World Models · Published

Price / Valuation

Represent observed prices, subject-specific valuation conclusions and statistical price or index observations as governed, versioned value assertions independent of storage or exchange format.

AI YAML AGENTS.md Research evidence

Published. Research assurance: reviewable-draft. The Codex-only synthesis is published under an explicit repository-owner provider waiver. It passed structural validation and a separate no-tools adversarial audit, but remains a reviewable draft until independent second-provider review and the holds below are closed.

Catalogue IDWM-ECO-002

Version0.3.0-research.1

Previous version-

Typeaggregate

ValidationPassed

Synthesis digestsha256:c72e6b6a3b281616…

10Sources

7Bundles

16Layers

32Findings

96Questions

32Artifacts

Format-independent logical structure

Bundles → Layers → Findings → Questions + Artifacts

identity-subject-and-unitIdentity, subject and unit2 layers

Establishes what value assertion exists, what it concerns and how its numeric expression is interpreted.

assertion-and-subject-boundaryAssertion and subject boundary2 findings

Stable assertion identity and precisely governed referent.

value-assertion-identity-family-and-status

Value assertion identity, family and status

Identifies an observed price, quoted or administered price, appraisal conclusion, accounting measurement, model estimate or price-index observation without conflating them.

Questions

What governed assertion is recorded for value assertion identity, family and status, for which subject, interest or basket, quantity, currency or unit, context and effective time?identity
Expected answer
- Value assertion identity, family and status
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish value assertion identity, family and status, with what uncertainty, quality and limitations?temporal
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs value assertion identity, family and status, and how are original and successor assertions preserved?evidence
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Value assertion identity, family and status recordVersioned price, valuation or index record supporting value assertion identity, family and status with provenance and access marking.

subject-interest-right-quantity-and-condition

Subject, interest, right, quantity and condition

Binds the valued or priced subject, legal or economic interest, lot or eligible quantity, condition, location and inclusion boundary.

Questions

What governed assertion is recorded for subject, interest, right, quantity and condition, for which subject, interest or basket, quantity, currency or unit, context and effective time?relationship
Expected answer
- Subject, interest, right, quantity and condition
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish subject, interest, right, quantity and condition, with what uncertainty, quality and limitations?spatial
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs subject, interest, right, quantity and condition, and how are original and successor assertions preserved?quality
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Subject, interest, right, quantity and condition recordVersioned price, valuation or index record supporting subject, interest, right, quantity and condition with provenance and access marking.

amount-unit-and-timeAmount, unit and time2 findings

Original numeric representation, unit of account and temporal semantics.

amount-currency-unit-scale-and-precision

Amount, currency, unit, scale and precision

Stores original amount or range, ISO currency or comparison unit, quantity basis, scale, decimal precision and rounding declaration.

Questions

What governed assertion is recorded for amount, currency, unit, scale and precision, for which subject, interest or basket, quantity, currency or unit, context and effective time?measurement
Expected answer
- Amount, currency, unit, scale and precision
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish amount, currency, unit, scale and precision, with what uncertainty, quality and limitations?provenance
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs amount, currency, unit, scale and precision, and how are original and successor assertions preserved?validation
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Amount, currency, unit, scale and precision recordVersioned price, valuation or index record supporting amount, currency, unit, scale and precision with provenance and access marking.

effective-observation-inspection-release-and-knowledge-time

Effective, observation, inspection, release and knowledge time

Separates when value applies, when evidence was observed, when a subject was inspected, when it was released and when it entered the system.

Questions

What governed assertion is recorded for effective, observation, inspection, release and knowledge time, for which subject, interest or basket, quantity, currency or unit, context and effective time?temporal
Expected answer
- Effective, observation, inspection, release and knowledge time
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish effective, observation, inspection, release and knowledge time, with what uncertainty, quality and limitations?ownership
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs effective, observation, inspection, release and knowledge time, and how are original and successor assertions preserved?security
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Effective, observation, inspection, release and knowledge time recordVersioned price, valuation or index record supporting effective, observation, inspection, release and knowledge time with provenance and access marking.

price-observationPrice observation2 layers

Represents a sourced price point without importing the commercial transaction lifecycle.

price-type-and-componentsPrice type and components2 findings

Semantic kind and reproducible amount breakdown.

advertised-quoted-administered-negotiated-and-transaction-price

Advertised, quoted, administered, negotiated and transaction price

Classifies the observation by commercial or regulatory context and records whether it was requested, quoted, set, negotiated or actually transacted.

