Close out the 11 reviewed transcripts; add the 2026-08-31 team conversation

transcripts/INDEX.md

@@ -1,6 +1,6 @@
 # Transcript review index
 
-_Generated by `scripts/review_status.py`. 73 transcripts: 12 pending, 0 suggested, 11 reviewed, 16 pushed, 34 excluded._
+_Generated by `scripts/review_status.py`. 73 transcripts: 12 pending, 0 suggested, 0 reviewed, 27 pushed, 34 excluded._
 
 | Transcript | Agent | Date | Ex | Foundry FB | Status | Routing | Answer | Diagnosis | KB action |
 |---|---|---|---|---|---|---|---|---|---|
@@ -24,10 +24,10 @@ _Generated by `scripts/review_status.py`. 73 transcripts: 12 pending, 0 suggeste
 | [2026-08-12--62a6c83c](identity/2026-08-12--62a6c83c.md) | identity | 2026-08-12 | 2 | none | excluded |  |  |  | none |
 | [2026-08-18--f4765e61](identity/2026-08-18--f4765e61.md) | identity | 2026-08-18 | 1 | THUMBS_DOWN | excluded |  |  |  | none |
 | [2026-08-18--f4b7244a](identity/2026-08-18--f4b7244a.md) | identity | 2026-08-18 | 1 | none | excluded |  |  |  | none |
-| [2026-08-20--02ffc8a0](identity/2026-08-20--02ffc8a0.md) | identity | 2026-08-20 | 1 | none | reviewed | correct | good | n-a | none |
-| [2026-08-20--5b287c87](identity/2026-08-20--5b287c87.md) | identity | 2026-08-20 | 2 | none | reviewed | correct | good | n-a | none |
-| [2026-08-21--6d1eb508](identity/2026-08-21--6d1eb508.md) | identity | 2026-08-21 | 7 | none | reviewed | correct | good | n-a | none |
-| [2026-08-25--ec469e4b](identity/2026-08-25--ec469e4b.md) | identity | 2026-08-25 | 4 | none | reviewed | correct | good | n-a | none |
+| [2026-08-20--02ffc8a0](identity/2026-08-20--02ffc8a0.md) | identity | 2026-08-20 | 1 | none | pushed | correct | good | n-a | none |
+| [2026-08-20--5b287c87](identity/2026-08-20--5b287c87.md) | identity | 2026-08-20 | 2 | none | pushed | correct | good | n-a | none |
+| [2026-08-21--6d1eb508](identity/2026-08-21--6d1eb508.md) | identity | 2026-08-21 | 7 | none | pushed | correct | good | n-a | none |
+| [2026-08-25--ec469e4b](identity/2026-08-25--ec469e4b.md) | identity | 2026-08-25 | 4 | none | pushed | correct | good | n-a | none |
 | [2026-08-27--f4a25651](identity/2026-08-27--f4a25651.md) | identity | 2026-08-27 | 1 | none | pushed | wrong-agent→ops-center | wrong | routing-only | update (applied) |
 | [2026-09-02--1c39b196](identity/2026-09-02--1c39b196.md) | identity | 2026-09-02 | 1 | none | pending |  |  |  |  |
 | [2026-09-03--a2da516e](identity/2026-09-03--a2da516e.md) | identity | 2026-09-03 | 5 | none | pending |  |  |  |  |
@@ -57,21 +57,21 @@ _Generated by `scripts/review_status.py`. 73 transcripts: 12 pending, 0 suggeste
 | [2026-08-21--e7510651](team/2026-08-21--e7510651.md) | team | 2026-08-21 | 1 | none | pushed | wrong-agent→ops-center | wrong | search-empty | add (applied) |
 | [2026-08-24--53d51e27](team/2026-08-24--53d51e27.md) | team | 2026-08-24 | 1 | none | pushed | correct | incomplete | n-a | add (applied) |
 | [2026-08-24--6d720e8a](team/2026-08-24--6d720e8a.md) | team | 2026-08-24 | 1 | none | pushed | correct | incomplete | n-a | add (applied) |
-| [2026-08-25--07a6ae94](team/2026-08-25--07a6ae94.md) | team | 2026-08-25 | 1 | none | reviewed | correct | good | search-empty | add (applied) |
