# Vercy AI instruction - YAML 1.2 (JSON-compatible) { "vercy": "1.0-draft", "publication": { "status": "published", "adjudicationStatus": "reviewable-draft", "publishableCanonical": false, "generatedAt": "2026-10-06T17:13:09Z", "synthesisSha256": "00891ae655ef2b0c7b3b68575595b34401594c6bd8d9549b2fecf4952404bfb5", "providerMode": "single-provider-waiver", "providers": [ "Codex" ], "waivedProviders": [ "Claude", "Grok" ] }, "metaModel": { "id": "WM-REC-002", "registryId": "vr.wm-rec-002", "name": "Report / Statement", "version": "0.3.0", "previousVersions": [ { "version": "0.2.0-legacy", "url": "https://github.com/ver-cy/world-models/blob/feat/mega-model-registry/models/knowledge-information/N2-report-and-statement.md" } ], "entryKind": "entity", "family": "World Models", "category": "Information and virtual systems", "industry": [ "Cross-industry" ], "domain": [ "INF.REC.RPT" ], "tags": [ "report", "statement", "inf.rec.rpt" ], "status": "published" }, "canonicalUrl": "https://ver.cy/models/wm-rec-002-report-statement/", "sourceUrl": "https://github.com/ver-cy/world-models/tree/feat/mega-model-registry/research/runs/wm-rec-002", "model": { "registry_id": "vr.wm-rec-002", "model_id": "WM-REC-002", "name": "Report / Statement", "entry_kind": "entity", "purpose": "Represent a governed factual or analytical report issue, its contextual statements, evidence, audience and issuance history.", "scope_statement": "One persistently identified report issue, including preparation revisions and immutable issued content bindings. Definitions and recurring series are references. Reporting scope may be an interval, as-of instant or justified open scope. The hierarchy is a proposed cross-domain research structure, not a universal filing standard.", "in_scope": [ "Issue identity, versioned definition, audience and accountable reporting role", "Reporting scope, calendar binding, population and declared output grain", "Optional figures and narrative assertions, with at least one material statement for readiness", "Evidence-qualified local readiness, authority binding, issuance and correction lineage", "References to runs, disclosure decisions, records, publication operations and editions" ], "out_of_scope": [ "Processing execution, scheduling and run lifecycle", "Record custody, fixity computation, retention enforcement and storage engines", "Publication transport, delivery guarantees and regulatory filing acceptance", "Disclosure policy evaluation, suppression algorithms and legal permission adjudication", "Calendar arithmetic and calendar lifecycle", "Accounting standards, statistical methodology, external audit opinions and signature services", "Domain-specific weapon, detention or controlled-item operational instructions" ], "boundary_notes": [ { "neighbor": "WM-ACT-053", "distinction": "Pin one or more processing-run references for a prepared issue, including governed manual preparation. Run execution, scheduling and run lifecycle remain target-owned.", "source_refs": [ "SRC-002" ] }, { "neighbor": "WM-REC-001", "distinction": "Zero or more record and rendition bindings; external master owns custody, fixity and payload retention.", "source_refs": [ "SRC-001", "SRC-002" ] }, { "neighbor": "WM-ACT-044", "distinction": "Zero or more publication operations reference the issue; distribution and issuance are distinct lifecycles.", "source_refs": [ "SRC-001", "SRC-002" ] }, { "neighbor": "WM-XCT-003", "distinction": "Pin exact disclosure policy identity/version/target/audience/purpose/context; consume external assessment. Report declares grain; policy controls the permitted ceiling.", "source_refs": [ "SRC-006" ] }, { "neighbor": "WM-MED-003", "distinction": "Optional bibliographic publication or edition identity; it cannot replace report issue identity.", "source_refs": [ "SRC-001" ] }, { "neighbor": "WM-XCT-009", "distinction": "Pin calendar identity, version, timezone and period convention. Arithmetic and calendar lifecycle stay external.", "source_refs": [ "SRC-001", "SRC-003", "SRC-007" ] }, { "neighbor": "WM-ECO-018", "distinction": "Financial statements are a specialized neighboring report domain; accounting policy and financial recognition rules are excluded here.", "source_refs": [ "SRC-003" ] }, { "neighbor": "WM-ECO-033", "distinction": "Regulatory filing holds submission, authority receipt and acceptance semantics; report issuance alone establishes none of those outcomes.", "source_refs": [ "SRC-001", "SRC-002" ] }, { "neighbor": "Legacy N2 and unreviewed supplement", "distinction": "Reconciled as leads only: remove mandatory filing, numeric figures, attestation and exclusive reporter ownership; preserve contextual facts and correction lineage. Do not inherit wildcard imports or legacy conformance labels.", "source_refs": [ "SRC-001", "SRC-002", "SRC-003", "SRC-006" ] } ] }, "sources": [ { "id": "SRC-001", "title": "DCMI Metadata Terms", "organization": "Dublin Core Metadata Initiative", "url": "https://www.dublincore.org/specifications/dublin-core/dcmi-terms/", "version_or_date": "2020-01-20", "source_type": "ontology", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T17:11:29Z", "relevance": "Identifier, audience, temporal coverage, issuance, rights and version/format distinctions; vocabulary alignment, not a report mandate." }, { "id": "SRC-002", "title": "PROV-O: The PROV Ontology", "organization": "World Wide Web Consortium", "url": "https://www.w3.org/TR/prov-o/", "version_or_date": "Recommendation 2013-04-30", "source_type": "ontology", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T17:11:29Z", "relevance": "Entities, activities, attribution, derivation, revision and qualified evidence; provenance does not certify truth." }, { "id": "SRC-003", "title": "Open Information Model 1.0", "organization": "XBRL International", "url": "https://www.xbrl.org/Specification/oim/REC-2021-10-13/oim-REC-2021-10-13.html", "version_or_date": "Recommendation 2021-10-13", "source_type": "standard", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T17:11:29Z", "relevance": "Syntax-independent business facts, dimensions, periods, units, language and duplicate semantics; limited to an optional business-report profile." }, { "id": "SRC-004", "title": "The RDF Data Cube Vocabulary", "organization": "World Wide Web Consortium", "url": "https://www.w3.org/TR/vocab-data-cube/", "version_or_date": "Recommendation 2014-01-16", "source_type": "ontology", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T17:11:29Z", "relevance": "Dimensions, measures, attributes and observation context for quantitative report content; not all reports are statistical datasets." }, { "id": "SRC-005", "title": "Data on the Web Best Practices: Data Quality Vocabulary", "organization": "World Wide Web Consortium", "url": "https://www.w3.org/TR/vocab-dqv/", "version_or_date": "Working Group Note; retrieved 2026-10-06; dated release pin remains open", "source_type": "ontology", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T17:11:29Z", "relevance": "Quality measurements and annotations tied to a subject and metric; a Note rather than a Recommendation or certification." }, { "id": "SRC-006", "title": "ODRL Information Model 2.2", "organization": "World Wide Web Consortium", "url": "https://www.w3.org/TR/odrl-model/", "version_or_date": "Recommendation 2018-02-15", "source_type": "standard", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T17:11:29Z", "relevance": "Policy, target, parties, permissions, prohibitions and constraints as disclosure-policy alignment; evaluation and enforcement stay external." }, { "id": "SRC-007", "title": "RFC 3339: Date and Time on the Internet: Timestamps", "organization": "Internet Engineering Task Force", "url": "https://www.rfc-editor.org/rfc/rfc3339", "version_or_date": "July 2002", "source_type": "standard", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T17:11:29Z", "relevance": "Timestamp precision and offsets for events; not a reporting-period or calendar arithmetic model." }, { "id": "SRC-008", "title": "SDMx Technical Specifications", "organization": "SDMX Sponsors", "url": "https://sdmx.org/standards-2/", "version_or_date": "Landing page describes version 3.1 released May 2025; retrieved 2026-10-06", "source_type": "first-party-doc", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T17:11:29Z", "relevance": "Versioned statistical exchange alignment only; linked technical packages and operational conformance were not verified." } ], "structure": { "bundles": [ { "id": "rec-identity", "name": "Identity and definition", "description": "One report issue and its versioned definition, distinct from recurring series and output files.", "rationale": "Separate this report-owned concern from externally mastered execution, records, publication and policy services.", "source_refs": [ "SRC-001", "SRC-002", "SRC-003" ], "layers": [ { "id": "rec-issue-identity-layer", "name": "Report issue identity", "description": "A persistent report issue is an entity with attributed assertions for an audience and declared temporal scope. Its draft revisions belong to that issue; a substantive correction after issuance creates a separately identified successor issue.", "source_refs": [ "SRC-001", "SRC-002" ], "findings": [ { "id": "rec-issue-identity-finding", "name": "Report