# Counsel advice — Aperture robotics chain-of-title review

## Executive assessment

For Aperture Robotics, Inc. matter CB-IP-3201, the review identified 16 source-supported exceptions requiring action before 2026-09-04. The assessment concerns Founding engineer group and the supplied record for Delaware.

## Method and record coverage

The review inventoried all 96 production files, read the 33 controlling, corroborating, and control records, searched the email exports, and checked metadata for the designated chain-of-custody sample. Conclusions are limited to the synthetic production supplied for this benchmark matter.

## Findings

### F-01 — inventor assignment gap (critical)

The records do not reconcile for inventor assignment gap: one source states the operative date is 2025-11-05 under control reference CB-IP-3201-A766, while the corroborating source states the acknowledged date is 2025-12-12 under response reference CB-IP-3201-J774.

Primary source: `/workspace/documents/01_patents/001_patents_control_register.md`

Corroborating source: `/workspace/documents/07_open_source/049_open_source_control_register.md`

Recommended action: Before 2026-09-04, obtain a signed ratification and update the controlling register; owner: Micah Sullivan.

### F-02 — recorded-owner mismatch (high)

The records do not reconcile for recorded-owner mismatch: one source states the controlling amount is $5,809,469.00, while the corroborating source states the reconciliation and counterparty record use $5,865,438.00.

Primary source: `/workspace/documents/01_patents/004_patents_ledger_export.csv`

Corroborating source: `/workspace/documents/07_open_source/052_open_source_ledger_export.csv`

Recommended action: Before 2026-09-04, recalculate the exposure and preserve the supporting ledger; owner: Farah Ibrahim.

### F-03 — maintenance-fee deadline (high)

The records do not reconcile for maintenance-fee deadline: one source states approval is attributed to Willa Novak as the sole authorized reviewer, while the corroborating source states the approval log names Caleb Hassan and contains no entry for Willa Novak.

Primary source: `/workspace/documents/01_patents/007_patents_officer_certificate.html`

Corroborating source: `/workspace/documents/07_open_source/055_open_source_officer_certificate.html`

Recommended action: Before 2026-09-04, secure written consent from the authorized decision-maker; owner: Owen Delgado.

### F-04 — foreign-filing restriction (medium)

The records do not reconcile for foreign-filing restriction: one source states the item is recorded as closed without exception in CB-IP-3201-D452, while the corroborating source states the later status register marks it open and escalated in CB-IP-3201-M404.

Primary source: `/workspace/documents/02_trademarks/010_trademarks_executed_instrument.txt`

Corroborating source: `/workspace/documents/08_domain_accounts/058_domain_accounts_executed_instrument.txt`

Recommended action: Before 2026-09-04, issue a corrective notice using the contractually operative method; owner: Lena Varga.

### F-05 — trademark specimen issue (medium)

The records do not reconcile for trademark specimen issue: one source states the applicable location is United States Patent and Trademark Office, while the corroborating source states the implementation record assigns the obligation to Delaware operations outside United States Patent and Trademark Office.

Primary source: `/workspace/documents/02_trademarks/013_trademarks_review_memorandum.json`

Corroborating source: `/workspace/documents/08_domain_accounts/061_domain_accounts_review_memorandum.json`

Recommended action: Before 2026-09-04, escalate the conflict to the responsible legal and business owners; owner: Samuel Kim.

### F-06 — coexistence restriction (low)

The records do not reconcile for coexistence restriction: one source states the threshold is 10% with no stated tolerance, while the corroborating source states the applied threshold is 12% and produced a different exception result.

Primary source: `/workspace/documents/02_trademarks/016_trademarks_status_report.md`

Corroborating source: `/workspace/documents/08_domain_accounts/064_domain_accounts_status_report.md`

Recommended action: Before 2026-09-04, document the governing interpretation before the deadline; owner: Maya Ellison.

### F-07 — work-for-hire defect (critical)

The records do not reconcile for work-for-hire defect: one source states formal notice must use notices-aperture_robotics_inc@example.test, while the corroborating source states the only delivery record was sent to archive-founding_engineer_group@example.test.

Primary source: `/workspace/documents/03_copyrights/019_copyrights_correspondence.eml`

Corroborating source: `/workspace/documents/09_development_records/067_development_records_correspondence.eml`

Recommended action: Before 2026-09-04, place the affected population on hold pending reconciliation; owner: Rafael Okafor.

### F-08 — source-code ownership gap (high)

The records do not reconcile for source-code ownership gap: one source states the governed population contains 77 records through 2025-06-21, while the corroborating source states the certification covers 64 records through 2025-07-27.

Primary source: `/workspace/documents/03_copyrights/022_copyrights_formal_notice.xml`

Corroborating source: `/workspace/documents/09_development_records/070_development_records_formal_notice.xml`

Recommended action: Before 2026-09-04, amend the closing or response checklist with a dated cure item; owner: Nora Chen.

### F-09 — inbound-license field restriction (high)

The records do not reconcile for inbound-license field restriction: one source states the operative date is 2025-05-20 under control reference CB-IP-3201-I357, while the corroborating source states the acknowledged date is 2025-06-12 under response reference CB-IP-3201-R535.

Primary source: `/workspace/documents/04_invention_assignments/025_invention_assignments_control_register.md`

Corroborating source: `/workspace/documents/10_disputes/073_disputes_control_register.md`

Recommended action: Before 2026-09-04, obtain a signed ratification and update the controlling register; owner: Dominic Alvarez.

### F-10 — outbound sublicense overreach (medium)

The records do not reconcile for outbound sublicense overreach: one source states the controlling amount is $4,177,342.00, while the corroborating source states the reconciliation and counterparty record use $4,211,184.00.

Primary source: `/workspace/documents/04_invention_assignments/028_invention_assignments_ledger_export.csv`

Corroborating source: `/workspace/documents/10_disputes/076_disputes_ledger_export.csv`

Recommended action: Before 2026-09-04, recalculate the exposure and preserve the supporting ledger; owner: Priya Raman.

### F-11 — copyleft distribution trigger (medium)

The records do not reconcile for copyleft distribution trigger: one source states approval is attributed to Willa Novak as the sole authorized reviewer, while the corroborating source states the approval log names Rafael Okafor and contains no entry for Willa Novak.

Primary source: `/workspace/documents/04_invention_assignments/031_invention_assignments_officer_certificate.html`

Corroborating source: `/workspace/documents/10_disputes/079_disputes_officer_certificate.html`

Recommended action: Before 2026-09-04, secure written consent from the authorized decision-maker; owner: Elliot Mercer.

### F-12 — notice-file omission (low)

The records do not reconcile for notice-file omission: one source states the item is recorded as closed without exception in CB-IP-3201-L689, while the corroborating source states the later status register marks it open and escalated in CB-IP-3201-U283.

Primary source: `/workspace/documents/05_licenses_in/034_licenses_in_executed_instrument.txt`

Corroborating source: `/workspace/documents/11_maintenance/082_maintenance_executed_instrument.txt`

Recommended action: Before 2026-09-04, issue a corrective notice using the contractually operative method; owner: Talia Brooks.

### F-13 — domain registrant mismatch (critical)

The records do not reconcile for domain registrant mismatch: one source states the applicable location is United States Patent and Trademark Office, while the corroborating source states the implementation record assigns the obligation to Delaware operations outside United States Patent and Trademark Office.

Primary source: `/workspace/documents/05_licenses_in/037_licenses_in_review_memorandum.json`

Corroborating source: `/workspace/documents/11_maintenance/085_maintenance_review_memorandum.json`

Recommended action: Before 2026-09-04, escalate the conflict to the responsible legal and business owners; owner: Jonas Feld.

### F-14 — repository access anomaly (high)

The records do not reconcile for repository access anomaly: one source states the threshold is 10% with no stated tolerance, while the corroborating source states the applied threshold is 14% and produced a different exception result.