+| [2026-08-25--07a6ae94](team/2026-08-25--07a6ae94.md) | team | 2026-08-25 | 1 | none | pushed | correct | good | search-empty | add (applied) |
 | [2026-08-25--5760409c](team/2026-08-25--5760409c.md) | team | 2026-08-25 | 1 | none | pushed | correct | incomplete | search-empty | add (applied) |
 | [2026-08-25--7a08138c](team/2026-08-25--7a08138c.md) | team | 2026-08-25 | 1 | none | pushed | correct | incomplete | search-empty | update (applied) |
 | [2026-08-25--7b3dc870](team/2026-08-25--7b3dc870.md) | team | 2026-08-25 | 1 | none | pushed | correct | wrong | search-empty | add (applied) |
-| [2026-08-25--96879dc0](team/2026-08-25--96879dc0.md) | team | 2026-08-25 | 1 | none | reviewed | correct | good | n-a | none |
-| [2026-08-25--9c230f8d](team/2026-08-25--9c230f8d.md) | team | 2026-08-25 | 3 | none | reviewed | correct | good | search-empty | add (applied) |
-| [2026-08-26--01b2b042](team/2026-08-26--01b2b042.md) | team | 2026-08-26 | 1 | none | reviewed | correct | good | n-a | none |
+| [2026-08-25--96879dc0](team/2026-08-25--96879dc0.md) | team | 2026-08-25 | 1 | none | pushed | correct | good | n-a | none |
+| [2026-08-25--9c230f8d](team/2026-08-25--9c230f8d.md) | team | 2026-08-25 | 3 | none | pushed | correct | good | search-empty | add (applied) |
+| [2026-08-26--01b2b042](team/2026-08-26--01b2b042.md) | team | 2026-08-26 | 1 | none | pushed | correct | good | n-a | none |
 | [2026-08-26--75043484](team/2026-08-26--75043484.md) | team | 2026-08-26 | 1 | none | pushed | correct | incomplete | search-empty | update (applied) |
 | [2026-08-26--85f8f3fe](team/2026-08-26--85f8f3fe.md) | team | 2026-08-26 | 1 | none | pushed | correct | incomplete | search-irrelevant | update (applied) |
-| [2026-08-26--ccea73fb](team/2026-08-26--ccea73fb.md) | team | 2026-08-26 | 1 | none | reviewed | correct | good | n-a | none |
+| [2026-08-26--ccea73fb](team/2026-08-26--ccea73fb.md) | team | 2026-08-26 | 1 | none | pushed | correct | good | n-a | none |
 | [2026-08-27--6498f4a8](team/2026-08-27--6498f4a8.md) | team | 2026-08-27 | 2 | none | pushed | correct | good | n-a | add (applied) |
-| [2026-08-27--87bc9a1f](team/2026-08-27--87bc9a1f.md) | team | 2026-08-27 | 1 | none | reviewed | correct | good | n-a | none |
+| [2026-08-27--87bc9a1f](team/2026-08-27--87bc9a1f.md) | team | 2026-08-27 | 1 | none | pushed | correct | good | n-a | none |
 | [2026-08-27--bd1504c0](team/2026-08-27--bd1504c0.md) | team | 2026-08-27 | 2 | none | pushed | correct | incomplete | search-irrelevant | update (applied) |
 | [2026-08-27--f0f2485c](team/2026-08-27--f0f2485c.md) | team | 2026-08-27 | 2 | none | pushed | correct | good | n-a | none |
-| [2026-08-27--fdbadf10](team/2026-08-27--fdbadf10.md) | team | 2026-08-27 | 1 | none | reviewed | correct | good | n-a | none |
+| [2026-08-27--fdbadf10](team/2026-08-27--fdbadf10.md) | team | 2026-08-27 | 1 | none | pushed | correct | good | n-a | none |
 | [2026-08-29--6dbf4b1c](team/2026-08-29--6dbf4b1c.md) | team | 2026-08-29 | 1 | none | pending |  |  |  |  |
 | [2026-08-29--9040d671](team/2026-08-29--9040d671.md) | team | 2026-08-29 | 1 | none | pending |  |  |  |  |
 | [2026-08-29--c6786359](team/2026-08-29--c6786359.md) | team | 2026-08-29 | 1 | none | pending |  |  |  |  |