issue identity", "description": "A persistent report issue is an entity with attributed assertions for an audience and declared temporal scope. Its draft revisions belong to that issue; a substantive correction after issuance creates a separately identified successor issue.", "source_refs": [ "SRC-001", "SRC-002" ], "questions": [ { "id": "rec-issue-identity-q1", "text": "Which authoritative identity distinguishes this report issue from its series and rendered files?", "kind": "identity", "answer_data": [ "master system", "issue identifier", "series reference", "draft revision", "rendition references" ] }, { "id": "rec-issue-identity-q2", "text": "What governed statement makes this a report rather than only an attachment or a processing log?", "kind": "definition", "answer_data": [ "subject", "purpose", "report kind", "recognition evidence", "classification uncertainty" ] }, { "id": "rec-issue-identity-q3", "text": "Which reporting party is accountable for the issue, and which other parties hold rights or custody?", "kind": "ownership", "answer_data": [ "reporting party reference", "accountability basis", "rights holder references", "custodian references" ] } ], "data_elements": [ { "id": "rec-issue-identity-identity", "name": "Issue key", "description": "Authoritative issue identity scoped to the reporting master.", "value_kind": "identifier", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-002" ] }, { "id": "rec-issue-identity-series", "name": "Series reference", "description": "Recurring report family, separate from issue identity.", "value_kind": "reference", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-001", "SRC-002" ] }, { "id": "rec-issue-identity-parties", "name": "Attribution and rights", "description": "Role-qualified party references; attribution does not establish exclusive rights.", "value_kind": "collection", "cardinality": "1..n", "required": true, "source_refs": [ "SRC-001", "SRC-002" ] } ], "artifacts": [ { "id": "rec-issue-identity-artifact", "name": "Issue identity record", "description": "Version-bound report evidence for report issue identity. This is a logical artifact or external artifact reference; custody and fixity remain with the record master.", "media_or_form": [ "structured record", "human-readable projection" ], "serial": false, "identity_strategy": "Authoritative master-system identifier, then governed IRI, then Dimension-assigned UUID or ULID. Bind report issue and revision; keep rendition and digest separate from identity.", "source_refs": [ "SRC-001", "SRC-002" ] } ], "inline_only_rationale": null } ] }, { "id": "rec-definition-layer", "name": "Definition and profile binding", "description": "Pin purpose, audience and any schema or template without requiring every narrative report to use a numeric taxonomy or statutory mandate.", "source_refs": [ "SRC-001", "SRC-003", "SRC-008" ], "findings": [ { "id": "rec-definition-finding", "name": "Definition and profile binding", "description": "Pin purpose, audience and any schema or template without requiring every narrative report to use a numeric taxonomy or statutory mandate.", "source_refs": [ "SRC-001", "SRC-003", "SRC-008" ], "questions": [ { "id": "rec-definition-q1", "text": "Which version of the report definition or adopted profile governs this issue?", "kind": "classification", "answer_data": [ "definition identifier", "version", "digest", "profile identifier", "unresolved binding status" ] }, { "id": "rec-definition-q2", "text": "Which intended audience and reporting purpose determine the required content?", "kind": "requirement", "answer_data": [ "audience class", "purpose", "required sections", "optional sections", "mandate reference or not applicable" ] }, { "id": "rec-definition-q3", "text": "What happens when an imported taxonomy or template changes after preparation starts?", "kind": "constraint", "answer_data": [ "pinned dependency versions", "change impact", "migration decision", "blocked requirements" ] } ], "data_elements": [ { "id": "rec-definition-binding", "name": "Definition binding", "description": "Identifier, version, digest and scope of the adopted report definition.", "value_kind": "object", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-003", "SRC-008" ] }, { "id": "rec-definition-audience", "name": "Audience and purpose", "description": "Intended audience is not an access grant.", "value_kind": "object", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-003", "SRC-008" ] }, { "id": "rec-definition-taxonomy", "name": "Taxonomy bindings", "description": "Versioned optional vocabulary references, never wildcard imports.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-003", "SRC-008" ] } ], "artifacts": [ { "id": "rec-definition-artifact", "name": "Definition binding snapshot", "description": "Version-bound report evidence for definition and profile binding. This is a logical artifact or external artifact reference; custody and fixity remain with the record master.", "media_or_form": [ "structured record", "human-readable projection" ], "serial": false, "identity_strategy": "Authoritative master-system identifier, then governed IRI, then Dimension-assigned UUID or ULID. Bind report issue and revision; keep rendition and digest separate from identity.", "source_refs": [ "SRC-001", "SRC-003", "SRC-008" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "rec-scope", "name": "Coverage and declared grain", "description": "The issue declares what its statements refer to, independently of generation or release time.", "rationale": "Separate this report-owned concern from externally mastered execution, records, publication and policy services.", "source_refs": [ "SRC-001", "SRC-003", "SRC-004", "SRC-007" ], "layers": [ { "id": "rec-period-layer", "name": "Temporal and calendar context", "description": "Report scope may be an interval, an as-of instant or an explicitly justified open temporal scope. Fact-specific periods can differ. Preserve source local time without inventing an offset.", "source_refs": [ "SRC-001", "SRC-003", "SRC-007" ], "findings": [ { "id": "rec-period-finding", "name": "Temporal and calendar context", "description": "Report scope may be an interval, an as-of instant or an explicitly justified open temporal scope. Fact-specific periods can differ. Preserve source local time without inventing an offset.", "source_refs": [ "SRC-001", "SRC-003", "SRC-007" ], "questions": [ { "id": "rec-period-q1", "text": "What reporting period or as-of scope applies, including boundary conventions and exceptions?", "kind": "temporal", "answer_data": [ "scope kind", "start", "end or instant", "inclusive or exclusive boundaries", "open-scope rationale" ] }, { "id": "rec-period-q2", "text": "Which calendar identity, version, timezone and period convention interpret that scope?", "kind": "relationship", "answer_data": [ "calendar master reference", "version", "timezone or explicitly unknown", "period convention" ] }, { "id": "rec-period-q3", "text": "How are information cutoff, generation, issuance and observation times distinguished?", "kind": "event", "answer_data": [ "data cutoff", "generation time", "issue time", "observation time", "precision", "unknown-time reason" ] } ], "data_elements": [ { "id": "rec-period-period", "name": "Reporting scope", "description": "Typed interval, instant or justified open scope; do not coerce date-only or local-time facts to UTC.", "value_kind": "object", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-003", "SRC-007" ] }, { "id": "rec-period-calendar", "name": "Calendar binding", "description": "Exact external calendar identity/version/timezone/period convention or unresolved state.", "value_kind": "object", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-003", "SRC-007" ] }, { "id": "rec-period-times", "name": "Evidence times", "description": "Separate business cutoff and operational timestamps.", "value_kind": "object", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-001", "SRC-003", "SRC-007" ] } ], "artifacts": [ { "id": "rec-period-artifact", "name": "Temporal scope declaration", "description": "Version-bound report evidence for temporal and calendar context. This is a logical artifact or external artifact reference; custody and fixity remain with the record master.", "media_or_form": [ "structured record", "human-readable projection" ], "serial": false, "identity_strategy": "Authoritative master-system identifier, then governed IRI, then Dimension-assigned UUID or ULID. Bind report issue and revision; keep rendition and digest separate from identity.", "source_refs": [ "SRC-001", "SRC-003", "SRC-007" ] } ], "inline_only_rationale": null } ] }, { "id": "rec-grain-layer", "name": "Population and output grain", "description": "Declare subject population, geographic scope and dimensional grain. Grain describes the report; the pinned disclosure policy sets the permitted ceiling and its evaluation is external.", "source_refs": [ "SRC-004", "SRC-006" ], "findings": [ { "id": "rec-grain-finding", "name": "Population and output grain", "description": "Declare subject population, geographic scope and dimensional grain. Grain describes the report; the pinned disclosure policy sets the permitted ceiling and its evaluation is external.", "source_refs": [ "SRC-004", "SRC-006" ], "questions": [ { "id": "rec-grain-q1", "text": "Which population, subject and geographic boundary do the conclusions actually cover?", "kind": "spatial", "answer_data": [ "population reference", "inclusion rule", "exclusion rule", "geographic reference", "coverage limitations" ] }, { "id": "rec-grain-q2", "text": "At what dimensional grain are rows, figures or assertions presented?", "kind": "composition", "answer_data": [ "dimension identifiers", "grouping levels", "measure definitions", "aggregation basis", "denominators" ] }, { "id": "rec-grain-q3", "text": "Which incompatible aggregation or disclosure condition prevents reuse of a reported total?", "kind": "exception", "answer_data": [ "non-additive measure", "overlap or double counting", "policy decision reference", "suppression marker", "reuse limitation" ] } ], "data_elements": [ { "id": "rec-grain-population", "name": "Coverage population", "description": "Scope and exclusions, including boundary/version of geographic definitions where applicable.", "value_kind": "object", "cardinality": "1", "required": true, "source_refs": [ "SRC-004", "SRC-006" ] }, { "id": "rec-grain-grain", "name": "Declared grain", "description": "Dimension and aggregation semantics; narrative reports may declare non-tabular subject scope.", "value_kind": "collection", "cardinality": "1..n", "required": true, "source_refs": [ "SRC-004", "SRC-006" ] }, { "id": "rec-grain-limits", "name": "Comparability limits", "description": "Non-additivity, changing populations and disclosed suppression limits.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-004", "SRC-006" ] } ], "artifacts": [ { "id": "rec-grain-artifact", "name": "Coverage and grain statement", "description": "Version-bound report evidence for population and output grain. This is a logical artifact or external artifact reference; custody and fixity remain with the record master.", "media_or_form": [ "structured record", "human-readable projection" ], "serial": false, "identity_strategy": "Authoritative master-system identifier, then governed IRI, then Dimension-assigned UUID or ULID. Bind report issue and revision; keep rendition and digest separate from identity.", "source_refs": [ "SRC-004", "SRC-006" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "rec-content", "name": "Reported content", "description": "Quantitative observations and attributed narrative assertions retain their own contexts.", "rationale": "Separate this report-owned concern from externally mastered execution, records, publication and policy services.", "source_refs": [ "SRC-002", "SRC-003", "SRC-004" ], "layers": [ { "id": "rec-figures-layer", "name": "Contextual figures", "description": "Figures are optional report content. Bind value to concept, subject, time and units or dimensionless status, preserving precision, estimation and missingness semantics.", "source_refs": [ "SRC-003", "SRC-004" ], "findings": [ { "id": "rec-figures-finding", "name": "Contextual figures", "description": "Figures are optional report content. Bind value to concept, subject, time and units or dimensionless status, preserving precision, estimation and missingness semantics.", "source_refs": [ "SRC-003", "SRC-004" ], "questions": [ { "id": "rec-figures-q1", "text": "Which concept, subject, period and dimensions qualify each reported value?", "kind": "measurement", "answer_data": [ "fact identifier", "concept and version", "entity or subject", "period", "dimension tuple", "value" ] }, { "id": "rec-figures-q2", "text": "What unit, scale, rounding, method and uncertainty are needed to interpret the figure?", "kind": "quality", "answer_data": [ "unit or dimensionless status", "scale", "decimals", "method reference", "uncertainty or unavailable reason" ] }, { "id": "rec-figures-q3", "text": "How are zero, absent, nil, suppressed and not-applicable values distinguished in this profile?", "kind": "validation", "answer_data": [ "value status", "profile-specific semantics", "nil admissibility", "duplicate fact assessment", "conflict outcome" ] } ], "data_elements": [ { "id": "rec-figures-facts", "name": "Reported facts", "description": "Profile-bound quantitative facts; no conversion of absent or suppressed data into zero.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-003", "SRC-004" ] }, { "id": "rec-figures-measure", "name": "Measurement metadata", "description": "Units, scale, method, conditions and uncertainty as applicable, including explicit unknowns.", "value_kind": "object", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-003", "SRC-004" ] } ], "artifacts": [ { "id": "rec-figures-artifact", "name": "Contextual fact schedule", "description": "Version-bound report evidence for contextual figures. This is a logical artifact or external artifact reference; custody and fixity remain with the record master.", "media_or_form": [ "structured record", "human-readable projection" ], "serial": false, "identity_strategy": "Authoritative master-system identifier, then governed IRI, then Dimension-assigned UUID or ULID. Bind report issue and revision; keep rendition and digest separate from identity.", "source_refs": [ "SRC-003", "SRC-004" ] } ], "inline_only_rationale": null } ] }, { "id": "rec-assertions-layer", "name": "Narrative and analytical assertions", "description": "Separate reported observation, estimate, interpretation and recommendation, with attribution and supporting or contrary evidence. Narrative-only reports remain possible.", "source_refs": [ "SRC-001", "SRC-002", "SRC-003" ], "findings": [ { "id": "rec-assertions-finding", "name": "Narrative and analytical assertions", "description": "Separate reported observation, estimate, interpretation and recommendation, with attribution and supporting or contrary evidence. Narrative-only reports remain possible.", "source_refs": [ "SRC-001", "SRC-002", "SRC-003" ], "questions": [ { "id": "rec-assertions-q1", "text": "What exactly is asserted, in which language and with what epistemic status?", "kind": "definition", "answer_data": [ "assertion identifier", "text", "language", "observation or estimate or interpretation", "scope" ] }, { "id": "rec-assertions-q2", "text": "Which author and evidence support or challenge each material assertion?", "kind": "evidence", "answer_data": [ "attributed party", "evidence references", "contrary evidence", "qualification", "review state" ] }, { "id": "rec-assertions-q3", "text": "Which figures or other assertions does this statement depend on, and what is missing?", "kind": "relationship", "answer_data": [ "dependency references", "figure context", "unresolved references", "required disclosure gap" ] } ], "data_elements": [ { "id": "rec-assertions-claims", "name": "Assertions", "description": "At least one material figure or assertion is required at issue readiness under the proposed profile.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-003" ] }, { "id": "rec-assertions-links", "name": "Assertion dependencies", "description": "Version-qualified links and unresolved-reference status.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-003" ] } ], "artifacts": [ { "id": "rec-assertions-artifact", "name": "Assertion and evidence register", "description": "Version-bound report evidence for narrative and analytical assertions. This is a logical artifact or external artifact reference; custody and fixity remain with the record master.", "media_or_form": [ "structured record", "human-readable projection" ], "serial": false, "identity_strategy": "Authoritative master-system identifier, then governed IRI, then Dimension-assigned UUID or ULID. Bind report issue and revision; keep rendition and digest separate from identity.", "source_refs": [ "SRC-001", "SRC-002", "SRC-003" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "rec-evidence", "name": "Production and quality evidence", "description": "Consume external processing and assessment evidence without owning their execution engines.", "rationale": "Separate this report-owned concern from externally mastered execution, records, publication and policy services.", "source_refs": [ "SRC-002", "SRC-005" ], "layers": [ { "id": "rec-production-layer", "name": "Production lineage", "description": "A prepared issue pins one or more processing-run references as evidence, including governed manual preparation where applicable. The run master owns run lifecycle and input execution details.", "source_refs": [ "SRC-002" ], "findings": [ { "id": "rec-production-finding", "name": "Production lineage", "description": "A prepared issue pins one or more processing-run references as evidence, including governed manual preparation where applicable. The run master owns run lifecycle and input execution details.", "source_refs": [ "SRC-002" ], "questions": [ { "id": "rec-production-q1", "text": "Which processing runs and immutable input snapshots contributed to this exact revision?", "kind": "provenance", "answer_data": [ "run references", "run versions", "input snapshot references", "content revision", "lineage completeness" ] }, { "id": "rec-production-q2", "text": "Which method and parameter bindings explain the transformation into report content?", "kind": "process", "answer_data": [ "method version", "parameter evidence reference", "manual preparation evidence", "reproducibility limitation" ] }, { "id": "rec-production-q3", "text": "Why does a successful execution result fail to establish issuance or publication?", "kind": "state", "answer_data": [ "run outcome reference", "independent issue decision", "publication references", "unresolved authority" ] } ], "data_elements": [ { "id": "rec-production-runs", "name": "Processing evidence", "description": "External run identity and version; evidence binding is required before readiness, but no run lifecycle is modeled here.", "value_kind": "collection", "cardinality": "1..n", "required": true, "source_refs": [ "SRC-002" ] }, { "id": "rec-production-lineage", "name": "Input lineage", "description": "Versioned source links and completeness state, subject to access restrictions.