# Vercy AI instruction - YAML 1.2 (JSON-compatible) { "vercy": "1.0-draft", "publication": { "status": "published", "adjudicationStatus": "reviewable-draft", "publishableCanonical": false, "generatedAt": "2026-10-06T15:04:57Z", "synthesisSha256": "6f98ca0ff790c8b8cd1a403e91414011068da19329281b665caccfa09b59bc35", "providerMode": "single-provider-waiver", "providers": [ "Codex" ], "waivedProviders": [ "Claude", "Grok" ] }, "metaModel": { "id": "WM-KNW-003", "registryId": "vr.wm-knw-003", "name": "Intellectual Property Right", "version": "0.3.0", "previousVersions": [ { "version": "0.2.0-legacy", "url": "/models/world-n12-intellectual-property/" } ], "entryKind": "entity", "family": "World Models", "category": "Information and virtual systems", "industry": [ "Cross-industry" ], "domain": [ "INF.KNW.IP" ], "tags": [ "intellectual", "property", "right", "inf.knw.ip" ], "status": "published" }, "canonicalUrl": "https://ver.cy/models/wm-knw-003-intellectual-property-right/", "sourceUrl": "https://github.com/ver-cy/world-models/tree/feat/mega-model-registry/research/runs/wm-knw-003", "model": { "registry_id": "vr.wm-knw-003", "model_id": "WM-KNW-003", "name": "Intellectual Property Right", "entry_kind": "entity", "purpose": "Describe one asserted or evidenced intellectual property right with its legal basis, protected subject reference, extent, holders, changes and supporting records.", "scope_statement": "One persistent legal-right identity under a specified right type and legal regime. Its record may hold an unverified assertion, but local creation never establishes legal existence. Distinct territorial rights and separable interests retain explicit identities and links; portfolios, applications and works are not the root.", "in_scope": [ "Right identity and profile for patent, trademark, copyright and design rights, with a bounded confidential-information protection profile", "Subject references, extent, territorial and temporal qualifications, asserted title and permission references", "Evidence-qualified origin, status, changes, maintenance dependencies and dispute outcomes", "Local record stewardship, provenance references, confidentiality and conceptual exchange alignments" ], "out_of_scope": [ "Creative work, invention, software and material-copy content or product lifecycle", "Application prosecution, official register administration, court case management and legal determination of infringement or validity", "Contract negotiation, execution, payment, royalty accounting, automated license enforcement or compulsory licensing decisions", "Universal legal ontology or complete geographical indication, plant variety, database, semiconductor, traditional knowledge and related-rights profiles", "Remote filings, renewals, transfers, abandonment, enforcement notices or destructive actions" ], "boundary_notes": [ { "neighbor": "WM-MED-001 Creative Work and WM-SFT-002 Software System / Business Application", "distinction": "Refer to the protected subject and version. Right identity and ownership are distinct from the work, software and possession of a copy.", "source_refs": [ "SRC-001", "SRC-002" ] }, { "neighbor": "WM-REC-009 Application / Request Record and WM-REC-001 Document / Record", "distinction": "Applications, office notices and registration extracts are separately mastered evidence. No mandatory one-to-one filing or certificate creates every IP right; locally recording them has no constitutive effect.", "source_refs": [ "SRC-001", "SRC-007", "SRC-010", "SRC-012" ] }, { "neighbor": "WM-ECO-006 Commercial Contract", "distinction": "Reference a license or assignment instrument and the right-specific asserted effect. Contract lifecycle, signatures, consideration and royalty settlement remain external.", "source_refs": [ "SRC-002", "SRC-010" ] }, { "neighbor": "WM-PER-001 Person and WM-ORG-001 Organization", "distinction": "Creator, inventor, holder, applicant, licensee, representative and registrar are separately evidenced roles referring to external parties. A record custodian is not necessarily the legal holder.", "source_refs": [ "SRC-001", "SRC-002", "SRC-007" ] }, { "neighbor": "WM-XCT-011 Identifier Scheme and WM-XCT-012 Provenance", "distinction": "Carry versioned identifier bindings and provenance references; this model does not own numbering authorities or the generic provenance system.", "source_refs": [ "SRC-007", "SRC-009" ] }, { "neighbor": "WM-XCT-035 Retention / Disposition and WM-XCT-002 Access Contract / Consent", "distinction": "Local records declare applicable access and retention dependencies. Execution belongs to adopting-Dimension systems; record access is not authorization to exploit IP.", "source_refs": [ "SRC-006", "SRC-009" ] } ] }, "sources": [ { "id": "SRC-001", "title": "Frequently Asked Questions: Copyright", "organization": "World Intellectual Property Organization", "url": "https://www.wipo.int/en/web/copyright/faq-copyright", "version_or_date": "Undated guidance, selected sections accessed 2026-10-06", "source_type": "public-authority", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T15:03:14Z", "relevance": "Automatic protection, economic and moral rights, exceptions and territorial variation; guidance is not an adopting jurisdiction's law." }, { "id": "SRC-002", "title": "Copyright Law, Chapter 2: Copyright Ownership and Transfer", "organization": "United States Copyright Office", "url": "https://www.copyright.gov/title17/92chap2.html", "version_or_date": "Title 17 sections 201-205, online text accessed 2026-10-06; consolidation currency not independently verified", "source_type": "legislation", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T15:03:14Z", "relevance": "US example of joint and partial ownership, separation from copies, transfers, recordation and termination; no universal transfer formalities inferred." }, { "id": "SRC-003", "title": "European Patent Convention, Article 69: Extent of protection", "organization": "European Patent Organisation", "url": "https://www.epo.org/en/legal/epc/2020/a69.html", "version_or_date": "EPC 2020 online edition, Article 69; accessed 2026-10-06", "source_type": "legislation", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T15:03:14Z", "relevance": "Claims and interpreting material distinguish patent scope from a classification or document title." }, { "id": "SRC-004", "title": "European Patent Convention, Article 68: Effect of revocation or limitation", "organization": "European Patent Organisation", "url": "https://www.epo.org/en/legal/epc/2020/a68.html", "version_or_date": "EPC 2020 online edition, Article 68; accessed 2026-10-06", "source_type": "legislation", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T15:03:14Z", "relevance": "A bounded example of retroactive and partial legal effects requiring effective time separate from observation time." }, { "id": "SRC-005", "title": "Goods and services", "organization": "United States Patent and Trademark Office", "url": "https://www.uspto.gov/trademarks/basics/goods-and-services", "version_or_date": "Undated guidance, goods/services and classes sections accessed 2026-10-06", "source_type": "public-authority", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T15:03:14Z", "relevance": "Goods and services descriptions must remain separate from class codes used to organize applications and searches." }, { "id": "SRC-006", "title": "Trade Secrets", "organization": "World Intellectual Property Organization", "url": "https://www.wipo.int/en/web/trade-secrets/", "version_or_date": "Undated guidance, qualification sections accessed 2026-10-06", "source_type": "public-authority", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T15:03:14Z", "relevance": "Secrecy, value from secrecy and reasonable protective steps motivate a confidential evidence profile rather than a public registration requirement." }, { "id": "SRC-007", "title": "WIPO Standard ST.96, Annex III: IP XML Schemas", "organization": "World Intellectual Property Organization", "url": "https://www.wipo.int/standards/en/st96/v10-0/annex-iii/index.html", "version_or_date": "Version 10.0, approved 2026-04-01; index inspected 2026-10-06", "source_type": "schema", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T15:03:14Z", "relevance": "Versioned exchange components for multiple IP domains. Schema downloads and executable mappings were not tested." }, { "id": "SRC-008", "title": "SPDX License List", "organization": "SPDX Project", "url": "https://spdx.org/licenses/", "version_or_date": "Version 3.29.0, 2026-09-16, displayed at access on 2026-10-06", "source_type": "registry", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T15:03:14Z", "relevance": "License and exception identifiers identify texts, not a particular licensor's authority or an instance-specific grant." }, { "id": "SRC-009", "title": "PROV-O: The PROV Ontology", "organization": "World Wide Web Consortium", "url": "https://www.w3.org/TR/prov-o/", "version_or_date": "W3C Recommendation 2013-04-30", "source_type": "ontology", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T15:03:14Z", "relevance": "Conceptual attribution, derivation and revision alignment for evidence records; no truth or legal-title certification." }, { "id": "SRC-010", "title": "Frequently Asked Questions: Patents", "organization": "World Intellectual Property Organization", "url": "https://www.wipo.int/en/web/patents/faq_patents", "version_or_date": "Undated guidance, territoriality, licensing, maintenance and challenges sections accessed 2026-10-06", "source_type": "public-authority", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T15:03:14Z", "relevance": "Territorial rights, bounded terms, maintenance and external challenges; an international application is not a universal granted right." }, { "id": "SRC-011", "title": "Frequently Asked Questions: Industrial