{ "schema_version": "1.0.0", "model": { "registry_id": "vr.wm-org-017", "model_id": "WM-ORG-017", "name": "Performance Objective / Review", "entry_kind": "aggregate", "purpose": "Represent a governed performance case with scoped objectives, evidence, assessment, correction and purpose-limited disclosure.", "scope_statement": "A performance case is an independently identified, purpose-qualified aggregate for one subject and one governing work context. It owns review-specific objective agreements, evidence assessments and attribution claims, reviewer bindings, period assessments, calibration history, contest/correction and disclosure records. Person, organization, employment, membership, assignment, contracts, original evidence artifacts and downstream employment/pay decisions remain external masters. Internal record kinds retain stable IDs and separate lifecycles; grouping them is not identity equivalence. Startup narrative-only and contractor profiles are permitted. Recognition and scales are distinct record kinds with a future separation hold.", "in_scope": [ "Case identity, governing work context, purpose and period.", "Objectives, evidence quality, attribution and conflicting claims.", "Optional contextual scales, human assessment and calibration.", "Typed appeals, corrections, retention hooks and one-object projections." ], "out_of_scope": [ "Person, employment, position, membership or contract master data.", "Automatic hiring, promotion, dismissal or payroll execution.", "Intrinsic or portable lifelong person scores and single-proxy productivity scoring.", "Certified standard/legal compliance or a production HRIS implementation." ], "boundary_notes": [ { "neighbor": "vr.wm-per-001", "distinction": "Person identity is externally mastered; reference minimal authorized identity only.", "source_refs": [ "SRC-002", "SRC-003", "SRC-007" ] }, { "neighbor": "vr.wm-org-001", "distinction": "Organization identity and reviewing authority owner.", "source_refs": [ "SRC-002", "SRC-003", "SRC-007" ] }, { "neighbor": "vr.wm-org-005", "distinction": "Employment applies conditionally to the employee profile; contractors do not create fictitious employments.", "source_refs": [ "SRC-002", "SRC-003", "SRC-007" ] }, { "neighbor": "vr.wm-org-006", "distinction": "Membership, when relevant, keeps its own relationship identity.", "source_refs": [ "SRC-002", "SRC-003", "SRC-007" ] }, { "neighbor": "vr.wm-org-016", "distinction": "Assignments define work binding; this case evaluates scoped work without owning assignments.", "source_refs": [ "SRC-002", "SRC-003", "SRC-007" ] }, { "neighbor": "vr.wm-org-004", "distinction": "Position and capability requirements are referenced, never copied into period scores.", "source_refs": [ "SRC-002", "SRC-003", "SRC-007" ] }, { "neighbor": "vr.wm-rec-001", "distinction": "Original evidence artifacts keep their document identity and retention master.", "source_refs": [ "SRC-002", "SRC-003", "SRC-007" ] }, { "neighbor": "vr.wm-eco-006", "distinction": "Contractor agreements remain outside case ownership.", "source_refs": [ "SRC-002", "SRC-003", "SRC-007" ] } ] }, "sources": [ { "id": "SRC-001", "title": "Employee Performance Management specification overview", "organization": "HR Open Standards Consortium", "url": "https://www.hropenstandards.org/standards", "version_or_date": "EPM 3.3 overview; accessed 2026-09-21", "source_type": "schema", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-21T14:01:26Z", "relevance": "Observed public object-family overview: objective plans/results, appraisal results and raters. No field-level XSD or license conformance claim." }, { "id": "SRC-002", "title": "The Organization Ontology", "organization": "W3C", "url": "https://www.w3.org/TR/vocab-org/", "version_or_date": "Recommendation 2014-01-16", "source_type": "ontology", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-21T14:01:26Z", "relevance": "Role, organization, post and membership separation supplies a relationship precedent; employment legal classification remains external." }, { "id": "SRC-003", "title": "PROV-O: The PROV Ontology", "organization": "W3C", "url": "https://www.w3.org/TR/prov-o/", "version_or_date": "Recommendation 2013-04-30", "source_type": "ontology", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-21T14:01:26Z", "relevance": "Entity, activity, agent, derivation and attribution precedents; no claim that provenance proves truth or ownership." }, { "id": "SRC-004", "title": "Competency assessment LEDA", "organization": "SFIA Foundation", "url": "https://sfia-online.org/en/sfia-9/skills/competency-assessment", "version_or_date": "SFIA 9", "source_type": "classifier", "primary_source": true, "authority_tier": 2, "accessed_at": "2026-09-21T14:01:26Z", "relevance": "Observed distinction between capability assessment and period performance appraisal. Definitions are not reproduced as a licensed taxonomy." }, { "id": "SRC-005", "title": "The SPACE of Developer Productivity", "organization": "Microsoft Research; ACM Queue authors", "url": "https://www.microsoft.com/en-us/research/publication/the-space-of-developer-productivity-theres-more-to-it-than-you-think/", "version_or_date": "2021", "source_type": "scientific", "primary_source": true, "authority_tier": 2, "accessed_at": "2026-09-21T14:01:26Z", "relevance": "Published abstract rejects single-metric productivity. It does not supply an employee rating algorithm or appraisal schema." }, { "id": "SRC-006", "title": "Performance Management Cycle", "organization": "US Office of Personnel Management", "url": "https://www.opm.gov/policy-data-oversight/performance-management/performance-management-cycle/", "version_or_date": "Web overview accessed 2026-09-21", "source_type": "public-authority", "primary_source": true, "authority_tier": 2, "accessed_at": "2026-09-21T14:01:26Z", "relevance": "Public-sector planning, monitoring, development, rating and recognition precedent. US federal process details are not universal obligations." }, { "id": "SRC-007", "title": "Whole-object description profile", "organization": "Vercy", "url": "https://ver.cy/object-description-profile.yaml", "version_or_date": "Live public profile accessed 2026-09-21", "source_type": "first-party-doc", "primary_source": true, "authority_tier": 2, "accessed_at": "2026-09-21T14:01:26Z", "relevance": "Five-facet applicability and delegated neighboring objects; abstract cases have no invented physical properties." }, { "id": "SRC-008", "title": "Human capital reporting and disclosure", "organization": "ISO", "url": "https://www.iso.org/standard/30414", "version_or_date": "ISO 30414:2025 public abstract", "source_type": "standard", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-21T14:01:26Z", "relevance": "Organizational human-capital reporting boundary only. Full standard not read; no formula, clause compliance or individual-score mapping claimed." } ], "structure": { "bundles": [ { "id": "identity-and-context", "name": "Identity and work context", "description": "Scope-governed identity and work context for one performance case.", "rationale": "Keeps this responsibility explicit while preserving independent object identity, source provenance and policy-qualified actions.", "source_refs": [ "SRC-001", "SRC-002", "SRC-003", "SRC-007" ], "layers": [ { "id": "identity-lineage", "name": "Identity Lineage", "description": "Model-owned context for identity lineage, referencing neighboring masters. Design choices are proposals grounded in source precedents, not asserted standard clauses.", "source_refs": [ "SRC-001", "SRC-003", "SRC-007" ], "findings": [ { "id": "case-identity", "name": "Case identity and authoritative master", "description": "A performance case has its own stable identity, distinct from person, period label and system row location. It is the root for scoped review records, not a global talent profile.", "source_refs": [ "SRC-001", "SRC-003", "SRC-007" ], "questions": [ { "id": "case-identity-q1", "kind": "identity", "text": "Which authoritative namespace and issuer identify this performance case?", "answer_data": [ "case-id", "master-system", "aliases" ] }, { "id": "case-identity-q2", "kind": "ownership", "text": "Which system owns case facts and which identifiers are only aliases?", "answer_data": [ "case-id", "master-system", "aliases" ] }, { "id": "case-identity-q3", "kind": "validation", "text": "What distinguishes duplicate case registration from another valid review of the same person?", "answer_data": [ "case-id", "master-system", "aliases" ] } ], "data_elements": [ { "id": "case-identity-case-id", "name": "case-id", "description": "Issuer-qualified stable case identity.", "value_kind": "identifier", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-003", "SRC-007" ] }, { "id": "case-identity-master-system", "name": "master-system", "description": "Declared authoritative case system.", "value_kind": "reference", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-003", "SRC-007" ] }, { "id": "case-identity-aliases", "name": "aliases", "description": "Source-qualified aliases with evidence, never implicit identity equivalence.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-003", "SRC-007" ] } ], "artifacts": [ { "id": "case-identity-record", "name": "Case identity and authoritative master record", "description": "A governed record for case identity and authoritative master. Keep source references, authority, valid time and knowledge time; storage is an adopting Dimension binding.", "media_or_form": [ "application/json", "application/yaml", "governed document or source-system projection" ], "serial": true, "identity_strategy": "Use the authoritative master identifier first; append immutable revision identity for change. Filenames and dates are not object identity.", "source_refs": [ "SRC-001", "SRC-003", "SRC-007" ] } ], "inline_only_rationale": null }, { "id": "revision-lineage", "name": "Revision and successor lineage", "description": "Revision changes assertions about one case; a new review cycle gets a separate case identity. Corrections link prior assertions without granting indefinite retention of their personal content. Use a policy-authorized minimal redacted assertion when content is erased; unauthorized loss of the predecessor reference is invalid. The retained linkage itself remains subject to policy.", "source_refs": [ "SRC-003", "SRC-007" ], "questions": [ { "id": "revision-lineage-q1", "kind": "lifecycle", "text": "Does this change revise the existing case or establish a new review cycle?", "answer_data": [ "revision-id", "previous-revision", "correction-basis" ] }, { "id": "revision-lineage-q2", "kind": "temporal", "text": "When was the corrected claim valid and when did the master learn it?", "answer_data": [ "revision-id", "previous-revision", "correction-basis" ] }, { "id": "revision-lineage-q3", "kind": "provenance", "text": "Which earlier revision is superseded and under whose documented correction authority?", "answer_data": [ "revision-id", "previous-revision", "correction-basis" ] } ], "data_elements": [ { "id": "revision-lineage-revision-id", "name": "revision-id", "description": "Version identity separate from case and schema version.", "value_kind": "identifier", "cardinality": "1", "required": true, "source_refs": [ "SRC-003", "SRC-007" ] }, { "id": "revision-lineage-previous-revision", "name": "previous-revision", "description": "Prior known head; never silent last-writer-wins.", "value_kind": "reference", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-003", "SRC-007" ] }, { "id": "revision-lineage-correction-basis", "name": "correction-basis", "description": "Actor, reason and effective scope of correction.", "value_kind": "text", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-003", "SRC-007" ] } ], "artifacts": [ { "id": "revision-lineage-record", "name": "Revision and successor lineage record", "description": "A governed