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-002" ] } ], "artifacts": [ { "id": "rec-production-artifact", "name": "Production evidence index", "description": "Version-bound report evidence for production lineage. This is a logical artifact or external artifact reference; custody and fixity remain with the record master.", "media_or_form": [ "structured record", "human-readable projection" ], "serial": false, "identity_strategy": "Authoritative master-system identifier, then governed IRI, then Dimension-assigned UUID or ULID. Bind report issue and revision; keep rendition and digest separate from identity.", "source_refs": [ "SRC-002" ] } ], "inline_only_rationale": null } ] }, { "id": "rec-quality-layer", "name": "Quality and validation evidence", "description": "Validation outcomes qualify a specific revision against identified rules or metrics. Schema success, substantive reliability and external assurance are separate claims.", "source_refs": [ "SRC-003", "SRC-005" ], "findings": [ { "id": "rec-quality-finding", "name": "Quality and validation evidence", "description": "Validation outcomes qualify a specific revision against identified rules or metrics. Schema success, substantive reliability and external assurance are separate claims.", "source_refs": [ "SRC-003", "SRC-005" ], "questions": [ { "id": "rec-quality-q1", "text": "Which rule set and quality metrics were assessed against the exact report revision?", "kind": "validation", "answer_data": [ "revision digest", "ruleset version", "metric identifier", "assessment reference", "assessment time" ] }, { "id": "rec-quality-q2", "text": "Which failures, warnings, unchecked rules or waived exceptions remain material?", "kind": "exception", "answer_data": [ "outcome", "severity", "unchecked reason", "waiver authority", "scope", "expiry" ] }, { "id": "rec-quality-q3", "text": "What confidence and limitations may a reader infer from the assessment evidence?", "kind": "quality", "answer_data": [ "fitness-for-purpose statement", "coverage limits", "uncertainty", "assurance scope", "unsupported inference" ] } ], "data_elements": [ { "id": "rec-quality-checks", "name": "Assessment evidence", "description": "External assessment records with ruleset, subject revision and outcomes.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-003", "SRC-005" ] }, { "id": "rec-quality-gaps", "name": "Open quality gaps", "description": "Failures and unresolved checks cannot be silently converted into passes.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-003", "SRC-005" ] } ], "artifacts": [ { "id": "rec-quality-artifact", "name": "Revision-specific quality summary", "description": "Version-bound report evidence for quality and validation evidence. This is a logical artifact or external artifact reference; custody and fixity remain with the record master.", "media_or_form": [ "structured record", "human-readable projection" ], "serial": false, "identity_strategy": "Authoritative master-system identifier, then governed IRI, then Dimension-assigned UUID or ULID. Bind report issue and revision; keep rendition and digest separate from identity.", "source_refs": [ "SRC-003", "SRC-005" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "rec-governance", "name": "Authority and disclosure", "description": "Accountability and audience-specific disclosure are explicit gates around report issuance.", "rationale": "Separate this report-owned concern from externally mastered execution, records, publication and policy services.", "source_refs": [ "SRC-001", "SRC-002", "SRC-006" ], "layers": [ { "id": "rec-authority-layer", "name": "Approval and assurance scope", "description": "Issue authority, preparer attribution and external assurance are distinct role-qualified evidence. An attestation is optional unless an adopted profile requires it.", "source_refs": [ "SRC-001", "SRC-002", "SRC-005" ], "findings": [ { "id": "rec-authority-finding", "name": "Approval and assurance scope", "description": "Issue authority, preparer attribution and external assurance are distinct role-qualified evidence. An attestation is optional unless an adopted profile requires it.", "source_refs": [ "SRC-001", "SRC-002", "SRC-005" ], "questions": [ { "id": "rec-authority-q1", "text": "Who may authorize issuance of this revision, under which delegated authority?", "kind": "authority", "answer_data": [ "issuer role", "authority reference", "delegation scope", "validity interval", "approved revision" ] }, { "id": "rec-authority-q2", "text": "What does each responsibility statement or external opinion actually cover?", "kind": "evidence", "answer_data": [ "attestor reference", "opinion reference", "scope", "qualified or limited status", "signed subject revision", "not applicable reason" ] }, { "id": "rec-authority-q3", "text": "Which changes invalidate a prior approval or require a renewed opinion binding?", "kind": "lifecycle", "answer_data": [ "change class", "approval scope", "stale approval marker", "renewal decision", "conflict-of-interest review" ] } ], "data_elements": [ { "id": "rec-authority-approval", "name": "Issue authorization evidence", "description": "Verified authorization for exact issue revision, not a simulated signature.", "value_kind": "object", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-005" ] }, { "id": "rec-authority-assurance", "name": "Assurance references", "description": "External opinions and signature validation remain externally mastered.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-005" ] } ], "artifacts": [ { "id": "rec-authority-artifact", "name": "Authority and assurance binding", "description": "Version-bound report evidence for approval and assurance scope. This is a logical artifact or external artifact reference; custody and fixity remain with the record master.", "media_or_form": [ "structured record", "human-readable projection" ], "serial": false, "identity_strategy": "Authoritative master-system identifier, then governed IRI, then Dimension-assigned UUID or ULID. Bind report issue and revision; keep rendition and digest separate from identity.", "source_refs": [ "SRC-001", "SRC-002", "SRC-005" ] } ], "inline_only_rationale": null } ] }, { "id": "rec-disclosure-layer", "name": "Disclosure policy binding", "description": "Pin the policy identifier, version, target, audience, purpose and effective context used to assess the proposed output. This model records the decision reference and permitted-view binding, not policy evaluation or suppression algorithms.", "source_refs": [ "SRC-001", "SRC-006" ], "findings": [ { "id": "rec-disclosure-finding", "name": "Disclosure policy binding", "description": "Pin the policy identifier, version, target, audience, purpose and effective context used to assess the proposed output. This model records the decision reference and permitted-view binding, not policy evaluation or suppression algorithms.", "source_refs": [ "SRC-001", "SRC-006" ], "questions": [ { "id": "rec-disclosure-q1", "text": "Which exact policy tuple and external decision govern disclosure of this issue view?", "kind": "security", "answer_data": [ "policy identifier", "version", "target issue revision", "audience", "purpose", "effective context", "decision reference" ] }, { "id": "rec-disclosure-q2", "text": "Which content or metadata is withheld or reduced, and what explanation may the recipient see?", "kind": "privacy", "answer_data": [ "view identifier", "redacted field references", "suppression status", "recipient-safe explanation", "restricted evidence reference" ] }, { "id": "rec-disclosure-q3", "text": "What blocks release when a policy decision is absent, expired or inconsistent with declared grain?", "kind": "access", "answer_data": [ "deny or unresolved state", "expiry", "grain mismatch", "external reevaluation request", "authorized exception reference" ] } ], "data_elements": [ { "id": "rec-disclosure-policy", "name": "Disclosure policy tuple", "description": "Exact policy/version/target/audience/purpose/context binding, not a generic allow flag.", "value_kind": "object", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-006" ] }, { "id": "rec-disclosure-decision", "name": "External disclosure decision", "description": "Unknown or stale decisions block readiness for that view.", "value_kind": "reference", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-001", "SRC-006" ] }, { "id": "rec-disclosure-view", "name": "Permitted output shape", "description": "Content grain and suppression evidence without revealing protected