Designs", "organization": "World Intellectual Property Organization", "url": "https://www.wipo.int/en/web/designs/faq-industrial-designs", "version_or_date": "Undated guidance, protection sections accessed 2026-10-06", "source_type": "public-authority", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T15:03:14Z", "relevance": "Design appearance, registration and jurisdiction-dependent unregistered or overlapping protection require a distinct profile." }, { "id": "SRC-012", "title": "European Patent Convention, Article 64: Rights conferred by a European patent", "organization": "European Patent Organisation", "url": "https://www.epo.org/en/legal/epc/2020/a64.html", "version_or_date": "EPC 2020 online edition, Article 64; accessed 2026-10-06", "source_type": "legislation", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T15:03:14Z", "relevance": "Grant publication and state-specific effects separate grant events from an unrestricted global permission to operate." } ], "structure": { "bundles": [ { "id": "b-identity", "name": "Identity and subject", "description": "Establish the right boundary and its separately mastered subject.", "rationale": "This concern has a separate evidence and authority boundary within one right record.", "source_refs": [ "SRC-001", "SRC-002", "SRC-007" ], "layers": [ { "id": "l-identity", "name": "Identity and legal basis", "description": "Bind identity to an evidenced right type and legal regime. Registration identifiers are typed aliases, never interchangeable with right, family or subject identifiers.", "source_refs": [ "SRC-001", "SRC-007", "SRC-010" ], "findings": [ { "id": "f-identity", "name": "Identity and legal basis", "description": "Bind identity to an evidenced right type and legal regime. Registration identifiers are typed aliases, never interchangeable with right, family or subject identifiers.", "source_refs": [ "SRC-001", "SRC-007", "SRC-010" ], "questions": [ { "id": "q-identity-1", "text": "Which persistent identifier identifies this right independently of its application, publication and register entry?", "kind": "identity", "answer_data": [ "right_id", "master_system", "typed_aliases", "identity_resolution_state" ] }, { "id": "q-identity-2", "text": "Which legal profile and right category support the assertion that this right exists?", "kind": "classification", "answer_data": [ "right_type", "jurisdiction_profile", "legal_basis_ref", "existence_assertion", "uncertainty" ] }, { "id": "q-identity-3", "text": "What evidence distinguishes a territorial right or separable interest from a family or portfolio grouping?", "kind": "relationship", "answer_data": [ "related_right_refs", "relation_kind", "split_basis", "continuity_decision" ] }, { "id": "q-identity-4", "text": "How should an unregistered or unverified right be identified without inventing an official number?", "kind": "exception", "answer_data": [ "local_id", "registration_applicability", "assertion_status", "evidence_refs" ] } ], "data_elements": [ { "id": "d-identity-1", "name": "right_id", "description": "Stable identity in a named master system.", "value_kind": "identifier", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-007", "SRC-010" ] }, { "id": "d-identity-2", "name": "legal_profile", "description": "Versioned type, jurisdiction and law basis with assertion state; nested schema is an adoption task.", "value_kind": "object", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-007", "SRC-010" ] }, { "id": "d-identity-3", "name": "typed_aliases", "description": "Office, scheme, number, identifier kind and validity interval; never merge on bare number.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-007", "SRC-010" ] } ], "artifacts": [ { "id": "a-identity", "name": "Right identity dossier", "description": "Versioned evidence index or assessment for identity and legal basis; reference controlled originals and record author, basis, scope and unresolved assertions.", "media_or_form": [ "structured record", "controlled document reference" ], "serial": true, "identity_strategy": "Authoritative master-system identifier first; governed IRI second; Dimension UUID or ULID otherwise. Right ID, artifact ID and revision ID stay separate; timestamps and hashes are not identity substitutes.", "source_refs": [ "SRC-001", "SRC-007", "SRC-010" ] } ], "inline_only_rationale": null } ] }, { "id": "l-subject", "name": "Protected subject and separable interests", "description": "Reference the subject without importing its content lifecycle. Patent, design and copyright interests can concern related material without being the same right.", "source_refs": [ "SRC-002", "SRC-003", "SRC-011" ], "findings": [ { "id": "f-subject", "name": "Protected subject and separable interests", "description": "Reference the subject without importing its content lifecycle. Patent, design and copyright interests can concern related material without being the same right.", "source_refs": [ "SRC-002", "SRC-003", "SRC-011" ], "questions": [ { "id": "q-subject-1", "text": "Which exact work, invention, sign, appearance or confidential information reference is the protected subject?", "kind": "composition", "answer_data": [ "subject_ref", "subject_version", "subject_kind", "restricted_locator" ] }, { "id": "q-subject-2", "text": "Which claimed component or interest is separated from ownership of a physical or digital copy?", "kind": "definition", "answer_data": [ "interest_description", "component_refs", "copy_ownership_distinction" ] }, { "id": "q-subject-3", "text": "Which overlapping rights are linked while retaining their own legal basis and identity?", "kind": "relationship", "answer_data": [ "overlap_refs", "right_types", "non_equivalence_rationale" ] }, { "id": "q-subject-4", "text": "Which evidence anchors the subject reference when the underlying material cannot be disclosed?", "kind": "security", "answer_data": [ "restricted_evidence_ref", "custodian_ref", "access_policy", "non_disclosing_description" ] } ], "data_elements": [ { "id": "d-subject-1", "name": "subject_ref", "description": "Reference to a separately mastered subject and its relevant version.", "value_kind": "reference", "cardinality": "1", "required": true, "source_refs": [ "SRC-002", "SRC-003", "SRC-011" ] }, { "id": "d-subject-2", "name": "interest_scope", "description": "The particular interest with links to separately identified related rights.", "value_kind": "object", "cardinality": "1", "required": true, "source_refs": [ "SRC-002", "SRC-003", "SRC-011" ] }, { "id": "d-subject-3", "name": "protected_locator", "description": "Restricted subject or evidence location; may be omitted from public views.", "value_kind": "reference", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-002", "SRC-003", "SRC-011" ] } ], "artifacts": [ { "id": "a-subject", "name": "Subject linkage record", "description": "Versioned evidence index or assessment for protected subject and separable interests; reference controlled originals and record author, basis, scope and unresolved assertions.", "media_or_form": [ "structured record", "controlled document reference" ], "serial": true, "identity_strategy": "Authoritative master-system identifier first; governed IRI second; Dimension UUID or ULID otherwise. Right ID, artifact ID and revision ID stay separate; timestamps and hashes are not identity substitutes.", "source_refs": [ "SRC-002", "SRC-003", "SRC-011" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "b-scope", "name": "Extent and territory", "description": "Qualify what is protected and where the asserted effect applies.", "rationale": "This concern has a separate evidence and authority boundary within one right record.", "source_refs": [ "SRC-003", "SRC-005", "SRC-010", "SRC-012" ], "layers": [ { "id": "l-extent", "name": "Extent and limitations", "description": "Keep legally relevant text and profile-specific limitations separate from search classes. Evidence is required before applying an exception or treating a use as permitted.", "source_refs": [ "SRC-001", "SRC-003", "SRC-005", "SRC-011" ], "findings": [ { "id": "f-extent", "name": "Extent and limitations", "description": "Keep legally relevant text and profile-specific limitations separate from search classes. Evidence is required before applying an exception or treating a use as permitted.", "source_refs": [ "SRC-001", "SRC-003", "SRC-005", "SRC-011" ], "questions": [ { "id": "q-extent-1", "text": "Which claims, goods and services description, design representation or copyright interest defines the asserted extent?", "kind": "definition", "answer_data": [ "extent_type", "operative_text_ref", "version", "interest_description" ] }, { "id": "q-extent-2", "text": "Which classification codes are only indexing aids rather than a complete statement of protection?", "kind": "classification", "answer_data": [ "classification_scheme", "edition", "codes", "mapping_limit" ] }, { "id": "q-extent-3", "text": "Which limitations, exceptions or other use restrictions need assessment under this profile?", "kind": "constraint", "answer_data": [ "limitation_refs", "use_context", "applicable_rule", "reviewer", "unresolved_issues" ] }, { "id": "q-extent-4", "text": "What prevents an ownership or register match from being reported as freedom to operate?", "kind": "validation", "answer_data": [ "other_rights_unknown", "scope_review_status", "conclusion_limit", "evidence_refs" ] } ], "data_elements": [ { "id": "d-extent-1", "name": "extent_basis", "description": "Operative text or representation, version, legal interpretation reference and uncertainty.", "value_kind": "object", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-003", "SRC-005", "SRC-011" ] }, { "id": "d-extent-2", "name": "classification_bindings", "description": "Versioned codes with explicitly limited indexing role.