open_engagement
Open a revenue-management engagement for a client. Capture the intake — the client entity, the period, the program(s), the sources of truth, and who will certify — and start the engagement file (a hash-chained, append-only record of everything that follows). This is how a firm begins: a named client and a scope, before any numbers. The agreement comes next; nothing is computed here.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| entity | Yes | The client entity we're closing for (e.g. 'Acme Distribution'). | |
| period | No | The close period (e.g. 'Q3 2026'). | |
| programs | No | The rebate / SPA / billback program(s) in scope, if known. | |
| direction | No | Which side the client is on for a billback / chargeback / rebate: 'paying' (sell-side → ASC 606) or 'receiving' (buy-side → ASC 705-20). Omit if not yet known — Aurgus will ask rather than assume the treatment. | |
| who_certifies | No | Who on the client side will certify the terms and mapping (name or email). | |
| sources_of_truth | No | The client's systems of record for this close. |