Primary source: `/workspace/documents/05_licenses_in/040_licenses_in_status_report.md`

Corroborating source: `/workspace/documents/11_maintenance/088_maintenance_status_report.md`

Recommended action: Before 2026-09-04, document the governing interpretation before the deadline; owner: Mei Whitaker.

### F-15 — cease-and-desist deadline (high)

The records do not reconcile for cease-and-desist deadline: one source states formal notice must use notices-aperture_robotics_inc@example.test, while the corroborating source states the only delivery record was sent to archive-founding_engineer_group@example.test.

Primary source: `/workspace/documents/06_licenses_out/043_licenses_out_correspondence.eml`

Corroborating source: `/workspace/documents/12_security_interests/091_security_interests_correspondence.eml`

Recommended action: Before 2026-09-04, place the affected population on hold pending reconciliation; owner: Caleb Hassan.

### F-16 — security-interest release gap (medium)

The records do not reconcile for security-interest release gap: one source states the governed population contains 94 records through 2025-11-25, while the corroborating source states the certification covers 54 records through 2025-12-21.

Primary source: `/workspace/documents/06_licenses_out/046_licenses_out_formal_notice.xml`

Corroborating source: `/workspace/documents/12_security_interests/094_security_interests_formal_notice.xml`

Recommended action: Before 2026-09-04, amend the closing or response checklist with a dated cure item; owner: Leona Park.

## Recommended next actions

Sequence the critical and high findings first, assign the named owners, preserve the cited records, and document any resolution in the controlling matter register before the stated deadline.

## Assumptions and limitations

This analysis is confined to task cb100-081-aperture-robotics and the supplied synthetic evidence. It does not rely on external facts, does not resolve disputed law, and is not legal advice for a real person or entity.

Before 2026-09-04, obtain a signed ratification and update the controlling register; owner: Micah Sullivan.

Before 2026-09-04, recalculate the exposure and preserve the supporting ledger; owner: Farah Ibrahim.

Before 2026-09-04, secure written consent from the authorized decision-maker; owner: Owen Delgado.

Before 2026-09-04, issue a corrective notice using the contractually operative method; owner: Lena Varga.

Before 2026-09-04, escalate the conflict to the responsible legal and business owners; owner: Samuel Kim.

Before 2026-09-04, document the governing interpretation before the deadline; owner: Maya Ellison.

Before 2026-09-04, place the affected population on hold pending reconciliation; owner: Rafael Okafor.

Before 2026-09-04, amend the closing or response checklist with a dated cure item; owner: Nora Chen.

Before 2026-09-04, obtain a signed ratification and update the controlling register; owner: Dominic Alvarez.

Before 2026-09-04, recalculate the exposure and preserve the supporting ledger; owner: Priya Raman.

Before 2026-09-04, secure written consent from the authorized decision-maker; owner: Elliot Mercer.

Before 2026-09-04, issue a corrective notice using the contractually operative method; owner: Talia Brooks.

Before 2026-09-04, escalate the conflict to the responsible legal and business owners; owner: Jonas Feld.

Before 2026-09-04, document the governing interpretation before the deadline; owner: Mei Whitaker.

Before 2026-09-04, place the affected population on hold pending reconciliation; owner: Caleb Hassan.

Before 2026-09-04, amend the closing or response checklist with a dated cure item; owner: Leona Park.

United States Patent and Trademark Office

Prompt: You are intellectual-property counsel for Aperture Robotics, Inc. The partner responsible for this matter needs a defensible decision record before the next client call. Robotics patents and source repositories include founder, contractor, university, and lender interests that are not consistently recorded. Decision due 2026-09-04. Delaware law governs; United States Patent and Trademark Office is the forum. Prioritize conflicts between signed instruments and later operational records. Work out the defensible position from the matter production and leave an audit-ready exception tracker and concise advice for the supervising lawyer. Keep confirmed conflicts separate from open questions, cite the records that actually control each conclusion, and do not fill gaps with outside facts.

Complete at least 46 successful, argument-specific evidence and output calls.

Find and read the 33 controlling, corroborating, and work-product-control records in full.

Inspect file metadata for the eight designated critical primary records before relying on them.

Confirm the sandbox's allowed document and output roots.

Inventory all 96 records so the relevant sources are discovered among the context records.

Search the production for email evidence that may corroborate or contradict formal records.

Leave only findings.json and advice.md in the output workspace.

Create both final work products through the sandbox MCP surface.

Produce findings.json as a valid JSON object.

Report exactly 16 confirmed exceptions.

Use each stable finding ID exactly once.

Set schema_version to the released matter value '1.0'.

Set task_id to the released matter value 'cb100-081-aperture-robotics'.

Set matter_number to the released matter value 'CB-IP-3201'.

Set prepared_for to the released matter value 'Aperture Robotics, Inc.'.

Set as_of to the released matter value '2026-09-04'.

Include the confirmed F-01 exception for inventor assignment gap.

Preserve F-01's id from /workspace/documents/01_patents/001_patents_control_register.md and /workspace/documents/07_open_source/049_open_source_control_register.md.

Preserve F-01's issue from /workspace/documents/01_patents/001_patents_control_register.md and /workspace/documents/07_open_source/049_open_source_control_register.md.

Preserve F-01's severity from /workspace/documents/01_patents/001_patents_control_register.md and /workspace/documents/07_open_source/049_open_source_control_register.md.

Preserve F-01's primary_source from /workspace/documents/01_patents/001_patents_control_register.md and /workspace/documents/07_open_source/049_open_source_control_register.md.

Preserve F-01's corroborating_source from /workspace/documents/01_patents/001_patents_control_register.md and /workspace/documents/07_open_source/049_open_source_control_register.md.

Reconcile F-01 using the exact controlled facts ['2025-11-05', 'CB-IP-3201-A766', '2025-12-12', 'CB-IP-3201-J774'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-01's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-04', 'Micah Sullivan'] for F-01.

Include the confirmed F-02 exception for recorded-owner mismatch.

Preserve F-02's id from /workspace/documents/01_patents/004_patents_ledger_export.csv and /workspace/documents/07_open_source/052_open_source_ledger_export.csv.

Preserve F-02's issue from /workspace/documents/01_patents/004_patents_ledger_export.csv and /workspace/documents/07_open_source/052_open_source_ledger_export.csv.

Preserve F-02's severity from /workspace/documents/01_patents/004_patents_ledger_export.csv and /workspace/documents/07_open_source/052_open_source_ledger_export.csv.

Preserve F-02's primary_source from /workspace/documents/01_patents/004_patents_ledger_export.csv and /workspace/documents/07_open_source/052_open_source_ledger_export.csv.

Preserve F-02's corroborating_source from /workspace/documents/01_patents/004_patents_ledger_export.csv and /workspace/documents/07_open_source/052_open_source_ledger_export.csv.

Reconcile F-02 using the exact controlled facts ['$5,809,469.00', '$5,865,438.00'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-02's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-04', 'Farah Ibrahim'] for F-02.

Include the confirmed F-03 exception for maintenance-fee deadline.

Preserve F-03's id from /workspace/documents/01_patents/007_patents_officer_certificate.html and /workspace/documents/07_open_source/055_open_source_officer_certificate.html.

Preserve F-03's issue from /workspace/documents/01_patents/007_patents_officer_certificate.html and /workspace/documents/07_open_source/055_open_source_officer_certificate.html.

Preserve F-03's severity from /workspace/documents/01_patents/007_patents_officer_certificate.html and /workspace/documents/07_open_source/055_open_source_officer_certificate.html.

Preserve F-03's primary_source from /workspace/documents/01_patents/007_patents_officer_certificate.html and /workspace/documents/07_open_source/055_open_source_officer_certificate.html.

Preserve F-03's corroborating_source from /workspace/documents/01_patents/007_patents_officer_certificate.html and /workspace/documents/07_open_source/055_open_source_officer_certificate.html.

Reconcile F-03 using the exact controlled facts ['Willa Novak', 'Caleb Hassan'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-03's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-04', 'Owen Delgado'] for F-03.