values.", "value_kind": "object", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-001", "SRC-006" ] } ], "artifacts": [ { "id": "rec-disclosure-artifact", "name": "Disclosure binding record", "description": "Version-bound report evidence for disclosure policy binding. This is a logical artifact or external artifact reference; custody and fixity remain with the record master.", "media_or_form": [ "structured record", "human-readable projection" ], "serial": false, "identity_strategy": "Authoritative master-system identifier, then governed IRI, then Dimension-assigned UUID or ULID. Bind report issue and revision; keep rendition and digest separate from identity.", "source_refs": [ "SRC-001", "SRC-006" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "rec-lifecycle", "name": "Issuance and correction", "description": "Issuance is a report-owned decision; transmission, recipient acceptance and publication remain separate.", "rationale": "Separate this report-owned concern from externally mastered execution, records, publication and policy services.", "source_refs": [ "SRC-001", "SRC-002" ], "layers": [ { "id": "rec-issuance-layer", "name": "Issue state and distribution references", "description": "Proposed states are draft, ready, issued, superseded and withdrawn. Readiness requires resolved identity, scope, content, production evidence, authority and disclosure. Local state recording does not send or publish content.", "source_refs": [ "SRC-001", "SRC-002", "SRC-006" ], "findings": [ { "id": "rec-issuance-finding", "name": "Issue state and distribution references", "description": "Proposed states are draft, ready, issued, superseded and withdrawn. Readiness requires resolved identity, scope, content, production evidence, authority and disclosure. Local state recording does not send or publish content.", "source_refs": [ "SRC-001", "SRC-002", "SRC-006" ], "questions": [ { "id": "rec-issuance-q1", "text": "What evidence supports the current report state and its last authorized transition?", "kind": "state", "answer_data": [ "state", "prior state", "transition actor", "decision reference", "exact revision", "event time" ] }, { "id": "rec-issuance-q2", "text": "Which explicit readiness conditions remain unmet before issuance?", "kind": "requirement", "answer_data": [ "missing content", "unresolved bindings", "stale approvals", "quality blockers", "disclosure result", "refusal reason" ] }, { "id": "rec-issuance-q3", "text": "Which publication or filing events refer to the issued content without changing its identity?", "kind": "relationship", "answer_data": [ "publication operation references", "filing references", "recipient receipts", "edition reference", "delivery uncertainty" ] } ], "data_elements": [ { "id": "rec-issuance-state", "name": "Issue state", "description": "Local proposal states; unknown or disputed state remains explicit rather than assumed issued.", "value_kind": "code", "cardinality": "1", "required": true, "source_refs": [ "SRC-001", "SRC-002", "SRC-006" ] }, { "id": "rec-issuance-distribution", "name": "Distribution references", "description": "External publication and filing records; successful processing, upload or receipt alone does not issue the report.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-006" ] } ], "artifacts": [ { "id": "rec-issuance-artifact", "name": "Issue decision record", "description": "Version-bound report evidence for issue state and distribution references. This is a logical artifact or external artifact reference; custody and fixity remain with the record master.", "media_or_form": [ "structured record", "human-readable projection" ], "serial": false, "identity_strategy": "Authoritative master-system identifier, then governed IRI, then Dimension-assigned UUID or ULID. Bind report issue and revision; keep rendition and digest separate from identity.", "source_refs": [ "SRC-001", "SRC-002", "SRC-006" ] } ], "inline_only_rationale": null } ] }, { "id": "rec-correction-layer", "name": "Correction and withdrawal", "description": "Post-issue substantive content changes create a new issue linked to its predecessor. Restatement, withdrawal and replacement retain scope and reason without promising indefinite payload retention.", "source_refs": [ "SRC-001", "SRC-002" ], "findings": [ { "id": "rec-correction-finding", "name": "Correction and withdrawal", "description": "Post-issue substantive content changes create a new issue linked to its predecessor. Restatement, withdrawal and replacement retain scope and reason without promising indefinite payload retention.", "source_refs": [ "SRC-001", "SRC-002" ], "questions": [ { "id": "rec-correction-q1", "text": "Which earlier issue or specific assertions are corrected, replaced or withdrawn?", "kind": "lifecycle", "answer_data": [ "predecessor issue", "affected claim identifiers", "correction scope", "replacement issue", "effective time" ] }, { "id": "rec-correction-q2", "text": "What reason, authority and impact justify the correction while preserving prior reliance context?", "kind": "decision", "answer_data": [ "reason", "authorizer", "impact statement", "prior audience", "notification request reference" ] }, { "id": "rec-correction-q3", "text": "How are correction chains kept unambiguous when multiple successors or withdrawn issues exist?", "kind": "validation", "answer_data": [ "relation type", "branch rationale", "cycle check", "authoritative successor resolution", "unresolved conflict" ] } ], "data_elements": [ { "id": "rec-correction-corrections", "name": "Correction links", "description": "Typed, versioned predecessor/successor links with affected content scope.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002" ] }, { "id": "rec-correction-withdrawal", "name": "Withdrawal evidence", "description": "Reason and authority; withdrawal does not delete external recipient copies.", "value_kind": "object", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-001", "SRC-002" ] } ], "artifacts": [ { "id": "rec-correction-artifact", "name": "Correction and withdrawal notice", "description": "Version-bound report evidence for correction and withdrawal. This is a logical artifact or external artifact reference; custody and fixity remain with the record master.", "media_or_form": [ "structured record", "human-readable projection" ], "serial": false, "identity_strategy": "Authoritative master-system identifier, then governed IRI, then Dimension-assigned UUID or ULID. Bind report issue and revision; keep rendition and digest separate from identity.", "source_refs": [ "SRC-001", "SRC-002" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "rec-representation", "name": "Representations and managed persistence", "description": "Report meaning survives format changes while rendition custody and exchange conformance are delegated.", "rationale": "Separate this report-owned concern from externally mastered execution, records, publication and policy services.", "source_refs": [ "SRC-001", "SRC-002", "SRC-003", "SRC-008" ], "layers": [ { "id": "rec-renditions-layer", "name": "Rendition and record bindings", "description": "Zero or more immutable record artifacts may represent an issue. A rendition or bibliographic edition never substitutes for issue identity; custody, fixity and retention remain record-owned.", "source_refs": [ "SRC-001", "SRC-002" ], "findings": [ { "id": "rec-renditions-finding", "name": "Rendition and record bindings", "description": "Zero or more immutable record artifacts may represent an issue. A rendition or bibliographic edition never substitutes for issue identity; custody, fixity and retention remain record-owned.", "source_refs": [ "SRC-001", "SRC-002" ], "questions": [ { "id": "rec-renditions-q1", "text": "Which immutable records and renditions represent the exact issue or approved view?", "kind": "composition", "answer_data": [ "record master identity", "revision", "rendition identifier", "view binding", "content digest reference" ] }, { "id": "rec-renditions-q2", "text": "Which representation changes preserve meaning, and which require a successor issue?", "kind": "classification", "answer_data": [ "format-only change", "translation review", "semantic differences", "new issue decision", "equivalence evidence" ] }, { "id": "rec-renditions-q3", "text": "Which external retention decision governs payload availability and any remaining lawful locator?", "kind": "retention", "answer_data": [ "record retention policy reference", "hold reference", "disposition evidence", "minimal tombstone", "access limitation" ] } ], "data_elements": [ { "id": "rec-renditions-records", "name": "Record bindings", "description": "Read-only references to governed records and their fixity evidence.