Treat the organization screen as a live snapshot. The screen families are present in the current CLI, but names, balances, ownership, permissions, and pending actions can change after capture. Evidence
Before confirming an action, compare the summary screen with the final confirmation. Record whether values are estimates, settled amounts, pending transfers, or projected results. Use Fair value for valuation vocabulary and Treasury and holdings for liquidity.
Needs verification: Tab names, refresh behavior, role permissions, rounding, and whether pending actions are included in totals must be checked on the active screen.