record for revision and successor lineage. Keep source references, authority, valid time and knowledge time; storage is an adopting Dimension binding.", "media_or_form": [ "application/json", "application/yaml", "governed document or source-system projection" ], "serial": true, "identity_strategy": "Use the authoritative master identifier first; append immutable revision identity for change. Filenames and dates are not object identity.", "source_refs": [ "SRC-003", "SRC-007" ] } ], "inline_only_rationale": null } ] }, { "id": "governing-bindings", "name": "Governing Bindings", "description": "Model-owned context for governing bindings, referencing neighboring masters. Design choices are proposals grounded in source precedents, not asserted standard clauses.", "source_refs": [ "SRC-001", "SRC-002", "SRC-003", "SRC-007" ], "findings": [ { "id": "governing-context", "name": "Governing work context", "description": "Exactly one declared reviewing authority and governing work context per case. Employment is required only for employee cases; contractors and founders may use a referenced contract or mandate. Concurrent employment remains external context.", "source_refs": [ "SRC-001", "SRC-002", "SRC-007" ], "questions": [ { "id": "governing-context-q1", "kind": "relationship", "text": "Which employment, contract or founder mandate governs this review?", "answer_data": [ "context-kind", "governing-context-ref", "reviewing-organization", "authority-ref" ] }, { "id": "governing-context-q2", "kind": "authority", "text": "What authorizes the reviewing organization and reviewer in this work context?", "answer_data": [ "context-kind", "governing-context-ref", "reviewing-organization", "authority-ref" ] }, { "id": "governing-context-q3", "kind": "exception", "text": "How is a contractor reviewed without inventing an employment relationship?", "answer_data": [ "context-kind", "governing-context-ref", "reviewing-organization", "authority-ref" ] } ], "data_elements": [ { "id": "governing-context-context-kind", "name": "context-kind", "description": "Employee, contractor or founder profile in this release.", "value_kind": "code", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-002", "SRC-007" ] }, { "id": "governing-context-governing-context-ref", "name": "governing-context-ref", "description": "Employment, contract or mandate identity.", "value_kind": "reference", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-002", "SRC-007" ] }, { "id": "governing-context-reviewing-organization", "name": "reviewing-organization", "description": "Owner/controller declaration, subject to adopting policy.", "value_kind": "reference", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-002", "SRC-007" ] }, { "id": "governing-context-authority-ref", "name": "authority-ref", "description": "Scope-limited authorization evidence.", "value_kind": "reference", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-002", "SRC-007" ] } ], "artifacts": [ { "id": "governing-context-record", "name": "Governing work context record", "description": "A governed record for governing work context. Keep source references, authority, valid time and knowledge time; storage is an adopting Dimension binding.", "media_or_form": [ "application/json", "application/yaml", "governed document or source-system projection" ], "serial": true, "identity_strategy": "Use the authoritative master identifier first; append immutable revision identity for change. Filenames and dates are not object identity.", "source_refs": [ "SRC-001", "SRC-002", "SRC-007" ] } ], "inline_only_rationale": null }, { "id": "neighbor-bindings", "name": "Subject and assignment bindings", "description": "Reference person, organizational units, positions, memberships and assignments with roles and valid time. No replicated person master, contract salary or credential secret. Multiple contextual roles do not imply multiple people.", "source_refs": [ "SRC-002", "SRC-003" ], "questions": [ { "id": "neighbor-bindings-q1", "kind": "composition", "text": "Which person and independently owned assignments are referenced by this case?", "answer_data": [ "subject-ref", "assignment-bindings", "other-context-bindings" ] }, { "id": "neighbor-bindings-q2", "kind": "temporal", "text": "During which intervals did each position or membership apply?", "answer_data": [ "subject-ref", "assignment-bindings", "other-context-bindings" ] }, { "id": "neighbor-bindings-q3", "kind": "privacy", "text": "Which neighboring facts can be referenced without copying unnecessary personal data?", "answer_data": [ "subject-ref", "assignment-bindings", "other-context-bindings" ] } ], "data_elements": [ { "id": "neighbor-bindings-subject-ref", "name": "subject-ref", "description": "Canonical person reference under authorized identity policy.", "value_kind": "reference", "cardinality": "1", "required": true, "source_refs": [ "SRC-002", "SRC-003" ] }, { "id": "neighbor-bindings-assignment-bindings", "name": "assignment-bindings", "description": "Work scope, role and valid-time bindings.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-002", "SRC-003" ] }, { "id": "neighbor-bindings-other-context-bindings", "name": "other-context-bindings", "description": "Purpose-limited related employment, post or membership references.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-002", "SRC-003" ] } ], "artifacts": [ { "id": "neighbor-bindings-record", "name": "Subject and assignment bindings record", "description": "A governed record for subject and assignment bindings. Keep source references, authority, valid time and knowledge time; storage is an adopting Dimension binding.", "media_or_form": [ "application/json", "application/yaml", "governed document or source-system projection" ], "serial": true, "identity_strategy": "Use the authoritative master identifier first; append immutable revision identity for change. Filenames and dates are not object identity.", "source_refs": [ "SRC-002", "SRC-003" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "objectives-and-period", "name": "Objectives, period and purpose", "description": "Scope-governed objectives, period and purpose for one performance case.", "rationale": "Keeps this responsibility explicit while preserving independent object identity, source provenance and policy-qualified actions.", "source_refs": [ "SRC-001", "SRC-003", "SRC-005", "SRC-006", "SRC-007" ], "layers": [ { "id": "period-purpose", "name": "Period Purpose", "description": "Model-owned context for period purpose, referencing neighboring masters. Design choices are proposals grounded in source precedents, not asserted standard clauses.", "source_refs": [ "SRC-001", "SRC-003", "SRC-006", "SRC-007" ], "findings": [ { "id": "review-period", "name": "Period and review instrument", "description": "The reviewed interval, operating timezone and program version are independent of record creation and rating issuance. A draft may have no assessment; profile and state guards govern required information.", "source_refs": [ "SRC-001", "SRC-006" ], "questions": [ { "id": "review-period-q1", "kind": "temporal", "text": "What interval and calendar define the work reviewed by this case?", "answer_data": [ "period-start", "period-end", "program-profile" ] }, { "id": "review-period-q2", "kind": "classification", "text": "Which versioned program and startup or enterprise profile applies?", "answer_data": [ "period-start", "period-end", "program-profile" ] }, { "id": "review-period-q3", "kind": "state", "text": "Which information is required now for draft, open assessment or issued outcome?", "answer_data": [ "period-start", "period-end", "program-profile" ] } ], "data_elements": [ { "id": "review-period-period-start", "name": "period-start", "description": "Inclusive effective start with offset.", "value_kind": "timestamp", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-006" ] }, { "id": "review-period-period-end", "name": "period-end", "description": "Exclusive effective end later than start.", "value_kind": "timestamp", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-006" ] }, { "id": "review-period-program-profile", "name": "program-profile", "description": "Declared profile and version, not universal HR policy.", "value_kind": "reference", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-006" ] } ], "artifacts": [ { "id": "review-period-record", "name": "Period and review instrument record", "description": "A governed record for period and review instrument. Keep source references, authority, valid time and knowledge time; storage is an adopting Dimension binding.", "media_or_form": [ "application/json", "application/yaml", "governed document or source-system projection" ], "serial": true, "identity_strategy": "Use the authoritative master identifier first; append immutable revision identity for change. Filenames and dates are not object identity.", "source_refs": [ "SRC-001", "SRC-006" ] } ], "inline_only_rationale": null }, { "id": "purpose-declaration", "name": "Purpose and permitted use", "description": "Declare why the review exists before gathering evidence. Development, period appraisal, recognition and external reference are distinct purposes; downstream use requires an independent authority and compatibility decision.", "source_refs": [ "SRC-003", "SRC-007" ], "questions": [ { "id": "purpose-declaration-q1", "kind": "requirement", "text": "What explicit purpose governs this performance case and evidence collection?", "answer_data": [ "purpose", "policy-version", "reuse-decisions" ] }, { "id": "purpose-declaration-q2", "kind": "access", "text": "Which reader purposes are compatible with that declaration?", "answer_data": [ "purpose", "policy-version", "reuse-decisions" ] }, { "id": "purpose-declaration-q3", "kind": "decision", "text": "Who decides whether a proposed new use is permissible and with what evidence?", "answer_data": [ "purpose", "policy-version", "reuse-decisions" ] } ], "data_elements": [ { "id": "purpose-declaration-purpose", "name": "purpose", "description": "Controlled local purpose with definition.", "value_kind": "code", "cardinality": "1", "required": true, "source_refs": [ "SRC-003", "SRC-007" ] }, { "id": "purpose-declaration-policy-version", "name": "policy-version", "description": "Governing access and use policy.", "value_kind": "reference", "cardinality": "1", "required": true, "source_refs": [ "SRC-003", "SRC-007" ] }, { "id": "purpose-declaration-reuse-decisions", "name": "reuse-decisions", "description": "Explicit compatibility assessment and authority, not inferred consent.