version: "1.0.0" name: derive-metric description: Use when a requested measure is missing, a saved custom metric needs reuse, or an ephemeral formula or derived scalar is needed. allowed-tools: Read, AskUserQuestion

Resolve a metric gap without saving definitions

Use the shared contract and filters/units. Follow this order; stop at the first sufficient option.

For a business-derived measure, confirm case/event entity, outcome definition/provenance, units, time basis and aggregation. Are amounts incremental transactions or cumulative snapshots? Never assume sum, latest or maximum: nonmonotonic snapshots require authoritative ordering and refund/correction semantics. Missing definitions mean inconclusive; ask before computing. Do not infer formula grammar from an example name or business description.

1. Native output first. Use the existing metric and its correct scope/aggregation.

For cases over one day append {metric:"CaseDuration",comparisonOperator:"GreaterThan",values:["1.00:00:00"],isInclusive:true} to F's caseMetricConditionFilters, then get_cases_with_metrics_v2 {S,filterOptions:Fplus,itemsPerPage:5,itemsToSkip:0}. No formula is needed for ordinary duration/waiting/counts; use native grouped statistics instead of summing a truncated cases page.

1. Enabled saved metric. Reuse fresh details' CustomMetrics ID/name/type/dataType.

Details is not a generic metric catalog and contains no saved formula text. Match Case/Event/Edge scope and scalar type. For a Boolean Case metric C append {metric:"CustomMetric",customMetricId:C,comparisonOperator:"EqualTo",values:[true],isInclusive:true} to caseMetricConditionFilters; query get_process_overall_metrics_v2 {S,filterOptions:Fplus} for a count. An ID filter needs no formula validation. A saved-name output expression, e.g. synthetic EscalatedCase(), does require the validation/column path below; do not guess escaping or missing dependencies.

1. Exact local scalar. Reuse complete, definition-compatible, same-scope totals with a nonzero

denominator. Label the result derived, not saved. Never average averages or use overlapping groups/top-N samples as population totals.

1. Ephemeral formula only if necessary. Load formula execution.

Reuse PV/PMV from current details, not process/view IDs; refresh when stale. Fetch needed targeted reference pages without a lookup quota; then validate: validate_custom_metric_formula {processVersionId:PV,processExtendedMetadataVersionId:PMV,formula:Fexpr}. For a candidate and its repairs, allow three validation attempts total, not endless retries. Repair only from structured errors/definitions; stop early on an unavailable prerequisite. Require isValid:true, a compatible dataType and the exact target context in types. Validation alone neither executes nor saves anything.

1. Execute the smallest matching filter/query or default page-five column query.

For cases: get_cases_with_metrics_v2 {S,filterOptions:F,itemsPerPage:5,itemsToSkip:0,formulaMetricInput:{name:N,formula:Fexpr}}. N must not collide with returned built-ins. Never invent computedColumns or metrics.

Continue necessary pages or distinct evidence queries without ordinary-call or total-row quotas. Reuse completed results; stop when answered or no new evidence is available. Missing validator forbids unvalidated execution even if the output field is advertised. Column and formula-filter capabilities are independent; stop after an explicit gate rejection. No create/save metric tool exists. If a prerequisite cannot be inlined, explain creation/enablement outside MCP, then refresh metadata and revalidate after the user's action.

Report definition/formula, units/context, validation state, at most five headline rows and ephemeral/not saved. Retain definition provenance and scoped evidence/status using the investigation method.