# Margin Gate (historical evidence)

> Perform Margin Gate (historical evidence) through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_historical_margin_gate](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_historical_margin_gate)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_historical_margin_gate`

- Connection type: `brightree`

## Inputs

- `dry_run` — Dry Run (boolean, required)
  Required true-or-false value.
  Default: `true`
- `margin_threshold_percent` — Margin Threshold Percent (number, required)
  Required numeric value.
  Default: `30`
- `min_reimbursement_ratio` — Min Reimbursement Ratio (number, required)
  Required numeric value.
  Default: `0.8`
- `destination_wip_state` — Destination Wip State (text, required)
  Required text value.
- `scan_wip_states` — Scan Wip States (text, required)
  Required text value.
- `max_orders` — Max Orders (number, required)
  Required numeric value.
  Default: `25`
- `days_back` — Days Back (number, required)
  Required numeric value.
  Default: `45`
- `reevaluate_after_days` — Reevaluate After Days (number, required)
  Required numeric value.
  Default: `7`
- `candidate_lookback_days` — Candidate Lookback Days (number, required)
  Required numeric value.
  Default: `365`
- `continue_on_error` — Continue On Error (boolean, required)
  Required true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `dry_run` — Dry Run
- `orders_scanned` — Orders Scanned
- `orders_matched` — Orders Matched
- `flagged` — Flagged
- `wip_moved` — Wip Moved
- `would_move` — Would Move
- `unverified` — Unverified
- `skipped_out_of_band` — Skipped Out Of Band
- `skipped_already_flagged` — Skipped Already Flagged
- `skipped_recently_evaluated` — Skipped Recently Evaluated
- `order_errors` — Order Errors
- `unverified_reasons` — Unverified Reasons
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "dry_run",
    "margin_threshold_percent",
    "min_reimbursement_ratio",
    "destination_wip_state",
    "scan_wip_states",
    "max_orders",
    "days_back",
    "reevaluate_after_days",
    "candidate_lookback_days",
    "continue_on_error"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": true,
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "days_back": {
      "type": "number",
      "default": 45,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_orders": {
      "type": "number",
      "default": 25,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "scan_wip_states": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "continue_on_error": {
      "type": "boolean",
      "default": true,
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "destination_wip_state": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "reevaluate_after_days": {
      "type": "number",
      "default": 7,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "candidate_lookback_days": {
      "type": "number",
      "default": 365,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "min_reimbursement_ratio": {
      "type": "number",
      "default": 0.8,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "margin_threshold_percent": {
      "type": "number",
      "default": 30,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "dry_run": {},
    "flagged": {},
    "success": {},
    "wip_moved": {},
    "unverified": {},
    "would_move": {},
    "order_errors": {},
    "orders_matched": {},
    "orders_scanned": {},
    "unverified_reasons": {},
    "skipped_out_of_band": {},
    "skipped_already_flagged": {},
    "skipped_recently_evaluated": {}
  },
  "additionalProperties": true
}
```