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-003", "SRC-005", "SRC-011" ] }, { "id": "d-extent-3", "name": "limitation_assessments", "description": "Externally reviewed context-dependent restrictions and exceptions.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-003", "SRC-005", "SRC-011" ] } ], "artifacts": [ { "id": "a-extent", "name": "Extent and limitations assessment", "description": "Versioned evidence index or assessment for extent and limitations; reference controlled originals and record author, basis, scope and unresolved assertions.", "media_or_form": [ "structured record", "controlled document reference" ], "serial": true, "identity_strategy": "Authoritative master-system identifier first; governed IRI second; Dimension UUID or ULID otherwise. Right ID, artifact ID and revision ID stay separate; timestamps and hashes are not identity substitutes.", "source_refs": [ "SRC-001", "SRC-003", "SRC-005", "SRC-011" ] } ], "inline_only_rationale": null } ] }, { "id": "l-territory", "name": "Territorial and regime scope", "description": "Model territory as legally qualified scope rather than a location of a file or holder. One international application does not establish an unrestricted worldwide right.", "source_refs": [ "SRC-010", "SRC-012" ], "findings": [ { "id": "f-territory", "name": "Territorial and regime scope", "description": "Model territory as legally qualified scope rather than a location of a file or holder. One international application does not establish an unrestricted worldwide right.", "source_refs": [ "SRC-010", "SRC-012" ], "questions": [ { "id": "q-territory-1", "text": "In which jurisdictions or regional regimes is this right asserted to have effect?", "kind": "spatial", "answer_data": [ "territory_refs", "regime_ref", "effective_interval", "evidence_status" ] }, { "id": "q-territory-2", "text": "Which separate territorial rights or designations are linked without being merged into a global right?", "kind": "relationship", "answer_data": [ "designation_refs", "national_right_refs", "relation_basis", "unresolved_bindings" ] }, { "id": "q-territory-3", "text": "Which authority or legal text supports the territorial effect at the relevant time?", "kind": "authority", "answer_data": [ "authority_ref", "law_version", "decision_ref", "effective_date" ] }, { "id": "q-territory-4", "text": "How are divergent territorial statuses represented when one linked right changes?", "kind": "state", "answer_data": [ "territory_state_assertions", "affected_right_refs", "dependency_scope", "observation_time" ] } ], "data_elements": [ { "id": "d-territory-1", "name": "territory_assertions", "description": "Profile, territory, effect interval and supporting evidence per assertion.", "value_kind": "collection", "cardinality": "1..n", "required": true, "source_refs": [ "SRC-010", "SRC-012" ] }, { "id": "d-territory-2", "name": "territorial_links", "description": "Other right or application references with typed relations.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-010", "SRC-012" ] } ], "artifacts": [ { "id": "a-territory", "name": "Territorial effect matrix", "description": "Versioned evidence index or assessment for territorial and regime scope; reference controlled originals and record author, basis, scope and unresolved assertions.", "media_or_form": [ "structured record", "controlled document reference" ], "serial": true, "identity_strategy": "Authoritative master-system identifier first; governed IRI second; Dimension UUID or ULID otherwise. Right ID, artifact ID and revision ID stay separate; timestamps and hashes are not identity substitutes.", "source_refs": [ "SRC-010", "SRC-012" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "b-title", "name": "Title and permissions", "description": "Separate holders, authority, permissions and disposition instruments.", "rationale": "This concern has a separate evidence and authority boundary within one right record.", "source_refs": [ "SRC-002", "SRC-008", "SRC-010" ], "layers": [ { "id": "l-title", "name": "Holder roles and chain of title", "description": "Separate asserted ownership, recorded holder and authority to act. Joint, partial and contested title must not collapse to a single unqualified owner field.", "source_refs": [ "SRC-001", "SRC-002" ], "findings": [ { "id": "f-title", "name": "Holder roles and chain of title", "description": "Separate asserted ownership, recorded holder and authority to act. Joint, partial and contested title must not collapse to a single unqualified owner field.", "source_refs": [ "SRC-001", "SRC-002" ], "questions": [ { "id": "q-title-1", "text": "Who is asserted to hold each interest and on what evidence and interval?", "kind": "ownership", "answer_data": [ "party_ref", "interest_scope", "share_or_unknown", "effective_interval", "evidence_ref" ] }, { "id": "q-title-2", "text": "How do creator, applicant, holder of record and current claimant roles differ for this right?", "kind": "relationship", "answer_data": [ "role_assertions", "party_refs", "source", "disagreement" ] }, { "id": "q-title-3", "text": "Which transfers, succession events or other bases connect the current assertion to earlier title?", "kind": "provenance", "answer_data": [ "instrument_refs", "transfer_scope", "predecessor_assertion", "gaps", "recordation_state" ] }, { "id": "q-title-4", "text": "Who has evidenced authority to instruct action where title is joint, disputed or unknown?", "kind": "authority", "answer_data": [ "representative_ref", "authority_basis", "coholder_constraints", "unresolved_authority" ] } ], "data_elements": [ { "id": "d-title-1", "name": "holder_assertions", "description": "Qualified party-interest-time assertions including unknown and contested states.", "value_kind": "collection", "cardinality": "1..n", "required": true, "source_refs": [ "SRC-001", "SRC-002" ] }, { "id": "d-title-2", "name": "title_chain", "description": "References to title instruments and separate execution, effect and recordation dates.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002" ] }, { "id": "d-title-3", "name": "authority_basis", "description": "Current scope of authority to instruct a local or external action.", "value_kind": "object", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-001", "SRC-002" ] } ], "artifacts": [ { "id": "a-title", "name": "Title assertion and chain record", "description": "Versioned evidence index or assessment for holder roles and chain of title; reference controlled originals and record author, basis, scope and unresolved assertions.", "media_or_form": [ "structured record", "controlled document reference" ], "serial": true, "identity_strategy": "Authoritative master-system identifier first; governed IRI second; Dimension UUID or ULID otherwise. Right ID, artifact ID and revision ID stay separate; timestamps and hashes are not identity substitutes.", "source_refs": [ "SRC-001", "SRC-002" ] } ], "inline_only_rationale": null } ] }, { "id": "l-permissions", "name": "License and disposition references", "description": "Record right-specific asserted permissions and transfer effects while the contract remains externally mastered. A standard license identifier alone is not proof of a grant.", "source_refs": [ "SRC-002", "SRC-008", "SRC-010" ], "findings": [ { "id": "f-permissions", "name": "License and disposition references", "description": "Record right-specific asserted permissions and transfer effects while the contract remains externally mastered. A standard license identifier alone is not proof of a grant.", "source_refs": [ "SRC-002", "SRC-008", "SRC-010" ], "questions": [ { "id": "q-permissions-1", "text": "Which instrument authorizes a particular party to exercise which interest under which conditions?", "kind": "requirement", "answer_data": [ "instrument_ref", "licensor_ref", "licensee_ref", "interest_scope", "conditions" ] }, { "id": "q-permissions-2", "text": "What distinguishes permission to use from a transfer of ownership in this profile?", "kind": "definition", "answer_data": [ "transaction_kind", "affected_interest", "title_effect", "legal_review_ref" ] }, { "id": "q-permissions-3", "text": "Which territorial, time, exclusivity and sublicensing limits qualify the asserted permission?", "kind": "constraint", "answer_data": [ "territory", "interval", "exclusivity", "sublicensing_basis", "excluded_uses" ] }, { "id": "q-permissions-4", "text": "Which text version and instance evidence support a standard-license label or a reported termination?", "kind": "evidence", "answer_data": [ "license_identifier", "list_version", "actual_text_ref", "grant_evidence", "termination_evidence" ] } ], "data_elements": [ { "id": "d-permissions-1", "name": "instrument_links", "description": "External contract or legal instrument references with bounded right-specific effects.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-002", "SRC-008", "SRC-010" ] }, { "id": "d-permissions-2", "name": "permission_assertions", "description": "Beneficiary, authority, scope, conditions and effective interval; unknown is not permission.