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002" ] }, { "id": "rec-renditions-availability", "name": "Availability state", "description": "External disposition and locator status without assuming durable availability.", "value_kind": "object", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-001", "SRC-002" ] } ], "artifacts": [ { "id": "rec-renditions-artifact", "name": "Rendition binding manifest", "description": "Version-bound report evidence for rendition and record bindings. This is a logical artifact or external artifact reference; custody and fixity remain with the record master.", "media_or_form": [ "structured record", "human-readable projection" ], "serial": false, "identity_strategy": "Authoritative master-system identifier, then governed IRI, then Dimension-assigned UUID or ULID. Bind report issue and revision; keep rendition and digest separate from identity.", "source_refs": [ "SRC-001", "SRC-002" ] } ], "inline_only_rationale": null } ] }, { "id": "rec-exchange-layer", "name": "Exchange and semantic loss", "description": "External vocabularies are optional alignments with explicit version and mapping limits. No XBRL, Data Cube or SDMX conformance is claimed by this research hierarchy.", "source_refs": [ "SRC-001", "SRC-003", "SRC-004", "SRC-008" ], "findings": [ { "id": "rec-exchange-finding", "name": "Exchange and semantic loss", "description": "External vocabularies are optional alignments with explicit version and mapping limits. No XBRL, Data Cube or SDMX conformance is claimed by this research hierarchy.", "source_refs": [ "SRC-001", "SRC-003", "SRC-004", "SRC-008" ], "questions": [ { "id": "rec-exchange-q1", "text": "Which exact exchange profile, vocabulary versions and mapping apply to the selected export?", "kind": "interoperability", "answer_data": [ "profile identifier", "version", "mapping version", "supported concepts", "conformance evidence" ] }, { "id": "rec-exchange-q2", "text": "What context, precision, language, missingness or assurance evidence would the projection lose?", "kind": "constraint", "answer_data": [ "loss register", "rounding change", "period conversion", "dropped qualifiers", "unsupported fields" ] }, { "id": "rec-exchange-q3", "text": "Which round-trip and adversarial fixtures must pass before that mapping is operational?", "kind": "validation", "answer_data": [ "fixture identifiers", "expected semantic equivalence", "duplicate fact case", "local-time case", "suppression case", "result references" ] } ], "data_elements": [ { "id": "rec-exchange-mapping", "name": "Mapping contract", "description": "Explicit versioned profile with known unsupported constructs.", "value_kind": "object", "cardinality": "0..1", "required": false, "source_refs": [ "SRC-001", "SRC-003", "SRC-004", "SRC-008" ] }, { "id": "rec-exchange-losses", "name": "Semantic loss register", "description": "Lossy exports require an authorized purpose and visible warning; no silent equivalence.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-003", "SRC-004", "SRC-008" ] } ], "artifacts": [ { "id": "rec-exchange-artifact", "name": "Exchange mapping assessment", "description": "Version-bound report evidence for exchange and semantic loss. This is a logical artifact or external artifact reference; custody and fixity remain with the record master.", "media_or_form": [ "structured record", "human-readable projection" ], "serial": false, "identity_strategy": "Authoritative master-system identifier, then governed IRI, then Dimension-assigned UUID or ULID. Bind report issue and revision; keep rendition and digest separate from identity.", "source_refs": [ "SRC-001", "SRC-003", "SRC-004", "SRC-008" ] } ], "inline_only_rationale": null } ] } ] } ] }, "functions": [ { "id": "rec-op-draft", "name": "Register a draft issue", "description": "Proposed local operation, not implemented: Assign identity and bind a versioned report definition and scope.", "inputs": [ "Reporting party reference", "Definition binding", "Purpose, audience and temporal scope" ], "outputs": [ "Draft issue reference or refusal" ], "preconditions": [ "Authenticated role and purpose permit this local operation.", "Expected issue revision matches; no stale concurrent write.", "Master identity collision check passes." ], "effects": [ "Create an access-restricted draft with unknown fields explicitly marked.", "Append minimal lawful local provenance; return explicit refusal without mutation if preconditions fail.", "No processing run, signature, policy enforcement, filing, publication or remote record mutation is executed." ], "source_refs": [ "SRC-001", "SRC-002" ] }, { "id": "rec-op-content", "name": "Record proposed report content", "description": "Proposed local operation, not implemented: Attach attributed assertions or contextual facts to an editable revision.", "inputs": [ "Issue revision", "Facts or assertions", "Evidence references" ], "outputs": [ "New draft revision or refusal" ], "preconditions": [ "Authenticated role and purpose permit this local operation.", "Expected issue revision matches; no stale concurrent write.", "Issue is editable and source access is permitted." ], "effects": [ "Keep value status and evidence uncertainty; never imply approval or truth.", "Append minimal lawful local provenance; return explicit refusal without mutation if preconditions fail.", "No processing run, signature, policy enforcement, filing, publication or remote record mutation is executed." ], "source_refs": [ "SRC-002", "SRC-003", "SRC-004" ] }, { "id": "rec-op-evidence", "name": "Bind assessment and production evidence", "description": "Proposed local operation, not implemented: Attach exact external run and assessment references without invoking their engines.", "inputs": [ "Run identities and versions", "Input snapshots", "Quality assessment references" ], "outputs": [ "Evidence binding revision or unresolved result" ], "preconditions": [ "Authenticated role and purpose permit this local operation.", "Expected issue revision matches; no stale concurrent write.", "Evidence targets this revision; integrity evidence is available or explicitly unresolved." ], "effects": [ "Record stale, incomplete or failed evidence without laundering it into success.", "Append minimal lawful local provenance; return explicit refusal without mutation if preconditions fail.", "No processing run, signature, policy enforcement, filing, publication or remote record mutation is executed." ], "source_refs": [ "SRC-002", "SRC-005" ] }, { "id": "rec-op-readiness", "name": "Assess local binding completeness", "description": "Proposed local operation, not implemented: Check the proposed local readiness conditions; consume externally supplied decisions without evaluating disclosure policy.", "inputs": [ "Issue revision", "Authority evidence", "External disclosure decision", "Quality blockers" ], "outputs": [ "Ready, blocked or unknown with reasons" ], "preconditions": [ "Authenticated role and purpose permit this local operation.", "Expected issue revision matches; no stale concurrent write.", "Adopted readiness profile and all decision scopes are available." ], "effects": [ "Record a local readiness assessment; no issue authorization is created by a pass.", "Append minimal lawful local provenance; return explicit refusal without mutation if preconditions fail.", "No processing run, signature, policy enforcement, filing, publication or remote record mutation is executed." ], "source_refs": [ "SRC-001", "SRC-005", "SRC-006" ] }, { "id": "rec-op-issue", "name": "Record authorized issuance", "description": "Proposed local operation, not implemented: Record an already authorized issue decision for exact content.", "inputs": [ "Approved content revision", "Issuer authority evidence", "Disclosure tuple and current external decision" ], "outputs": [ "Issued snapshot binding or refusal" ], "preconditions": [ "Authenticated role and purpose permit this local operation.", "Expected issue revision matches; no stale concurrent write.", "Local readiness has no blocking unknowns.", "Authority, scope and disclosure evidence match the exact content and intended view." ], "effects": [ "Freeze issued content and store issue time separately from delivery; later material change requires successor issue.", "Append minimal lawful local provenance; return explicit refusal without mutation if preconditions fail.", "No processing run, signature, policy enforcement, filing, publication or remote record mutation is executed." ], "source_refs": [ "SRC-001", "SRC-002", "SRC-006", "SRC-007" ] }, { "id": "rec-op-correct", "name": "Link an authorized correction", "description": "Proposed local operation, not implemented: Create a successor draft or attach an authorized withdrawal decision.", "inputs": [ "Predecessor issue", "Affected statements", "Correction or withdrawal authority", "Reason" ], "outputs": [ "Successor draft or withdrawal binding or refusal" ], "preconditions": [ "Authenticated role and purpose permit this local operation.", "Expected issue revision matches; no stale concurrent write.", "Predecessor resolves and correction chain remains acyclic." ], "effects": [ "Preserve typed lineage and prior reliance context subject to lawful retention; independently recheck new issue readiness.", "Append minimal lawful local provenance; return explicit refusal without mutation if preconditions fail.", "No processing run, signature, policy enforcement, filing, publication or remote record mutation is executed." ], "source_refs": [ "SRC-001", "SRC-002" ] } ], "composition": [ { "target": "WM-ACT-053", "relation": "REFERENCE", "purpose": "Pin one or more processing-run references for a prepared issue, including governed manual preparation. Run execution, scheduling and run lifecycle remain target-owned.", "required": true, "source_refs": [ "SRC-002" ] }, { "target": "WM-REC-001", "relation": "REFERENCE", "purpose": "Zero or more record