# Counsel advice — Crux geospatial license review

## Executive assessment

For Crux Mapping Systems matter CB-IP-3203, the review identified 16 source-supported exceptions requiring action before 2026-09-11. The assessment concerns National Terrain Archive and the supplied record for Virginia.

## 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 2025-10-06 under control reference CB-IP-3203-A976, while the corroborating source states the acknowledged date is 2025-10-31 under response reference CB-IP-3203-J582.

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 2026-09-11, obtain a signed ratification and update the controlling register; owner: Owen Delgado.

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

The records do not reconcile for recorded-owner mismatch: one source states the controlling amount is $4,885,469.00, while the corroborating source states the reconciliation and counterparty record use $4,947,438.00.

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 2026-09-11, recalculate the exposure and preserve the supporting ledger; owner: Lena Varga.

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

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

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 2026-09-11, secure written consent from the authorized decision-maker; owner: Samuel Kim.

### 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-3203-D557, while the corroborating source states the later status register marks it open and escalated in CB-IP-3203-M689.

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 2026-09-11, issue a corrective notice using the contractually operative method; owner: Maya Ellison.

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

The records do not reconcile for trademark specimen issue: one source states the applicable location is Eastern District of Virginia, while the corroborating source states the implementation record assigns the obligation to Virginia operations outside Eastern District of Virginia.

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 2026-09-11, escalate the conflict to the responsible legal and business owners; owner: Rafael Okafor.

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

The records do not reconcile for coexistence restriction: one source states the threshold is 15% with no stated tolerance, while the corroborating source states the applied threshold is 20% 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 2026-09-11, document the governing interpretation before the deadline; owner: Nora Chen.

### 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-crux_mapping_systems@example.test, while the corroborating source states the only delivery record was sent to archive-national_terrain_archive@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 2026-09-11, place the affected population on hold pending reconciliation; owner: Dominic Alvarez.

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

The records do not reconcile for source-code ownership gap: one source states the governed population contains 141 records through 2026-01-11, while the corroborating source states the certification covers 49 records through 2026-02-01.

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 2026-09-11, amend the closing or response checklist with a dated cure item; owner: Priya Raman.

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

The records do not reconcile for inbound-license field restriction: one source states the operative date is 2025-09-21 under control reference CB-IP-3203-I781, while the corroborating source states the acknowledged date is 2025-10-19 under response reference CB-IP-3203-R221.

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 2026-09-11, obtain a signed ratification and update the controlling register; owner: Elliot Mercer.

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

The records do not reconcile for outbound sublicense overreach: one source states the controlling amount is $7,264,520.00, while the corroborating source states the reconciliation and counterparty record use $7,475,540.00.

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 2026-09-11, recalculate the exposure and preserve the supporting ledger; owner: Talia Brooks.

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

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

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 2026-09-11, secure written consent from the authorized decision-maker; owner: Jonas Feld.

### 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-3203-L203, while the corroborating source states the later status register marks it open and escalated in CB-IP-3203-U938.

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 2026-09-11, issue a corrective notice using the contractually operative method; owner: Mei Whitaker.

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

The records do not reconcile for domain registrant mismatch: one source states the applicable location is Eastern District of Virginia, while the corroborating source states the implementation record assigns the obligation to Virginia operations outside Eastern District of Virginia.

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 2026-09-11, escalate the conflict to the responsible legal and business owners; owner: Caleb Hassan.

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

The records do not reconcile for repository access anomaly: one source states the threshold is 8% 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 2026-09-11, document the governing interpretation before the deadline; owner: Leona Park.

### 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-crux_mapping_systems@example.test, while the corroborating source states the only delivery record was sent to archive-national_terrain_archive@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 2026-09-11, place the affected population on hold pending reconciliation; owner: Isaac Romero.

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

The records do not reconcile for security-interest release gap: one source states the governed population contains 68 records through 2025-01-23, while the corroborating source states the certification covers 47 records through 2025-02-11.

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 2026-09-11, amend the closing or response checklist with a dated cure item; owner: Sofia Bennett.

## 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 cb100-083-crux-mapping 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 2026-09-11, obtain a signed ratification and update the controlling register; owner: Owen Delgado.