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-003", "SRC-007" ] } ], "artifacts": [ { "id": "purpose-declaration-record", "name": "Purpose and permitted use record", "description": "A governed record for purpose and permitted use. Keep source references, authority, valid time and knowledge time; storage is an adopting Dimension binding.", "media_or_form": [ "application/json", "application/yaml", "governed document or source-system projection" ], "serial": true, "identity_strategy": "Use the authoritative master identifier first; append immutable revision identity for change. Filenames and dates are not object identity.", "source_refs": [ "SRC-003", "SRC-007" ] } ], "inline_only_rationale": null } ] }, { "id": "objective-plan", "name": "Objective Plan", "description": "Model-owned context for objective plan, referencing neighboring masters. Design choices are proposals grounded in source precedents, not asserted standard clauses.", "source_refs": [ "SRC-001", "SRC-003", "SRC-005", "SRC-006" ], "findings": [ { "id": "objective-definition", "name": "Objective and success criteria", "description": "Objective items describe intended outcomes and qualitative or quantitative acceptance criteria. They may reference independently owned organizational goals; they do not become competency definitions or pay instructions. Record changes in opportunity, available work time, leave and dependency conditions where purpose-authorized, without copying health or accommodation details into a general review.", "source_refs": [ "SRC-001", "SRC-006" ], "questions": [ { "id": "objective-definition-q1", "kind": "definition", "text": "What intended outcome does this objective express?", "answer_data": [ "objective-id", "success-criterion", "baseline-and-target", "constraints" ] }, { "id": "objective-definition-q2", "kind": "measurement", "text": "What evidence distinguishes met, unmet and not-evaluable for this objective?", "answer_data": [ "objective-id", "success-criterion", "baseline-and-target", "constraints" ] }, { "id": "objective-definition-q3", "kind": "constraint", "text": "Which dependencies or resource assumptions limit responsibility for the outcome?", "answer_data": [ "objective-id", "success-criterion", "baseline-and-target", "constraints" ] } ], "data_elements": [ { "id": "objective-definition-objective-id", "name": "objective-id", "description": "Stable objective identity in its owning system.", "value_kind": "identifier", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-006" ] }, { "id": "objective-definition-success-criterion", "name": "success-criterion", "description": "Observable criterion, allowed to be qualitative.", "value_kind": "text", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-006" ] }, { "id": "objective-definition-baseline-and-target", "name": "baseline-and-target", "description": "Unit, method, population and baseline if measurement is used.", "value_kind": "object", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-001", "SRC-006" ] }, { "id": "objective-definition-constraints", "name": "constraints", "description": "Declared dependency and capacity assumptions.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-006" ] } ], "artifacts": [ { "id": "objective-definition-record", "name": "Objective and success criteria record", "description": "A governed record for objective and success criteria. Keep source references, authority, valid time and knowledge time; storage is an adopting Dimension binding.", "media_or_form": [ "application/json", "application/yaml", "governed document or source-system projection" ], "serial": true, "identity_strategy": "Use the authoritative master identifier first; append immutable revision identity for change. Filenames and dates are not object identity.", "source_refs": [ "SRC-001", "SRC-006" ] } ], "inline_only_rationale": null }, { "id": "objective-change-and-alignment", "name": "Objective changes and shared alignment", "description": "An objective revision records who changed expectations and when. Shared team outcomes are linked and contribution is asserted separately; they are not multiplied into private achievements.", "source_refs": [ "SRC-001", "SRC-003", "SRC-005" ], "questions": [ { "id": "objective-change-and-alignment-q1", "kind": "relationship", "text": "Which team or organization objective does this item support without duplicating its master?", "answer_data": [ "alignment-refs", "objective-revision", "change-events" ] }, { "id": "objective-change-and-alignment-q2", "kind": "event", "text": "What changed the agreed objective or its success criterion during the period?", "answer_data": [ "alignment-refs", "objective-revision", "change-events" ] }, { "id": "objective-change-and-alignment-q3", "kind": "authority", "text": "Who acknowledged the revised expectation and its effective date?", "answer_data": [ "alignment-refs", "objective-revision", "change-events" ] } ], "data_elements": [ { "id": "objective-change-and-alignment-alignment-refs", "name": "alignment-refs", "description": "Typed goal links without automatic credit.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-003", "SRC-005" ] }, { "id": "objective-change-and-alignment-objective-revision", "name": "objective-revision", "description": "Version of agreed expectations.", "value_kind": "identifier", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-003", "SRC-005" ] }, { "id": "objective-change-and-alignment-change-events", "name": "change-events", "description": "Reason, actor, time and affected acceptance criteria.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-003", "SRC-005" ] } ], "artifacts": [ { "id": "objective-change-and-alignment-record", "name": "Objective changes and shared alignment record", "description": "A governed record for objective changes and shared alignment. Keep source references, authority, valid time and knowledge time; storage is an adopting Dimension binding.", "media_or_form": [ "application/json", "application/yaml", "governed document or source-system projection" ], "serial": true, "identity_strategy": "Use the authoritative master identifier first; append immutable revision identity for change. Filenames and dates are not object identity.", "source_refs": [ "SRC-001", "SRC-003", "SRC-005" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "evidence-and-attribution", "name": "Evidence and attribution", "description": "Scope-governed evidence and attribution for one performance case.", "rationale": "Keeps this responsibility explicit while preserving independent object identity, source provenance and policy-qualified actions.", "source_refs": [ "SRC-002", "SRC-003", "SRC-005", "SRC-007" ], "layers": [ { "id": "evidence-quality", "name": "Evidence Quality", "description": "Model-owned context for evidence quality, referencing neighboring masters. Design choices are proposals grounded in source precedents, not asserted standard clauses.", "source_refs": [ "SRC-003", "SRC-005" ], "findings": [ { "id": "evidence-origin", "name": "Evidence origin and observation", "description": "The case records an evidence citation and assessment of its relevance; the original document, log or work product keeps its own identity and master. Record method, timing and unit of analysis.", "source_refs": [ "SRC-003", "SRC-005" ], "questions": [ { "id": "evidence-origin-q1", "kind": "evidence", "text": "Which observed work product or attestation supports the claimed result?", "answer_data": [ "evidence-ref", "observation-method", "observed-at", "recorded-at", "unit-of-analysis" ] }, { "id": "evidence-origin-q2", "kind": "provenance", "text": "Who produced the evidence and by what collection method?", "answer_data": [ "evidence-ref", "observation-method", "observed-at", "recorded-at", "unit-of-analysis" ] }, { "id": "evidence-origin-q3", "kind": "temporal", "text": "When did the observation occur and when was it recorded for review?", "answer_data": [ "evidence-ref", "observation-method", "observed-at", "recorded-at", "unit-of-analysis" ] } ], "data_elements": [ { "id": "evidence-origin-evidence-ref", "name": "evidence-ref", "description": "Resolvable source object and version.", "value_kind": "reference", "cardinality": "1", "required": true, "source_refs": [ "SRC-003", "SRC-005" ] }, { "id": "evidence-origin-observation-method", "name": "observation-method", "description": "Method and measurement conditions.", "value_kind": "text", "cardinality": "1", "required": true, "source_refs": [ "SRC-003", "SRC-005" ] }, { "id": "evidence-origin-observed-at", "name": "observed-at", "description": "Observation time with seconds and offset.", "value_kind": "timestamp", "cardinality": "1", "required": true, "source_refs": [ "SRC-003", "SRC-005" ] }, { "id": "evidence-origin-recorded-at", "name": "recorded-at", "description": "Knowledge time independent of observation.", "value_kind": "timestamp", "cardinality": "1", "required": true, "source_refs": [ "SRC-003", "SRC-005" ] }, { "id": "evidence-origin-unit-of-analysis", "name": "unit-of-analysis", "description": "Person, assignment, team, system or artifact.", "value_kind": "code", "cardinality": "1", "required": true, "source_refs": [ "SRC-003", "SRC-005" ] } ], "artifacts": [ { "id": "evidence-origin-record", "name": "Evidence origin and observation record", "description": "A governed record for evidence origin and observation. Keep source references, authority, valid time and knowledge time; storage is an adopting Dimension binding.", "media_or_form": [ "application/json", "application/yaml", "governed document or source-system projection" ], "serial": true, "identity_strategy": "Use the authoritative master identifier first; append immutable revision identity for change. Filenames and dates are not object identity.", "source_refs": [ "SRC-003", "SRC-005" ] } ], "inline_only_rationale": null }, { "id": "quality-and-proxy-exclusion", "name": "Evidence quality and proxy exclusion", "description": "Evidence may be admitted, contested or excluded with reasons. Raw activity or surveillance proxies are not a sole or automatic basis for assessment. Missing evidence is unknown, not zero contribution.", "source_refs": [ "SRC-003", "SRC-005" ], "questions": [ { "id": "quality-and-proxy-exclusion-q1", "kind": "quality", "text": "Is this evidence direct, self-reported, derived, contested or excluded?", "answer_data": [ "quality-class", "use-state", "exclusion-reason", "uncertainty" ] }, { "id": "quality-and-proxy-exclusion-q2", "kind": "constraint", "text": "Would the proposed rating rely only on activity counts or surveillance proxies?", "answer_data": [ "quality-class", "use-state", "exclusion-reason", "uncertainty" ] }, { "id": "quality-and-proxy-exclusion-q3", "kind": "validation", "text": "What non-proxy evidence supports the assessment and what uncertainty remains?", "answer_data": [ "quality-class", "use-state", "exclusion-reason", "uncertainty" ] } ], "data_elements": [ { "id": "quality-and-proxy-exclusion-quality-class", "name": "quality-class", "description": "Declared collection and trust category.", "value_kind": "code", "cardinality": "1", "required": true, "source_refs": [ "SRC-003", "SRC-005" ] }, { "id": "quality-and-proxy-exclusion-use-state", "name": "use-state", "description": "Admitted, contested or excluded.", "value_kind": "code", "cardinality": "1", "required": true, "source_refs": [ "SRC-003", "SRC-005" ] }, { "id": "quality-and-proxy-exclusion-exclusion-reason", "name": "exclusion-reason", "description": "Reason a cited item cannot support the outcome.", "value_kind": "text", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-003", "SRC-005" ] }, { "id": "quality-and-proxy-exclusion-uncertainty", "name": "uncertainty", "description": "Known limits, not fabricated precision.", "value_kind": "text", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-003", "SRC-005" ] } ], "artifacts": [ { "id": "quality-and-proxy-exclusion-record", "name": "Evidence quality and proxy exclusion record", "description": "A governed record for evidence quality and proxy exclusion. Keep source references, authority, valid time and knowledge time; storage is an adopting Dimension binding.", "media_or_form": [ "application/json", "application/yaml", "governed document or source-system projection" ], "serial": true, "identity_strategy": "Use the authoritative master identifier first; append immutable revision identity for change. Filenames and dates are not object identity.", "source_refs": [ "SRC-003", "SRC-005" ] } ], "inline_only_rationale": null } ] }, { "id": "credit-conflict", "name": "Credit Conflict", "description": "Model-owned context for credit conflict, referencing neighboring masters. Design choices are proposals grounded in source precedents, not asserted standard clauses.", "source_refs": [ "SRC-002", "SRC-003", "SRC-005", "SRC-007" ], "findings": [ { "id": "attribution-claims", "name": "Attribution and shared credit claims", "description": "Attribution binds evidence to a subject, role and work context. Shares may be unknown; any fraction requires a denominator and method. Contribution does not establish IP ownership or automatically allocate revenue.", "source_refs": [ "SRC-002", "SRC-003", "SRC-005" ], "questions": [ { "id": "attribution-claims-q1", "kind": "relationship", "text": "Who