and rendition bindings; external master owns custody, fixity and payload retention.", "required": false, "source_refs": [ "SRC-001", "SRC-002" ] }, { "target": "WM-ACT-044", "relation": "REFERENCE", "purpose": "Zero or more publication operations reference the issue; distribution and issuance are distinct lifecycles.", "required": false, "source_refs": [ "SRC-001", "SRC-002" ] }, { "target": "WM-XCT-003", "relation": "REFERENCE", "purpose": "Pin exact disclosure policy identity/version/target/audience/purpose/context; consume external assessment. Report declares grain; policy controls the permitted ceiling.", "required": true, "source_refs": [ "SRC-006" ] }, { "target": "WM-MED-003", "relation": "REFERENCE", "purpose": "Optional bibliographic publication or edition identity; it cannot replace report issue identity.", "required": false, "source_refs": [ "SRC-001" ] }, { "target": "WM-XCT-009", "relation": "REFERENCE", "purpose": "Pin calendar identity, version, timezone and period convention. Arithmetic and calendar lifecycle stay external.", "required": true, "source_refs": [ "SRC-001", "SRC-003", "SRC-007" ] }, { "target": "WM-ECO-018", "relation": "REFERENCE", "purpose": "Financial statements are a specialized neighboring report domain; accounting policy and financial recognition rules are excluded here.", "required": false, "source_refs": [ "SRC-003" ] }, { "target": "WM-ECO-033", "relation": "REFERENCE", "purpose": "Regulatory filing holds submission, authority receipt and acceptance semantics; report issuance alone establishes none of those outcomes.", "required": false, "source_refs": [ "SRC-001", "SRC-002" ] }, { "target": "XBRL OIM 1.0", "relation": "ALIGN", "purpose": "Optional contextual business-fact mapping to the pinned 2021 recommendation; conformance requires tested profile bindings.", "required": false, "source_refs": [ "SRC-003" ] }, { "target": "SDMX 3.1", "relation": "ALIGN", "purpose": "Optional statistical exchange alignment; technical packages and executable mapping remain unverified.", "required": false, "source_refs": [ "SRC-008" ] }, { "target": "PROV-O", "relation": "ALIGN", "purpose": "Use attribution, derivation and revision as conceptual alignment; no truth or authority guarantee follows from a provenance edge.", "required": false, "source_refs": [ "SRC-002" ] }, { "target": "RDF Data Cube", "relation": "ALIGN", "purpose": "Optional dimension/measure/attribute mapping for quantitative content; narrative assertions need separate mapping.", "required": false, "source_refs": [ "SRC-004" ] } ], "serviceLayers": { "dimension": { "owner_package_requirements": [ "Neutral owner archetype: reporting organization or accountable reporting body, with identified report steward.", "Pin issue namespace, identity authority, definition version and neighbor model versions before operational use.", "Declare intended audience, lawful purpose, disclosure-policy binding and source access scope.", "Record reviewable-draft assurance and all publication holds in every projection." ], "namespace_guidance": "Separate report series, issue, draft revision, fact, assertion and rendition namespaces. Dates, filenames and hashes are not master identities.", "registry_links": [ "vr.wm-rec-002", "WM-ACT-053", "WM-REC-001", "WM-ACT-044", "WM-XCT-003", "WM-MED-003", "WM-XCT-009" ] }, "canon_and_patch": { "canonicalization_rules": [ "This research is noncanonical; issued instance content may be frozen under an adopted profile without making this specification canonical.", "Preserve typed values, language, temporal scope and profile-specific missingness; normalize only with a declared mapping." ], "patch_rules": [ "Patch editable drafts using expected revision, role, reason and field scope.", "Issued content changes require successor issue; metadata-only corrections require a separate versioned trace and cannot silently change assertions." ], "compatibility_rules": [ "Treat changed definitions, grain, units, periods or missingness meanings as semantic changes requiring impact review.", "Mappings must preserve unknowns, suppression and local-time facts; reject undeclared lossy conversion." ] }, "artifact_rules": { "identity_priority": [ "Authoritative master-system identifier", "Governed global identifier or IRI", "Dimension-assigned UUID or ULID" ], "timestamp_rule": "Operational timestamps use RFC 3339 with seconds and an explicit offset or Z. Keep event time separate from observation and ingestion time. Reporting dates, local-time intervals and calendar periods preserve their native precision; never invent an offset.", "serial_naming_rule": "Recurring series and issues have independent stable identifiers; date labels are display metadata. All declared artifacts here are nonserial logical evidence records.", "integrity_rule": "Reference immutable record revision and external digest evidence; a hash detects byte changes but establishes neither truth, signature authority nor semantic equivalence." }, "policies": [ "Fail closed for an issue view with absent, stale or incompatible disclosure evidence; report-owned checks verify bindings only.", "Do not infer legal filing, publication, assurance or factual accuracy from schema validation, provenance or a successful run.", "Minimize personal and confidential data in issue metadata, hidden fields, logs and public projections.", "Specialist legal, financial, statistical and signature requirements need qualified adoption profiles; dangerous subject matter stays at policy level." ], "crud": { "read": [ "Authorize purpose and recipient at bundle, layer, finding and artifact scope; suppress restricted metadata as well as content." ], "create": [ "Create restricted drafts with identity, reporter, definition and scope; unresolved requirements block readiness rather than inviting fabricated values." ], "update": [ "Use optimistic concurrency and preserve provenance; invalidate stale evidence bindings after material draft changes.", "Local functions do not issue external actions or change target-master records." ], "delete": [ "Delegate payload retention, holds and disposition to the record master and applicable policy.", "Retire local report references only with authority; retain a minimal lawful tombstone where permitted, and erase personal payload when required.", "A withdrawn issue or deleted local reference does not recall recipient copies; record residual availability honestly." ] }, "roles": [ { "name": "Report steward", "responsibilities": [ "Maintain issue identity, profile and accountable-party bindings." ] }, { "name": "Preparer", "responsibilities": [ "Record contextual content and source limitations without simulating approval." ] }, { "name": "Reviewer", "responsibilities": [ "Assess exact revision evidence and unresolved quality issues." ] }, { "name": "Authorized issuer", "responsibilities": [ "Authorize the specified issue and view within documented delegation." ] }, { "name": "Disclosure custodian", "responsibilities": [ "Provide externally evaluated policy decision references and scoped exception evidence." ] }, { "name": "Records custodian", "responsibilities": [ "Own external artifact custody, fixity and retention decisions." ] } ], "access": { "default_rule": "Deny access unless the adopting policy permits actor, purpose and exact view; intended audience alone is insufficient.", "scopes": [ "bundle", "layer", "finding", "artifact" ], "exceptions": [ "Record exceptional grants with scope, authority, expiry and external decision reference; local research never grants a universal bypass." ], "audit_requirements": [ "Record actor, purpose, issue/view revision, operation, outcome and applicable policy reference using minimal lawful metadata.", "Do not leak hidden values through suppression reasons, error messages, derivatives or logs." ] }, "agents_bootstrap": { "filename": "AGENTS.md", "required_fields": [ "Name", "Type", "Specification URL", "Storage type URL", "Interface URL", "Processes URL" ], "read_order": [ "AGENTS.md", "spec.yaml and review holds", "Adopting Dimension and access policy", "Pinned neighbor definitions and approved mapping profiles" ] } }, "coverage": { "claim": "Source-grounded proposed structure for one report issue, with contextual content, evidence-qualified issuance and explicit external-master boundaries. Separate local no-tools self-audit completed. Source verification, qualified adoption, executable conformance and independent review remain holds; this is a noncanonical reviewable draft.", "confidence": "medium", "checklist": [ { "dimension": "identity", "status": "covered", "notes": "Series, issue, draft revision and rendition are distinct." }, { "dimension": "lifecycle", "status": "covered", "notes": "Draft/readiness/issue/correction/withdrawal are separate from external publication." }, { "dimension": "relationships", "status": "covered", "notes": "All six outgoing relation-ledger boundaries preserved; required bindings gate operational readiness, not draft creation." }, { "dimension": "temporal", "status": "covered", "notes": "Calendar binding, fact periods, cutoff and operational timestamps separated." }, { "dimension": "provenance", "status": "covered", "notes": "Attribution, run and input snapshot references preserve evidence limits." }, { "dimension": "ownership", "status": "covered", "notes": "Reporting