request_documents
Draft the PBC (prepared-by-client) document list for an engagement, FROM its agreement — the program decides which files the close needs (a sell-side rebate → the POS / sell-through extract; a buy-side billback → the claims file), never a generic ask. Each requested document is logged as an open item; the close can't be signed until every one is received, mapped and certified. Needs an active agreement first (the agreement is the rulebook).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| engagement_id | Yes | The engagement to draft the PBC list for. |