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-002", "SRC-008", "SRC-010" ] }, { "id": "d-permissions-3", "name": "license_text_binding", "description": "Versioned text identity and evidence of its applicability to this instance.", "value_kind": "object", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-002", "SRC-008", "SRC-010" ] } ], "artifacts": [ { "id": "a-permissions", "name": "Permission and disposition index", "description": "Versioned evidence index or assessment for license and disposition references; reference controlled originals and record author, basis, scope and unresolved assertions.", "media_or_form": [ "structured record", "controlled document reference" ], "serial": true, "identity_strategy": "Authoritative master-system identifier first; governed IRI second; Dimension UUID or ULID otherwise. Right ID, artifact ID and revision ID stay separate; timestamps and hashes are not identity substitutes.", "source_refs": [ "SRC-002", "SRC-008", "SRC-010" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "b-lifecycle", "name": "Recognition and continuity", "description": "Describe origin and subsequent changes without imposing a universal registration lifecycle.", "rationale": "This concern has a separate evidence and authority boundary within one right record.", "source_refs": [ "SRC-001", "SRC-004", "SRC-010", "SRC-012" ], "layers": [ { "id": "l-origin", "name": "Origin and recognition events", "description": "Reference how recognition is evidenced, with profile-specific registration or automatic routes. Filing, publication, registration and effective protection are distinct assertions.", "source_refs": [ "SRC-001", "SRC-007", "SRC-010", "SRC-012" ], "findings": [ { "id": "f-origin", "name": "Origin and recognition events", "description": "Reference how recognition is evidenced, with profile-specific registration or automatic routes. Filing, publication, registration and effective protection are distinct assertions.", "source_refs": [ "SRC-001", "SRC-007", "SRC-010", "SRC-012" ], "questions": [ { "id": "q-origin-1", "text": "Which creation, use, grant or other legally relevant basis is asserted to originate this right?", "kind": "lifecycle", "answer_data": [ "origin_kind", "legal_profile", "event_ref", "evidence_state" ] }, { "id": "q-origin-2", "text": "Which application, priority and registration references apply without forcing a one-to-one relationship?", "kind": "composition", "answer_data": [ "application_refs", "priority_claim_refs", "registration_refs", "cardinality_basis" ] }, { "id": "q-origin-3", "text": "Which evidence distinguishes a pending application from an effective right or a provisional interest?", "kind": "state", "answer_data": [ "application_state", "right_state_assertion", "provisional_basis", "authority_ref" ] }, { "id": "q-origin-4", "text": "When did the relevant act occur, when did legal effect begin and when was it observed?", "kind": "temporal", "answer_data": [ "event_time", "effective_time", "observed_at", "precision", "timezone_or_date_basis" ] } ], "data_elements": [ { "id": "d-origin-1", "name": "origin_assertion", "description": "Profile-qualified origin and supporting event reference.", "value_kind": "object", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-007", "SRC-010", "SRC-012" ] }, { "id": "d-origin-2", "name": "recognition_links", "description": "Optional application, priority, publication and registration references with typed roles.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-007", "SRC-010", "SRC-012" ] }, { "id": "d-origin-3", "name": "recognition_times", "description": "Separate event, legal effect and observation times with precision.", "value_kind": "object", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-007", "SRC-010", "SRC-012" ] } ], "artifacts": [ { "id": "a-origin", "name": "Recognition evidence record", "description": "Versioned evidence index or assessment for origin and recognition events; reference controlled originals and record author, basis, scope and unresolved assertions.", "media_or_form": [ "structured record", "controlled document reference" ], "serial": true, "identity_strategy": "Authoritative master-system identifier first; governed IRI second; Dimension UUID or ULID otherwise. Right ID, artifact ID and revision ID stay separate; timestamps and hashes are not identity substitutes.", "source_refs": [ "SRC-001", "SRC-007", "SRC-010", "SRC-012" ] } ], "inline_only_rationale": null } ] }, { "id": "l-continuity", "name": "Term, maintenance and cessation", "description": "Keep nominal term, maintenance dependencies, reported status and effective changes distinct. Local reminders do not extend or terminate a right.", "source_refs": [ "SRC-001", "SRC-004", "SRC-010" ], "findings": [ { "id": "f-continuity", "name": "Term, maintenance and cessation", "description": "Keep nominal term, maintenance dependencies, reported status and effective changes distinct. Local reminders do not extend or terminate a right.", "source_refs": [ "SRC-001", "SRC-004", "SRC-010" ], "questions": [ { "id": "q-continuity-1", "text": "Which profile rules and facts determine the asserted term rather than a universal duration?", "kind": "temporal", "answer_data": [ "term_rule_ref", "trigger_facts", "nominal_end", "uncertainty", "calculation_review" ] }, { "id": "q-continuity-2", "text": "Which maintenance or renewal dependencies apply and what evidence confirms completion?", "kind": "process", "answer_data": [ "obligation_refs", "due_date_basis", "completion_evidence", "applicable_or_not" ] }, { "id": "q-continuity-3", "text": "Which lapse, expiry, surrender, limitation or restoration assertion changes the right and with what scope?", "kind": "lifecycle", "answer_data": [ "change_kind", "affected_interest", "authoritative_event_ref", "effective_interval" ] }, { "id": "q-continuity-4", "text": "How is a retroactive or partial change preserved without deleting earlier observations or declaring all related material free to use?", "kind": "exception", "answer_data": [ "retroactive_effect", "superseded_assertions", "related_rights_remaining", "review_limit" ] } ], "data_elements": [ { "id": "d-continuity-1", "name": "term_assessment", "description": "Profile rule, trigger facts, reviewer and uncertainty; no executable legal calendar is claimed.", "value_kind": "object", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-001", "SRC-004", "SRC-010" ] }, { "id": "d-continuity-2", "name": "maintenance_refs", "description": "References to external obligations and completion evidence.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-004", "SRC-010" ] }, { "id": "d-continuity-3", "name": "status_history", "description": "Qualified state changes preserving effect time, observation time, partial scope and correction links.", "value_kind": "collection", "cardinality": "1..n", "required": true, "source_refs": [ "SRC-001", "SRC-004", "SRC-010" ] } ], "artifacts": [ { "id": "a-continuity", "name": "Continuity and term assessment", "description": "Versioned evidence index or assessment for term, maintenance and cessation; reference controlled originals and record author, basis, scope and unresolved assertions.", "media_or_form": [ "structured record", "controlled document reference" ], "serial": true, "identity_strategy": "Authoritative master-system identifier first; governed IRI second; Dimension UUID or ULID otherwise. Right ID, artifact ID and revision ID stay separate; timestamps and hashes are not identity substitutes.", "source_refs": [ "SRC-001", "SRC-004", "SRC-010" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "b-evidence", "name": "Evidence and challenges", "description": "Retain attributed observations, conflicts and external outcome effects.", "rationale": "This concern has a separate evidence and authority boundary within one right record.", "source_refs": [ "SRC-004", "SRC-007", "SRC-009", "SRC-010" ], "layers": [ { "id": "l-observations", "name": "Evidence and conflicting observations", "description": "Treat a register extract, private instrument and expert assessment as attributed observations with distinct authority and currency. Provenance records who asserted a fact, not whether it is legally correct.", "source_refs": [ "SRC-002", "SRC-007", "SRC-009" ], "findings": [ { "id": "f-observations", "name": "Evidence and conflicting observations", "description": "Treat a register extract, private instrument and expert assessment as attributed observations with distinct authority and currency. Provenance records who asserted a fact, not whether it is legally correct.", "source_refs": [ "SRC-002", "SRC-007", "SRC-009" ], "questions": [ { "id": "q-observations-1", "text": "Which source and source revision support each material status, scope or title assertion?", "kind": "provenance", "answer_data": [ "assertion_ref", "evidence_ref", "source_revision", "issuer", "observed_at" ] }, { "id": "q-observations-2", "text": "How recent and complete is an observation for the decision being considered?", "kind": "quality", "answer_data": [ "retrieval_time", "source_updated_at", "coverage_limit", "freshness_policy", "stale_flag" ] }, { "id": "q-observations-3", "text": "Which conflicting records remain unresolved and who is responsible for reviewing them?", "kind": "decision", "answer_data": [ "competing_assertions", "conflict_scope", "reviewer_role", "disposition", "unresolved_reason" ] }, { "id": "q-observations-4", "text": "What is missing when a search finds no matching record or a source cannot be retrieved?", "kind": "evidence", "answer_data": [ "search_scope", "query_basis", "unavailable_sources", "negative_result_limit" ] } ], "data_elements": [ { "id": "d-observations-1", "name": "evidence_index", "description": "Controlled evidence links, attribution and source revision for each assertion.", "value_kind": "collection", "cardinality": "1..n", "required": true, "source_refs": [ "SRC-002", "SRC-007", "SRC-009" ] }, { "id": "d-observations-2", "name": "observation_quality", "description": "Coverage, freshness, extraction method and interpretation limits.", "value_kind": "object", "cardinality": "1", "required": true, "source_refs": [ "SRC-002", "SRC-007", "SRC-009" ] }, { "id": "d-observations-3", "name": "conflict_refs", "description": "Competing assertions and external review references; no automatic last-write-wins title.