Include the confirmed F-04 exception for foreign-filing restriction.

Preserve F-04's id from /workspace/documents/02_trademarks/010_trademarks_executed_instrument.txt and /workspace/documents/08_domain_accounts/058_domain_accounts_executed_instrument.txt.

Preserve F-04's issue from /workspace/documents/02_trademarks/010_trademarks_executed_instrument.txt and /workspace/documents/08_domain_accounts/058_domain_accounts_executed_instrument.txt.

Preserve F-04's severity from /workspace/documents/02_trademarks/010_trademarks_executed_instrument.txt and /workspace/documents/08_domain_accounts/058_domain_accounts_executed_instrument.txt.

Preserve F-04's primary_source from /workspace/documents/02_trademarks/010_trademarks_executed_instrument.txt and /workspace/documents/08_domain_accounts/058_domain_accounts_executed_instrument.txt.

Preserve F-04's corroborating_source from /workspace/documents/02_trademarks/010_trademarks_executed_instrument.txt and /workspace/documents/08_domain_accounts/058_domain_accounts_executed_instrument.txt.

Reconcile F-04 using the exact controlled facts ['closed without exception', 'CB-IP-3201-D452', 'open and escalated', 'CB-IP-3201-M404'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-04's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-04', 'Lena Varga'] for F-04.

Include the confirmed F-05 exception for trademark specimen issue.

Preserve F-05's id from /workspace/documents/02_trademarks/013_trademarks_review_memorandum.json and /workspace/documents/08_domain_accounts/061_domain_accounts_review_memorandum.json.

Preserve F-05's issue from /workspace/documents/02_trademarks/013_trademarks_review_memorandum.json and /workspace/documents/08_domain_accounts/061_domain_accounts_review_memorandum.json.

Preserve F-05's severity from /workspace/documents/02_trademarks/013_trademarks_review_memorandum.json and /workspace/documents/08_domain_accounts/061_domain_accounts_review_memorandum.json.

Preserve F-05's primary_source from /workspace/documents/02_trademarks/013_trademarks_review_memorandum.json and /workspace/documents/08_domain_accounts/061_domain_accounts_review_memorandum.json.

Preserve F-05's corroborating_source from /workspace/documents/02_trademarks/013_trademarks_review_memorandum.json and /workspace/documents/08_domain_accounts/061_domain_accounts_review_memorandum.json.

Reconcile F-05 using the exact controlled facts ['United States Patent and Trademark Office', 'Delaware'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-05's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-04', 'Samuel Kim'] for F-05.

Include the confirmed F-06 exception for coexistence restriction.

Preserve F-06's id from /workspace/documents/02_trademarks/016_trademarks_status_report.md and /workspace/documents/08_domain_accounts/064_domain_accounts_status_report.md.

Preserve F-06's issue from /workspace/documents/02_trademarks/016_trademarks_status_report.md and /workspace/documents/08_domain_accounts/064_domain_accounts_status_report.md.

Preserve F-06's severity from /workspace/documents/02_trademarks/016_trademarks_status_report.md and /workspace/documents/08_domain_accounts/064_domain_accounts_status_report.md.

Preserve F-06's primary_source from /workspace/documents/02_trademarks/016_trademarks_status_report.md and /workspace/documents/08_domain_accounts/064_domain_accounts_status_report.md.

Preserve F-06's corroborating_source from /workspace/documents/02_trademarks/016_trademarks_status_report.md and /workspace/documents/08_domain_accounts/064_domain_accounts_status_report.md.

Reconcile F-06 using the exact controlled facts ['10%', '12%'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-06's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-04', 'Maya Ellison'] for F-06.

Include the confirmed F-07 exception for work-for-hire defect.

Preserve F-07's id from /workspace/documents/03_copyrights/019_copyrights_correspondence.eml and /workspace/documents/09_development_records/067_development_records_correspondence.eml.

Preserve F-07's issue from /workspace/documents/03_copyrights/019_copyrights_correspondence.eml and /workspace/documents/09_development_records/067_development_records_correspondence.eml.

Preserve F-07's severity from /workspace/documents/03_copyrights/019_copyrights_correspondence.eml and /workspace/documents/09_development_records/067_development_records_correspondence.eml.

Preserve F-07's primary_source from /workspace/documents/03_copyrights/019_copyrights_correspondence.eml and /workspace/documents/09_development_records/067_development_records_correspondence.eml.

Preserve F-07's corroborating_source from /workspace/documents/03_copyrights/019_copyrights_correspondence.eml and /workspace/documents/09_development_records/067_development_records_correspondence.eml.

Reconcile F-07 using the exact controlled facts ['notices-aperture_robotics_inc@example.test', 'archive-founding_engineer_group@example.test'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-07's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-04', 'Rafael Okafor'] for F-07.

Include the confirmed F-08 exception for source-code ownership gap.

Preserve F-08's id from /workspace/documents/03_copyrights/022_copyrights_formal_notice.xml and /workspace/documents/09_development_records/070_development_records_formal_notice.xml.

Preserve F-08's issue from /workspace/documents/03_copyrights/022_copyrights_formal_notice.xml and /workspace/documents/09_development_records/070_development_records_formal_notice.xml.

Preserve F-08's severity from /workspace/documents/03_copyrights/022_copyrights_formal_notice.xml and /workspace/documents/09_development_records/070_development_records_formal_notice.xml.

Preserve F-08's primary_source from /workspace/documents/03_copyrights/022_copyrights_formal_notice.xml and /workspace/documents/09_development_records/070_development_records_formal_notice.xml.

Preserve F-08's corroborating_source from /workspace/documents/03_copyrights/022_copyrights_formal_notice.xml and /workspace/documents/09_development_records/070_development_records_formal_notice.xml.

Reconcile F-08 using the exact controlled facts ['77 records', '2025-06-21', '64 records', '2025-07-27'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-08's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-04', 'Nora Chen'] for F-08.

Include the confirmed F-09 exception for inbound-license field restriction.

Preserve F-09's id from /workspace/documents/04_invention_assignments/025_invention_assignments_control_register.md and /workspace/documents/10_disputes/073_disputes_control_register.md.

Preserve F-09's issue from /workspace/documents/04_invention_assignments/025_invention_assignments_control_register.md and /workspace/documents/10_disputes/073_disputes_control_register.md.

Preserve F-09's severity from /workspace/documents/04_invention_assignments/025_invention_assignments_control_register.md and /workspace/documents/10_disputes/073_disputes_control_register.md.

Preserve F-09's primary_source from /workspace/documents/04_invention_assignments/025_invention_assignments_control_register.md and /workspace/documents/10_disputes/073_disputes_control_register.md.

Preserve F-09's corroborating_source from /workspace/documents/04_invention_assignments/025_invention_assignments_control_register.md and /workspace/documents/10_disputes/073_disputes_control_register.md.

Reconcile F-09 using the exact controlled facts ['2025-05-20', 'CB-IP-3201-I357', '2025-06-12', 'CB-IP-3201-R535'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-09's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-04', 'Dominic Alvarez'] for F-09.

Include the confirmed F-10 exception for outbound sublicense overreach.

Preserve F-10's id from /workspace/documents/04_invention_assignments/028_invention_assignments_ledger_export.csv and /workspace/documents/10_disputes/076_disputes_ledger_export.csv.

Preserve F-10's issue from /workspace/documents/04_invention_assignments/028_invention_assignments_ledger_export.csv and /workspace/documents/10_disputes/076_disputes_ledger_export.csv.

Preserve F-10's severity from /workspace/documents/04_invention_assignments/028_invention_assignments_ledger_export.csv and /workspace/documents/10_disputes/076_disputes_ledger_export.csv.

Preserve F-10's primary_source from /workspace/documents/04_invention_assignments/028_invention_assignments_ledger_export.csv and /workspace/documents/10_disputes/076_disputes_ledger_export.csv.

Preserve F-10's corroborating_source from /workspace/documents/04_invention_assignments/028_invention_assignments_ledger_export.csv and /workspace/documents/10_disputes/076_disputes_ledger_export.csv.