transcripts/identity/2026-08-20--02ffc8a0.md

@@ -8,7 +8,7 @@ foundry_feedback: none
 user_comments: []
 
 # ---- review fields: edit these ----
-review_status: reviewed
+review_status: pushed
 reviewer: jon-olson-tylertech
 suggested_to:
 review_round: 1
@@ -20,7 +20,7 @@ fix_target: none
 kb_action: none
 kb_files:
 action_status: none-needed
-notes:
+notes: verified live in Foundry: check_foundry_drift.py reports all 5 collections and the team router byte-matching main (2026-09-02)
 ---
 
 # Transcript — identity — 2026-08-20 14:45:14

transcripts/identity/2026-08-20--5b287c87.md

@@ -8,7 +8,7 @@ foundry_feedback: none
 user_comments: []
 
 # ---- review fields: edit these ----
-review_status: reviewed
+review_status: pushed
 reviewer: jon-olson-tylertech
 suggested_to:
 review_round: 1
@@ -20,7 +20,7 @@ fix_target: none
 kb_action: none
 kb_files:
 action_status: none-needed
-notes:
+notes: verified live in Foundry: check_foundry_drift.py reports all 5 collections and the team router byte-matching main (2026-09-02)
 ---
 
 # Transcript — identity — 2026-08-20 15:08:10

transcripts/identity/2026-08-21--6d1eb508.md

@@ -8,7 +8,7 @@ foundry_feedback: none
 user_comments: []
 
 # ---- review fields: edit these ----
-review_status: reviewed
+review_status: pushed
 reviewer: jon-olson-tylertech
 suggested_to:
 review_round: 1
@@ -20,7 +20,7 @@ fix_target: none
 kb_action: none
 kb_files:
 action_status: none-needed
-notes:
+notes: verified live in Foundry: check_foundry_drift.py reports all 5 collections and the team router byte-matching main (2026-09-02)
 ---
 
 # Transcript — identity — 2026-08-21 13:01:05

transcripts/identity/2026-08-25--ec469e4b.md

@@ -8,7 +8,7 @@ foundry_feedback: none
 user_comments: []
 
 # ---- review fields: edit these ----
-review_status: reviewed
+review_status: pushed
 reviewer: jon-olson-tylertech
 suggested_to:
 review_round: 1
@@ -20,7 +20,7 @@ fix_target: none
 kb_action: none
 kb_files:
 action_status: none-needed
-notes:
+notes: verified live in Foundry: check_foundry_drift.py reports all 5 collections and the team router byte-matching main (2026-09-02)
 delegated_to: 
 orchestration: 
 ---

transcripts/team/2026-08-25--07a6ae94.md

@@ -8,7 +8,7 @@ foundry_feedback: none
 user_comments: []
 