claims which contribution in which employment or assignment context?", "answer_data": [ "attribution-id", "subject-and-context", "claimed-share", "basis-and-status" ] }, { "id": "attribution-claims-q2", "kind": "measurement", "text": "If a numerical share is proposed, what denominator and allocation method justify it?", "answer_data": [ "attribution-id", "subject-and-context", "claimed-share", "basis-and-status" ] }, { "id": "attribution-claims-q3", "kind": "evidence", "text": "Which attestation supports or contests the contribution claim?", "answer_data": [ "attribution-id", "subject-and-context", "claimed-share", "basis-and-status" ] } ], "data_elements": [ { "id": "attribution-claims-attribution-id", "name": "attribution-id", "description": "Identity of claim rather than asserted truth.", "value_kind": "identifier", "cardinality": "1", "required": true, "source_refs": [ "SRC-002", "SRC-003", "SRC-005" ] }, { "id": "attribution-claims-subject-and-context", "name": "subject-and-context", "description": "Actor, role and work-context references.", "value_kind": "object", "cardinality": "1", "required": true, "source_refs": [ "SRC-002", "SRC-003", "SRC-005" ] }, { "id": "attribution-claims-claimed-share", "name": "claimed-share", "description": "Optional fraction under a declared method; unknown is allowed.", "value_kind": "number", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-002", "SRC-003", "SRC-005" ] }, { "id": "attribution-claims-basis-and-status", "name": "basis-and-status", "description": "Evidence, method and asserted or disputed status.", "value_kind": "object", "cardinality": "1", "required": true, "source_refs": [ "SRC-002", "SRC-003", "SRC-005" ] } ], "artifacts": [ { "id": "attribution-claims-record", "name": "Attribution and shared credit claims record", "description": "A governed record for attribution and shared credit claims. Keep source references, authority, valid time and knowledge time; storage is an adopting Dimension binding.", "media_or_form": [ "application/json", "application/yaml", "governed document or source-system projection" ], "serial": true, "identity_strategy": "Use the authoritative master identifier first; append immutable revision identity for change. Filenames and dates are not object identity.", "source_refs": [ "SRC-002", "SRC-003", "SRC-005" ] } ], "inline_only_rationale": null }, { "id": "evidence-conflicts", "name": "Conflicting evidence and unresolved claims", "description": "Keep competing source-qualified claims visible. A human may issue a qualified review with recorded uncertainty, but cannot label it uncontested or silently discard an equally authoritative contrary source.", "source_refs": [ "SRC-003", "SRC-007" ], "questions": [ { "id": "evidence-conflicts-q1", "kind": "evidence", "text": "Which claims conflict about the same result or contribution?", "answer_data": [ "conflict-set", "resolution-state", "outcome-qualification" ] }, { "id": "evidence-conflicts-q2", "kind": "decision", "text": "Who adjudicated the conflict and what reasons were preserved?", "answer_data": [ "conflict-set", "resolution-state", "outcome-qualification" ] }, { "id": "evidence-conflicts-q3", "kind": "exception", "text": "How is an issued outcome qualified when the dispute remains unresolved?", "answer_data": [ "conflict-set", "resolution-state", "outcome-qualification" ] } ], "data_elements": [ { "id": "evidence-conflicts-conflict-set", "name": "conflict-set", "description": "References to incompatible claims.", "value_kind": "collection", "cardinality": "1..n", "required": true, "source_refs": [ "SRC-003", "SRC-007" ] }, { "id": "evidence-conflicts-resolution-state", "name": "resolution-state", "description": "Open, qualified, resolved or withdrawn with reason.", "value_kind": "code", "cardinality": "1", "required": true, "source_refs": [ "SRC-003", "SRC-007" ] }, { "id": "evidence-conflicts-outcome-qualification", "name": "outcome-qualification", "description": "Required when an outcome cites contested evidence.", "value_kind": "text", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-003", "SRC-007" ] } ], "artifacts": [ { "id": "evidence-conflicts-record", "name": "Conflicting evidence and unresolved claims record", "description": "A governed record for conflicting evidence and unresolved claims. Keep source references, authority, valid time and knowledge time; storage is an adopting Dimension binding.", "media_or_form": [ "application/json", "application/yaml", "governed document or source-system projection" ], "serial": true, "identity_strategy": "Use the authoritative master identifier first; append immutable revision identity for change. Filenames and dates are not object identity.", "source_refs": [ "SRC-003", "SRC-007" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "assessment-and-scales", "name": "Assessment and scales", "description": "Scope-governed assessment and scales for one performance case.", "rationale": "Keeps this responsibility explicit while preserving independent object identity, source provenance and policy-qualified actions.", "source_refs": [ "SRC-001", "SRC-002", "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-007" ], "layers": [ { "id": "reviewer-and-mode", "name": "Reviewer And Mode", "description": "Model-owned context for reviewer and mode, referencing neighboring masters. Design choices are proposals grounded in source precedents, not asserted standard clauses.", "source_refs": [ "SRC-001", "SRC-002", "SRC-005", "SRC-007" ], "findings": [ { "id": "reviewer-authority", "name": "Reviewer assignment and recusal", "description": "Reviewer authority is scoped to the case, items and interval. Manager, peer, customer and appeal officer roles are not interchangeable. A role assignment does not prove an assessment was performed.", "source_refs": [ "SRC-001", "SRC-002" ], "questions": [ { "id": "reviewer-authority-q1", "kind": "authority", "text": "Which assignment grants this rater authority over these review items?", "answer_data": [ "reviewer-ref", "reviewer-role", "authority-and-window", "recusal" ] }, { "id": "reviewer-authority-q2", "kind": "access", "text": "What evidence is this rater permitted to read for the declared purpose?", "answer_data": [ "reviewer-ref", "reviewer-role", "authority-and-window", "recusal" ] }, { "id": "reviewer-authority-q3", "kind": "exception", "text": "What conflict of interest requires recusal or another accountable reviewer?", "answer_data": [ "reviewer-ref", "reviewer-role", "authority-and-window", "recusal" ] } ], "data_elements": [ { "id": "reviewer-authority-reviewer-ref", "name": "reviewer-ref", "description": "Human or accountable party identity.", "value_kind": "reference", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-002" ] }, { "id": "reviewer-authority-reviewer-role", "name": "reviewer-role", "description": "Scoped rater, calibrator or appeal role.", "value_kind": "code", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-002" ] }, { "id": "reviewer-authority-authority-and-window", "name": "authority-and-window", "description": "Authorization and valid interval.", "value_kind": "object", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-002" ] }, { "id": "reviewer-authority-recusal", "name": "recusal", "description": "Conflict declaration and replacement decision.", "value_kind": "object", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-001", "SRC-002" ] } ], "artifacts": [ { "id": "reviewer-authority-record", "name": "Reviewer assignment and recusal record", "description": "A governed record for reviewer assignment and recusal. Keep source references, authority, valid time and knowledge time; storage is an adopting Dimension binding.", "media_or_form": [ "application/json", "application/yaml", "governed document or source-system projection" ], "serial": true, "identity_strategy": "Use the authoritative master identifier first; append immutable revision identity for change. Filenames and dates are not object identity.", "source_refs": [ "SRC-001", "SRC-002" ] } ], "inline_only_rationale": null }, { "id": "assessment-mode", "name": "Assistance versus accountable assessment", "description": "Agents may organize evidence and draft questions. A human author issues review outcomes under explicit authority. AI assistance is disclosed; no recommendation executes hiring, dismissal, promotion or pay.", "source_refs": [ "SRC-005", "SRC-007" ], "questions": [ { "id": "assessment-mode-q1", "kind": "process", "text": "Was this assessment drafted by a person or prepared with agent assistance?", "answer_data": [ "assistance-mode", "accountable-author", "permitted-effects" ] }, { "id": "assessment-mode-q2", "kind": "authority", "text": "Which accountable human accepted the evidence and issued the review?", "answer_data": [ "assistance-mode", "accountable-author", "permitted-effects" ] }, { "id": "assessment-mode-q3", "kind": "constraint", "text": "What prevents an agent-produced suggestion from executing an employment decision?", "answer_data": [ "assistance-mode", "accountable-author", "permitted-effects" ] } ], "data_elements": [ { "id": "assessment-mode-assistance-mode", "name": "assistance-mode", "description": "Human or assisted drafting with provenance.", "value_kind": "code", "cardinality": "1", "required": true, "source_refs": [ "SRC-005", "SRC-007" ] }, { "id": "assessment-mode-accountable-author", "name": "accountable-author", "description": "Mandatory before issue, absent in a fresh draft.", "value_kind": "reference", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-005", "SRC-007" ] }, { "id": "assessment-mode-permitted-effects", "name": "permitted-effects", "description": "Review-only changes; downstream decisions are external.", "value_kind": "collection", "cardinality": "1..n", "required": true, "source_refs": [ "SRC-005", "SRC-007" ] } ], "artifacts": [ { "id": "assessment-mode-record", "name": "Assistance versus accountable assessment record", "description": "A governed record for assistance versus accountable assessment. Keep source references, authority, valid time and knowledge time; storage is an adopting Dimension binding.", "media_or_form": [ "application/json", "application/yaml", "governed document or source-system projection" ], "serial": true, "identity_strategy": "Use the authoritative master identifier first; append immutable revision identity for change. Filenames and dates are not object identity.", "source_refs": [ "SRC-005", "SRC-007" ] } ], "inline_only_rationale": null } ] }, { "id": "instrument-and-assertion", "name": "Instrument And Assertion", "description": "Model-owned context for instrument and assertion, referencing neighboring masters. Design choices are proposals grounded in source precedents, not asserted standard clauses.", "source_refs": [ "SRC-001", "SRC-003", "SRC-004", "SRC-005", "SRC-006" ], "findings": [ { "id": "scale-version", "name": "Contextual scale version", "description": "A narrative-only review requires no scale. When a numeric or ordinal rating is used, pin exactly one applicable version, anchors, scope and method. Capability levels and grades are referenced concepts, not performance scores.", "source_refs": [ "SRC-001", "SRC-004", "SRC-005" ], "questions": [ { "id": "scale-version-q1", "kind": "classification", "text": "Does this profile use a rating scale or narrative-only assessment?", "answer_data": [ "scale-ref", "scale-version", "scale-anchors", "comparison-mapping" ] }, { "id": "scale-version-q2", "kind": "measurement", "text": "Which immutable scale version defines the meaning of this rating value?", "answer_data": [ "scale-ref", "scale-version", "scale-anchors", "comparison-mapping" ] }, { "id": "scale-version-q3", "kind": "interoperability", "text": "What explicit mapping is needed before comparing two incompatible scale versions?", "answer_data": [ "scale-ref", "scale-version", "scale-anchors", "comparison-mapping" ] } ], "data_elements": [ { "id": "scale-version-scale-ref", "name": "scale-ref", "description": "Required for quantified assessment only.", "value_kind": "reference", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-001", "SRC-004", "SRC-005" ] }, { "id": "scale-version-scale-version", "name": "scale-version", "description": "Exact anchor set; no floating latest.", "value_kind": "identifier", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-001", "SRC-004", "SRC-005" ] }, { "id": "scale-version-scale-anchors", "name": "scale-anchors", "description": "Locally defined meanings, order and applicability.