Questions

What governed assertion is recorded for advertised, quoted, administered, negotiated and transaction price, for which subject, interest or basket, quantity, currency or unit, context and effective time?classification
Expected answer
- Advertised, quoted, administered, negotiated and transaction price
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish advertised, quoted, administered, negotiated and transaction price, with what uncertainty, quality and limitations?authority
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs advertised, quoted, administered, negotiated and transaction price, and how are original and successor assertions preserved?privacy
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Advertised, quoted, administered, negotiated and transaction price recordVersioned price, valuation or index record supporting advertised, quoted, administered, negotiated and transaction price with provenance and access marking.

gross-net-tax-subsidy-fee-discount-and-credit-components

Gross, net, tax, subsidy, fee, discount and credit components

Decomposes included and excluded components, delivery, deposits, discounts and credit charges while preserving the original observed total.

Questions

What governed assertion is recorded for gross, net, tax, subsidy, fee, discount and credit components, for which subject, interest or basket, quantity, currency or unit, context and effective time?composition
Expected answer
- Gross, net, tax, subsidy, fee, discount and credit components
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish gross, net, tax, subsidy, fee, discount and credit components, with what uncertainty, quality and limitations?requirement
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs gross, net, tax, subsidy, fee, discount and credit components, and how are original and successor assertions preserved?retention
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Gross, net, tax, subsidy, fee, discount and credit components recordVersioned price, valuation or index record supporting gross, net, tax, subsidy, fee, discount and credit components with provenance and access marking.

market-source-and-captureMarket, source and capture2 findings

Where and how the price was observed.

market-outlet-channel-location-and-availability

Market, outlet, channel, location and availability

Identifies market segment, outlet or platform, channel, geographic context, participant access, product availability and orderly or distressed conditions.

Questions

What governed assertion is recorded for market, outlet, channel, location and availability, for which subject, interest or basket, quantity, currency or unit, context and effective time?spatial
Expected answer
- Market, outlet, channel, location and availability
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish market, outlet, channel, location and availability, with what uncertainty, quality and limitations?constraint
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs market, outlet, channel, location and availability, and how are original and successor assertions preserved?access
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Market, outlet, channel, location and availability recordVersioned price, valuation or index record supporting market, outlet, channel, location and availability with provenance and access marking.

capture-source-sample-evidence-and-collection-provenance

Capture source, sample, evidence and collection provenance

Records collector, source reference, capture mode, sampling role, observed terms, evidence snapshot, time, quality flags and lineage.

Questions

What governed assertion is recorded for capture source, sample, evidence and collection provenance, for which subject, interest or basket, quantity, currency or unit, context and effective time?provenance
Expected answer
- Capture source, sample, evidence and collection provenance
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish capture source, sample, evidence and collection provenance, with what uncertainty, quality and limitations?process
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs capture source, sample, evidence and collection provenance, and how are original and successor assertions preserved?exception
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Capture source, sample, evidence and collection provenance recordVersioned price, valuation or index record supporting capture source, sample, evidence and collection provenance with provenance and access marking.

appraisal-engagement-and-basisAppraisal engagement and basis2 layers

Defines the commissioned valuation task, authority and meaning of the requested conclusion.

engagement-purpose-and-authorityEngagement, purpose and authority2 findings

Commissioning context, valuer responsibility and intended use.

engagement-purpose-scope-client-and-intended-users

Engagement, purpose, scope, client and intended users

Records commissioning identity, valuation purpose, subject scope, deliverables, client, intended users, use restrictions and key dates.

Questions

What governed assertion is recorded for engagement, purpose, scope, client and intended users, for which subject, interest or basket, quantity, currency or unit, context and effective time?requirement
Expected answer
- Engagement, purpose, scope, client and intended users
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish engagement, purpose, scope, client and intended users, with what uncertainty, quality and limitations?measurement
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs engagement, purpose, scope, client and intended users, and how are original and successor assertions preserved?interoperability
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Engagement, purpose, scope, client and intended users recordVersioned price, valuation or index record supporting engagement, purpose, scope, client and intended users with provenance and access marking.

valuer-competence-independence-conflict-and-review-authority

Valuer competence, independence, conflict and review authority

Binds responsible valuer or model owner, competence, independence, conflicts, safeguards, reviewer and sign-off mandate.