 # ---- review fields: edit these ----
-review_status: reviewed
+review_status: pushed
 reviewer: jon-olson-tylertech
 suggested_to:
 review_round: 1
@@ -20,7 +20,7 @@ fix_target: knowledge-file
 kb_action: add
 kb_files: Knowledge-TylerIdentity/FAQ-Identity.md
 action_status: applied
-notes: Classified by Claude from the Proposed fix (no exchange-level correction). Client-side Entra ID app-registration steps added to FAQ-Identity.md; registered in _START_HERE.md.
+notes: Classified by Claude from the Proposed fix (no exchange-level correction). Client-side Entra ID app-registration steps added to FAQ-Identity.md; registered in _START_HERE.md. | verified live in Foundry: check_foundry_drift.py reports all 5 collections and the team router byte-matching main (2026-09-02)
 delegated_to: Tyler Identity Assistant
 orchestration: router/Simple
 ---

transcripts/team/2026-08-25--96879dc0.md

@@ -8,7 +8,7 @@ foundry_feedback: none
 user_comments: []
 
 # ---- review fields: edit these ----
-review_status: reviewed
+review_status: pushed
 reviewer: jon-olson-tylertech
 suggested_to:
 review_round: 1
@@ -20,7 +20,7 @@ fix_target: none
 kb_action: none
 kb_files:
 action_status: none-needed
-notes:
+notes: verified live in Foundry: check_foundry_drift.py reports all 5 collections and the team router byte-matching main (2026-09-02)
 delegated_to: Tyler Identity Assistant
 orchestration: router/Simple
 ---

transcripts/team/2026-08-25--9c230f8d.md

@@ -8,7 +8,7 @@ foundry_feedback: none
 user_comments: []
 
 # ---- review fields: edit these ----
-review_status: reviewed
+review_status: pushed
 reviewer: jon-olson-tylertech
 suggested_to:
 review_round: 1
@@ -20,7 +20,7 @@ fix_target: knowledge-file
 kb_action: add
 kb_files: Knowledge-TylerIdentity/FAQ-Identity.md
 action_status: applied
-notes: Classified by Claude from the exchange-3 correction and Proposed fix. FULLY RESOLVED 2026-08-28 after two rounds of questions to the reviewer. FAQ-Identity.md now carries the per-model Admin Center bootstrap answer for all four Workforce models - Direct (magic link), Managed (Admin Center), Delegated (Admin Center, federation on the Super org), Global (local user store auto-creates the admin, Private Preview) - plus the rule to establish the model before answering, co-located with the data. Workforce Global confirmed DISTINCT from Delegated, so the model list in _START_HERE.md went from three names to four. Flagged but NOT changed, both outside this corpus: Workforce Global is absent from Knowledge-OpsCenter/Docusaurus-Terminology.md and from the README team routing table, where it is also missing as a routing keyword.
+notes: Classified by Claude from the exchange-3 correction and Proposed fix. FULLY RESOLVED 2026-08-28 after two rounds of questions to the reviewer. FAQ-Identity.md now carries the per-model Admin Center bootstrap answer for all four Workforce models - Direct (magic link), Managed (Admin Center), Delegated (Admin Center, federation on the Super org), Global (local user store auto-creates the admin, Private Preview) - plus the rule to establish the model before answering, co-located with the data. Workforce Global confirmed DISTINCT from Delegated, so the model list in _START_HERE.md went from three names to four. Flagged but NOT changed, both outside this corpus: Workforce Global is absent from Knowledge-OpsCenter/Docusaurus-Terminology.md and from the README team routing table, where it is also missing as a routing keyword. | verified live in Foundry: check_foundry_drift.py reports all 5 collections and the team router byte-matching main (2026-09-02)
 delegated_to: Tyler Identity Assistant
 orchestration: router/Simple
 ---

transcripts/team/2026-08-26--01b2b042.md

@@ -8,7 +8,7 @@ foundry_feedback: none
 user_comments: []
 
 # ---- review fields: edit these ----
-review_status: reviewed
+review_status: pushed
 reviewer: jon-olson-tylertech
 suggested_to:
 review_round: 1
@@ -20,7 +20,7 @@ fix_target: none
 kb_action: none
 kb_files:
 action_status: none-needed
-notes:
+notes: verified live in Foundry: check_foundry_drift.py reports all 5 collections and the team router byte-matching main (2026-09-02)
 delegated_to: Tyler Identity Assistant
 orchestration: router/Simple
 ---

transcripts/team/2026-08-26--ccea73fb.md

@@ -8,7 +8,7 @@ foundry_feedback: none
 user_comments: []
 
