{"skill_id":"realtor_manage_client_data_retention","packages":[{"preview":{"capabilities":["read_authorized_local_records","reason_from_sources","perform_transparent_calculations","save_structured_text"],"description":"Store records and documents per legal and ethical requirements","execution_mode":"buyer_workspace","input_labels_are_summary":true,"language":"en","license_revision":"single-use-v1","license_text":"RealtorTasksAI single-use workflow license version 1. Payment authorizes one execution of this exact skill version for the use ID in the delivery authorization. The purchaser's agent or LLM consumes the instructions and performs that one task. TasksAI does not perform the task or return its work result. After completing the execution, mark the authorization as used. Do not apply these instructions to another task or execution without another purchase. No ownership of the skill or right to unpaid reuse is granted. The buyer may retain and use its generated work result and receipt. Retained instruction bytes may be used only to complete or recover the original authorized execution; recovery does not grant an additional execution. Raw instruction-package redistribution, sublicensing, resale and publication are prohibited. The purchaser remains responsible for confidentiality, authorized local records, verification and professional decisions. API delivery recovery is available for seven days after settlement. If a confirmed payment cannot be recovered because of service failure, contact hello@realtortasksai.com with the receipt for replacement or refund. This policy does not limit nonwaivable rights.","limitations":["The purchaser's agent or LLM performs the task; the API delivers instructions only.","One purchase licenses one execution for the stated use ID. Another execution requires another purchase.","Live TasksAI jurisdiction research and reviewed jurisdiction source packs are unavailable in this channel.","Jurisdiction-neutral draft work only unless the professional supplies exact current authority locally.","Structured text only; Word and Excel outputs depend on separately validated buyer tools.","No external actions. Professional review, authorized source records and missing-information rules remain required."],"output_contract":{"audience":"Authorized real estate professional and designated reviewer","calculation_rules":[],"formats":["structured_text"],"missing_information":"Follow the source's missing-input and scope rules; consolidate unresolved items in a prioritized verification queue without inventing facts.","required_sections":[],"review_status":"draft_for_professional_review","section_labels_are_summary":true,"source_format":"Provide a structured retention management report:\n\n**1. Retention Category Summary Table**\n| Document Type | Retention Period | Expiration Date | Current Status | Notes |\n\n**2. Client File Checklist**\n- Complete list of documents in current file\n- Checkmark for verified/present\n- Flag for missing critical documents\n\n**3. Destruction Schedule**\n- Documents eligible for secure disposal (with dates)\n- Recommended destruction method\n- Quarterly review dates for upcoming expirations\n\n**4. System Recommendations**\n- Suggested process for ongoing retention management\n- Review frequency (quarterly/annually)\n- Document organization structure (naming conventions, folder structure)\n- Backup and archival procedures\n\n**5. Compliance Notes**\n- State-specific retention requirements identified\n- Special holds or extended retention flags\n- Trust account record retention reminders\n\n### Required Final Structure\n\nProduce a **Compliance Documentation Review** with:\n\n1. Scope, jurisdiction, as-of date, and materials reviewed\n2. Status: **Documented**, **Missing evidence**, **Potential issue**, or **Outside scope**\n3. Requirement-to-evidence table with source citations\n4. Missing documents, dates, signatures, or approvals\n5. Corrective or escalation actions with responsible owner\n6. Explicit statement that the review does not certify legal compliance\n\n","statuses":["completed_draft","partial_draft","needs_input","handoff","refused"],"table_columns":{}},"package_contract_version":"1.1","package_revision":1,"product_id":"realtor","skill_id":"realtor_manage_client_data_retention","skill_version":"1.2.1","source_input_format":"Provide the following information:\n\n**Client/Transaction Details:**\n- Client name(s) and transaction type (buyer, seller, lessor, lessee)\n- Transaction closing date or current status\n- Property address and MLS number (if applicable)\n- State/jurisdiction where transaction occurred\n\n**Current Records Inventory:**\n- List of documents currently in file (listing agreements, purchase agreements, earnest money receipts, inspection reports, appraisals, addenda, communications, etc.)\n- Storage method (physical files, cloud storage, email archives, CRM system)\n- Existing retention policy or guidelines being followed\n\n**Specific Need:**\n- Are you building a new retention system, auditing an existing one, or preparing files for destruction?\n- Any regulatory concerns or audit requirements?\n\n","source_policy":{"coverage":[],"customer_data_in_lookup":false,"limitations":["No reviewed source pack or licensed TasksAI source-service access is included. Preserve unsupported authority status and professional review."],"live_research":"unavailable","mode":"neutral_draft_only"},"task_inputs":[],"title":"RealtorTasksAI — Manage client data retention"},"offer":{"offer_id":"realtor_manage_client_data_retention-su-e274aed7-cent1","payload_sha256":"e274aed79bed53064898c2144bf9e1ae51c41bcfefa0f957935f4453963a004e","price":{"currency":"USDC","atomic_amount":"10000","asset_decimals":6,"amount":"0.010000"},"network":"eip155:8453","asset":"0x833589fcd6edb6e08f4c7c32d4f71b54bda02913","pay_to":"0x89caab53754691f245fe20823b5c92dbd450a0ca","terms_revision":"single-use-v1","terms":"RealtorTasksAI single-use workflow license version 1. Payment authorizes one execution of this exact skill version for the use ID in the delivery authorization. The purchaser's agent or LLM consumes the instructions and performs that one task. TasksAI does not perform the task or return its work result. After completing the execution, mark the authorization as used. Do not apply these instructions to another task or execution without another purchase. No ownership of the skill or right to unpaid reuse is granted. The buyer may retain and use its generated work result and receipt. Retained instruction bytes may be used only to complete or recover the original authorized execution; recovery does not grant an additional execution. Raw instruction-package redistribution, sublicensing, resale and publication are prohibited. The purchaser remains responsible for confidentiality, authorized local records, verification and professional decisions. API delivery recovery is available for seven days after settlement. If a confirmed payment cannot be recovered because of service failure, contact hello@realtortasksai.com with the receipt for replacement or refund. This policy does not limit nonwaivable rights.","recovery_days":7,"purchase_url":"https://tasksai-agent-commerce-live-10437713249.us-central1.run.app/v1/agent/skills/realtor_manage_client_data_retention/package","withdrawn":false}}]}