Questions

What governed assertion is recorded for valuer competence, independence, conflict and review authority, for which subject, interest or basket, quantity, currency or unit, context and effective time?authority
Expected answer
- Valuer competence, independence, conflict and review authority
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish valuer competence, independence, conflict and review authority, with what uncertainty, quality and limitations?evidence
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs valuer competence, independence, conflict and review authority, and how are original and successor assertions preserved?decision
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Valuer competence, independence, conflict and review authority recordVersioned price, valuation or index record supporting valuer competence, independence, conflict and review authority with provenance and access marking.

basis-premise-and-assumptionsBasis, premise and assumptions2 findings

The semantic frame under which value is concluded.

basis-of-value-premise-market-and-participant-assumptions

Basis of value, premise, market and participant assumptions

Pins market, fair, investment, liquidation or other basis, premise of use, principal or relevant market and assumed participant perspective.

Questions

What governed assertion is recorded for basis of value, premise, market and participant assumptions, for which subject, interest or basket, quantity, currency or unit, context and effective time?definition
Expected answer
- Basis of value, premise, market and participant assumptions
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish basis of value, premise, market and participant assumptions, with what uncertainty, quality and limitations?quality
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs basis of value, premise, market and participant assumptions, and how are original and successor assertions preserved?identity
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Basis of value, premise, market and participant assumptions recordVersioned price, valuation or index record supporting basis of value, premise, market and participant assumptions with provenance and access marking.

inspection-information-assumptions-restrictions-and-special-assumptions

Inspection, information, assumptions, restrictions and special assumptions

Records inspection scope, information relied on, verification performed, limitations, ordinary assumptions and special or hypothetical assumptions.

Questions

What governed assertion is recorded for inspection, information, assumptions, restrictions and special assumptions, for which subject, interest or basket, quantity, currency or unit, context and effective time?constraint
Expected answer
- Inspection, information, assumptions, restrictions and special assumptions
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish inspection, information, assumptions, restrictions and special assumptions, with what uncertainty, quality and limitations?validation
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs inspection, information, assumptions, restrictions and special assumptions, and how are original and successor assertions preserved?definition
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Inspection, information, assumptions, restrictions and special assumptions recordVersioned price, valuation or index record supporting inspection, information, assumptions, restrictions and special assumptions with provenance and access marking.

approaches-inputs-and-reconciliationApproaches, inputs and reconciliation3 layers

Makes valuation techniques, data choices and professional judgement reproducible.

market-and-income-approachesMarket and income approaches2 findings

Comparable-market and future-benefit techniques.

market-approach-comparables-selection-and-normalization

Market approach, comparables selection and normalization

Records comparable candidates, selection criteria, rights and terms, condition, time and location normalization, adjustment evidence and rejected comparables.

Questions

What governed assertion is recorded for market approach, comparables selection and normalization, for which subject, interest or basket, quantity, currency or unit, context and effective time?evidence
Expected answer
- Market approach, comparables selection and normalization
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish market approach, comparables selection and normalization, with what uncertainty, quality and limitations?security
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs market approach, comparables selection and normalization, and how are original and successor assertions preserved?classification
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Market approach, comparables selection and normalization recordVersioned price, valuation or index record supporting market approach, comparables selection and normalization with provenance and access marking.

income-approach-cash-flows-rate-growth-and-terminal-value

Income approach, cash flows, rate, growth and terminal value

Pins cash-flow basis, forecast horizon, discount or capitalization rate, growth, terminal value, scenarios and risk assumptions.

Questions

What governed assertion is recorded for income approach, cash flows, rate, growth and terminal value, for which subject, interest or basket, quantity, currency or unit, context and effective time?measurement
Expected answer
- Income approach, cash flows, rate, growth and terminal value
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish income approach, cash flows, rate, growth and terminal value, with what uncertainty, quality and limitations?privacy
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs income approach, cash flows, rate, growth and terminal value, and how are original and successor assertions preserved?composition
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Income approach, cash flows, rate, growth and terminal value recordVersioned price, valuation or index record supporting income approach, cash flows, rate, growth and terminal value with provenance and access marking.

cost-approach-and-modelsCost approach and models2 findings

Replacement or reproduction cost and model governance.

cost-approach-replacement-reproduction-depreciation-and-obsolescence

Cost approach, replacement, reproduction, depreciation and obsolescence

Defines cost basis, source date, direct and indirect components, depreciation, physical deterioration and functional or economic obsolescence.