 # ---- review fields: edit these ----
-review_status: reviewed
+review_status: pushed
 reviewer: jon-olson-tylertech
 suggested_to:
 review_round: 1
@@ -20,7 +20,7 @@ fix_target: none
 kb_action: none
 kb_files:
 action_status: none-needed
-notes:
+notes: verified live in Foundry: check_foundry_drift.py reports all 5 collections and the team router byte-matching main (2026-09-02)
 delegated_to: Tyler Identity Assistant
 orchestration: router/Simple
 ---

transcripts/team/2026-08-27--87bc9a1f.md

@@ -8,7 +8,7 @@ foundry_feedback: none
 user_comments: []
 
 # ---- review fields: edit these ----
-review_status: reviewed
+review_status: pushed
 reviewer: jon-olson-tylertech
 suggested_to:
 review_round: 1
@@ -20,7 +20,7 @@ fix_target: none
 kb_action: none
 kb_files:
 action_status: none-needed
-notes:
+notes: verified live in Foundry: check_foundry_drift.py reports all 5 collections and the team router byte-matching main (2026-09-02)
 delegated_to: Tyler Identity Assistant
 orchestration: router/Simple
 ---

transcripts/team/2026-08-27--fdbadf10.md

@@ -8,7 +8,7 @@ foundry_feedback: none
 user_comments: []
 
 # ---- review fields: edit these ----
-review_status: reviewed
+review_status: pushed
 reviewer: jon-olson-tylertech
 suggested_to:
 review_round: 1
@@ -20,7 +20,7 @@ fix_target: none
 kb_action: none
 kb_files:
 action_status: none-needed
-notes:
+notes: verified live in Foundry: check_foundry_drift.py reports all 5 collections and the team router byte-matching main (2026-09-02)
 delegated_to: Tyler Identity Assistant
 orchestration: router/Simple
 ---

transcripts/team/2026-08-31--12233958.md

@@ -1,7 +1,7 @@
 ---
 conversation_id: 12233958-67ce-417b-9109-532a1cbc5159
 answered_by: team
-date: 2026-08-31 13:36:29
+date: 2026-08-31 17:37:37
 exchanges: 2
 dropped_sample_prompts: 1
 foundry_feedback: none
@@ -24,7 +24,7 @@ action_status: open
 notes:
 ---
 
-# Transcript — team — 2026-08-31 13:36:29
+# Transcript — team — 2026-08-31 17:37:37
 
 _1 canned starting-prompt exchange(s) omitted._
 
@@ -33,7 +33,7 @@ _1 canned starting-prompt exchange(s) omitted._
 | | |
 |---|---|
 | **Sub-agent(s) invoked** | Tyler Identity Assistant, General Blueprint Docs Agent |
-| **Tools used across the run** | _none recorded_ |
+| **Tools used across the run** | searchTenantKnowledge |
 | **Orchestration** | router / Simple |
 
 _Source: run spans in `/api/team-logs`. Team transcripts carry no per-exchange tool detail, so the above is for the whole conversation, not one exchange._
@@ -89,6 +89,89 @@ Tyler Identity is the comprehensive identity and access management platform for
 Something 1
 <!-- /review:2 -->
 