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-002", "SRC-007", "SRC-009" ] } ], "artifacts": [ { "id": "a-observations", "name": "Observation and conflict dossier", "description": "Versioned evidence index or assessment for evidence and conflicting observations; reference controlled originals and record author, basis, scope and unresolved assertions.", "media_or_form": [ "structured record", "controlled document reference" ], "serial": true, "identity_strategy": "Authoritative master-system identifier first; governed IRI second; Dimension UUID or ULID otherwise. Right ID, artifact ID and revision ID stay separate; timestamps and hashes are not identity substitutes.", "source_refs": [ "SRC-002", "SRC-007", "SRC-009" ] } ], "inline_only_rationale": null } ] }, { "id": "l-challenges", "name": "Challenge and outcome effects", "description": "Reference external opposition, invalidity or infringement matters and their bounded effects. An allegation, pending proceeding and final determination are different evidence states.", "source_refs": [ "SRC-004", "SRC-010", "SRC-012" ], "findings": [ { "id": "f-challenges", "name": "Challenge and outcome effects", "description": "Reference external opposition, invalidity or infringement matters and their bounded effects. An allegation, pending proceeding and final determination are different evidence states.", "source_refs": [ "SRC-004", "SRC-010", "SRC-012" ], "questions": [ { "id": "q-challenges-1", "text": "Which external matter challenges this right or alleges a violation, and what exactly is disputed?", "kind": "relationship", "answer_data": [ "case_ref", "challenge_kind", "challenged_interest", "allegation_status" ] }, { "id": "q-challenges-2", "text": "Which decision or order supports a reported outcome and its affected territory or interest?", "kind": "authority", "answer_data": [ "decision_ref", "issuing_authority", "outcome_scope", "evidence_ref" ] }, { "id": "q-challenges-3", "text": "What appeal, suspension or finality qualifications remain on the reported effect?", "kind": "state", "answer_data": [ "review_state", "finality_basis", "stay_ref", "unresolved_effect" ] }, { "id": "q-challenges-4", "text": "Which local assertions need review after a decision without executing enforcement or rewriting the case record?", "kind": "event", "answer_data": [ "affected_assertion_refs", "review_queue", "effective_time", "retained_prior_observations" ] } ], "data_elements": [ { "id": "d-challenges-1", "name": "matter_links", "description": "External case references with allegation or challenge scope.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-004", "SRC-010", "SRC-012" ] }, { "id": "d-challenges-2", "name": "outcome_effects", "description": "Evidence-qualified effects, finality and territory; substantive legal determination remains external.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-004", "SRC-010", "SRC-012" ] } ], "artifacts": [ { "id": "a-challenges", "name": "Challenge outcome linkage record", "description": "Versioned evidence index or assessment for challenge and outcome effects; reference controlled originals and record author, basis, scope and unresolved assertions.", "media_or_form": [ "structured record", "controlled document reference" ], "serial": true, "identity_strategy": "Authoritative master-system identifier first; governed IRI second; Dimension UUID or ULID otherwise. Right ID, artifact ID and revision ID stay separate; timestamps and hashes are not identity substitutes.", "source_refs": [ "SRC-004", "SRC-010", "SRC-012" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "b-stewardship", "name": "Stewardship and exchange", "description": "Govern protected local evidence and versioned conceptual exchange.", "rationale": "This concern has a separate evidence and authority boundary within one right record.", "source_refs": [ "SRC-006", "SRC-007", "SRC-008", "SRC-009" ], "layers": [ { "id": "l-confidentiality", "name": "Confidential evidence and controlled views", "description": "Minimize disclosed material and preserve access basis. Public register visibility does not expose private instruments, personal data or confidential subject matter.", "source_refs": [ "SRC-006", "SRC-009" ], "findings": [ { "id": "f-confidentiality", "name": "Confidential evidence and controlled views", "description": "Minimize disclosed material and preserve access basis. Public register visibility does not expose private instruments, personal data or confidential subject matter.", "source_refs": [ "SRC-006", "SRC-009" ], "questions": [ { "id": "q-confidentiality-1", "text": "Which subject and evidence references require restricted access and why?", "kind": "access", "answer_data": [ "classification", "purpose", "audience", "access_policy_ref", "restriction_basis" ] }, { "id": "q-confidentiality-2", "text": "What evidence supports the secrecy conditions for a confidential-information protection claim?", "kind": "evidence", "answer_data": [ "secrecy_assessment_ref", "value_basis_ref", "protective_measures_ref", "observation_time" ] }, { "id": "q-confidentiality-3", "text": "How can a reviewer assess the assertion without exporting confidential payloads or sensitive search metadata?", "kind": "privacy", "answer_data": [ "minimum_view", "redaction_plan", "protected_locator", "authorization_basis" ] }, { "id": "q-confidentiality-4", "text": "Which retention rule and hold control disposal of this local evidence while preserving lawful reference continuity?", "kind": "retention", "answer_data": [ "retention_policy_ref", "hold_ref", "disposition_authority", "minimal_tombstone", "executor_ref" ] } ], "data_elements": [ { "id": "d-confidentiality-1", "name": "access_basis", "description": "Purpose, audience and per-record policy reference, separate from IP exploitation permissions.", "value_kind": "object", "cardinality": "1", "required": true, "source_refs": [ "SRC-006", "SRC-009" ] }, { "id": "d-confidentiality-2", "name": "secrecy_evidence", "description": "Restricted references supporting secrecy conditions, only when applicable.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-006", "SRC-009" ] }, { "id": "d-confidentiality-3", "name": "disposition_basis", "description": "External retention and hold rules governing local payload disposal.", "value_kind": "object", "cardinality": "1", "required": true, "source_refs": [ "SRC-006", "SRC-009" ] } ], "artifacts": [ { "id": "a-confidentiality", "name": "Controlled evidence view record", "description": "Versioned evidence index or assessment for confidential evidence and controlled views; reference controlled originals and record author, basis, scope and unresolved assertions.", "media_or_form": [ "structured record", "controlled document reference" ], "serial": true, "identity_strategy": "Authoritative master-system identifier first; governed IRI second; Dimension UUID or ULID otherwise. Right ID, artifact ID and revision ID stay separate; timestamps and hashes are not identity substitutes.", "source_refs": [ "SRC-006", "SRC-009" ] } ], "inline_only_rationale": null } ] }, { "id": "l-exchange", "name": "Versioned exchange and interpretation limits", "description": "Bind external data components and license identifiers to specific versions. Mapping to an exchange vocabulary does not establish legal equivalence or runtime conformance.", "source_refs": [ "SRC-007", "SRC-008", "SRC-009" ], "findings": [ { "id": "f-exchange", "name": "Versioned exchange and interpretation limits", "description": "Bind external data components and license identifiers to specific versions. Mapping to an exchange vocabulary does not establish legal equivalence or runtime conformance.", "source_refs": [ "SRC-007", "SRC-008", "SRC-009" ], "questions": [ { "id": "q-exchange-1", "text": "Which source schema, code list and identifier versions are used for this exchange?", "kind": "interoperability", "answer_data": [ "schema_version", "namespace", "code_list_version", "identifier_scheme" ] }, { "id": "q-exchange-2", "text": "Which fields map exactly and which lose territorial, temporal or assertion qualifications?", "kind": "validation", "answer_data": [ "mapping_rules", "loss_report", "preserved_source_fields", "validation_result" ] }, { "id": "q-exchange-3", "text": "How are evidence provenance and revisions carried across an export without conflating them with legal effect?", "kind": "provenance", "answer_data": [ "derivation_refs", "source_revision", "export_revision", "effective_time_mapping" ] }, { "id": "q-exchange-4", "text": "What must an importing agent read and resolve before proposing a change to this right record?", "kind": "process", "answer_data": [ "bootstrap_ref", "legal_profile", "master_bindings", "authority_scope", "unresolved_dependencies" ] } ], "data_elements": [ { "id": "d-exchange-1", "name": "exchange_binding", "description": "Versioned conceptual mapping with declared unknown and lossy fields.", "value_kind": "object", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-007", "SRC-008", "SRC-009" ] }, { "id": "d-exchange-2", "name": "mapping_report", "description": "Reference to validation evidence; absent until an actual mapping is implemented and tested.", "value_kind": "reference", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-007", "SRC-008", "SRC-009" ] } ], "artifacts": [ { "id": "a-exchange", "name": "Exchange mapping assessment", "description": "Versioned evidence index or assessment for versioned exchange and interpretation limits; reference controlled originals and record author, basis, scope and unresolved assertions.", "media_or_form": [ "structured record", "controlled document reference" ], "serial": true, "identity_strategy": "Authoritative master-system identifier first; governed IRI second; Dimension UUID or ULID otherwise. Right ID, artifact ID and revision ID stay separate; timestamps and hashes are not identity substitutes.", "source_refs": [ "SRC-007", "SRC-008", "SRC-009" ] } ], "inline_only_rationale": null } ] } ] } ] }, "functions": [ { "id": "fn-identify", "name": "Resolve candidate right identity", "description": "Proposed, unimplemented local operation. Compare typed identifiers and legal profiles; retain uncertain matches