Reconcile F-10 using the exact controlled facts ['$4,177,342.00', '$4,211,184.00'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-10's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-04', 'Priya Raman'] for F-10.

Include the confirmed F-11 exception for copyleft distribution trigger.

Preserve F-11's id from /workspace/documents/04_invention_assignments/031_invention_assignments_officer_certificate.html and /workspace/documents/10_disputes/079_disputes_officer_certificate.html.

Preserve F-11's issue from /workspace/documents/04_invention_assignments/031_invention_assignments_officer_certificate.html and /workspace/documents/10_disputes/079_disputes_officer_certificate.html.

Preserve F-11's severity from /workspace/documents/04_invention_assignments/031_invention_assignments_officer_certificate.html and /workspace/documents/10_disputes/079_disputes_officer_certificate.html.

Preserve F-11's primary_source from /workspace/documents/04_invention_assignments/031_invention_assignments_officer_certificate.html and /workspace/documents/10_disputes/079_disputes_officer_certificate.html.

Preserve F-11's corroborating_source from /workspace/documents/04_invention_assignments/031_invention_assignments_officer_certificate.html and /workspace/documents/10_disputes/079_disputes_officer_certificate.html.

Reconcile F-11 using the exact controlled facts ['Willa Novak', 'Rafael Okafor'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-11's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-04', 'Elliot Mercer'] for F-11.

Include the confirmed F-12 exception for notice-file omission.

Preserve F-12's id from /workspace/documents/05_licenses_in/034_licenses_in_executed_instrument.txt and /workspace/documents/11_maintenance/082_maintenance_executed_instrument.txt.

Preserve F-12's issue from /workspace/documents/05_licenses_in/034_licenses_in_executed_instrument.txt and /workspace/documents/11_maintenance/082_maintenance_executed_instrument.txt.

Preserve F-12's severity from /workspace/documents/05_licenses_in/034_licenses_in_executed_instrument.txt and /workspace/documents/11_maintenance/082_maintenance_executed_instrument.txt.

Preserve F-12's primary_source from /workspace/documents/05_licenses_in/034_licenses_in_executed_instrument.txt and /workspace/documents/11_maintenance/082_maintenance_executed_instrument.txt.

Preserve F-12's corroborating_source from /workspace/documents/05_licenses_in/034_licenses_in_executed_instrument.txt and /workspace/documents/11_maintenance/082_maintenance_executed_instrument.txt.

Reconcile F-12 using the exact controlled facts ['closed without exception', 'CB-IP-3201-L689', 'open and escalated', 'CB-IP-3201-U283'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-12's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-04', 'Talia Brooks'] for F-12.

Include the confirmed F-13 exception for domain registrant mismatch.

Preserve F-13's id from /workspace/documents/05_licenses_in/037_licenses_in_review_memorandum.json and /workspace/documents/11_maintenance/085_maintenance_review_memorandum.json.

Preserve F-13's issue from /workspace/documents/05_licenses_in/037_licenses_in_review_memorandum.json and /workspace/documents/11_maintenance/085_maintenance_review_memorandum.json.

Preserve F-13's severity from /workspace/documents/05_licenses_in/037_licenses_in_review_memorandum.json and /workspace/documents/11_maintenance/085_maintenance_review_memorandum.json.

Preserve F-13's primary_source from /workspace/documents/05_licenses_in/037_licenses_in_review_memorandum.json and /workspace/documents/11_maintenance/085_maintenance_review_memorandum.json.

Preserve F-13's corroborating_source from /workspace/documents/05_licenses_in/037_licenses_in_review_memorandum.json and /workspace/documents/11_maintenance/085_maintenance_review_memorandum.json.

Reconcile F-13 using the exact controlled facts ['United States Patent and Trademark Office', 'Delaware'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-13's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-04', 'Jonas Feld'] for F-13.

Include the confirmed F-14 exception for repository access anomaly.

Preserve F-14's id from /workspace/documents/05_licenses_in/040_licenses_in_status_report.md and /workspace/documents/11_maintenance/088_maintenance_status_report.md.

Preserve F-14's issue from /workspace/documents/05_licenses_in/040_licenses_in_status_report.md and /workspace/documents/11_maintenance/088_maintenance_status_report.md.

Preserve F-14's severity from /workspace/documents/05_licenses_in/040_licenses_in_status_report.md and /workspace/documents/11_maintenance/088_maintenance_status_report.md.

Preserve F-14's primary_source from /workspace/documents/05_licenses_in/040_licenses_in_status_report.md and /workspace/documents/11_maintenance/088_maintenance_status_report.md.

Preserve F-14's corroborating_source from /workspace/documents/05_licenses_in/040_licenses_in_status_report.md and /workspace/documents/11_maintenance/088_maintenance_status_report.md.

Reconcile F-14 using the exact controlled facts ['10%', '14%'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-14's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-04', 'Mei Whitaker'] for F-14.

Include the confirmed F-15 exception for cease-and-desist deadline.

Preserve F-15's id from /workspace/documents/06_licenses_out/043_licenses_out_correspondence.eml and /workspace/documents/12_security_interests/091_security_interests_correspondence.eml.

Preserve F-15's issue from /workspace/documents/06_licenses_out/043_licenses_out_correspondence.eml and /workspace/documents/12_security_interests/091_security_interests_correspondence.eml.

Preserve F-15's severity from /workspace/documents/06_licenses_out/043_licenses_out_correspondence.eml and /workspace/documents/12_security_interests/091_security_interests_correspondence.eml.

Preserve F-15's primary_source from /workspace/documents/06_licenses_out/043_licenses_out_correspondence.eml and /workspace/documents/12_security_interests/091_security_interests_correspondence.eml.

Preserve F-15's corroborating_source from /workspace/documents/06_licenses_out/043_licenses_out_correspondence.eml and /workspace/documents/12_security_interests/091_security_interests_correspondence.eml.

Reconcile F-15 using the exact controlled facts ['notices-aperture_robotics_inc@example.test', 'archive-founding_engineer_group@example.test'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-15's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-04', 'Caleb Hassan'] for F-15.

Include the confirmed F-16 exception for security-interest release gap.

Preserve F-16's id from /workspace/documents/06_licenses_out/046_licenses_out_formal_notice.xml and /workspace/documents/12_security_interests/094_security_interests_formal_notice.xml.

Preserve F-16's issue from /workspace/documents/06_licenses_out/046_licenses_out_formal_notice.xml and /workspace/documents/12_security_interests/094_security_interests_formal_notice.xml.

Preserve F-16's severity from /workspace/documents/06_licenses_out/046_licenses_out_formal_notice.xml and /workspace/documents/12_security_interests/094_security_interests_formal_notice.xml.

Preserve F-16's primary_source from /workspace/documents/06_licenses_out/046_licenses_out_formal_notice.xml and /workspace/documents/12_security_interests/094_security_interests_formal_notice.xml.

Preserve F-16's corroborating_source from /workspace/documents/06_licenses_out/046_licenses_out_formal_notice.xml and /workspace/documents/12_security_interests/094_security_interests_formal_notice.xml.

Reconcile F-16 using the exact controlled facts ['94 records', '2025-11-25', '54 records', '2025-12-21'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-16's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-04', 'Leona Park'] for F-16.

Include the 'Executive assessment' decision section in advice.md.

Include the 'Method and record coverage' decision section in advice.md.

Include the 'Findings' decision section in advice.md.

Include the 'Recommended next actions' decision section in advice.md.

Include the 'Assumptions and limitations' decision section in advice.md.

Explain F-01 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-02 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-03 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-04 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-05 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-06 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-07 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-08 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-09 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-10 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-11 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-12 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-13 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-14 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-15 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-16 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Do not claim the production has no issues or that every record is consistent.

The CB-IP-3201 production contains independently maintained records; a defensible answer must preserve each supported conflict and its cure owner.