Before 2026-09-11, recalculate the exposure and preserve the supporting ledger; owner: Lena Varga.

Before 2026-09-11, secure written consent from the authorized decision-maker; owner: Samuel Kim.

Before 2026-09-11, issue a corrective notice using the contractually operative method; owner: Maya Ellison.

Before 2026-09-11, escalate the conflict to the responsible legal and business owners; owner: Rafael Okafor.

Before 2026-09-11, document the governing interpretation before the deadline; owner: Nora Chen.

Before 2026-09-11, place the affected population on hold pending reconciliation; owner: Dominic Alvarez.

Before 2026-09-11, amend the closing or response checklist with a dated cure item; owner: Priya Raman.

Before 2026-09-11, obtain a signed ratification and update the controlling register; owner: Elliot Mercer.

Before 2026-09-11, recalculate the exposure and preserve the supporting ledger; owner: Talia Brooks.

Before 2026-09-11, secure written consent from the authorized decision-maker; owner: Jonas Feld.

Before 2026-09-11, issue a corrective notice using the contractually operative method; owner: Mei Whitaker.

Before 2026-09-11, escalate the conflict to the responsible legal and business owners; owner: Caleb Hassan.

Before 2026-09-11, document the governing interpretation before the deadline; owner: Leona Park.

Before 2026-09-11, place the affected population on hold pending reconciliation; owner: Isaac Romero.

Before 2026-09-11, amend the closing or response checklist with a dated cure item; owner: Sofia Bennett.

Prompt: You are intellectual-property counsel for Crux Mapping Systems. The client has asked for a board-ready risk assessment supported by a source-level tracker rather than a narrative-only summary. Mapping products combine government, university, and open-source inputs subject to attribution, field, and distribution restrictions. Decision due 2026-09-11. Virginia law governs; Eastern District of Virginia is the forum. Treat dates, notice mechanics, approval evidence, and numerical reconciliations as independent controls. 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 'cb100-083-crux-mapping'.

Set matter_number to the released matter value 'CB-IP-3203'.

Set prepared_for to the released matter value 'Crux Mapping Systems'.

Set as_of to the released matter value '2026-09-11'.

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 ['2025-10-06', 'CB-IP-3203-A976', '2025-10-31', 'CB-IP-3203-J582'].

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 ['2026-09-11', 'Owen Delgado'] 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 ['$4,885,469.00', '$4,947,438.00'].

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 ['2026-09-11', 'Lena Varga'] 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 ['Amara Patel', 'Adrian Mensah'].

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 ['2026-09-11', 'Samuel Kim'] 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-3203-D557', 'open and escalated', 'CB-IP-3203-M689'].

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 ['2026-09-11', 'Maya Ellison'] 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 ['Eastern District of Virginia', 'Virginia'].

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 ['2026-09-11', 'Rafael Okafor'] 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 ['15%', '20%'].

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 ['2026-09-11', 'Nora Chen'] 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-crux_mapping_systems@example.test', 'archive-national_terrain_archive@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 ['2026-09-11', 'Dominic Alvarez'] 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 ['141 records', '2026-01-11', '49 records', '2026-02-01'].

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 ['2026-09-11', 'Priya Raman'] 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 ['2025-09-21', 'CB-IP-3203-I781', '2025-10-19', 'CB-IP-3203-R221'].

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 ['2026-09-11', 'Elliot Mercer'] 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 ['$7,264,520.00', '$7,475,540.00'].

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 ['2026-09-11', 'Talia Brooks'] 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 ['Amara Patel', 'Elliot Mercer'].

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 ['2026-09-11', 'Jonas Feld'] 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-3203-L203', 'open and escalated', 'CB-IP-3203-U938'].

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 ['2026-09-11', 'Mei Whitaker'] 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 ['Eastern District of Virginia', 'Virginia'].

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 ['2026-09-11', 'Caleb Hassan'] 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 ['8%', '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 ['2026-09-11', 'Leona Park'] 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-crux_mapping_systems@example.test', 'archive-national_terrain_archive@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 ['2026-09-11', 'Isaac Romero'] 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 ['68 records', '2025-01-23', '47 records', '2025-02-11'].

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 ['2026-09-11', 'Sofia Bennett'] 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-3203 production contains independently maintained records; a defensible answer must preserve each supported conflict and its cure owner.