for review.", "inputs": [ "candidate identifiers", "master references", "legal profile", "authorized actor", "expected local revision" ], "outputs": [ "identity candidate or unresolved match report", "explicit refusal or unresolved state on failed preconditions" ], "preconditions": [ "Adopting-Dimension role and purpose authorize this local operation; expected revision matches.", "No bare-number merging; source scope and subject distinction recorded." ], "effects": [ "Propose an identity link locally; no registry modification or assertion of legal existence.", "Preserve attributed revision history under retention policy; corrections use a new revision." ], "source_refs": [ "SRC-001", "SRC-007" ] }, { "id": "fn-observe", "name": "Record an attributed observation", "description": "Proposed, unimplemented local operation. Attach evidence-qualified scope, title or state observations.", "inputs": [ "right reference", "source revision", "observation and effect times", "authorized actor", "expected local revision" ], "outputs": [ "local observation revision or rejection reason", "explicit refusal or unresolved state on failed preconditions" ], "preconditions": [ "Adopting-Dimension role and purpose authorize this local operation; expected revision matches.", "Source and access basis are available; competing assertions remain visible." ], "effects": [ "Append local evidence links; no legal status or source-record change.", "Preserve attributed revision history under retention policy; corrections use a new revision." ], "source_refs": [ "SRC-007", "SRC-009" ] }, { "id": "fn-link-title", "name": "Link title or permission evidence", "description": "Proposed, unimplemented local operation. Record an external instrument and its asserted right-specific effect.", "inputs": [ "instrument reference", "interest scope", "party roles", "authorized actor", "expected local revision" ], "outputs": [ "qualified instrument link or unresolved authority report", "explicit refusal or unresolved state on failed preconditions" ], "preconditions": [ "Adopting-Dimension role and purpose authorize this local operation; expected revision matches.", "Instrument scope and authority have an explicit assessment; unknowns cannot become permissions." ], "effects": [ "Update local links with revision history; no signature, transfer, license grant or payment.", "Preserve attributed revision history under retention policy; corrections use a new revision." ], "source_refs": [ "SRC-002", "SRC-008", "SRC-010" ] }, { "id": "fn-review-continuity", "name": "Prepare a continuity review", "description": "Proposed, unimplemented local operation. Identify missing evidence and review dependencies for term or reported changes.", "inputs": [ "state history", "profile rule references", "maintenance evidence", "authorized actor", "expected local revision" ], "outputs": [ "review checklist and uncertain dates", "explicit refusal or unresolved state on failed preconditions" ], "preconditions": [ "Adopting-Dimension role and purpose authorize this local operation; expected revision matches.", "Applicable rule, time precision and reviewer are specified; absent rules prevent computed conclusions." ], "effects": [ "Create a local review item only; no fee payment, renewal, abandonment or automatic expiration.", "Preserve attributed revision history under retention policy; corrections use a new revision." ], "source_refs": [ "SRC-001", "SRC-004", "SRC-010" ] }, { "id": "fn-link-outcome", "name": "Link an external outcome", "description": "Proposed, unimplemented local operation. Associate a decision with affected assertions while retaining contrary evidence.", "inputs": [ "decision reference", "affected interests", "effect and observation times", "authorized actor", "expected local revision" ], "outputs": [ "outcome linkage revision or scope conflict", "explicit refusal or unresolved state on failed preconditions" ], "preconditions": [ "Adopting-Dimension role and purpose authorize this local operation; expected revision matches.", "Issuing authority, scope and finality limits are recorded." ], "effects": [ "Flag local assertions for review; no enforcement notice or legal determination.", "Preserve attributed revision history under retention policy; corrections use a new revision." ], "source_refs": [ "SRC-004", "SRC-010", "SRC-012" ] }, { "id": "fn-project", "name": "Prepare a controlled projection", "description": "Proposed, unimplemented local operation. Produce a scoped local view with mapping limitations and minimal evidence references.", "inputs": [ "authorized audience", "view policy", "versioned mappings", "authorized actor", "expected local revision" ], "outputs": [ "redacted projection and loss report or denied result", "explicit refusal or unresolved state on failed preconditions" ], "preconditions": [ "Adopting-Dimension role and purpose authorize this local operation; expected revision matches.", "Recipient authorization, payload classification and schema versions are checked." ], "effects": [ "Create a local draft projection; no remote publication or access expansion.", "Preserve attributed revision history under retention policy; corrections use a new revision." ], "source_refs": [ "SRC-006", "SRC-007", "SRC-008", "SRC-009" ] } ], "composition": [ { "target": "WM-MED-001", "relation": "REFERENCE", "purpose": "Proposed optional binding requiring a pinned neighbor version at adoption. Reference protected creative work and version; do not import its content or lifecycle.", "required": false, "source_refs": [ "SRC-001", "SRC-002" ] }, { "target": "WM-SFT-002", "relation": "REFERENCE", "purpose": "Proposed optional binding requiring a pinned neighbor version at adoption. Reference software subject where applicable; no software deployment or runtime ownership.", "required": false, "source_refs": [ "SRC-001" ] }, { "target": "WM-PER-001", "relation": "REFERENCE", "purpose": "Proposed optional binding requiring a pinned neighbor version at adoption. Reference people in creator, inventor, holder or representative roles with separately evidenced authority.", "required": false, "source_refs": [ "SRC-001", "SRC-002" ] }, { "target": "WM-ORG-001", "relation": "REFERENCE", "purpose": "Proposed optional binding requiring a pinned neighbor version at adoption. Reference organization parties or authorities; stewardship and legal ownership remain distinct.", "required": false, "source_refs": [ "SRC-002", "SRC-007" ] }, { "target": "WM-REC-001", "relation": "REFERENCE", "purpose": "Proposed optional binding requiring a pinned neighbor version at adoption. Reference controlled certificates, instruments and extracts; document lifecycle stays with its master.", "required": false, "source_refs": [ "SRC-002", "SRC-007" ] }, { "target": "WM-REC-009", "relation": "REFERENCE", "purpose": "Proposed optional binding requiring a pinned neighbor version at adoption. Reference applicable applications and priority records; optional and not one-to-one with every right.", "required": false, "source_refs": [ "SRC-001", "SRC-010" ] }, { "target": "WM-ECO-006", "relation": "REFERENCE", "purpose": "Proposed optional binding requiring a pinned neighbor version at adoption. Reference applicable commercial instruments; negotiation, signature and financial settlement remain external.", "required": false, "source_refs": [ "SRC-002", "SRC-010" ] }, { "target": "WM-XCT-011", "relation": "REFERENCE", "purpose": "Proposed optional binding requiring a pinned neighbor version at adoption. Reference identifier schemes and office namespaces; local bindings do not own their issuance.", "required": false, "source_refs": [ "SRC-007" ] }, { "target": "WM-XCT-012", "relation": "REFERENCE", "purpose": "Proposed optional binding requiring a pinned neighbor version at adoption. Reference evidence derivation and attribution; no duplicate generic provenance engine.", "required": false, "source_refs": [ "SRC-009" ] }, { "target": "WM-XCT-035", "relation": "REFERENCE", "purpose": "Proposed optional binding requiring a pinned neighbor version at adoption. Reference retention rules and execution authority for local records; deleting records does not extinguish rights.", "required": false, "source_refs": [ "SRC-006", "SRC-009" ] }, { "target": "WM-XCT-002", "relation": "REFERENCE", "purpose": "Proposed optional binding requiring a pinned neighbor version at adoption. Reference record access basis; this does not grant exploitation rights.", "required": false, "source_refs": [ "SRC-006" ] }, { "target": "WIPO ST.96 10.0", "relation": "ALIGN", "purpose": "Conceptual exchange alignment only; no verified XML serializer or schema conformance.", "required": false, "source_refs": [ "SRC-007" ] }, { "target": "SPDX License List 3.29.0", "relation": "ALIGN", "purpose": "Text-identifier alignment only; not a grant, title registry or complete license analysis.", "required": false, "source_refs": [ "SRC-008" ] }, { "target": "PROV-O 2013-04-30", "relation": "ALIGN", "purpose": "Conceptual evidence attribution and derivation alignment; not legal truth.", "required": false, "source_refs": [ "SRC-009" ] } ], "serviceLayers": { "dimension": { "owner_package_requirements": [ "Neutral owner roles: right holder or authorized steward maintains the local dossier; the IP registrar controls its own official register; neither role automatically resolves disputed title.", "Declare right type, jurisdiction profile, master identities, namespace, time precision and qualified legal-review role.", "Bind evidence access, personal-data handling, retention, holds and executor authority before ingesting protected content.", "Keep independent-review, source/version, legal-profile and executable-conformance holds visible." ], "namespace_guidance": "Use governed right, assertion, artifact and revision namespaces. Preserve typed external identifiers. Dates, office