accountability, rights and record custody are distinct roles." }, { "dimension": "validation", "status": "covered", "notes": "Rule-bound evidence and explicit failed/unchecked outcomes; no certification claim." }, { "dimension": "access", "status": "covered", "notes": "Audience and output grain do not grant access; exact external decision required." }, { "dimension": "retention and deletion", "status": "covered", "notes": "Record master owns payload disposition; local tombstones remain policy-limited." }, { "dimension": "interoperability", "status": "gap", "notes": "Conceptual alignments exist; nested schemas and executable mappings remain untested." }, { "dimension": "direct properties", "status": "covered", "notes": "Purpose, language, grain, temporal scope and issue state; no intrinsic mass or dimensions of the abstract report." }, { "dimension": "recognition and observation", "status": "covered", "notes": "Classification evidence and explicitly uncertain recognition; source observations retain context." }, { "dimension": "capabilities and actions", "status": "covered", "notes": "Six proposed local operations with authority, preconditions, refusal and scoped effects." }, { "dimension": "assurance", "status": "gap", "notes": "No independent external review; specialist attestation and financial/legal profiles excluded." }, { "dimension": "source verification", "status": "gap", "notes": "Browser-selected evidence reviewed; direct HTTP/version checks incomplete and delegated to coordinator." } ], "known_omissions": [ "Executable nested schemas, instance fixtures and mapping conformance are not implemented.", "Specialist statutory filing, accounting, assurance, statistical disclosure and retention profiles require qualified review.", "Direct HTTP status, current releases, licensing and applicability require coordinator verification; DQV dated release and linked SDMX packages are not pinned.", "Narrative, multilingual, corrected and confidential report adoption needs representative field evidence." ], "conflicts": [], "regional_assumptions": [ "Standards are optional conceptual alignments, not jurisdictional mandates.", "No universal period length, attestation, filing requirement, rights transfer or retention duration is asserted." ], "adversarial_checks": [ "Challenge a run success mislabeled as issued or published: separate authority and publication references prevent this inference.", "Challenge absent or suppressed values mapped to zero: explicit profile-specific value state must survive.", "Challenge a local-time period normalized to UTC: retain source precision and unresolved timezone.", "Challenge an unchanged filename after restatement: issue and revision identity govern, not filenames.", "Challenge a public audience treated as authorization: exact policy tuple and current external decision govern each view.", "Challenge a hash treated as truth or an opinion treated as blanket assurance: evidence scope remains explicit." ] }, "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": "A report issue retains identity across preparation revisions and references its definition, content, evidence and representations. Its root is not a processing event, file, recurring series or publication operation. The registry standalone-mm label is a record-plane classification, not the research entry-kind enum." }, "decisions": [ { "concept": "Report issue boundary", "disposition": "accepted", "rationale": "Issue identity is distinct from series, definition, draft revision and rendition; a material post-issue correction creates a linked successor under the proposed policy." }, { "concept": "Legacy filing and attestation universality", "disposition": "rejected", "rationale": "The legacy card and supplement are untrusted inputs. Mandatory filing, numerical figures and attestation are profile choices rather than generic report requirements." }, { "concept": "Narrative report generalization", "disposition": "accepted as proposed", "rationale": "Attributed narrative assertions fit the stated cross-domain boundary, but this does not imply that every narrative report conforms to OIM or any statistical schema." }, { "concept": "Processing-run master boundary", "disposition": "accepted", "rationale": "A prepared issue binds external execution evidence, including governed manual preparation where applicable. No local finding or operation owns run execution or its lifecycle." }, { "concept": "Calendar and temporal precision", "disposition": "accepted", "rationale": "Pinned calendar conventions and native report-period precision remain distinct from RFC 3339 operational timestamps. Unknown timezones are retained, not invented." }, { "concept": "Record, edition and publication identities", "disposition": "separated", "rationale": "Optional record and edition references do not replace issue identity. Record custody, fixity and payload retention and publication transport remain externally mastered." }, { "concept": "Grain and disclosure policy", "disposition": "accepted with external decision dependency", "rationale": "Declared grain is a report property. The exact external policy and decision binding determines permitted output; the model neither evaluates policy nor supplies suppression algorithms." }, { "concept": "Fact context and missingness", "disposition": "accepted with profile qualification", "rationale": "Questions distinguish value status, contextual duplicates, units and uncertainty. Nil meaning is profile-dependent and no absent or suppressed value is silently converted into zero." }, { "concept": "Quality, assurance and authority", "disposition": "separated", "rationale": "A schema pass, quality metric, provenance edge or opinion is not a blanket truth or issuance guarantee. Scope, exact revision and authority evidence remain separate." }, { "concept": "Local operation effects", "disposition": "accepted as unimplemented proposals", "rationale": "All six functions have scoped preconditions and refusal outcomes. They mutate only local report bindings and do not execute runs, signatures, publication, policy enforcement or filings." }, { "concept": "Ownership and retention", "disposition": "qualified", "rationale": "Reporting accountability, rights and custody are distinct. Immutable meaning does not require perpetual payload retention; minimal tombstones depend on lawful policy and cannot recall external copies." }, { "concept": "Instance validation and mappings", "disposition": "deferred", "rationale": "Question answer shapes and candidate objects are insufficient for executable instance conformance. Nested schemas, pinned neighbor contracts and adversarial round-trip fixtures remain required before operational use." }, { "concept": "Source status", "disposition": "limited", "rationale": "Eight primary-source pages were available through browser access. Direct HTTP checks were not attempted. SDMX linked packages and the dated DQV release pin remain unverified; no current-version or network-status certification is claimed." }, { "concept": "External review", "disposition": "waived and held", "rationale": "Claude and Grok were skipped with zero attempts under the owner instruction. The separate local no-tools phase is a Codex self-audit and cannot stand in for an independent provider." } ], "publicationHolds": [ "Independent external review is absent under the owner-authorized single-provider waiver. Claude and Grok were skipped with zero attempts; the separate local Codex no-tools self-audit is not a second-provider review.", "Source and version verification is incomplete. Direct HTTP checks were not attempted under the owner-reported sandbox restriction: zero requests and zero measured HTTP 200 responses. Browser-selected claim support is recorded separately. The coordinator must run check_sources.py; DQV dated release, SDMX linked packages, current versions and licensing remain open.", "Qualified adoption profiles must resolve jurisdictional filing and legal effects, accounting/statistical methodology, assurance authority, signature validation, confidential disclosure, retention and recipient-specific obligations. No legal or domain-compliance certification is claimed.", "Executable nested schemas, pinned neighbor bindings, implemented local operations, tested XBRL/SDMX/Data Cube/PROV mappings and adversarial instance fixtures remain incomplete. Operational conformance and field coverage are not established.", "Independent external review was explicitly waived by the repository owner; this codex-only result remains a reviewable draft." ], "deferredResearch": [ "Restore independent external review before any canonical or publishable-draft promotion.", "Verify source versions, errata, licensing and linked technical packages outside the blocked sandbox, separately from HTTP success.", "Develop qualified narrative, financial and statistical adoption profiles with exact authority, disclosure, calendar and retention bindings.", "Implement and test nested schemas and round-trip fixtures for contextual duplicates, suppressed values, local time, stale approvals, corrections, multilingual views and lawful payload disposal." ] }, "statistics": { "sources": 8, "bundles": 7, "layers": 14, "findings": 14, "questions": 42, "artifacts": 14, "functions": 6 } }