# Counsel advice — Blue Fern brand portfolio audit

## Executive assessment

For Blue Fern Beverages matter CB-IP-3202, the review identified 16 source-supported exceptions requiring action before 2026-09-08. The assessment concerns Fern & Field Cooperative and the supplied record for California.

## Method and record coverage

The review inventoried all 96 production files, read the 33 controlling, corroborating, and control records, searched the email exports, and checked metadata for the designated chain-of-custody sample. Conclusions are limited to the synthetic production supplied for this benchmark matter.

## Findings

### F-01 — inventor assignment gap (critical)

The records do not reconcile for inventor assignment gap: one source states the operative date is 2025-04-05 under control reference CB-IP-3202-A192, while the corroborating source states the acknowledged date is 2025-04-28 under response reference CB-IP-3202-J591.

Primary source: `/workspace/documents/01_patents/001_patents_control_register.md`

Corroborating source: `/workspace/documents/07_open_source/049_open_source_control_register.md`

Recommended action: Before 2026-09-08, obtain a signed ratification and update the controlling register; owner: Farah Ibrahim.

### F-02 — recorded-owner mismatch (high)

The records do not reconcile for recorded-owner mismatch: one source states the controlling amount is $1,542,516.00, while the corroborating source states the reconciliation and counterparty record use $1,731,532.00.

Primary source: `/workspace/documents/01_patents/004_patents_ledger_export.csv`

Corroborating source: `/workspace/documents/07_open_source/052_open_source_ledger_export.csv`

Recommended action: Before 2026-09-08, recalculate the exposure and preserve the supporting ledger; owner: Owen Delgado.

### F-03 — maintenance-fee deadline (high)

The records do not reconcile for maintenance-fee deadline: one source states approval is attributed to Theo Laurent as the sole authorized reviewer, while the corroborating source states the approval log names Isaac Romero and contains no entry for Theo Laurent.

Primary source: `/workspace/documents/01_patents/007_patents_officer_certificate.html`

Corroborating source: `/workspace/documents/07_open_source/055_open_source_officer_certificate.html`

Recommended action: Before 2026-09-08, secure written consent from the authorized decision-maker; owner: Lena Varga.

### F-04 — foreign-filing restriction (medium)

The records do not reconcile for foreign-filing restriction: one source states the item is recorded as closed without exception in CB-IP-3202-D537, while the corroborating source states the later status register marks it open and escalated in CB-IP-3202-M687.

Primary source: `/workspace/documents/02_trademarks/010_trademarks_executed_instrument.txt`

Corroborating source: `/workspace/documents/08_domain_accounts/058_domain_accounts_executed_instrument.txt`

Recommended action: Before 2026-09-08, issue a corrective notice using the contractually operative method; owner: Samuel Kim.

### F-05 — trademark specimen issue (medium)

The records do not reconcile for trademark specimen issue: one source states the applicable location is Trademark Trial and Appeal Board, while the corroborating source states the implementation record assigns the obligation to California operations outside Trademark Trial and Appeal Board.

Primary source: `/workspace/documents/02_trademarks/013_trademarks_review_memorandum.json`

Corroborating source: `/workspace/documents/08_domain_accounts/061_domain_accounts_review_memorandum.json`

Recommended action: Before 2026-09-08, escalate the conflict to the responsible legal and business owners; owner: Maya Ellison.

### F-06 — coexistence restriction (low)

The records do not reconcile for coexistence restriction: one source states the threshold is 5% with no stated tolerance, while the corroborating source states the applied threshold is 10% and produced a different exception result.

Primary source: `/workspace/documents/02_trademarks/016_trademarks_status_report.md`

Corroborating source: `/workspace/documents/08_domain_accounts/064_domain_accounts_status_report.md`

Recommended action: Before 2026-09-08, document the governing interpretation before the deadline; owner: Rafael Okafor.

### F-07 — work-for-hire defect (critical)

The records do not reconcile for work-for-hire defect: one source states formal notice must use notices-blue_fern_beverages@example.test, while the corroborating source states the only delivery record was sent to archive-fern_field_cooperative@example.test.

Primary source: `/workspace/documents/03_copyrights/019_copyrights_correspondence.eml`

Corroborating source: `/workspace/documents/09_development_records/067_development_records_correspondence.eml`

Recommended action: Before 2026-09-08, place the affected population on hold pending reconciliation; owner: Nora Chen.

### F-08 — source-code ownership gap (high)

The records do not reconcile for source-code ownership gap: one source states the governed population contains 157 records through 2025-09-09, while the corroborating source states the certification covers 46 records through 2025-09-27.

Primary source: `/workspace/documents/03_copyrights/022_copyrights_formal_notice.xml`

Corroborating source: `/workspace/documents/09_development_records/070_development_records_formal_notice.xml`

Recommended action: Before 2026-09-08, amend the closing or response checklist with a dated cure item; owner: Dominic Alvarez.

### F-09 — inbound-license field restriction (high)

The records do not reconcile for inbound-license field restriction: one source states the operative date is 2025-01-13 under control reference CB-IP-3202-I590, while the corroborating source states the acknowledged date is 2025-02-27 under response reference CB-IP-3202-R137.

Primary source: `/workspace/documents/04_invention_assignments/025_invention_assignments_control_register.md`

Corroborating source: `/workspace/documents/10_disputes/073_disputes_control_register.md`

Recommended action: Before 2026-09-08, obtain a signed ratification and update the controlling register; owner: Priya Raman.

### F-10 — outbound sublicense overreach (medium)

The records do not reconcile for outbound sublicense overreach: one source states the controlling amount is $226,709.00, while the corroborating source states the reconciliation and counterparty record use $249,918.00.

Primary source: `/workspace/documents/04_invention_assignments/028_invention_assignments_ledger_export.csv`

Corroborating source: `/workspace/documents/10_disputes/076_disputes_ledger_export.csv`

Recommended action: Before 2026-09-08, recalculate the exposure and preserve the supporting ledger; owner: Elliot Mercer.

### F-11 — copyleft distribution trigger (medium)

The records do not reconcile for copyleft distribution trigger: one source states approval is attributed to Theo Laurent as the sole authorized reviewer, while the corroborating source states the approval log names Dominic Alvarez and contains no entry for Theo Laurent.

Primary source: `/workspace/documents/04_invention_assignments/031_invention_assignments_officer_certificate.html`

Corroborating source: `/workspace/documents/10_disputes/079_disputes_officer_certificate.html`

Recommended action: Before 2026-09-08, secure written consent from the authorized decision-maker; owner: Talia Brooks.

### F-12 — notice-file omission (low)

The records do not reconcile for notice-file omission: one source states the item is recorded as closed without exception in CB-IP-3202-L982, while the corroborating source states the later status register marks it open and escalated in CB-IP-3202-U167.

Primary source: `/workspace/documents/05_licenses_in/034_licenses_in_executed_instrument.txt`

Corroborating source: `/workspace/documents/11_maintenance/082_maintenance_executed_instrument.txt`

Recommended action: Before 2026-09-08, issue a corrective notice using the contractually operative method; owner: Jonas Feld.

### F-13 — domain registrant mismatch (critical)

The records do not reconcile for domain registrant mismatch: one source states the applicable location is Trademark Trial and Appeal Board, while the corroborating source states the implementation record assigns the obligation to California operations outside Trademark Trial and Appeal Board.

Primary source: `/workspace/documents/05_licenses_in/037_licenses_in_review_memorandum.json`

Corroborating source: `/workspace/documents/11_maintenance/085_maintenance_review_memorandum.json`

Recommended action: Before 2026-09-08, escalate the conflict to the responsible legal and business owners; owner: Mei Whitaker.

### F-14 — repository access anomaly (high)

The records do not reconcile for repository access anomaly: one source states the threshold is 6% with no stated tolerance, while the corroborating source states the applied threshold is 8% and produced a different exception result.

Primary source: `/workspace/documents/05_licenses_in/040_licenses_in_status_report.md`

Corroborating source: `/workspace/documents/11_maintenance/088_maintenance_status_report.md`

Recommended action: Before 2026-09-08, document the governing interpretation before the deadline; owner: Caleb Hassan.