# Counsel advice — Drift Audio catalog ownership audit

## Executive assessment

For Drift Audio Labs matter CB-IP-3204, the review identified 16 source-supported exceptions requiring action before 2026-09-15. The assessment concerns Silver Reed Composers LLC and the supplied record for Tennessee.

## 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 2025-05-18 under control reference CB-IP-3204-A295, while the corroborating source states the acknowledged date is 2025-06-15 under response reference CB-IP-3204-J807.

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 2026-09-15, obtain a signed ratification and update the controlling register; owner: Lena Varga.

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

The records do not reconcile for recorded-owner mismatch: one source states the controlling amount is $4,108,258.00, while the corroborating source states the reconciliation and counterparty record use $4,373,016.00.

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 2026-09-15, recalculate the exposure and preserve the supporting ledger; owner: Samuel Kim.

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

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

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 2026-09-15, secure written consent from the authorized decision-maker; owner: Maya Ellison.

### 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-3204-D147, while the corroborating source states the later status register marks it open and escalated in CB-IP-3204-M103.

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 2026-09-15, issue a corrective notice using the contractually operative method; owner: Rafael Okafor.

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

The records do not reconcile for trademark specimen issue: one source states the applicable location is Middle District of Tennessee, while the corroborating source states the implementation record assigns the obligation to Tennessee operations outside Middle District of Tennessee.

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 2026-09-15, escalate the conflict to the responsible legal and business owners; owner: Nora Chen.

### 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 14% 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 2026-09-15, document the governing interpretation before the deadline; owner: Dominic Alvarez.

### 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-drift_audio_labs@example.test, while the corroborating source states the only delivery record was sent to archive-silver_reed_composers_llc@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 2026-09-15, place the affected population on hold pending reconciliation; owner: Priya Raman.

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

The records do not reconcile for source-code ownership gap: one source states the governed population contains 138 records through 2025-04-03, while the corroborating source states the certification covers 50 records through 2025-04-25.

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 2026-09-15, amend the closing or response checklist with a dated cure item; owner: Elliot Mercer.

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

The records do not reconcile for inbound-license field restriction: one source states the operative date is 2025-03-26 under control reference CB-IP-3204-I242, while the corroborating source states the acknowledged date is 2025-04-05 under response reference CB-IP-3204-R595.

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 2026-09-15, obtain a signed ratification and update the controlling register; owner: Talia Brooks.

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

The records do not reconcile for outbound sublicense overreach: one source states the controlling amount is $7,446,715.00, while the corroborating source states the reconciliation and counterparty record use $7,699,930.00.

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 2026-09-15, recalculate the exposure and preserve the supporting ledger; owner: Jonas Feld.

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

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

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 2026-09-15, secure written consent from the authorized decision-maker; owner: Mei Whitaker.

### 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-3204-L223, while the corroborating source states the later status register marks it open and escalated in CB-IP-3204-U455.

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 2026-09-15, issue a corrective notice using the contractually operative method; owner: Caleb Hassan.

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

The records do not reconcile for domain registrant mismatch: one source states the applicable location is Middle District of Tennessee, while the corroborating source states the implementation record assigns the obligation to Tennessee operations outside Middle District of Tennessee.

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 2026-09-15, escalate the conflict to the responsible legal and business owners; owner: Leona Park.

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

The records do not reconcile for repository access anomaly: one source states the threshold is 11% with no stated tolerance, while the corroborating source states the applied threshold is 18% 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 2026-09-15, document the governing interpretation before the deadline; owner: Isaac Romero.

### 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-drift_audio_labs@example.test, while the corroborating source states the only delivery record was sent to archive-silver_reed_composers_llc@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 2026-09-15, place the affected population on hold pending reconciliation; owner: Sofia Bennett.

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

The records do not reconcile for security-interest release gap: one source states the governed population contains 74 records through 2025-06-18, while the corroborating source states the certification covers 69 records through 2025-07-29.

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 2026-09-15, amend the closing or response checklist with a dated cure item; owner: Adrian Mensah.

## 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 cb100-084-drift-audio 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 2026-09-15, obtain a signed ratification and update the controlling register; owner: Lena Varga.