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-004", "SRC-005" ] }, { "id": "scale-version-comparison-mapping", "name": "comparison-mapping", "description": "Loss-aware mapping; absent means not comparable.", "value_kind": "reference", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-001", "SRC-004", "SRC-005" ] } ], "artifacts": [ { "id": "scale-version-record", "name": "Contextual scale version record", "description": "A governed record for contextual scale version. Keep source references, authority, valid time and knowledge time; storage is an adopting Dimension binding.", "media_or_form": [ "application/json", "application/yaml", "governed document or source-system projection" ], "serial": true, "identity_strategy": "Use the authoritative master identifier first; append immutable revision identity for change. Filenames and dates are not object identity.", "source_refs": [ "SRC-001", "SRC-004", "SRC-005" ] } ], "inline_only_rationale": null }, { "id": "assessment-assertion", "name": "Assessment assertion and issue guard", "description": "Assessments are 0..n in a case, with at most one current issued outcome for the chosen release profile. Prior outcomes remain referencable subject to retention policy. A period rating is never a permanent person property.", "source_refs": [ "SRC-001", "SRC-003", "SRC-006" ], "questions": [ { "id": "assessment-assertion-q1", "kind": "state", "text": "Is this assertion draft, issued or superseded?", "answer_data": [ "assessment-id", "narrative", "rating-value", "evidence-refs", "supersedes-ref" ] }, { "id": "assessment-assertion-q2", "kind": "evidence", "text": "Which admissible evidence and unresolved conflicts support this outcome?", "answer_data": [ "assessment-id", "narrative", "rating-value", "evidence-refs", "supersedes-ref" ] }, { "id": "assessment-assertion-q3", "kind": "temporal", "text": "Which period, purpose and scale version bound the issued assessment?", "answer_data": [ "assessment-id", "narrative", "rating-value", "evidence-refs", "supersedes-ref" ] } ], "data_elements": [ { "id": "assessment-assertion-assessment-id", "name": "assessment-id", "description": "Identity of an authored assertion.", "value_kind": "identifier", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-003", "SRC-006" ] }, { "id": "assessment-assertion-narrative", "name": "narrative", "description": "Reasoned and purpose-limited assessment.", "value_kind": "text", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-003", "SRC-006" ] }, { "id": "assessment-assertion-rating-value", "name": "rating-value", "description": "Optional value within a pinned scale.", "value_kind": "code", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-001", "SRC-003", "SRC-006" ] }, { "id": "assessment-assertion-evidence-refs", "name": "evidence-refs", "description": "Non-empty admissible support required at issue.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-003", "SRC-006" ] }, { "id": "assessment-assertion-supersedes-ref", "name": "supersedes-ref", "description": "Previous assessment assertion, not a new person identity.", "value_kind": "reference", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-001", "SRC-003", "SRC-006" ] } ], "artifacts": [ { "id": "assessment-assertion-record", "name": "Assessment assertion and issue guard record", "description": "A governed record for assessment assertion and issue guard. Keep source references, authority, valid time and knowledge time; storage is an adopting Dimension binding.", "media_or_form": [ "application/json", "application/yaml", "governed document or source-system projection" ], "serial": true, "identity_strategy": "Use the authoritative master identifier first; append immutable revision identity for change. Filenames and dates are not object identity.", "source_refs": [ "SRC-001", "SRC-003", "SRC-006" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "calibration-and-recognition", "name": "Calibration and recognition", "description": "Scope-governed calibration and recognition for one performance case.", "rationale": "Keeps this responsibility explicit while preserving independent object identity, source provenance and policy-qualified actions.", "source_refs": [ "SRC-001", "SRC-003", "SRC-006", "SRC-007" ], "layers": [ { "id": "calibration-outcome", "name": "Calibration Outcome", "description": "Model-owned context for calibration outcome, referencing neighboring masters. Design choices are proposals grounded in source precedents, not asserted standard clauses.", "source_refs": [ "SRC-001", "SRC-003", "SRC-006", "SRC-007" ], "findings": [ { "id": "calibration-history", "name": "Calibration acts and session history", "description": "Calibration is an accountable before/after act with reasons. Allow repeated sessions and preserve dissent. A session can reference several case outcomes without owning their identities or exporting their full dossiers. A multi-case Calibration Session is a peer object with its own population and policy. Only the case-local calibration outcome belongs to this aggregate. For post-issuance calibration, the after assertion supersedes the before assertion and the before status becomes superseded.", "source_refs": [ "SRC-003", "SRC-006" ], "questions": [ { "id": "calibration-history-q1", "kind": "event", "text": "Which prior assessment was changed by this calibration act?", "answer_data": [ "calibration-id", "before-and-after", "session-ref", "reason-and-dissent" ] }, { "id": "calibration-history-q2", "kind": "decision", "text": "What criterion, human panel and reason explain the adjustment?", "answer_data": [ "calibration-id", "before-and-after", "session-ref", "reason-and-dissent" ] }, { "id": "calibration-history-q3", "kind": "privacy", "text": "Which case-specific slices may the panel read without receiving unrelated employee records?", "answer_data": [ "calibration-id", "before-and-after", "session-ref", "reason-and-dissent" ] } ], "data_elements": [ { "id": "calibration-history-calibration-id", "name": "calibration-id", "description": "Stable adjustment act.", "value_kind": "identifier", "cardinality": "1", "required": true, "source_refs": [ "SRC-003", "SRC-006" ] }, { "id": "calibration-history-before-and-after", "name": "before-and-after", "description": "Distinct versioned assessment references.", "value_kind": "object", "cardinality": "1", "required": true, "source_refs": [ "SRC-003", "SRC-006" ] }, { "id": "calibration-history-session-ref", "name": "session-ref", "description": "Optional shared session outside case ownership.", "value_kind": "reference", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-003", "SRC-006" ] }, { "id": "calibration-history-reason-and-dissent", "name": "reason-and-dissent", "description": "Criterion, rationale and contested positions.", "value_kind": "collection", "cardinality": "1..n", "required": true, "source_refs": [ "SRC-003", "SRC-006" ] } ], "artifacts": [ { "id": "calibration-history-record", "name": "Calibration acts and session history record", "description": "A governed record for calibration acts and session history. Keep source references, authority, valid time and knowledge time; storage is an adopting Dimension binding.", "media_or_form": [ "application/json", "application/yaml", "governed document or source-system projection" ], "serial": true, "identity_strategy": "Use the authoritative master identifier first; append immutable revision identity for change. Filenames and dates are not object identity.", "source_refs": [ "SRC-003", "SRC-006" ] } ], "inline_only_rationale": null }, { "id": "outcome-effect-boundary", "name": "Outcome and downstream effect boundary", "description": "Issuance records feedback or a qualified review, not an executable personnel instruction. Reward, staffing, compensation and legal decisions retain separate accountable actors and authorities.", "source_refs": [ "SRC-001", "SRC-006", "SRC-007" ], "questions": [ { "id": "outcome-effect-boundary-q1", "kind": "decision", "text": "What exact review outcome has been issued and to whom?", "answer_data": [ "issued-outcome-ref", "effect-scope", "downstream-citations" ] }, { "id": "outcome-effect-boundary-q2", "kind": "constraint", "text": "Which downstream actions are explicitly not authorized by that outcome?", "answer_data": [ "issued-outcome-ref", "effect-scope", "downstream-citations" ] }, { "id": "outcome-effect-boundary-q3", "kind": "relationship", "text": "How may a separate decision cite this review under its own purpose and authority?", "answer_data": [ "issued-outcome-ref", "effect-scope", "downstream-citations" ] } ], "data_elements": [ { "id": "outcome-effect-boundary-issued-outcome-ref", "name": "issued-outcome-ref", "description": "Current outcome after applicable guards.", "value_kind": "reference", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-006", "SRC-007" ] }, { "id": "outcome-effect-boundary-effect-scope", "name": "effect-scope", "description": "Review-only effect for this profile.", "value_kind": "code", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-006", "SRC-007" ] }, { "id": "outcome-effect-boundary-downstream-citations", "name": "downstream-citations", "description": "External decision references; no automatic execution.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-006", "SRC-007" ] } ], "artifacts": [ { "id": "outcome-effect-boundary-record", "name": "Outcome and downstream effect boundary record", "description": "A governed record for outcome and downstream effect boundary. Keep source references, authority, valid time and knowledge time; storage is an adopting Dimension binding.", "media_or_form": [ "application/json", "application/yaml", "governed document or source-system projection" ], "serial": true, "identity_strategy": "Use the authoritative master identifier first; append immutable revision identity for change. Filenames and dates are not object identity.", "source_refs": [ "SRC-001", "SRC-006", "SRC-007" ] } ], "inline_only_rationale": null } ] }, { "id": "recognition", "name": "Recognition", "description": "Model-owned context for recognition, referencing neighboring masters. Design choices are proposals grounded in source precedents, not asserted standard clauses.", "source_refs": [ "SRC-003", "SRC-006" ], "findings": [ { "id": "recognition-event", "name": "Contribution acknowledgement and reward recommendation", "description": "Case-local acknowledgement and reward recommendation are separate from grading. Independently issued awards, public recognition and monetary rewards remain externally mastered and are referenced. Recognition here is a business concept distinct from the recognition/observation facet. Neither a note nor recommendation changes an assessment or payroll.", "source_refs": [ "SRC-006", "SRC-003" ], "questions": [ { "id": "recognition-event-q1", "kind": "event", "text": "What contribution does this recognition acknowledge?", "answer_data": [ "recognition-id", "recognition-kind", "basis-ref", "visibility-purpose" ] }, { "id": "recognition-event-q2", "kind": "relationship", "text": "Does recognition refer to an objective, work product or separate contribution?", "answer_data": [ "recognition-id", "recognition-kind", "basis-ref", "visibility-purpose" ] }, { "id": "recognition-event-q3", "kind": "constraint", "text": "How is a