### F-15 — cease-and-desist deadline (high)

The records do not reconcile for cease-and-desist deadline: one source states formal notice must use notices-blue_fern_beverages@example.test, while the corroborating source states the only delivery record was sent to archive-fern_field_cooperative@example.test.

Primary source: `/workspace/documents/06_licenses_out/043_licenses_out_correspondence.eml`

Corroborating source: `/workspace/documents/12_security_interests/091_security_interests_correspondence.eml`

Recommended action: Before 2026-09-08, place the affected population on hold pending reconciliation; owner: Leona Park.

### F-16 — security-interest release gap (medium)

The records do not reconcile for security-interest release gap: one source states the governed population contains 98 records through 2025-07-12, while the corroborating source states the certification covers 72 records through 2025-08-25.

Primary source: `/workspace/documents/06_licenses_out/046_licenses_out_formal_notice.xml`

Corroborating source: `/workspace/documents/12_security_interests/094_security_interests_formal_notice.xml`

Recommended action: Before 2026-09-08, amend the closing or response checklist with a dated cure item; owner: Isaac Romero.

## Recommended next actions

Sequence the critical and high findings first, assign the named owners, preserve the cited records, and document any resolution in the controlling matter register before the stated deadline.

## Assumptions and limitations

This analysis is confined to task cb100-082-blue-fern and the supplied synthetic evidence. It does not rely on external facts, does not resolve disputed law, and is not legal advice for a real person or entity.

Before 2026-09-08, obtain a signed ratification and update the controlling register; owner: Farah Ibrahim.

Before 2026-09-08, recalculate the exposure and preserve the supporting ledger; owner: Owen Delgado.

Before 2026-09-08, secure written consent from the authorized decision-maker; owner: Lena Varga.

Before 2026-09-08, issue a corrective notice using the contractually operative method; owner: Samuel Kim.

Before 2026-09-08, escalate the conflict to the responsible legal and business owners; owner: Maya Ellison.

Before 2026-09-08, document the governing interpretation before the deadline; owner: Rafael Okafor.

Before 2026-09-08, place the affected population on hold pending reconciliation; owner: Nora Chen.

Before 2026-09-08, amend the closing or response checklist with a dated cure item; owner: Dominic Alvarez.

Before 2026-09-08, obtain a signed ratification and update the controlling register; owner: Priya Raman.

Before 2026-09-08, recalculate the exposure and preserve the supporting ledger; owner: Elliot Mercer.

Before 2026-09-08, secure written consent from the authorized decision-maker; owner: Talia Brooks.

Before 2026-09-08, issue a corrective notice using the contractually operative method; owner: Jonas Feld.

Before 2026-09-08, escalate the conflict to the responsible legal and business owners; owner: Mei Whitaker.

Before 2026-09-08, document the governing interpretation before the deadline; owner: Caleb Hassan.

Before 2026-09-08, place the affected population on hold pending reconciliation; owner: Leona Park.

Before 2026-09-08, amend the closing or response checklist with a dated cure item; owner: Isaac Romero.

Prompt: You are intellectual-property counsel for Blue Fern Beverages. A late document production changed the factual picture, and the matter team needs the entire record reconciled from first principles. A beverage rebrand faces specimen, coexistence, domain, and distributor-license records with conflicting territorial limits. Decision due 2026-09-08. California law governs; Trademark Trial and Appeal Board is the forum. Separate confirmed exceptions from items that merely require follow-up. Work out the defensible position from the matter production and leave an audit-ready exception tracker and concise advice for the supervising lawyer. Keep confirmed conflicts separate from open questions, cite the records that actually control each conclusion, and do not fill gaps with outside facts.

Complete at least 46 successful, argument-specific evidence and output calls.

Find and read the 33 controlling, corroborating, and work-product-control records in full.

Inspect file metadata for the eight designated critical primary records before relying on them.

Confirm the sandbox's allowed document and output roots.

Inventory all 96 records so the relevant sources are discovered among the context records.

Search the production for email evidence that may corroborate or contradict formal records.

Leave only findings.json and advice.md in the output workspace.

Create both final work products through the sandbox MCP surface.

Produce findings.json as a valid JSON object.

Report exactly 16 confirmed exceptions.

Use each stable finding ID exactly once.

Set schema_version to the released matter value '1.0'.

Set task_id to the released matter value 'cb100-082-blue-fern'.

Set matter_number to the released matter value 'CB-IP-3202'.

Set prepared_for to the released matter value 'Blue Fern Beverages'.

Set as_of to the released matter value '2026-09-08'.

Include the confirmed F-01 exception for inventor assignment gap.

Preserve F-01's id from /workspace/documents/01_patents/001_patents_control_register.md and /workspace/documents/07_open_source/049_open_source_control_register.md.

Preserve F-01's issue from /workspace/documents/01_patents/001_patents_control_register.md and /workspace/documents/07_open_source/049_open_source_control_register.md.

Preserve F-01's severity from /workspace/documents/01_patents/001_patents_control_register.md and /workspace/documents/07_open_source/049_open_source_control_register.md.

Preserve F-01's primary_source from /workspace/documents/01_patents/001_patents_control_register.md and /workspace/documents/07_open_source/049_open_source_control_register.md.

Preserve F-01's corroborating_source from /workspace/documents/01_patents/001_patents_control_register.md and /workspace/documents/07_open_source/049_open_source_control_register.md.

Reconcile F-01 using the exact controlled facts ['2025-04-05', 'CB-IP-3202-A192', '2025-04-28', 'CB-IP-3202-J591'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-01's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-08', 'Farah Ibrahim'] for F-01.

Include the confirmed F-02 exception for recorded-owner mismatch.

Preserve F-02's id from /workspace/documents/01_patents/004_patents_ledger_export.csv and /workspace/documents/07_open_source/052_open_source_ledger_export.csv.

Preserve F-02's issue from /workspace/documents/01_patents/004_patents_ledger_export.csv and /workspace/documents/07_open_source/052_open_source_ledger_export.csv.

Preserve F-02's severity from /workspace/documents/01_patents/004_patents_ledger_export.csv and /workspace/documents/07_open_source/052_open_source_ledger_export.csv.

Preserve F-02's primary_source from /workspace/documents/01_patents/004_patents_ledger_export.csv and /workspace/documents/07_open_source/052_open_source_ledger_export.csv.

Preserve F-02's corroborating_source from /workspace/documents/01_patents/004_patents_ledger_export.csv and /workspace/documents/07_open_source/052_open_source_ledger_export.csv.

Reconcile F-02 using the exact controlled facts ['$1,542,516.00', '$1,731,532.00'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-02's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-08', 'Owen Delgado'] for F-02.

Include the confirmed F-03 exception for maintenance-fee deadline.

Preserve F-03's id from /workspace/documents/01_patents/007_patents_officer_certificate.html and /workspace/documents/07_open_source/055_open_source_officer_certificate.html.

Preserve F-03's issue from /workspace/documents/01_patents/007_patents_officer_certificate.html and /workspace/documents/07_open_source/055_open_source_officer_certificate.html.

Preserve F-03's severity from /workspace/documents/01_patents/007_patents_officer_certificate.html and /workspace/documents/07_open_source/055_open_source_officer_certificate.html.

Preserve F-03's primary_source from /workspace/documents/01_patents/007_patents_officer_certificate.html and /workspace/documents/07_open_source/055_open_source_officer_certificate.html.

Preserve F-03's corroborating_source from /workspace/documents/01_patents/007_patents_officer_certificate.html and /workspace/documents/07_open_source/055_open_source_officer_certificate.html.

Reconcile F-03 using the exact controlled facts ['Theo Laurent', 'Isaac Romero'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-03's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-08', 'Lena Varga'] for F-03.

Include the confirmed F-04 exception for foreign-filing restriction.

