": 8000, | |
| "expected_output": "up to 3-card portfolio optimization with full EV breakdown over 24 months" | |
| }, | |
| "requires_human_review": false | |
| }, | |
| "prompt": { | |
| "system": "", | |
| "user": "You are a financial advisor. Build an optimal credit card portfolio for this user and calculate the total expected value over 24 months.\n\nUser profile:\n- Monthly spending: $800 dining, $400 groceries (+ $500 Costco), $150 gas, $12000 travel (airlines + hotels via Expedia/Priceline), $300 phone bill, $2000 other shopping\n- Currently has: Chase Sapphire Preferred, Citi Costco card (both 10+ years old)\n- FICO: 840\n- Income: $300K\n- Has Amazon Prime, Costco membership\n- OK with category-specific cards, no rotating categories\n- No business cards\n- Purpose: maximize travel rewards/points\n- Time horizon: 24 months\n\nRecommend up to 3 cards. Show per-card EV breakdown.", | |
| "knowledge_base_ref": "knowledge_base.md", | |
| "kb_filter": [ | |
| "American Express Platinum", | |
| "American Express Gold", | |
| "Chase Sapphire Reserve", | |
| "Capital One Venture X", | |
| "Citi Strata Elite", | |
| "Citi Strata Premier", | |
| "Chase Freedom Unlimited", | |
| "Amex Green", | |
| "Capital One Venture" | |
| ], | |
| "system_prompt_ref": "system_prompt_template.md" | |
| }, | |
| "scoring": { | |
| "dimensions": { | |
| "card_selection": { | |
| "weight": 0.25, | |
| "type": "automated", | |
| "description": "F1 of recommended cards vs. computed optimal set", | |
| "checks": { | |
| "expected_cards": [ | |
| "American Express Platinum", | |
| "Citi Strata Premier", | |
| "Capital One Venture" | |
| ] | |
| }, | |
| "hard_constraint": false | |
| }, | |
| "ev_accuracy": { | |
| "weight": 0.3, | |
| "type": "automated", | |
| "description": "EV accuracy vs. computed ground truth", | |
| "reference": { | |
| "user_profile": { | |
| "monthly_spend": { | |
| "dining": 800.0, | |
| "groceries": 900.0, | |
| "travel": 6000.0, | |
| "flights": 4000.0, | |
| "hotels": 2000.0, | |
| "gas": 150.0, | |
| "telecom": 300.0, | |
| "everything_else": 2000.0 | |
| }, | |
| "time_horizon_months": 24, | |
| "lounge_visits_per_year": 12, | |
| "uses_uber": true, | |
| "uses_streaming": true, | |
| "has_amazon_prime": true | |
| }, | |
| "expected_card_ids": [ | |
| "american_express_platinum", | |
| "citi_strata_premier", | |
| "capital_one_venture" | |
| ], | |
| "ev_tolerance_pct": 0.07 | |
| } | |
| }, | |
| "factual_fidelity": { | |
| "weight": 0.3, | |
| "type": "automated", | |
| "description": "Accuracy of factual claims about cards", | |
| "reference": { | |
| "extracted_claims": null, | |
| "reference_ev_usd": null | |
| } | |
| }, | |
| "constraint_compliance": { | |
| "weight": 0.15, | |
| "type": "automated", | |
| "description": "Respects user constraints", | |
| "checks": { | |
| "expected_cards": [ | |
| "American Express Platinum", | |
| "Citi Strata Premier", | |
| "Capital One Venture" | |
| ], | |
| "expected_housing_option": null | |
| }, | |
| "hard_constraint": false | |
| } | |
| }, | |
| "passing_threshold": 0.5, | |
| "hard_constraint_failure_zeroes_dimension": true | |
| }, | |
| "reference_solution": { | |
| "_status": "COMPUTED", | |
| "recommended_cards": [ | |
| "American Express Platinum", | |
| "Citi Strata Premier", | |
| "Capital One Venture" | |
| ], | |
| "total_ev_usd": null, | |
| "ev_breakdown": null, | |
| "housing_option": null, | |
| "key_constraints_flags": [ | |
| "max_3_cards", | |
| "no_business_cards", | |
| "no_rotating_categories" | |
| ], | |
| "expert_notes": "" | |
| } | |
| } | |