recognition note prevented from changing the period grade or salary?", "answer_data": [ "recognition-id", "recognition-kind", "basis-ref", "visibility-purpose" ] } ], "data_elements": [ { "id": "recognition-event-recognition-id", "name": "recognition-id", "description": "Independent event identity.", "value_kind": "identifier", "cardinality": "1", "required": true, "source_refs": [ "SRC-006", "SRC-003" ] }, { "id": "recognition-event-recognition-kind", "name": "recognition-kind", "description": "Local acknowledgement, recommendation, or reference to an externally mastered award; never executable payment.", "value_kind": "code", "cardinality": "1", "required": true, "source_refs": [ "SRC-006", "SRC-003" ] }, { "id": "recognition-event-basis-ref", "name": "basis-ref", "description": "Evidence or acknowledged contribution.", "value_kind": "reference", "cardinality": "1", "required": true, "source_refs": [ "SRC-006", "SRC-003" ] }, { "id": "recognition-event-visibility-purpose", "name": "visibility-purpose", "description": "Audience and reason for disclosure.", "value_kind": "text", "cardinality": "1", "required": true, "source_refs": [ "SRC-006", "SRC-003" ] } ], "artifacts": [ { "id": "recognition-event-record", "name": "Acknowledgement or reward recommendation record", "description": "A governed record for recognition separate from grading. Keep source references, authority, valid time and knowledge time; storage is an adopting Dimension binding.", "media_or_form": [ "application/json", "application/yaml", "governed document or source-system projection" ], "serial": true, "identity_strategy": "Use the authoritative master identifier first; append immutable revision identity for change. Filenames and dates are not object identity.", "source_refs": [ "SRC-006", "SRC-003" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "contest-and-disclosure", "name": "Contest, correction and disclosure", "description": "Scope-governed contest, correction and disclosure for one performance case.", "rationale": "Keeps this responsibility explicit while preserving independent object identity, source provenance and policy-qualified actions.", "source_refs": [ "SRC-003", "SRC-007" ], "layers": [ { "id": "contest-correction", "name": "Contest Correction", "description": "Model-owned context for contest correction, referencing neighboring masters. Design choices are proposals grounded in source precedents, not asserted standard clauses.", "source_refs": [ "SRC-003", "SRC-007" ], "findings": [ { "id": "contest-types", "name": "Fact correction, opinion contest and process appeal", "description": "Distinguish fact correction, attribution correction, opinion disagreement, process contest and proxy exclusion. A disagreement alone does not prove a factual error; a supplementary statement must remain attached and visible according to policy.", "source_refs": [ "SRC-003", "SRC-007" ], "questions": [ { "id": "contest-types-q1", "kind": "classification", "text": "Is the subject contesting a fact, attribution, opinion, process or inadmissible proxy?", "answer_data": [ "appeal-id", "contest-kind", "contested-assertion", "subject-statement", "appeal-authority" ] }, { "id": "contest-types-q2", "kind": "process", "text": "Which independent route and decision-maker handles this contest?", "answer_data": [ "appeal-id", "contest-kind", "contested-assertion", "subject-statement", "appeal-authority" ] }, { "id": "contest-types-q3", "kind": "evidence", "text": "What supplementary statement and new evidence accompany the appeal?", "answer_data": [ "appeal-id", "contest-kind", "contested-assertion", "subject-statement", "appeal-authority" ] } ], "data_elements": [ { "id": "contest-types-appeal-id", "name": "appeal-id", "description": "Separate contest-case identity.", "value_kind": "identifier", "cardinality": "1", "required": true, "source_refs": [ "SRC-003", "SRC-007" ] }, { "id": "contest-types-contest-kind", "name": "contest-kind", "description": "Typed ground, not generic disagreement flag.", "value_kind": "code", "cardinality": "1", "required": true, "source_refs": [ "SRC-003", "SRC-007" ] }, { "id": "contest-types-contested-assertion", "name": "contested-assertion", "description": "Exact issued version.", "value_kind": "reference", "cardinality": "1", "required": true, "source_refs": [ "SRC-003", "SRC-007" ] }, { "id": "contest-types-subject-statement", "name": "subject-statement", "description": "Supplementary account without automatic overwrite.", "value_kind": "text", "cardinality": "1", "required": true, "source_refs": [ "SRC-003", "SRC-007" ] }, { "id": "contest-types-appeal-authority", "name": "appeal-authority", "description": "Appropriate independent decision-maker.", "value_kind": "reference", "cardinality": "1", "required": true, "source_refs": [ "SRC-003", "SRC-007" ] } ], "artifacts": [ { "id": "contest-types-record", "name": "Fact correction, opinion contest and process appeal record", "description": "A governed record for fact correction, opinion contest and process appeal. Keep source references, authority, valid time and knowledge time; storage is an adopting Dimension binding.", "media_or_form": [ "application/json", "application/yaml", "governed document or source-system projection" ], "serial": true, "identity_strategy": "Use the authoritative master identifier first; append immutable revision identity for change. Filenames and dates are not object identity.", "source_refs": [ "SRC-003", "SRC-007" ] } ], "inline_only_rationale": null }, { "id": "correction-and-notification", "name": "Correction, supersession and recipient notice", "description": "An accepted correction appends a successor assertion, records effective and knowledge time, and evaluates who must receive correction notice. Notice is a policy hook; no universal legal deadline is asserted.", "source_refs": [ "SRC-003", "SRC-007" ], "questions": [ { "id": "correction-and-notification-q1", "kind": "lifecycle", "text": "Which authorized correction supersedes the contested assessment?", "answer_data": [ "correction-ref", "reason-and-authority", "recipient-notice-plan" ] }, { "id": "correction-and-notification-q2", "kind": "temporal", "text": "How are original knowledge time and corrected valid time preserved?", "answer_data": [ "correction-ref", "reason-and-authority", "recipient-notice-plan" ] }, { "id": "correction-and-notification-q3", "kind": "access", "text": "Which previous recipients require a purpose-limited correction notification?", "answer_data": [ "correction-ref", "reason-and-authority", "recipient-notice-plan" ] } ], "data_elements": [ { "id": "correction-and-notification-correction-ref", "name": "correction-ref", "description": "Successor assertion linked to prior state.", "value_kind": "reference", "cardinality": "1", "required": true, "source_refs": [ "SRC-003", "SRC-007" ] }, { "id": "correction-and-notification-reason-and-authority", "name": "reason-and-authority", "description": "Ground, actor and authorization.", "value_kind": "object", "cardinality": "1", "required": true, "source_refs": [ "SRC-003", "SRC-007" ] }, { "id": "correction-and-notification-recipient-notice-plan", "name": "recipient-notice-plan", "description": "Policy-qualified notification decisions.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-003", "SRC-007" ] } ], "artifacts": [ { "id": "correction-and-notification-record", "name": "Correction, supersession and recipient notice record", "description": "A governed record for correction, supersession and recipient notice. Keep source references, authority, valid time and knowledge time; storage is an adopting Dimension binding.", "media_or_form": [ "application/json", "application/yaml", "governed document or source-system projection" ], "serial": true, "identity_strategy": "Use the authoritative master identifier first; append immutable revision identity for change. Filenames and dates are not object identity.", "source_refs": [ "SRC-003", "SRC-007" ] } ], "inline_only_rationale": null } ] }, { "id": "disclosure", "name": "Disclosure", "description": "Model-owned context for disclosure, referencing neighboring masters. Design choices are proposals grounded in source precedents, not asserted standard clauses.", "source_refs": [ "SRC-003", "SRC-007" ], "findings": [ { "id": "disclosure-and-employer-change", "name": "Disclosure and employer change", "description": "Each Projection describes one canonical object. A multi-case packet is a context pack of separately authorized projections. A new employer receives no former review master by default; any limited excerpt needs explicit purpose, recipient, expiry and authority. Pin the source revision. Disclosing an assessment must preserve applicable dispute qualifications and authorized supplementary statements; exception handling is deferred and the reference validator rejects omission of applicable dispute context. Do not give a one-sided impression by selectively removing an active contest.", "source_refs": [ "SRC-003", "SRC-007" ], "questions": [ { "id": "disclosure-and-employer-change-q1", "kind": "privacy", "text": "Which fields of this one case may be disclosed for the requested purpose?", "answer_data": [ "projection-subject", "recipient-and-purpose", "allowed-field-paths", "authorization-and-expiry", "source-owner" ] }, { "id": "disclosure-and-employer-change-q2", "kind": "authority", "text": "What authorizes the receiving employer to use the excerpt and for how long?", "answer_data": [ "projection-subject", "recipient-and-purpose", "allowed-field-paths", "authorization-and-expiry", "source-owner" ] }, { "id": "disclosure-and-employer-change-q3", "kind": "ownership", "text": "Which source organization retains mastership after the subject changes employer?", "answer_data": [ "projection-subject", "recipient-and-purpose", "allowed-field-paths", "authorization-and-expiry", "source-owner" ] } ], "data_elements": [ { "id": "disclosure-and-employer-change-projection-subject", "name": "projection-subject", "description": "Exactly one canonical case identity.", "value_kind": "reference", "cardinality": "1", "required": true, "source_refs": [ "SRC-003", "SRC-007" ] }, { "id": "disclosure-and-employer-change-recipient-and-purpose", "name": "recipient-and-purpose", "description": "Explicit audience and purpose.", "value_kind": "object", "cardinality": "1", "required": true, "source_refs": [ "SRC-003", "SRC-007" ] }, { "id": "disclosure-and-employer-change-allowed-field-paths", "name": "allowed-field-paths", "description": "Enumerated minimization; no wildcard dossier.", "value_kind": "collection", "cardinality": "1..n", "required": true, "source_refs": [ "SRC-003", "SRC-007" ] }, { "id": "disclosure-and-employer-change-authorization-and-expiry", "name": "authorization-and-expiry", "description": "Scoped permission and expiry.", "value_kind": "object", "cardinality": "1", "required": true, "source_refs": [ "SRC-003", "SRC-007" ] }, { "id": "disclosure-and-employer-change-source-owner", "name": "source-owner", "description": "Mastership stays with originating owner unless separately reassigned.", "value_kind": "reference", "cardinality": "1", "required": true, "source_refs": [ "SRC-003", "SRC-007" ] } ], "artifacts": [ { "id": "disclosure-and-employer-change-record", "name": "Disclosure and employer change record", "description": "A governed record for disclosure and employer change. Keep source references, authority, valid time and knowledge time; storage is an adopting Dimension binding.", "media_or_form": [ "application/json", "application/yaml", "governed document or source-system projection" ], "serial": true, "identity_strategy": "Use the authoritative master identifier first; append immutable revision identity for change. Filenames and dates are not object identity.", "source_refs": [ "SRC-003", "SRC-007" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "governance-and-interoperability", "name": "Governance