Preserve F-04's id from /workspace/documents/02_trademarks/010_trademarks_executed_instrument.txt and /workspace/documents/08_domain_accounts/058_domain_accounts_executed_instrument.txt.

Preserve F-04's issue from /workspace/documents/02_trademarks/010_trademarks_executed_instrument.txt and /workspace/documents/08_domain_accounts/058_domain_accounts_executed_instrument.txt.

Preserve F-04's severity from /workspace/documents/02_trademarks/010_trademarks_executed_instrument.txt and /workspace/documents/08_domain_accounts/058_domain_accounts_executed_instrument.txt.

Preserve F-04's primary_source from /workspace/documents/02_trademarks/010_trademarks_executed_instrument.txt and /workspace/documents/08_domain_accounts/058_domain_accounts_executed_instrument.txt.

Preserve F-04's corroborating_source from /workspace/documents/02_trademarks/010_trademarks_executed_instrument.txt and /workspace/documents/08_domain_accounts/058_domain_accounts_executed_instrument.txt.

Reconcile F-04 using the exact controlled facts ['closed without exception', 'CB-IP-3202-D537', 'open and escalated', 'CB-IP-3202-M687'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-04's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-08', 'Samuel Kim'] for F-04.

Include the confirmed F-05 exception for trademark specimen issue.

Preserve F-05's id from /workspace/documents/02_trademarks/013_trademarks_review_memorandum.json and /workspace/documents/08_domain_accounts/061_domain_accounts_review_memorandum.json.

Preserve F-05's issue from /workspace/documents/02_trademarks/013_trademarks_review_memorandum.json and /workspace/documents/08_domain_accounts/061_domain_accounts_review_memorandum.json.

Preserve F-05's severity from /workspace/documents/02_trademarks/013_trademarks_review_memorandum.json and /workspace/documents/08_domain_accounts/061_domain_accounts_review_memorandum.json.

Preserve F-05's primary_source from /workspace/documents/02_trademarks/013_trademarks_review_memorandum.json and /workspace/documents/08_domain_accounts/061_domain_accounts_review_memorandum.json.

Preserve F-05's corroborating_source from /workspace/documents/02_trademarks/013_trademarks_review_memorandum.json and /workspace/documents/08_domain_accounts/061_domain_accounts_review_memorandum.json.

Reconcile F-05 using the exact controlled facts ['Trademark Trial and Appeal Board', 'California'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-05's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-08', 'Maya Ellison'] for F-05.

Include the confirmed F-06 exception for coexistence restriction.

Preserve F-06's id from /workspace/documents/02_trademarks/016_trademarks_status_report.md and /workspace/documents/08_domain_accounts/064_domain_accounts_status_report.md.

Preserve F-06's issue from /workspace/documents/02_trademarks/016_trademarks_status_report.md and /workspace/documents/08_domain_accounts/064_domain_accounts_status_report.md.

Preserve F-06's severity from /workspace/documents/02_trademarks/016_trademarks_status_report.md and /workspace/documents/08_domain_accounts/064_domain_accounts_status_report.md.

Preserve F-06's primary_source from /workspace/documents/02_trademarks/016_trademarks_status_report.md and /workspace/documents/08_domain_accounts/064_domain_accounts_status_report.md.

Preserve F-06's corroborating_source from /workspace/documents/02_trademarks/016_trademarks_status_report.md and /workspace/documents/08_domain_accounts/064_domain_accounts_status_report.md.

Reconcile F-06 using the exact controlled facts ['5%', '10%'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-06's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-08', 'Rafael Okafor'] for F-06.

Include the confirmed F-07 exception for work-for-hire defect.

Preserve F-07's id from /workspace/documents/03_copyrights/019_copyrights_correspondence.eml and /workspace/documents/09_development_records/067_development_records_correspondence.eml.

Preserve F-07's issue from /workspace/documents/03_copyrights/019_copyrights_correspondence.eml and /workspace/documents/09_development_records/067_development_records_correspondence.eml.

Preserve F-07's severity from /workspace/documents/03_copyrights/019_copyrights_correspondence.eml and /workspace/documents/09_development_records/067_development_records_correspondence.eml.

Preserve F-07's primary_source from /workspace/documents/03_copyrights/019_copyrights_correspondence.eml and /workspace/documents/09_development_records/067_development_records_correspondence.eml.

Preserve F-07's corroborating_source from /workspace/documents/03_copyrights/019_copyrights_correspondence.eml and /workspace/documents/09_development_records/067_development_records_correspondence.eml.

Reconcile F-07 using the exact controlled facts ['notices-blue_fern_beverages@example.test', 'archive-fern_field_cooperative@example.test'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-07's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-08', 'Nora Chen'] for F-07.

Include the confirmed F-08 exception for source-code ownership gap.

Preserve F-08's id from /workspace/documents/03_copyrights/022_copyrights_formal_notice.xml and /workspace/documents/09_development_records/070_development_records_formal_notice.xml.

Preserve F-08's issue from /workspace/documents/03_copyrights/022_copyrights_formal_notice.xml and /workspace/documents/09_development_records/070_development_records_formal_notice.xml.

Preserve F-08's severity from /workspace/documents/03_copyrights/022_copyrights_formal_notice.xml and /workspace/documents/09_development_records/070_development_records_formal_notice.xml.

Preserve F-08's primary_source from /workspace/documents/03_copyrights/022_copyrights_formal_notice.xml and /workspace/documents/09_development_records/070_development_records_formal_notice.xml.

Preserve F-08's corroborating_source from /workspace/documents/03_copyrights/022_copyrights_formal_notice.xml and /workspace/documents/09_development_records/070_development_records_formal_notice.xml.

Reconcile F-08 using the exact controlled facts ['157 records', '2025-09-09', '46 records', '2025-09-27'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-08's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-08', 'Dominic Alvarez'] for F-08.

Include the confirmed F-09 exception for inbound-license field restriction.

Preserve F-09's id from /workspace/documents/04_invention_assignments/025_invention_assignments_control_register.md and /workspace/documents/10_disputes/073_disputes_control_register.md.

Preserve F-09's issue from /workspace/documents/04_invention_assignments/025_invention_assignments_control_register.md and /workspace/documents/10_disputes/073_disputes_control_register.md.

Preserve F-09's severity from /workspace/documents/04_invention_assignments/025_invention_assignments_control_register.md and /workspace/documents/10_disputes/073_disputes_control_register.md.

Preserve F-09's primary_source from /workspace/documents/04_invention_assignments/025_invention_assignments_control_register.md and /workspace/documents/10_disputes/073_disputes_control_register.md.

Preserve F-09's corroborating_source from /workspace/documents/04_invention_assignments/025_invention_assignments_control_register.md and /workspace/documents/10_disputes/073_disputes_control_register.md.

Reconcile F-09 using the exact controlled facts ['2025-01-13', 'CB-IP-3202-I590', '2025-02-27', 'CB-IP-3202-R137'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-09's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-08', 'Priya Raman'] for F-09.

Include the confirmed F-10 exception for outbound sublicense overreach.

Preserve F-10's id from /workspace/documents/04_invention_assignments/028_invention_assignments_ledger_export.csv and /workspace/documents/10_disputes/076_disputes_ledger_export.csv.

Preserve F-10's issue from /workspace/documents/04_invention_assignments/028_invention_assignments_ledger_export.csv and /workspace/documents/10_disputes/076_disputes_ledger_export.csv.

Preserve F-10's severity from /workspace/documents/04_invention_assignments/028_invention_assignments_ledger_export.csv and /workspace/documents/10_disputes/076_disputes_ledger_export.csv.

Preserve F-10's primary_source from /workspace/documents/04_invention_assignments/028_invention_assignments_ledger_export.csv and /workspace/documents/10_disputes/076_disputes_ledger_export.csv.

Preserve F-10's corroborating_source from /workspace/documents/04_invention_assignments/028_invention_assignments_ledger_export.csv and /workspace/documents/10_disputes/076_disputes_ledger_export.csv.

