July 2026 · Preliminary — open for review

Configuration studio

Templates, mappings, thresholds, hierarchies, peer groups and routes — all effective-dated and diff-approved

Account mappings

Chart of accounts → statement lines

Source accountStatement lineEffectiveState
50500 · R&M — downholeRepairs & maintenance2025-01-01Active
50510 · R&M — surfaceRepairs & maintenance2026-04-01Active
50600 · Workover laborWorkovers2025-01-01Active
50915 · Field miscOther operating & overhead2026-08-01Pending approval
44120 · Gas processing feeGPT2026-01-01Active

Detection thresholds

Severity assignment for the review queue

RuleConditionSeverity
LOE vs budget> 25% and > $50,000high
LOE vs budget> 40% and > $150,000critical
R&M vs 6-month median> 75%high
Gas volume decline> 15% month over monthhigh
Unit cost vs peer group> 1.5σ above peer medianmedium
Unmapped account in suspenseany amountlow

Statement policy

Applies to all calculated versions

  • Allow direct edits to statement values

    Governed calculation — permanently disabled

  • Carry forward accepted exceptions

    Recurring explanations persist to the next period

  • Show percent variance for zero/negative comparators

    Displays as 'n/m' when not meaningful

  • Include non-operated JIB estimates

    Phase 3 — accruals from vendor statements

  • Block commit on unreconciled control totals

    Critical close gate CLS-02

Approval routes

Segregation of duties: preparer ≠ approver

  • Mapping change

    Preparer → LOS administrator → Controller

  • Threshold change

    Preparer → Operations manager

  • Period commit

    Accountants → Operations manager → Controller (certify)

  • Restatement

    Controller → CFO delegate (new version, original retained)