and interoperability", "description": "Scope-governed governance and interoperability for one performance case.", "rationale": "Keeps this responsibility explicit while preserving independent object identity, source provenance and policy-qualified actions.", "source_refs": [ "SRC-001", "SRC-004", "SRC-006", "SRC-007", "SRC-008" ], "layers": [ { "id": "profile-retention", "name": "Profile Retention", "description": "Model-owned context for profile retention, referencing neighboring masters. Design choices are proposals grounded in source precedents, not asserted standard clauses.", "source_refs": [ "SRC-006", "SRC-007" ], "findings": [ { "id": "retention-and-profile", "name": "Retention, local profiles and exception policy", "description": "A startup may use narrative review and omit calibration. An enterprise may require contextual scales, recusal and independent appeals. Retention, legal holds and erasure are declared local policies; history preservation never grants indefinite retention.", "source_refs": [ "SRC-006", "SRC-007" ], "questions": [ { "id": "retention-and-profile-q1", "kind": "retention", "text": "What policy governs retention, restriction, erasure and legal hold for this case?", "answer_data": [ "profile-version", "retention-policy", "exceptions-and-holds" ] }, { "id": "retention-and-profile-q2", "kind": "exception", "text": "Which startup or jurisdictional profile relaxes optional ceremony while preserving identity and authority?", "answer_data": [ "profile-version", "retention-policy", "exceptions-and-holds" ] }, { "id": "retention-and-profile-q3", "kind": "security", "text": "Which minimized audit metadata may remain after content is lawfully removed?", "answer_data": [ "profile-version", "retention-policy", "exceptions-and-holds" ] } ], "data_elements": [ { "id": "retention-and-profile-profile-version", "name": "profile-version", "description": "Explicit requirements by type and state.", "value_kind": "reference", "cardinality": "1", "required": true, "source_refs": [ "SRC-006", "SRC-007" ] }, { "id": "retention-and-profile-retention-policy", "name": "retention-policy", "description": "Authoritative policy with jurisdiction and purpose.", "value_kind": "reference", "cardinality": "1", "required": true, "source_refs": [ "SRC-006", "SRC-007" ] }, { "id": "retention-and-profile-exceptions-and-holds", "name": "exceptions-and-holds", "description": "Time-limited, justified decisions with responsible owner.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-006", "SRC-007" ] } ], "artifacts": [ { "id": "retention-and-profile-record", "name": "Retention, local profiles and exception policy record", "description": "A governed record for retention, local profiles and exception policy. Keep source references, authority, valid time and knowledge time; storage is an adopting Dimension binding.", "media_or_form": [ "application/json", "application/yaml", "governed document or source-system projection" ], "serial": true, "identity_strategy": "Use the authoritative master identifier first; append immutable revision identity for change. Filenames and dates are not object identity.", "source_refs": [ "SRC-006", "SRC-007" ] } ], "inline_only_rationale": null } ] }, { "id": "validation-crosswalk", "name": "Validation Crosswalk", "description": "Model-owned context for validation crosswalk, referencing neighboring masters. Design choices are proposals grounded in source precedents, not asserted standard clauses.", "source_refs": [ "SRC-001", "SRC-004", "SRC-007", "SRC-008" ], "findings": [ { "id": "interop-and-validation", "name": "Interoperability and bounded validation", "description": "Crosswalk HR Open concepts only to their verified scope. SFIA/ESCO skill identity and ISO organizational reporting remain neighbors. The companion schema and synthetic fixtures prove selected reference rules, not production IAM, HRIS interoperability or legal compliance.", "source_refs": [ "SRC-001", "SRC-004", "SRC-008", "SRC-007" ], "questions": [ { "id": "interop-and-validation-q1", "kind": "interoperability", "text": "Which verified source field or concept maps to this model and with what loss?", "answer_data": [ "crosswalk-records", "validation-report", "research-holds" ] }, { "id": "interop-and-validation-q2", "kind": "validation", "text": "Which positive and negative fixtures demonstrate the declared reference-profile rules?", "answer_data": [ "crosswalk-records", "validation-report", "research-holds" ] }, { "id": "interop-and-validation-q3", "kind": "quality", "text": "Which legal, licensed-source, regional or operational claims remain explicitly unverified?", "answer_data": [ "crosswalk-records", "validation-report", "research-holds" ] } ], "data_elements": [ { "id": "interop-and-validation-crosswalk-records", "name": "crosswalk-records", "description": "Source version, section, relation, loss and evidence.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-004", "SRC-008", "SRC-007" ] }, { "id": "interop-and-validation-validation-report", "name": "validation-report", "description": "Actual schema and fixture results with scope.", "value_kind": "reference", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-004", "SRC-008", "SRC-007" ] }, { "id": "interop-and-validation-research-holds", "name": "research-holds", "description": "Named unresolved checks; never hidden by published lifecycle.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-004", "SRC-008", "SRC-007" ] } ], "artifacts": [ { "id": "interop-and-validation-record", "name": "Interoperability and bounded validation record", "description": "A governed record for interoperability and bounded validation. Keep source references, authority, valid time and knowledge time; storage is an adopting Dimension binding.", "media_or_form": [ "application/json", "application/yaml", "governed document or source-system projection" ], "serial": true, "identity_strategy": "Use the authoritative master identifier first; append immutable revision identity for change. Filenames and dates are not object identity.", "source_refs": [ "SRC-001", "SRC-004", "SRC-008", "SRC-007" ] } ], "inline_only_rationale": null } ] } ] } ] }, "functions": [ { "id": "open-case", "name": "Open a scoped review case", "description": "Proposed governed operation; this specification is not a deployed HRIS action executor.", "inputs": [ "profile", "subject reference", "governing work context", "purpose" ], "outputs": [ "case identity", "draft revision" ], "preconditions": [ "Owner and namespace declared; profile does not fabricate Employment." ], "effects": [ "Creates a draft with no mandatory rating or assessment." ], "source_refs": [ "SRC-003", "SRC-007" ] }, { "id": "agree-objective", "name": "Agree or revise expectations", "description": "Proposed governed operation; this specification is not a deployed HRIS action executor.", "inputs": [ "objective", "success criterion", "effective period" ], "outputs": [ "versioned objective agreement" ], "preconditions": [ "Authorized owner and work scope; change reason for revisions." ], "effects": [ "Preserves prior expectation and effective change time." ], "source_refs": [ "SRC-003", "SRC-007" ] }, { "id": "admit-evidence", "name": "Cite and assess evidence", "description": "Proposed governed operation; this specification is not a deployed HRIS action executor.", "inputs": [ "source reference", "method", "purpose", "attribution" ], "outputs": [ "evidence assessment" ], "preconditions": [ "Access and compatible use established; master content remains external." ], "effects": [ "Records admitted, contested or excluded state and uncertainty." ], "source_refs": [ "SRC-003", "SRC-007" ] }, { "id": "draft-assessment", "name": "Prepare an assessment", "description": "Proposed governed operation; this specification is not a deployed HRIS action executor.", "inputs": [ "admissible evidence", "optional scale version" ], "outputs": [ "draft human-review packet" ], "preconditions": [ "No activity-only scoring or employment action; missing context stays unknown." ], "effects": [ "Drafts explanation and questions without issuing an outcome." ], "source_refs": [ "SRC-003", "SRC-007" ] }, { "id": "issue-assessment", "name": "Issue a review outcome", "description": "Proposed governed operation; this specification is not a deployed HRIS action executor.", "inputs": [ "draft", "human authority", "evidence and conflicts" ], "outputs": [ "issued review assertion" ], "preconditions": [ "Accountable human author; admitted non-proxy evidence; valid optional scale; purpose and conflicts explicit." ], "effects": [ "Issues review-only outcome and supersedes a prior assertion when applicable." ], "source_refs": [ "SRC-003", "SRC-007" ] }, { "id": "record-calibration", "name": "Record a calibration act", "description": "Proposed governed operation; this specification is not a deployed HRIS action executor.", "inputs": [ "before assertion", "after assertion", "panel", "reason" ], "outputs": [ "calibration history event" ], "preconditions": [ "Authorized panel with permitted evidence; distinct before and after identifiers." ], "effects": [ "Adds an auditable adjustment; does not rewrite source assertions." ], "source_refs": [ "SRC-003", "SRC-007" ] }, { "id": "resolve-contest", "name": "Resolve or qualify a contest", "description": "Proposed governed operation; this specification is not a deployed HRIS action executor.", "inputs": [ "typed appeal", "evidence", "decision authority" ], "outputs": [ "contest decision", "optional corrective assertion" ], "preconditions": [ "Fact correction and opinion contest distinguished; no assumed legal deadline." ], "effects": [ "Preserves supplementary statement, correction lineage and unresolved disagreement." ], "source_refs": [ "SRC-003", "SRC-007" ] }, { "id": "project-case", "name": "Produce a permitted one-case projection", "description": "Proposed governed operation; this specification is not a deployed HRIS action executor.", "inputs": [ "case", "recipient", "purpose", "field selection" ], "outputs": [ "one-object projection or denial" ], "preconditions": [ "Scoped authorization, field minimization, expiry and source owner checked." ], "effects": [ "Discloses only authorized fields; never transfers mastership or a portable score." ], "source_refs": [ "SRC-003", "SRC-007" ] } ], "composition": [ { "target": "vr.wm-per-001", "relation": "REFERENCE", "purpose": "Person identity is externally mastered; reference minimal authorized identity only.", "required": false, "source_refs": [ "SRC-002", "SRC-003", "SRC-007" ] }, { "target": "vr.wm-org-001", "relation": "REFERENCE", "purpose": "Organization identity and reviewing authority owner.", "required": false, "source_refs": [ "SRC-002", "SRC-003", "SRC-007" ] }, { "target": "vr.wm-org-005", "relation": "REFERENCE", "purpose": "Employment applies conditionally to the employee profile; contractors do not create fictitious employments.", "required": false, "source_refs": [ "SRC-002", "SRC-003", "SRC-007" ] }, { "target": "vr.wm-org-006", "relation": "REFERENCE", "purpose": "Membership, when relevant, keeps its own relationship identity.", "required": false, "source_refs": [ "SRC-002", "SRC-003", "SRC-007" ] }, { "target": "vr.wm-org-016", "relation": "REFERENCE", "purpose": "Assignments define work binding; this case evaluates scoped work without owning assignments.", "required": false, "source_refs": [ "SRC-002", "SRC-003", "SRC-007" ] }, { "target": "vr.wm-org-004", "relation": "REFERENCE", "purpose": "Position and capability requirements are referenced, never copied into period scores.", "required": false, "source_refs": [ "SRC-002", "SRC-003", "SRC-007" ] }, { "target": "vr.wm-rec-001", "relation": "REFERENCE", "purpose": "Original evidence artifacts keep their document identity and retention master.", "required": false, "source_refs": [ "SRC-002", "SRC-003", "SRC-007" ] }, { "target": "vr.wm-eco-006", "relation": "REFERENCE", "purpose": "Contractor