numbers without schemes and subject hashes cannot uniquely identify a right.", "registry_links": [ "vr.wm-knw-003", "WM-MED-001", "WM-REC-001", "WM-XCT-011", "WM-XCT-012" ] }, "canon_and_patch": { "canonicalization_rules": [ "Canonicalize representation only: preserve source text, identifier scheme, language, uncertainty, evidence and law version. Never convert a register assertion into established title.", "Keep territorial rights and separable interests distinct; record explicit equivalence or split decisions with evidence." ], "patch_rules": [ "Require authorized actor, expected revision and provenance. Correct by superseding assertions, preserving lawful prior observations and effective-time differences.", "Retrospective legal effects update the asserted effect interval; they do not falsify the timestamp of an earlier observation." ], "compatibility_rules": [ "Version legal profiles and mappings; preserve unknown, disputed and not-applicable states through conversion.", "Changing right category, identity scope or required evidence is a reviewed migration, not silent coercion." ] }, "artifact_rules": { "identity_priority": [ "Authoritative master-system identifier with system, office or scheme qualifier", "Governed global identifier or IRI", "Dimension-assigned UUID or ULID" ], "timestamp_rule": "Use RFC 3339 timestamps with seconds and explicit offset or Z. Separate event time, legal effective time and observation or ingestion time. Preserve date-only legal facts and precision without inventing midnight or a timezone.", "serial_naming_rule": "Serial evidence uses stable artifact identity plus independent revision ID; timestamps may aid display but never serve as the sole identity. Restricted names must not disclose secrets.", "integrity_rule": "Hash controlled bytes and retain source revision, issuer and acquisition method when lawful. A hash verifies byte continuity, not legal validity, ownership, completeness or authenticity of the issuer." }, "policies": [ "All fields are evidence-qualified assertions. Unknown ownership, absent register hits, missing instruments or elapsed nominal dates must not produce permission, public-domain or freedom-to-operate conclusions.", "Keep legal profile review separate from schema validation. These proposed record functions do not grant, renew, transfer, enforce or abandon rights.", "Use minimal protected references for confidential information and private instruments. Public metadata is not blanket consent to collect or disclose personal data.", "Service rules and hierarchy are model design proposals motivated by cited sources, not requirements imposed by those sources.", "Restore independent external review before any canonical promotion. Research source access is not proof of current consolidated law." ], "crud": { "read": [ "Read the bootstrap and evidence access rules first; return only authorized fields with source date, uncertainty and holds." ], "create": [ "Create a local asserted-right record only with identity, profile and subject references plus explicit evidence status. Local creation has no legal constitutive effect." ], "update": [ "Authorize the actor and check revision; append attributed assertions and resolve conflicts through recorded review. Never overwrite source-owned records." ], "delete": [ "Retire local records under the adopting-Dimension retention and disposition policy, with hold checks and only lawful minimal tombstones. Refer deletion execution to the designated retention system; payload erasure and provenance minimization may be required.", "Local retirement or erasure does not surrender the IP right or delete a referenced register, work, contract or court record." ] }, "roles": [ { "name": "Right holder or authorized steward", "responsibilities": [ "Supply bounded assertions and documented instruction authority; disclose conflicts of title." ] }, { "name": "Evidence curator", "responsibilities": [ "Maintain typed evidence references, acquisition context, uncertainty and freshness." ] }, { "name": "Qualified legal reviewer", "responsibilities": [ "Assess jurisdiction-specific title, scope, term and legal effects; record limits and unresolved questions." ] }, { "name": "Record access and retention custodian", "responsibilities": [ "Apply authorized views, lawful retention and holds through designated systems." ] }, { "name": "Mapping maintainer", "responsibilities": [ "Pin external schemas and report lossy transformations and untested conformance." ] } ], "access": { "default_rule": "Deny access unless a purpose-specific role and policy authorize the exact view. Public register availability, IP ownership and license to use are separate bases.", "scopes": [ "bundle", "layer", "finding", "artifact" ], "exceptions": [ "Document court or statutory disclosure authority and minimize the view; an exception cannot be inferred from a local administrator role.", "Restricted subject locators, unpublished material and instrument terms require explicit audience controls." ], "audit_requirements": [ "Reference the external audit service for actor, purpose, authority, source revision, view and outcome; do not copy its lifecycle into this model.", "Log metadata minimally under the same confidentiality and retention controls as its source." ] }, "agents_bootstrap": { "filename": "AGENTS.md", "required_fields": [ "Name", "Type", "Specification URL", "Storage type URL", "Interface URL", "Processes URL" ], "read_order": [ "Nearest owner and Dimension AGENTS.md", "Published model AGENTS.md and spec.yaml including holds", "Pinned legal profile, master bindings, access and retention policies", "Evidence and source observations before proposing local changes" ] } }, "coverage": { "claim": "Source-grounded proposed context for one evidence-qualified intellectual property right, with selected international guidance, US examples and European patent provisions. The separate frozen no-tools local self-audit found no critical conflict. Independent review, source/version verification, qualified legal profiles and executable conformance remain holds; this is a noncanonical reviewable draft.", "confidence": "medium", "checklist": [ { "dimension": "identity", "status": "covered", "notes": "Stable right identity, typed aliases and separately linked subject and territorial identities." }, { "dimension": "lifecycle", "status": "covered", "notes": "Origin, recognition, continuity and cessation are qualified by profile and evidence." }, { "dimension": "relationships", "status": "covered", "notes": "External subject, parties, instruments, applications and cases remain separately mastered." }, { "dimension": "temporal", "status": "covered", "notes": "Legal effect, event, source update and observation time are distinct; date precision preserved." }, { "dimension": "provenance", "status": "covered", "notes": "Assertion-level evidence and derivation references with conflicts and missing data." }, { "dimension": "ownership", "status": "covered", "notes": "Recorded, asserted, joint and partial holder roles are separated from custody and instruction authority." }, { "dimension": "validation", "status": "gap", "notes": "Research schema validation only; executable legal profiles and nested instance conformance remain absent." }, { "dimension": "access", "status": "covered", "notes": "Audience and purpose control protected evidence at bundle, layer, finding and artifact scope." }, { "dimension": "retention and deletion", "status": "covered", "notes": "Policy-qualified disposal, holds and minimal lawful continuity; execution delegated." }, { "dimension": "interoperability", "status": "gap", "notes": "Versioned conceptual ST.96, SPDX and PROV-O alignments; mappings remain unimplemented." }, { "dimension": "direct properties", "status": "covered", "notes": "Type, extent, territory, term and status assertions are direct nonphysical properties." }, { "dimension": "physical measurements", "status": "not-applicable", "notes": "The legal right has no mass or dimensions. Subject measurements and asset valuations belong elsewhere." }, { "dimension": "recognition and observation", "status": "covered", "notes": "Authority, registration evidence, source currency and negative-search limits are explicit." }, { "dimension": "capabilities and actions", "status": "covered", "notes": "Six bounded proposed local functions declare authority, preconditions, effects and refusals." }, { "dimension": "specialized profiles", "status": "gap", "notes": "Detailed specialized right regimes and full cross-jurisdiction coverage are not claimed." } ], "known_omissions": [ "No independently reviewed jurisdiction profiles, current-law consolidation checks, deadline calculator or determination of infringement, ownership or freedom to operate.", "No executable nested instance schemas, ST.96 mappings, license-expression implementation or adversarial conformance fixtures.", "Geographical indications, plant varieties, database and semiconductor rights, traditional knowledge, treaty priority details, compulsory licensing, exhaustion, security interests and collective or orphan-work regimes need dedicated profiles.", "Deep related-rights, moral-right transfer restrictions, AI authorship or inventorship and multi-territory conflict-of-laws treatment remain incomplete.", "Direct HTTP checks are not attempted under the owner-reported sandbox block. Browser retrieval supports selected claims only; hashes and response statuses await the coordinator.", "Independent external review is absent; Claude and Grok are skipped under the single-provider waiver." ], "conflicts": [], "regional_assumptions": [ "US copyright ownership and trademark examples and European patent provisions remain restricted to their stated regimes; guidance cannot replace adopting law.", "No universal registration, duration, renewal, transferability, worldwide patent or