Questions

What governed assertion is recorded for cost approach, replacement, reproduction, depreciation and obsolescence, for which subject, interest or basket, quantity, currency or unit, context and effective time?process
Expected answer
- Cost approach, replacement, reproduction, depreciation and obsolescence
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish cost approach, replacement, reproduction, depreciation and obsolescence, with what uncertainty, quality and limitations?retention
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs cost approach, replacement, reproduction, depreciation and obsolescence, and how are original and successor assertions preserved?relationship
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Cost approach, replacement, reproduction, depreciation and obsolescence recordVersioned price, valuation or index record supporting cost approach, replacement, reproduction, depreciation and obsolescence with provenance and access marking.

valuation-model-software-version-parameters-and-controls

Valuation model, software version, parameters and controls

Identifies model and software versions, training or calibration boundary where relevant, parameters, overrides, testing, access and change controls.

Questions

What governed assertion is recorded for valuation model, software version, parameters and controls, for which subject, interest or basket, quantity, currency or unit, context and effective time?validation
Expected answer
- Valuation model, software version, parameters and controls
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish valuation model, software version, parameters and controls, with what uncertainty, quality and limitations?access
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs valuation model, software version, parameters and controls, and how are original and successor assertions preserved?state
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Valuation model, software version, parameters and controls recordVersioned price, valuation or index record supporting valuation model, software version, parameters and controls with provenance and access marking.

inputs-adjustments-and-reconciliationInputs, adjustments and reconciliation2 findings

Data quality, scenarios and concluded indication.

input-source-quality-hierarchy-and-adjustment-lineage

Input source, quality, hierarchy and adjustment lineage

Records observable and unobservable inputs, source authority, selection, quality, hierarchy, transformations, adjustments and sensitivity.

Questions

What governed assertion is recorded for input source, quality, hierarchy and adjustment lineage, for which subject, interest or basket, quantity, currency or unit, context and effective time?quality
Expected answer
- Input source, quality, hierarchy and adjustment lineage
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish input source, quality, hierarchy and adjustment lineage, with what uncertainty, quality and limitations?exception
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs input source, quality, hierarchy and adjustment lineage, and how are original and successor assertions preserved?lifecycle
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Input source, quality, hierarchy and adjustment lineage recordVersioned price, valuation or index record supporting input source, quality, hierarchy and adjustment lineage with provenance and access marking.

approach-indications-scenarios-weighting-and-reconciliation

Approach indications, scenarios, weighting and reconciliation

Preserves each approach or scenario indication, weighting or judgement, rejected results and rationale for the reconciled conclusion.

Questions

What governed assertion is recorded for approach indications, scenarios, weighting and reconciliation, for which subject, interest or basket, quantity, currency or unit, context and effective time?decision
Expected answer
- Approach indications, scenarios, weighting and reconciliation
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish approach indications, scenarios, weighting and reconciliation, with what uncertainty, quality and limitations?interoperability
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs approach indications, scenarios, weighting and reconciliation, and how are original and successor assertions preserved?temporal
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Approach indications, scenarios, weighting and reconciliation recordVersioned price, valuation or index record supporting approach indications, scenarios, weighting and reconciliation with provenance and access marking.

conclusion-uncertainty-and-reviewConclusion, uncertainty and review2 layers

Governs the issued opinion, its limitations and lifecycle.

conclusion-and-uncertaintyConclusion and uncertainty2 findings

Value result, sensitivity and confidence evidence.

value-conclusion-range-basis-date-and-currency

Value conclusion, range, basis, date and currency

Records concluded point or range, currency or unit, basis, premise, effective date, subject interest, rounding and conclusion status.

Questions

What governed assertion is recorded for value conclusion, range, basis, date and currency, for which subject, interest or basket, quantity, currency or unit, context and effective time?state
Expected answer
- Value conclusion, range, basis, date and currency
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish value conclusion, range, basis, date and currency, with what uncertainty, quality and limitations?decision
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs value conclusion, range, basis, date and currency, and how are original and successor assertions preserved?spatial
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Value conclusion, range, basis, date and currency recordVersioned price, valuation or index record supporting value conclusion, range, basis, date and currency with provenance and access marking.

uncertainty-sensitivity-scenario-confidence-and-materiality

Uncertainty, sensitivity, scenario, confidence and materiality

Separates model or market uncertainty, scenario variation, input sensitivity, confidence expression and material effects on the conclusion.