agreements remain outside case ownership.", "required": false, "source_refs": [ "SRC-002", "SRC-003", "SRC-007" ] } ], "service_layers": { "dimension": { "owner_package_requirements": [ "Declared Dimension purpose and accountable owner.", "Case namespace, master systems and single-writer policy.", "Profile-specific access, retention, exception and agent authority policies." ], "namespace_guidance": "Scope cases to the reviewing organization and work purpose; never namespace a portable talent score by person.", "registry_links": [ "https://ver.cy/models/runtime-index.json", "https://ver.cy/enterprise/models/em-peo-06/" ] }, "canon_and_patch": { "canonicalization_rules": [ "Keep case, revision, objective, assertion, scale and evidence identities distinct.", "External relationships are references, not mandatory package composition." ], "patch_rules": [ "Use immutable successor revisions with expected current head and recorded authority.", "An erasure or restriction request is handled under applicable policy, not by an unconditional retain-forever rule." ], "compatibility_rules": [ "Semantic changes to identity, scale meaning, profile requirements or disclosure require a versioned migration decision.", "Old cases pin their adopted instrument; incompatible scales cannot be silently compared." ] }, "artifact_rules": { "identity_priority": [ "Authoritative master-system identifier with issuer and namespace.", "Stable registry-qualified local identifier when no upstream master exists.", "Immutable revision identity and source digest as integrity evidence, not the sole person identifier." ], "timestamp_rule": "Use RFC 3339 timestamps with seconds and an explicit UTC offset; distinguish valid time, observed time, recorded time and issuance time.", "serial_naming_rule": "Use stable object identifiers plus revision identifiers; human filenames and calendar labels are presentation only.", "integrity_rule": "Hash retained artifacts, retain provenance and validate expected heads. A matching hash proves byte identity, not truth or authority." }, "policies": [ "One case identity, one governing work context and one explicit reviewing authority; related contexts do not merge masters.", "Employee cases reference Employment. Contractor and founder profiles do not require Employment or a numeric rating scale.", "Drafts may have zero assessments. An issued outcome requires an accountable human author and admissible non-proxy evidence.", "Quantified ratings pin one valid scale version and permitted anchor. Narrative-only assessment has no invented scale.", "Unknown evidence or attribution is not zero contribution. A contribution fraction requires a declared denominator and method.", "Activity and surveillance proxies cannot be the sole or automatic basis of an issued assessment. Never execute an employment decision.", "Contested evidence remains visible and any issued outcome citing it is explicitly qualified.", "Allow repeated calibration and appeal events. Preserve before/after references, authority, reason and temporal provenance.", "Correction changes an assertion or revision, not automatically case identity. Preserve known history subject to lawful retention and erasure policy.", "Recognition cannot mutate a review grade or trigger payroll. Skill levels and grades are not period performance scores.", "Each Projection describes one canonical case object. Multi-case packets are separately authorized context packs.", "Employer change does not transfer the former confidential dossier or create a portable intrinsic person score.", "No wildcard disclosure. Purpose, recipient, permitted fields, source owner, expiry and authority are explicit.", "Pure schema checks and example fixtures do not prove production IAM, legal compliance, HRIS interoperability or universal completeness.", "Independent external review evidence is stored as actual provider memos. Codex owns this structured synthesis; no provider is credited with emitting its JSON.", "Subject/context/program/period is a duplicate-detection signal, not a universal unique key: parallel purpose-specific review lanes require an explicit distinction and independent IDs.", "No annual cadence, minimum service period, monitoring practice, rating scale or appeal-depth limit is universal; select an explicit justified program profile.", "A disclosure pins its source revision and carries applicable dispute qualifications. This reference release rejects omitted applicable dispute context; exceptions require a separately reviewed future profile.", "Preserve original language and translation provenance when a narrative is translated; a translation is not a new human judgment.", "Absence, opportunity and accommodation effects may contextualize objectives, but sensitive medical content remains in its restricted master.", "A superseded assessment may use a policy-authorized redacted form retaining only authorized minimal identity, lineage and temporal metadata. The model does not grant indefinite retention of linkage; complete erasure or unlinking requires a separately reviewed retention profile.", "Post-issuance calibration produces an after-assessment that explicitly supersedes the before-assessment; the previous outcome is marked superseded.", "Seven external source entries are primary precedents verified to the recorded scope by Codex; the Vercy whole-object profile is an internal normative reference, not independent external evidence." ], "crud": { "read": [ "Evaluate purpose, subject, scope, permitted fields and authoritative access policy before each disclosure." ], "create": [ "Create a minimal profile-qualified case with stable identity and declared master; initial draft need not have objectives or assessments." ], "update": [ "Require expected revision, authority and a reason; append explicit correction or calibration records." ], "delete": [ "Retire or restrict by policy; evaluate retention, legal hold and erasure basis. Preserve only authorized minimized audit metadata. Never promise indefinite retention of personal content." ] }, "roles": [ { "name": "Subject", "responsibilities": [ "Provide evidence and supplementary statements; read permitted own-case information." ] }, { "name": "Review owner", "responsibilities": [ "Declare governing purpose, work scope, master system and applicable instrument." ] }, { "name": "Human reviewer", "responsibilities": [ "Assess scoped evidence and remain accountable for issued outcome." ] }, { "name": "Calibrator", "responsibilities": [ "Record justified before/after acts with role-limited access." ] }, { "name": "Appeal authority", "responsibilities": [ "Distinguish factual, attribution, opinion and process disputes; record independent disposition." ] }, { "name": "Data steward", "responsibilities": [ "Maintain provenance, corrections, policy-qualified access and retention." ] }, { "name": "Agent", "responsibilities": [ "Draft questions and evidence packets within delegated read/write scope; never execute personnel decisions." ] } ], "access": { "default_rule": "Deny disclosure unless purpose-qualified owner policy explicitly permits it; employment, team membership or a model installation alone is not an access grant.", "scopes": [ "bundle", "layer", "finding", "artifact" ], "exceptions": [ "Disclosure exceptions are not supported by this reference release. A future separately reviewed profile must define their authority, minimization and honest qualification requirements." ], "audit_requirements": [ "Record actor, purpose, policy version, allowed field set and result; minimize the audit record itself." ] }, "agents_bootstrap": { "filename": "AGENTS.md", "required_fields": [ "Name", "Type", "Specification URL", "Storage type URL", "Interface URL", "Processes URL" ], "read_order": [ "Nearest Dimension owner and authority package.", "Pinned model AGENTS.md and spec.yaml, including reviewable-draft holds.", "Master-system bindings and purpose-specific policies.", "Companion instance schema and reference fixtures before extending or writing cases." ] } }, "coverage": { "claim": "Codex-authored structured reviewable draft informed by independent Grok Heavy and Claude Opus 5 High browser memos. Neither provider emitted this JSON. The original Claude CLI attempt timed out and remains recorded. Eight primary-source precedents and synthetic reference cases ground the design, without universal enterprise, legal or operational conformance claims.", "confidence": "medium", "checklist": [ { "dimension": "identity", "status": "covered", "notes": "Stable case and separate revisions, subjects and assertions." }, { "dimension": "lifecycle", "status": "covered", "notes": "Draft and issued guards, correction, calibration, appeal and retirement proposed." }, { "dimension": "relationships", "status": "covered", "notes": "Conditional employee/contractor context and referenced masters." }, { "dimension": "temporal", "status": "covered", "notes": "Valid, observation and knowledge time remain distinct." }, { "dimension": "provenance", "status": "covered", "notes": "Source-cited evidence, attributable judgments and correction chains." }, { "dimension": "ownership", "status": "covered", "notes": "One declared case master; external objects retain masters." }, { "dimension": "validation", "status": "covered", "notes": "Research schema and bounded reference fixtures, with explicit implementation limits." }, { "dimension": "access", "status": "covered", "notes": "Purpose/recipient/field/expiry contract; production enforcement remains a hold." }, { "dimension": "interoperability", "status": "gap", "notes": "Conceptual source alignment; full field-level HRIS adapters not tested." }, { "dimension": "whole-object", "status": "covered", "notes": "All five facets mapped; physical case properties not applicable." }, { "dimension": "regional", "status": "gap", "notes": "No universal labor-law, retention or AI-regulation conformance claim." }, { "dimension": "scale-comparison", "status": "covered", "notes": "Only explicit loss-aware mappings may compare contextual scales." } ], "known_omissions": [ "Specialist labor/privacy review and jurisdiction-specific retention, appeal and employee-representation profiles remain open.", "Full licensed HR Open EPM XSD and ISO 30414 text/field mappings are not verified.", "Production IAM, evidence adapters, retention enforcement and native Dimension instance bindings are not implemented by the companion example validator.", "Public-service, collective-bargaining, platform-worker and organizational group-assessment profiles require separate research.", "Shared rating-scale, calibration-session and recognition models may need promotion to separate canonical packages after cross-contour research.", "Leave/accommodation fairness, multilingual profiles and appeal escalation policies are explicitly designed hooks, not fully validated operating profiles.", "ESCO alignment was considered but deferred; no pinned ESCO schema or concept set is asserted.", "Reference profile disclosure exceptions, full unlinking on erasure and pre-issuance calibration need separate operating profiles.", "Claude no-tools audit read a frozen semantic text summary. Full JSON/code and fixture results were validated locally by Codex, not attested by Claude." ], "conflicts": [], "regional_assumptions": [ "OPM is a US public-sector precedent, not universal practice.", "Legal requirements are jurisdiction- and purpose-specific; unread sources remain unverified." ], "adversarial_checks": [ "Concurrent employments with isolated governing context and contested shared credit.", "Narrative-only contractor and founder draft without fictitious Employment or numeric scale.", "Refuse proxy-only scoring, automatic employment decisions, hidden conflicts and grade changes through recognition.", "Preserve correction history and refuse unauthorized master transfer or multi-object projection." ] } }