+## Exchange 3
+
+**Tools called:** _not recorded for team conversations — see Delegation above_
+
+**Q:**
+
+> give me the list of Identity Workforce product tier and explain
+
+**A:**
+
+```markdown
+Let me search for information about Identity Workforce product tiers.# Identity Workforce Product Tiers
+
+There are **four** Identity Workforce models (also called tiers). These are set during organization creation in Ops Center and **cannot be changed afterward**. Each model determines how your organization federates with identity providers and how administrators initially access Admin Center.
+
+## The Four Models
+
+| Model | Who Controls Identity | Initial Admin Access | Where Federation is Set |
+|-------|----------------------|---------------------|------------------------|
+| **Workforce Direct** | Customer's own IdP | Magic link | On the org itself |
+| **Workforce Managed** | Tyler-managed Okta tenant | Through Admin Center | On the org itself |
+| **Workforce Delegated** | Delegated to Super org | Through Admin Center | **On the Super org** (not the Sub) |
+| **Workforce Global** | Local user store (Private Preview) | Auto-creates admin account | On the org itself |
+
+---
+
+## Model Details
+
+### **1. Workforce Direct (Federation-Only)**
+- **What it is**: The customer federates directly to their own identity provider (e.g., Azure AD/Entra ID, Okta, etc.)
+- **Identity control**: Customer has full control
+- **Best for**: Organizations that want to maintain their own IdP and have IT staff to manage federation
+- **Initial access**: Via a **magic link** sent to the Customer Technical Contact
+- **Federation setup**: Customer IT admin configures OIDC or SAML federation on their organization
+- **If federation breaks**: Use the [Reestablish Federation process](https://tylertech.atlassian.net/wiki/spaces/TTI/pages/386625934/Tyler+Cloud+Platform+TCP+Reestablish+Federation+Demo)
+
+### **2. Workforce Managed**
+- **What it is**: Tyler hosts and manages an Okta tenant for the customer
+- **Identity control**: Tyler manages the underlying IdP; customer manages users through Admin Center
+- **Best for**: Organizations that don't want to maintain their own IdP or need Tyler to host identity
+- **Initial access**: Through Admin Center credentials
+- **Federation setup**: Tyler sets up the Okta tenant; federation is on the org itself
+- **Note**: Requires a contract/purchase; cannot be converted from Direct unless the org is uninitiated (no federations, no non-Tyler users)
+
+### **3. Workforce Delegated (Super/Sub Structure)**
+- **What it is**: A multi-organization hierarchy where **Sub orgs delegate all federation to a Super org**
+- **Identity control**: Centralized at the Super org level
+- **Best for**: Large organizations with multiple divisions/subsidiaries that need centralized identity management
+- **Initial access**: Through Admin Center credentials
+- **Federation setup**: **Critical difference** — federation is configured on the **Super org only**, never on the Sub orgs
+- **Important**: If you're working with a Sub org and need to federate, you must identify and configure the Super org
+
+### **4. Workforce Global** *(Private Preview as of August 2026)*
+- **What it is**: Integrates with a local user store that automatically creates the admin account
+- **Status**: Currently in Private Preview — not generally available yet
+- **Identity control**: Local user store
+- **Initial access**: The local user store auto-creates the admin account
+- **Federation setup**: On the org itself
+- **Note**: This is a **distinct model** from Delegated (not just another name for it)
+
+---
+
+## Key Points to Remember
+
+✅ **These models are NOT interchangeable** — the Identity Tier is set at org creation and cannot be changed (except in specific limited conversion scenarios for Workforce Direct → Managed)
+
+✅ **Ask which model** if unclear — don't assume Direct just because it's common
+
+✅ **Delegated is special** — always establish which org is the Super before giving federation instructions
+
+✅ **Different bootstrap paths** — how the first admin gains access varies by model
+
+---
+
+For more information, see [FAQ-Identity.md](/api/tenant-knowledge-base/collections/TCP-KB-Identity/files/c1191e27-b7b6-49b6-bab8-d01be2a93cd5/download) and [_START_HERE.md](/api/tenant-knowledge-base/collections/TCP-KB-Identity/files/5deffa0f-1d7f-40ff-a30f-3d3aa327ec24/download).
+
+**Which model are you working with, or do you have questions about a specific tier?**
+```
+
+<!-- review:3 -->
+
+<!-- /review:3 -->
+
 ---
 
 ## Proposed fix