Questions

What governed assertion is recorded for uncertainty, sensitivity, scenario, confidence and materiality, for which subject, interest or basket, quantity, currency or unit, context and effective time?quality
Expected answer
- Uncertainty, sensitivity, scenario, confidence and materiality
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish uncertainty, sensitivity, scenario, confidence and materiality, with what uncertainty, quality and limitations?identity
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs uncertainty, sensitivity, scenario, confidence and materiality, and how are original and successor assertions preserved?provenance
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Uncertainty, sensitivity, scenario, confidence and materiality recordVersioned price, valuation or index record supporting uncertainty, sensitivity, scenario, confidence and materiality with provenance and access marking.

review-reliance-and-lifecycleReview, reliance and lifecycle2 findings

Approval, permitted use and immutable changes.

review-signoff-report-reliance-and-disclosure

Review, sign-off, report, reliance and disclosure

Records review scope, findings, sign-off, report reference, intended recipients, reliance rights, publication limits and disclosure markings.

Questions

What governed assertion is recorded for review, sign-off, report, reliance and disclosure, for which subject, interest or basket, quantity, currency or unit, context and effective time?access
Expected answer
- Review, sign-off, report, reliance and disclosure
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish review, sign-off, report, reliance and disclosure, with what uncertainty, quality and limitations?definition
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs review, sign-off, report, reliance and disclosure, and how are original and successor assertions preserved?ownership
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Review, sign-off, report, reliance and disclosure recordVersioned price, valuation or index record supporting review, sign-off, report, reliance and disclosure with provenance and access marking.

correction-supersession-withdrawal-expiry-and-history

Correction, supersession, withdrawal, expiry and history

Creates successor or withdrawn states with authority, reason, effective time and predecessor while preserving every issued conclusion.

Questions

What governed assertion is recorded for correction, supersession, withdrawal, expiry and history, for which subject, interest or basket, quantity, currency or unit, context and effective time?lifecycle
Expected answer
- Correction, supersession, withdrawal, expiry and history
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish correction, supersession, withdrawal, expiry and history, with what uncertainty, quality and limitations?classification
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs correction, supersession, withdrawal, expiry and history, and how are original and successor assertions preserved?authority
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Correction, supersession, withdrawal, expiry and history recordVersioned price, valuation or index record supporting correction, supersession, withdrawal, expiry and history with provenance and access marking.

price-index-and-statistical-measurePrice index and statistical measure3 layers

Specializes collective price measurement while referencing the Official Statistics lifecycle.

scope-basket-and-samplingScope, basket and sampling2 findings

Population, classifications, products and outlets.

index-purpose-population-coverage-and-basket

Index purpose, population, coverage and basket

Defines intended measure, population, geographic and product coverage, expenditure scope, exclusions and versioned basket.

Questions

What governed assertion is recorded for index purpose, population, coverage and basket, for which subject, interest or basket, quantity, currency or unit, context and effective time?definition
Expected answer
- Index purpose, population, coverage and basket
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish index purpose, population, coverage and basket, with what uncertainty, quality and limitations?composition
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs index purpose, population, coverage and basket, and how are original and successor assertions preserved?requirement
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Index purpose, population, coverage and basket recordVersioned price, valuation or index record supporting index purpose, population, coverage and basket with provenance and access marking.

classification-item-variety-outlet-and-sample-design

Classification, item, variety, outlet and sample design

Pins classification version, representative items, varieties, outlets, sample frame, selection probabilities and substitutions.

Questions

What governed assertion is recorded for classification, item, variety, outlet and sample design, for which subject, interest or basket, quantity, currency or unit, context and effective time?classification
Expected answer
- Classification, item, variety, outlet and sample design
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish classification, item, variety, outlet and sample design, with what uncertainty, quality and limitations?relationship
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs classification, item, variety, outlet and sample design, and how are original and successor assertions preserved?constraint
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Classification, item, variety, outlet and sample design recordVersioned price, valuation or index record supporting classification, item, variety, outlet and sample design with provenance and access marking.

weights-formula-and-quality-changeWeights, formula and quality change2 findings

Aggregation, linking, replacement and imputation.

weight-source-reference-period-update-and-normalization

Weight source, reference period, update and normalization

Records expenditure source, weight reference period, update frequency, price updating, normalization and aggregation consistency.