Before 2026-09-15, recalculate the exposure and preserve the supporting ledger; owner: Samuel Kim.

Before 2026-09-15, secure written consent from the authorized decision-maker; owner: Maya Ellison.

Before 2026-09-15, issue a corrective notice using the contractually operative method; owner: Rafael Okafor.

Before 2026-09-15, escalate the conflict to the responsible legal and business owners; owner: Nora Chen.

Before 2026-09-15, document the governing interpretation before the deadline; owner: Dominic Alvarez.

Before 2026-09-15, place the affected population on hold pending reconciliation; owner: Priya Raman.

Before 2026-09-15, amend the closing or response checklist with a dated cure item; owner: Elliot Mercer.

Before 2026-09-15, obtain a signed ratification and update the controlling register; owner: Talia Brooks.

Before 2026-09-15, recalculate the exposure and preserve the supporting ledger; owner: Jonas Feld.

Before 2026-09-15, secure written consent from the authorized decision-maker; owner: Mei Whitaker.

Before 2026-09-15, issue a corrective notice using the contractually operative method; owner: Caleb Hassan.

Before 2026-09-15, escalate the conflict to the responsible legal and business owners; owner: Leona Park.

Before 2026-09-15, document the governing interpretation before the deadline; owner: Isaac Romero.

Before 2026-09-15, place the affected population on hold pending reconciliation; owner: Sofia Bennett.

Before 2026-09-15, amend the closing or response checklist with a dated cure item; owner: Adrian Mensah.

Prompt: You are intellectual-property counsel for Drift Audio Labs. Several workstreams have maintained separate versions of the truth; your assignment is to produce one auditable legal view. An audio-model training catalog includes commissioned recordings, performer releases, sample licenses, and takedown correspondence. Decision due 2026-09-15. Tennessee law governs; Middle District of Tennessee is the forum. Distinguish a missing document from an affirmative contradiction in the documents that are present. 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 'cb100-084-drift-audio'.

Set matter_number to the released matter value 'CB-IP-3204'.

Set prepared_for to the released matter value 'Drift Audio Labs'.

Set as_of to the released matter value '2026-09-15'.

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 ['2025-05-18', 'CB-IP-3204-A295', '2025-06-15', 'CB-IP-3204-J807'].

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 ['2026-09-15', 'Lena Varga'] 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 ['$4,108,258.00', '$4,373,016.00'].

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 ['2026-09-15', 'Samuel Kim'] 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 ['Henry Cho', 'Theo Laurent'].

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 ['2026-09-15', 'Maya Ellison'] 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-3204-D147', 'open and escalated', 'CB-IP-3204-M103'].

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 ['2026-09-15', 'Rafael Okafor'] 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 ['Middle District of Tennessee', 'Tennessee'].

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 ['2026-09-15', 'Nora Chen'] 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%', '14%'].

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 ['2026-09-15', 'Dominic Alvarez'] 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-drift_audio_labs@example.test', 'archive-silver_reed_composers_llc@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 ['2026-09-15', 'Priya Raman'] 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 ['138 records', '2025-04-03', '50 records', '2025-04-25'].

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 ['2026-09-15', 'Elliot Mercer'] 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 ['2025-03-26', 'CB-IP-3204-I242', '2025-04-05', 'CB-IP-3204-R595'].

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 ['2026-09-15', 'Talia Brooks'] 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 ['$7,446,715.00', '$7,699,930.00'].

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 ['2026-09-15', 'Jonas Feld'] 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 ['Henry Cho', 'Jonas Feld'].

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 ['2026-09-15', 'Mei Whitaker'] 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-3204-L223', 'open and escalated', 'CB-IP-3204-U455'].

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 ['2026-09-15', 'Caleb Hassan'] 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 ['Middle District of Tennessee', 'Tennessee'].

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 ['2026-09-15', 'Leona Park'] 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 ['11%', '18%'].

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 ['2026-09-15', 'Isaac Romero'] 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-drift_audio_labs@example.test', 'archive-silver_reed_composers_llc@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 ['2026-09-15', 'Sofia Bennett'] 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 ['74 records', '2025-06-18', '69 records', '2025-07-29'].

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 ['2026-09-15', 'Adrian Mensah'] 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-3204 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.