ownership-from-possession rule is assumed." ], "adversarial_checks": [ "Reject registration-only identity when copyright or another profile allows an unregistered right.", "Reject family equals right, class equals extent, copy ownership equals IP title and license label equals authorization.", "Preserve disputed title and retroactive partial effects without erasing old observations.", "Do not infer public domain or freedom to operate from expiry, missing register records or a single license.", "Keep confidential subject matter out of public artifacts and leave external legal acts to competent authorities." ] }, "researchAdjudication": { "providerMode": "single-provider-waiver", "activeProviders": [ "codex" ], "waivedProviders": [ "claude", "grok" ], "providerPolicy": { "contract_version": "1.0.0", "mode": "single-provider-waiver", "effective_at": "2026-09-06T00:00:00Z", "scope": "Canonical single-stream subject-model research after the six-workstream consolidation", "active_providers": [ "codex" ], "waived_providers": [ { "provider": "claude", "authorized_by": "repository owner", "authorized_at": "2026-09-06T00:00:00Z", "reason": "Claude produced no result on prior 1800-second and 900-second attempts and again timed out on bounded 600-second Sonnet and 300-second Haiku passes. The owner prioritized completion over provider availability." }, { "provider": "grok", "authorized_by": "repository owner", "authorized_at": "2026-09-06T00:00:00Z", "reason": "The repository owner authorized completion without Grok when Grok is unavailable, slow or schema-invalid. Grok may still be attempted as a bounded supplemental reviewer, but its failure never blocks a valid Claude plus no-tools result." } ], "review_rule": "Codex may complete source-grounded fallback research after bounded Claude and Grok attempts fail. It requires a separate no-tools adversarial audit and remains reviewable-draft with a visible absence-of-external-review hold.", "supplemental_provider_attempts": [ { "provider": "claude", "required": false, "maximum_attempts": 1, "failure_policy": "record-and-continue", "admission_rule": "Use only a locally schema-valid result whose sources and boundaries survive adjudication." }, { "provider": "grok", "required": false, "maximum_attempts": 1, "failure_policy": "record-and-continue", "admission_rule": "Use only a locally schema-valid result whose sources and boundaries survive adjudication." } ] }, "boundaryDecision": { "entry_kind": "entity", "status": "accepted", "rationale": "An entity can retain identity while title, extent and reported status change. The record explicitly distinguishes asserted legal existence from local record existence; it is neither the work nor a portfolio. Registry standalone-mm does not dictate the research subject kind." }, "decisions": [ { "concept": "Persistent legal-right boundary", "disposition": "accepted", "rationale": "An entity can retain identity while title, extent and reported status change. The record explicitly distinguishes asserted legal existence from local record existence; it is neither the work nor a portfolio. Registry standalone-mm does not dictate the research subject kind." }, { "concept": "Registered and unregistered origins", "disposition": "accepted with profile limits", "rationale": "No required registration artifact or single universal origin sequence remains. Identity and origin questions preserve unknown and not-applicable states. The legacy mandatory application and constitutive registration links are rejected." }, { "concept": "Territorial grouping and partial interests", "disposition": "qualified", "rationale": "Regional scope can belong to one profiled right, while separate territorial rights and separable interests retain typed links and evidence for identity decisions. No global application or family number becomes a worldwide right." }, { "concept": "Extent and classifications", "disposition": "accepted", "rationale": "Claims, descriptions and representations remain operative evidence references. Classes are explicitly indexing aids. Questions seek the applicable limitation and use context instead of treating a code or ownership match as permission." }, { "concept": "Subject and material ownership", "disposition": "accepted", "rationale": "Separately mastered subject and version references avoid importing work, software or copy lifecycle. Overlapping interests are linked rather than collapsed. Physical properties belong to the subject, not to the abstract legal right." }, { "concept": "Joint and disputed title", "disposition": "accepted", "rationale": "Party roles, recorded holder, asserted holder, partial scope and instruction authority remain distinct. Mandatory holder assertions can explicitly carry unknown or contested states; they do not force invention of a known owner." }, { "concept": "Licensing, assignments and moral interests", "disposition": "bounded", "rationale": "Instrument references preserve different asserted legal effects without executing contracts. The SPDX binding identifies text only. Detailed moral-right transfer limits and termination calculations remain visible profile gaps, not universal rules." }, { "concept": "Continuity and retrospective effects", "disposition": "accepted", "rationale": "Origin and continuity questions separate legal effect from observation time, allow partial effects and retain prior assertions. A missed reminder, local deletion or nominal expiry does not automatically determine legal cessation or public-domain status." }, { "concept": "Register observations and disputes", "disposition": "accepted", "rationale": "Evidence is attributed and currency-qualified; negative searches and unavailable sources remain inconclusive. Allegations, challenges, decisions and finality are separated, and court or office processes remain external." }, { "concept": "Confidential-information profile", "disposition": "limited", "rationale": "The model asks for restricted evidence of secrecy conditions and does not supply a complete trade-secret regime. It must not be read as establishing the same exclusivity or registration lifecycle as a patent. Broader legal-profile review remains a hold." }, { "concept": "Local operations and authority", "disposition": "accepted as proposed only", "rationale": "Every function is expressly unimplemented, role- and revision-gated, and capable of refusal. Effects are limited to local evidence, review or projection records; no grant, renewal, transfer, payment, enforcement or remote publication is authorized by these functions." }, { "concept": "Record privacy and continuity", "disposition": "accepted with external policy dependency", "rationale": "The service layers reconcile evidence history with retention, lawful payload disposal and minimal tombstones. They do not impose indefinite retention or vest every disclosure decision in the right holder. Execution remains with designated external systems." }, { "concept": "Composition and external alignments", "disposition": "qualified", "rationale": "The frozen relation ledger is empty. Proposed optional neighbor bindings retain master ownership and require version pins at adoption. ST.96, SPDX and PROV-O are conceptual alignments, so the legacy conformance assertion and wildcard imports are not admitted." }, { "concept": "Evidence assurance and publication state", "disposition": "held", "rationale": "The 12 admitted sources provide selected browser evidence from six named organizations, not complete current-law verification. No direct HTTP request was attempted and no HTTP status was measured. The separate local self-audit is not independent provider review; source, review, profile and implementation holds prevent canonical promotion." } ], "publicationHolds": [ "Independent external review is absent. Claude and Grok were skipped with zero attempts under the explicit owner override and existing single-provider waiver. The separate local Codex no-tools self-audit is not independent second-provider review.", "Source and version verification remains incomplete. Twelve official pages provided selected browser evidence, but direct HTTP checks were not attempted under the owner-reported sandbox block and no HTTP status was measured. The coordinator must run check_sources.py and review current versions, content and claim support; HTTP 200 alone does not close this hold.", "Qualified jurisdiction and right-type profile review is required before operational use. Current law, territorial effects, title, authority, moral and related rights, exceptions, term, maintenance, remedies, confidentiality and data-retention rules are not universally determined by this draft.", "Executable nested instance schemas, pinned neighbor bindings, tested exchange mappings, legal calendars and adversarial conformance fixtures remain incomplete. All six functions are proposed local record operations, not implemented legal or enforcement services.", "Independent external review was explicitly waived by the repository owner; this codex-only result remains a reviewable draft." ], "deferredResearch": [ "Verify admitted source responses and legal consolidation versions outside the sandbox, then review each claim against adopting law.", "Develop jurisdiction and right-type profiles, especially detailed moral and related rights, geographical indications, plant varieties, collective regimes, priority, exhaustion and compulsory licensing.", "Implement nested instance schemas and pinned neighbor mappings; test unregistered rights, disputed partial title, territorial divergence, retroactive changes, stale records and confidential evidence without irreversible side effects.", "Restore independent external review before canonical or publishable-draft promotion." ] }, "statistics": { "sources": 12, "bundles": 6, "layers": 12, "findings": 12, "questions": 48, "artifacts": 12, "functions": 6 } }