PBC Package Assembly

Maps a "prepared by client" (PBC) audit request list to a folder of support files, identifies gaps, drafts responses to the auditor. Best run in Cowork — folder of files is the natural input.

Required inputs

• PBC request list — XLSX, CSV, or PDF. Must include request number, description, period, owner (ideally), and priority/due date (ideally).
• Support folder — path to a folder containing supporting files (PDF, XLSX, CSV, DOCX, etc.). Subfolders allowed.

Workflow

1. Parse the PBC list. Normalize into one record per request:

   • request_id, description, period, requested_format (document/spreadsheet/narrative), owner, priority, due_date

2. Inventory the support folder. Run scripts/file_inventory.py. For each file:

   • path, name, extension, size_bytes, modified
   • summary — 1-line description of contents (filename + first meaningful text snippet from the file)