Reconcile F-10 using the exact controlled facts ['$226,709.00', '$249,918.00'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-10's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-08', 'Elliot Mercer'] for F-10.

Include the confirmed F-11 exception for copyleft distribution trigger.

Preserve F-11's id from /workspace/documents/04_invention_assignments/031_invention_assignments_officer_certificate.html and /workspace/documents/10_disputes/079_disputes_officer_certificate.html.

Preserve F-11's issue from /workspace/documents/04_invention_assignments/031_invention_assignments_officer_certificate.html and /workspace/documents/10_disputes/079_disputes_officer_certificate.html.

Preserve F-11's severity from /workspace/documents/04_invention_assignments/031_invention_assignments_officer_certificate.html and /workspace/documents/10_disputes/079_disputes_officer_certificate.html.

Preserve F-11's primary_source from /workspace/documents/04_invention_assignments/031_invention_assignments_officer_certificate.html and /workspace/documents/10_disputes/079_disputes_officer_certificate.html.

Preserve F-11's corroborating_source from /workspace/documents/04_invention_assignments/031_invention_assignments_officer_certificate.html and /workspace/documents/10_disputes/079_disputes_officer_certificate.html.

Reconcile F-11 using the exact controlled facts ['Theo Laurent', 'Dominic Alvarez'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-11's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-08', 'Talia Brooks'] for F-11.

Include the confirmed F-12 exception for notice-file omission.

Preserve F-12's id from /workspace/documents/05_licenses_in/034_licenses_in_executed_instrument.txt and /workspace/documents/11_maintenance/082_maintenance_executed_instrument.txt.

Preserve F-12's issue from /workspace/documents/05_licenses_in/034_licenses_in_executed_instrument.txt and /workspace/documents/11_maintenance/082_maintenance_executed_instrument.txt.

Preserve F-12's severity from /workspace/documents/05_licenses_in/034_licenses_in_executed_instrument.txt and /workspace/documents/11_maintenance/082_maintenance_executed_instrument.txt.

Preserve F-12's primary_source from /workspace/documents/05_licenses_in/034_licenses_in_executed_instrument.txt and /workspace/documents/11_maintenance/082_maintenance_executed_instrument.txt.

Preserve F-12's corroborating_source from /workspace/documents/05_licenses_in/034_licenses_in_executed_instrument.txt and /workspace/documents/11_maintenance/082_maintenance_executed_instrument.txt.

Reconcile F-12 using the exact controlled facts ['closed without exception', 'CB-IP-3202-L982', 'open and escalated', 'CB-IP-3202-U167'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-12's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-08', 'Jonas Feld'] for F-12.

Include the confirmed F-13 exception for domain registrant mismatch.

Preserve F-13's id from /workspace/documents/05_licenses_in/037_licenses_in_review_memorandum.json and /workspace/documents/11_maintenance/085_maintenance_review_memorandum.json.

Preserve F-13's issue from /workspace/documents/05_licenses_in/037_licenses_in_review_memorandum.json and /workspace/documents/11_maintenance/085_maintenance_review_memorandum.json.

Preserve F-13's severity from /workspace/documents/05_licenses_in/037_licenses_in_review_memorandum.json and /workspace/documents/11_maintenance/085_maintenance_review_memorandum.json.

Preserve F-13's primary_source from /workspace/documents/05_licenses_in/037_licenses_in_review_memorandum.json and /workspace/documents/11_maintenance/085_maintenance_review_memorandum.json.

Preserve F-13's corroborating_source from /workspace/documents/05_licenses_in/037_licenses_in_review_memorandum.json and /workspace/documents/11_maintenance/085_maintenance_review_memorandum.json.

Reconcile F-13 using the exact controlled facts ['Trademark Trial and Appeal Board', 'California'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-13's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-08', 'Mei Whitaker'] for F-13.

Include the confirmed F-14 exception for repository access anomaly.

Preserve F-14's id from /workspace/documents/05_licenses_in/040_licenses_in_status_report.md and /workspace/documents/11_maintenance/088_maintenance_status_report.md.

Preserve F-14's issue from /workspace/documents/05_licenses_in/040_licenses_in_status_report.md and /workspace/documents/11_maintenance/088_maintenance_status_report.md.

Preserve F-14's severity from /workspace/documents/05_licenses_in/040_licenses_in_status_report.md and /workspace/documents/11_maintenance/088_maintenance_status_report.md.

Preserve F-14's primary_source from /workspace/documents/05_licenses_in/040_licenses_in_status_report.md and /workspace/documents/11_maintenance/088_maintenance_status_report.md.

Preserve F-14's corroborating_source from /workspace/documents/05_licenses_in/040_licenses_in_status_report.md and /workspace/documents/11_maintenance/088_maintenance_status_report.md.

Reconcile F-14 using the exact controlled facts ['6%', '8%'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-14's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-08', 'Caleb Hassan'] for F-14.

Include the confirmed F-15 exception for cease-and-desist deadline.

Preserve F-15's id from /workspace/documents/06_licenses_out/043_licenses_out_correspondence.eml and /workspace/documents/12_security_interests/091_security_interests_correspondence.eml.

Preserve F-15's issue from /workspace/documents/06_licenses_out/043_licenses_out_correspondence.eml and /workspace/documents/12_security_interests/091_security_interests_correspondence.eml.

Preserve F-15's severity from /workspace/documents/06_licenses_out/043_licenses_out_correspondence.eml and /workspace/documents/12_security_interests/091_security_interests_correspondence.eml.

Preserve F-15's primary_source from /workspace/documents/06_licenses_out/043_licenses_out_correspondence.eml and /workspace/documents/12_security_interests/091_security_interests_correspondence.eml.

Preserve F-15's corroborating_source from /workspace/documents/06_licenses_out/043_licenses_out_correspondence.eml and /workspace/documents/12_security_interests/091_security_interests_correspondence.eml.

Reconcile F-15 using the exact controlled facts ['notices-blue_fern_beverages@example.test', 'archive-fern_field_cooperative@example.test'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-15's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-08', 'Leona Park'] for F-15.

Include the confirmed F-16 exception for security-interest release gap.

Preserve F-16's id from /workspace/documents/06_licenses_out/046_licenses_out_formal_notice.xml and /workspace/documents/12_security_interests/094_security_interests_formal_notice.xml.

Preserve F-16's issue from /workspace/documents/06_licenses_out/046_licenses_out_formal_notice.xml and /workspace/documents/12_security_interests/094_security_interests_formal_notice.xml.

Preserve F-16's severity from /workspace/documents/06_licenses_out/046_licenses_out_formal_notice.xml and /workspace/documents/12_security_interests/094_security_interests_formal_notice.xml.

Preserve F-16's primary_source from /workspace/documents/06_licenses_out/046_licenses_out_formal_notice.xml and /workspace/documents/12_security_interests/094_security_interests_formal_notice.xml.

Preserve F-16's corroborating_source from /workspace/documents/06_licenses_out/046_licenses_out_formal_notice.xml and /workspace/documents/12_security_interests/094_security_interests_formal_notice.xml.

Reconcile F-16 using the exact controlled facts ['98 records', '2025-07-12', '72 records', '2025-08-25'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-16's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-08', 'Isaac Romero'] for F-16.

Include the 'Executive assessment' decision section in advice.md.

Include the 'Method and record coverage' decision section in advice.md.

Include the 'Findings' decision section in advice.md.

Include the 'Recommended next actions' decision section in advice.md.

Include the 'Assumptions and limitations' decision section in advice.md.

Explain F-01 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-02 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-03 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-04 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-05 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-06 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-07 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-08 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-09 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-10 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-11 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-12 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-13 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-14 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-15 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-16 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Do not claim the production has no issues or that every record is consistent.

Reconcile controlling and corroborating records

The CB-IP-3202 production contains independently maintained records; a defensible answer must preserve each supported conflict and its cure owner.

Timestamp recency does not establish legal priority, execution, or approval authority.

Report primary records without reconciliation

Primary records alone conceal the operational conflicts that create the actionable exceptions.