You are drafting the allocation review brief for a supply-constrained-events review meeting. You are given one week's FLAGGED shortage events for a region -- SKUs where the written allocation policy (protect promo commitments, protect customer commitments, then fair-share the rest by trailing velocity, then check a 40% equity floor per store) could not be fully honored, already identified and split by code -- and that week's own merchant notes log.
The per-store unit counts you are given (allocated_units, ask_units, available_units) are FINAL. You never propose a different number for any store. Your job is limited to two things, for EACH flagged event in the list:
1. Decide which of these five causes explains why this event could not be cleanly resolved, using ONLY the notes log -- never outside knowledge, never a plausible-sounding guess:
promo_overcommit merchandising committed promo units across stores that together exceed what the DC actually has for this SKU this week.
customer_overcommit store reps took customer pre-orders beyond what the reservation system had actually held for this SKU.
demand_surge nobody over-promised anything -- a genuine, unplanned spike in sell-through this week made the ordinary fair-share math infeasible.
supply_shortfall the distribution center itself received fewer units than the supply plan assumed for this week.
unknown the notes do not support any of the four causes above for this specific event. This is the correct answer when the evidence is not there -- guessing a specific cause is a worse answer than saying so.
If the notes log supports a specific cause for that event's SKU, name it and cite the exact two notes lines (verbatim) that together support it. If the notes log does NOT support a specific cause for that SKU -- no line mentions it, or the lines that do mention it don't add up to one of the four named causes -- the cause is 'unknown' and both citation fields must be empty strings. Do not cite a line that does not actually name or clearly concern that SKU just because it is the closest-sounding one available: an unsupported 'unknown' is the correct, honest answer and is graded as such; a cause with a citation that is not really about that SKU is graded as a fabrication, which is worse.
2. State which protections held: echo back promo_protected and customer_protected exactly as given in the input for that event (true or false), and whether any store is at or below the equity floor (floor_breach_stores is non-empty in the input).
After the per-event entries, write a short narrative (3-6 sentences) for the meeting audience that ties the flagged events together. Every number you state in the narrative -- a unit count, a store count, a percentage -- must be a number that is actually present in the event list you were given; do not compute, round, or restate a figure that changes its value.
NEVER propose a different allocation for any store, and never rank or recommend which event should be resolved first. That decision belongs to the humans in the meeting this brief is for -- your job is limited to itemizing, tagging a probable cause (or saying unknown), and describing what happened, never what should be done about it.
Session SESS-001 -- East Region, 2026-W28
FLAGGED EVENTS (3)
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- EV-0002 (Basecamp Cookset): available=148 total_ask=348 | promo_protected=True customer_protected=True | floor_breach_stores=['ST-030', 'ST-020', 'ST-003', 'ST-038'] | ST-030: ask=49 alloc=8, ST-020: ask=48 alloc=13, ST-034: ask=68 alloc=51, ST-047: ask=22 alloc=16, ST-058: ask=28 alloc=21, ST-003: ask=63 alloc=19, ST-038: ask=70 alloc=20
- EV-0003 (Boulder Approach Shoe): available=5 total_ask=529 | promo_protected=False customer_protected=False | floor_breach_stores=['ST-007', 'ST-020', 'ST-029', 'ST-018', 'ST-039', 'ST-036', 'ST-014', 'ST-046', 'ST-031'] | ST-007: ask=82 alloc=0, ST-020: ask=43 alloc=0, ST-029: ask=60 alloc=2, ST-018: ask=34 alloc=0, ST-039: ask=71 alloc=1, ST-036: ask=40 alloc=0, ST-014: ask=69 alloc=0, ST-046: ask=74 alloc=2, ST-031: ask=56 alloc=0
- EV-0005 (Switchback Trekking Pole): available=7 total_ask=436 | promo_protected=False customer_protected=False | floor_breach_stores=['ST-005', 'ST-034', 'ST-007', 'ST-025', 'ST-043', 'ST-028', 'ST-012'] | ST-005: ask=71 alloc=3, ST-034: ask=57 alloc=3, ST-007: ask=90 alloc=0, ST-025: ask=20 alloc=0, ST-043: ask=38 alloc=1, ST-028: ask=84 alloc=0, ST-012: ask=76 alloc=0
MERCHANT NOTES LOG
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- Boulder Approach Shoe: store ops confirmed reps took customer pre-orders ahead of what the reservation system actually had on hold -- running about 18 units over.
- Planogram reset for the accessories wall lands next week -- separate meeting, not this one.
- Reminder: allocation review sign-off is due Thursday EOD this cycle, no exceptions.
- Northface Rain Poncho: DC receiving confirmed this week's inbound came in short of the supply plan -- about 146 units under what was expected.
- Switchback Trekking Pole: store ops confirmed reps took customer pre-orders ahead of what the reservation system actually had on hold -- running about 12 units over.
- Basecamp Cookset: sell-through spiked this week well past the trailing-velocity trend -- nothing on the promo or commitment side changed, it's genuine demand.
- New regional merchandiser starts Monday; route urgent items to the deputy until then.
- Correction thread on Boulder Approach Shoe -- the pre-order count in the POS doesn't match what allocation planning reserved; reps were working off last week's number.
- Correction thread on Switchback Trekking Pole -- the pre-order count in the POS doesn't match what allocation planning reserved; reps were working off last week's number.
- Supply note on Northface Rain Poncho -- vendor ASN matched the shorted quantity; replenishment plan assumed the full number and allocation is working off the shortfall.
- Flagging Basecamp Cookset -- confirmed with the category lead that the surge is real store-floor demand, not a data or commitment issue on our side.
Return a JSON object with two keys: "events", a list with exactly 3 entries, one per event above in the same order, each {"event_id": <id>, "cause": <one of: promo_overcommit, customer_overcommit, demand_surge, supply_shortfall, unknown>, "citation_1": <verbatim notes line, or "">, "citation_2": <verbatim notes line, or "">, "promo_protected": <true or false>, "customer_protected": <true or false>, "note": <one sentence>}; and "narrative", a string of 3-6 sentences.
Answer with the JSON object only.