Super DIY Calculator Workflow

// Workflow //

Edit Form → Assessment → Scenario Modelling

Instructions Summary [Independent]

Icon Mapping [Independent]

// Identifiers //

You / Spouse / Combined

// Templates //

Edit / Assessment / Scenario Modelling (Input)/(Results)

// Independent Mappings //

Instructions Summary / Icon Mapping

// User You Phases //

Edit Form: Done with logic testing.

Assessment: Done with logic testing.

Scenario Modelling (You):

Scenario 1: User Inputs are now set to Add Contr per year and Growth Rate %. Removed y years as input and defaulted to years to retirement age (calculated from Assessment). Formula 2 changed from preservation age, to y years, and now years to retirement due to measurable purposes and updating efficiencies. Formula includes calculating growth even when contributions stop set by retirement age instead of set y years. Template is Done.

Scenario 2: Initial question required 2 variables as an output. Per AI assessment, failed to output 2 variable output with 2 variable inputs. Updated our data fields from 2-to-3 fields, and set result to calculate additional contribution as a nominal amount. Based on the formula, its calculated as a two formula calculations, and the second formula is dependent on the first calculation result. As for data fields, we removed preservation and retirement age as our pulls, and allow for the user to input to enter years of contribution instead. As for From Assessment, changed the pull data field from Net Annual Contr-to-Est. Annual Withdrawal. Template is Done, unless if I think of something else to include.

Scenario Modelling (Spouse): Not yet started for Testing.

Scenario Modelling (Combined): As the calculations are from (You) and (Spouse), can become an independent report. Need to test if results flow once (You) and/or (Spouse) calculations are updated. An issue that may arise are when templates change their report structures and may risk AI hallucinating as prompts are based on existing instructions.