Questions

What governed assertion is recorded for weight source, reference period, update and normalization, for which subject, interest or basket, quantity, currency or unit, context and effective time?measurement
Expected answer
- Weight source, reference period, update and normalization
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish weight source, reference period, update and normalization, with what uncertainty, quality and limitations?state
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs weight source, reference period, update and normalization, and how are original and successor assertions preserved?process
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Weight source, reference period, update and normalization recordVersioned price, valuation or index record supporting weight source, reference period, update and normalization with provenance and access marking.

elementary-aggregate-formula-linking-quality-adjustment-and-imputation

Elementary and aggregate formula, linking, quality adjustment and imputation

Pins formulae, missing-price treatment, replacement, quality adjustment, linking, chaining and contribution calculations.

Questions

What governed assertion is recorded for elementary and aggregate formula, linking, quality adjustment and imputation, for which subject, interest or basket, quantity, currency or unit, context and effective time?process
Expected answer
- Elementary and aggregate formula, linking, quality adjustment and imputation
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish elementary and aggregate formula, linking, quality adjustment and imputation, with what uncertainty, quality and limitations?lifecycle
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs elementary and aggregate formula, linking, quality adjustment and imputation, and how are original and successor assertions preserved?measurement
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Elementary and aggregate formula, linking, quality adjustment and imputation recordVersioned price, valuation or index record supporting elementary and aggregate formula, linking, quality adjustment and imputation with provenance and access marking.

periods-observations-and-releasePeriods, observations and release2 findings

Base references, published values and revisions.

price-weight-index-reference-period-rebasing-and-chaining

Price, weight and index reference period, rebasing and chaining

Separates price reference, weight reference and index reference periods and records rebasing, chain links, breaks and back series.

Questions

What governed assertion is recorded for price, weight and index reference period, rebasing and chaining, for which subject, interest or basket, quantity, currency or unit, context and effective time?temporal
Expected answer
- Price, weight and index reference period, rebasing and chaining
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish price, weight and index reference period, rebasing and chaining, with what uncertainty, quality and limitations?temporal
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs price, weight and index reference period, rebasing and chaining, and how are original and successor assertions preserved?evidence
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Price, weight and index reference period, rebasing and chaining recordVersioned price, valuation or index record supporting price, weight and index reference period, rebasing and chaining with provenance and access marking.

index-observation-status-release-revision-and-contribution

Index observation, status, release, revision and contribution

Stores complete series key, value, status, release vintage, revision reason, uncertainty and component contributions with an Official Statistics binding.

Questions

What governed assertion is recorded for index observation, status, release, revision and contribution, for which subject, interest or basket, quantity, currency or unit, context and effective time?interoperability
Expected answer
- Index observation, status, release, revision and contribution
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish index observation, status, release, revision and contribution, with what uncertainty, quality and limitations?spatial
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs index observation, status, release, revision and contribution, and how are original and successor assertions preserved?quality
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Index observation, status, release, revision and contribution recordVersioned price, valuation or index record supporting index observation, status, release, revision and contribution with provenance and access marking.

governance-provenance-and-interoperabilityGovernance, provenance and interoperability2 layers

Controls evidence, disclosure, currency conversion and external mappings.

provenance-access-and-retentionProvenance, access and retention2 findings

Audit lineage and minimum authorized projections.

source-activity-agent-derivation-audit-and-evidence-snapshot

Source, activity, agent, derivation, audit and evidence snapshot

Links each assertion to source evidence, producing activity, responsible agent, transformations, prior revision, immutable snapshot and verification status.

Questions

What governed assertion is recorded for source, activity, agent, derivation, audit and evidence snapshot, for which subject, interest or basket, quantity, currency or unit, context and effective time?provenance
Expected answer
- Source, activity, agent, derivation, audit and evidence snapshot
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish source, activity, agent, derivation, audit and evidence snapshot, with what uncertainty, quality and limitations?provenance
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs source, activity, agent, derivation, audit and evidence snapshot, and how are original and successor assertions preserved?validation
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Source, activity, agent, derivation, audit and evidence snapshot recordVersioned price, valuation or index record supporting source, activity, agent, derivation, audit and evidence snapshot with provenance and access marking.

confidentiality-embargo-access-reliance-retention-and-hold

Confidentiality, embargo, access, reliance, retention and hold

Governs field and artifact disclosure, pre-release use, reliance scope, contractual restrictions, retention, legal hold and tombstone behavior.

