CUSTOMER RECONCILIATION BRIEF
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Customer ID: CUST-1041
Reconciliation Period: July 2027 (2027-07-01 to 2027-07-31)
Follow-up Owner: Reconciliation Bot

Steps:
1. Retrieve the customer profile using the standard customer_records endpoint:
   /customer_records/customers/get with customer_id "CUST-1041".

2. Retrieve all ledger transactions for CUST-1041 during July 2027 using the ledger endpoint:
   /ledger/transactions with customer_id "CUST-1041" and date range from 2027-07-01T00:00:00Z to 2027-07-31T23:59:59Z.

3. From the transaction list:
   - Sum all amounts where type is "debit" → total_debits
   - Sum all amounts where type is "credit" → total_credits
   - Compute net_balance = total_credits - total_debits

4. Save a reconciliation follow-up note for the customer using the customer_records endpoint:
   /customer_records/followups/create
   Provide:
   - customer_id: "CUST-1041"
   - owner: "Reconciliation Bot"
   - note text summarizing debits, credits, and net balance. Example format:
     "Reconciliation complete. Debits: $X.XX, Credits: $Y.YY, Net Balance: $Z.ZZ."

5. Confirm completion.
