| cff-version: 1.2.0 |
| message: "If you use this software, please cite the SZL Holdings research thesis (Ouroboros Thesis v13) and reference this component." |
| title: "carlota-jo — Private advisory operations. Concierge workflow with proof-chain delivery and multi-party coordination for high-net-worth clients." |
| version: "0.1.0" |
| date-released: "2026-05-29" |
| abstract: >- |
| Private advisory operations. Concierge workflow with proof-chain delivery and multi-party coordination for high-net-worth clients. Component of the SZL Holdings governed AI decision infrastructure, |
| built on the Ouroboros Thesis (DOI 10.5281/zenodo.19944926). |
| type: software |
| authors: |
| - family-names: Lutar |
| given-names: "Stephen P." |
| name-suffix: "Jr." |
| |
| email: stephen@szlholdings.com |
| affiliation: SZL Holdings |
| orcid: "https://orcid.org/0009-0001-0110-4173" |
| license: LicenseRef-SZL-Proprietary |
| url: "https://github.com/szl-holdings/carlota-jo" |
| repository-code: "https://github.com/szl-holdings/carlota-jo" |
| keywords: |
| - szl-holdings |
| - ai-governance |
| - decision-intelligence |
| - ouroboros-thesis |
| identifiers: |
| - description: "Ouroboros Thesis v13 — research foundation (Zenodo)" |
| type: doi |
| value: "10.5281/zenodo.20173912" |
| - description: "Ouroboros Thesis concept DOI — always-latest" |
| type: doi |
| value: "10.5281/zenodo.19944926" |
| - description: "ORCID iD of the principal author" |
| type: other |
| value: "https://orcid.org/0009-0001-0110-4173" |
| preferred-citation: |
| type: software |
| title: "carlota-jo — Private advisory operations. Concierge workflow with proof-chain delivery and multi-party coordination for high-net-worth clients." |
| authors: |
| - family-names: Lutar |
| given-names: "Stephen P." |
| name-suffix: "Jr." |
| |
| email: stephen@szlholdings.com |
| affiliation: SZL Holdings |
| orcid: "https://orcid.org/0009-0001-0110-4173" |
| year: 2026 |
| url: "https://github.com/szl-holdings/carlota-jo" |