Questions

What governed assertion is recorded for confidentiality, embargo, access, reliance, retention and hold, for which subject, interest or basket, quantity, currency or unit, context and effective time?security
Expected answer
- Confidentiality, embargo, access, reliance, retention and hold
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish confidentiality, embargo, access, reliance, retention and hold, with what uncertainty, quality and limitations?ownership
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs confidentiality, embargo, access, reliance, retention and hold, and how are original and successor assertions preserved?security
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Confidentiality, embargo, access, reliance, retention and hold recordVersioned price, valuation or index record supporting confidentiality, embargo, access, reliance, retention and hold with provenance and access marking.

conversion-and-standard-mappingsConversion and standard mappings2 findings

Currency transformations and portable projections.

currency-conversion-rate-source-time-direction-and-rounding

Currency conversion, rate source, time, direction and rounding

Preserves original amount and currency while recording rate, source, quotation direction, time, triangulation, precision and converted result.

Questions

What governed assertion is recorded for currency conversion, rate source, time, direction and rounding, for which subject, interest or basket, quantity, currency or unit, context and effective time?measurement
Expected answer
- Currency conversion, rate source, time, direction and rounding
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish currency conversion, rate source, time, direction and rounding, with what uncertainty, quality and limitations?authority
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs currency conversion, rate source, time, direction and rounding, and how are original and successor assertions preserved?privacy
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

Currency conversion, rate source, time, direction and rounding recordVersioned price, valuation or index record supporting currency conversion, rate source, time, direction and rounding with provenance and access marking.

ivs-ifrs-hicp-cpi-sdmx-gs1-crosswalk-version-and-loss

IVS, IFRS, HICP, CPI, SDMX and GS1 crosswalk, version and loss

Pins external versions, maps assertion families and fields, validates projections and declares omitted or non-round-trippable meaning.

Questions

What governed assertion is recorded for ivs, ifrs, hicp, cpi, sdmx and gs1 crosswalk, version and loss, for which subject, interest or basket, quantity, currency or unit, context and effective time?interoperability
Expected answer
- IVS, IFRS, HICP, CPI, SDMX and GS1 crosswalk, version and loss
- subject or basket and scope
- unit, context, time and status or explicit unknown
Which source, authority, method, inputs and evidence establish ivs, ifrs, hicp, cpi, sdmx and gs1 crosswalk, version and loss, with what uncertainty, quality and limitations?requirement
Expected answer
- source and authority
- method, inputs and evidence
- uncertainty, quality and limitations
Which validation, access, reliance or change rule governs ivs, ifrs, hicp, cpi, sdmx and gs1 crosswalk, version and loss, and how are original and successor assertions preserved?retention
Expected answer
- validation and access rule
- authorized action and effective time
- predecessor, correction or supersession reference

Artifacts

IVS, IFRS, HICP, CPI, SDMX and GS1 crosswalk, version and loss recordVersioned price, valuation or index record supporting ivs, ifrs, hicp, cpi, sdmx and gs1 crosswalk, version and loss with provenance and access marking.

Publication holds

Claude and Grok timed out during their bounded attempts, so independent external review is absent and explicitly waived for this published reviewable draft.
The approved relationship ledger contains no outgoing relation rows for WM-ECO-002, so composition links including WM-DAT-002 remain draft proposals until registry governance approves identifiers and cardinalities.
Asset-class, jurisdictional, accounting, tax, insurance, disclosure and professional-reliance profiles require competent specialist review before operational enforcement.
Current IVS content is partly access-controlled and certified IVS, IFRS, HICP, CPI, SDMX and GS1 field mappings and conformance fixtures remain unverified.
Independent external review was explicitly waived by the repository owner; this codex-only result remains a reviewable draft.

Deferred research

Validate the base against real property, plant and equipment, business, intangible asset, financial instrument, inventory, insurance and tax valuation profiles.
Create jurisdiction-specific engagement, competence, independence, reporting, reliance and retention recipes.
Develop deterministic price-index profiles with test fixtures for baskets, classifications, weights, formulae, quality adjustment, rebasing and revisions.
Approve sibling model identifiers and relation cardinalities for subjects, rights, offers, transactions, invoices, payments, currencies, statistics, datasets, reports and evidence.