---
name: saas-catalog-and-billing-operations
description: Reconcile read-only snapshots of a subscription catalog, reconciling plan and entitlement data, and reporting billing anomalies — without ever moving money. Use when the user asks about subscription data, plan reconciliation, entitlement checks, or billing reporting.
metadata:
  version: "1.2.0"
---

# saas-catalog-and-billing-operations

> **Client-neutral reusable package.** No client names, tenant or workspace identifiers, account or
> resource IDs, customer records, credentials, or internal paths. All examples are synthetic.

| | |
|---|---|
| Live catalog name | SaaS Catalog and Billing Operations |
| Live category | Agency Operations |
| Catalog entry | 25 |
| Internal capability ID | `CAP-AO-05` |
| Provider | Billing and subscription systems |
| Availability | Candidate; validate in the active Workspace |
| Deliverable type | `custom_workflow_template` |
| Validation status | Candidate; local package validation only |
| Version | 1.1.0 |


## OLLIE Runtime integration

Use this capability under the active OLLIE Operator. Read live Workspace Context and tenant
bindings for the required inputs below; this public package supplies no client facts or authority.
Consume `ask-ollie-authority-core` for authority, `outloop-access-fallback` for recovery and
resource verification, `email-lifecycle-core` for recipients, approvals and stored-copy delivery
verification, and the bootstrapper Runtime Contract for ownership, scheduling and completion.
These owners govern execution; this Skill does not implement a competing runtime.

Select the relevant expertise below for the requested outcome. Runtime governs combining Skills,
partial use and completing missing steps with other authorized capabilities. This Skill's domain
scope does not limit the Operator's wider authorized task. Preserve domain safety restrictions.
Verify findings against source evidence and read back any resulting artifact or authorized change.

## Business outcome

Plan, entitlement and usage data can be reconciled and reported without any financial action being taken by an agent.

## Operating modes

Read · Analyze · Draft

## Prerequisites — what must be true before this runs

- Workspace Context
- An approved billing grant
- A written plan and entitlement model

## Required inputs

| Input | Source |
|---|---|
| Approved billing account | Workspace configuration |
| Plan and entitlement model | Required |
| Reconciliation rules | Required |
| Reporting period | Configuration |

## Financial boundary — never softened

This workflow **never executes a charge, refund, plan change, cancellation, payout or transfer, and never moves money
in any form.** Those are human actions taken in the provider's own interface. No approval gate makes them available
here, and no future version of this template should add one without an explicit, separate authorization decision.

## Reconciliation method

Export approved, minimized snapshots for plans, subscriptions and entitlements using a common
as-of time. Join by stable identifiers, not display names. Check missing plan references,
missing or excess entitlements, duplicate subscriptions and differences between subscription
state and expected access. An unresolved mapping is an exception, not an invented match.

Run scripts/reconcile.py with a JSON file containing plans, subscriptions and entitlements.
It returns structured anomalies and a record count without network access or writes. This
local comparison does not validate a live billing provider or perform a financial action.

## Billing data is sensitive client data

Card numbers, bank details and full customer exports are never retrieved, echoed, stored or included in a report.
Reconcile on identifiers and amounts, never on instrument data.

## Action classification

| Action class | This workflow |
|---|---|
| Read | Catalog, plans, subscriptions, entitlements, invoices and payment status |
| Analyze | Plan-versus-entitlement drift, orphaned subscriptions, proration and anomaly detection, revenue reconciliation |
| Draft | A reconciliation report naming each discrepancy and the record behind it |
| Write with approval | **Not enabled in this version** |
| Destructive | Permanently out of scope — see the financial boundary |

## Approval and delivery

The Operator applies Authority Core and the active Workspace approval policy to any requested
mutation. Email Lifecycle owns recipient classification, sending and stored-copy verification.
The action table defines this capability's domain scope; it grants no permission by itself.

## Expected output

A reconciliation report: catalog state, discrepancies with the evidence for each, and a list of items needing a human billing decision.

## Synthetic placeholders used in this package

These are illustrative only. Real values come from the client's own workspace configuration and are
never written back into this package.

| Placeholder | Meaning |
|---|---|
| `BILLING_ACCOUNT_PLACEHOLDER` | Approved billing account |
| `PLAN_PLACEHOLDER` | Plan identifier |