# Counsel advice — Goldfinch content platform IP review

## Executive assessment

For Goldfinch Media Network matter CB-IP-3207, the review identified 16 source-supported exceptions requiring action before 2026-09-25. The assessment concerns Independent creator collective and the supplied record for New York.

## 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 2025-11-09 under control reference CB-IP-3207-A830, while the corroborating source states the acknowledged date is 2025-12-26 under response reference CB-IP-3207-J640.

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 2026-09-25, obtain a signed ratification and update the controlling register; owner: Rafael Okafor.

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

The records do not reconcile for recorded-owner mismatch: one source states the controlling amount is $2,197,752.00, while the corroborating source states the reconciliation and counterparty record use $2,242,004.00.

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 2026-09-25, recalculate the exposure and preserve the supporting ledger; owner: Nora Chen.

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

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

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 2026-09-25, secure written consent from the authorized decision-maker; owner: Dominic Alvarez.

### 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-3207-D850, while the corroborating source states the later status register marks it open and escalated in CB-IP-3207-M988.

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 2026-09-25, issue a corrective notice using the contractually operative method; owner: Priya Raman.

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

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

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 2026-09-25, escalate the conflict to the responsible legal and business owners; owner: Elliot Mercer.

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

The records do not reconcile for coexistence restriction: one source states the threshold is 2% with no stated tolerance, while the corroborating source states the applied threshold is 8% 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 2026-09-25, document the governing interpretation before the deadline; owner: Talia Brooks.

### 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-goldfinch_media_network@example.test, while the corroborating source states the only delivery record was sent to archive-independent_creator_collective@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 2026-09-25, place the affected population on hold pending reconciliation; owner: Jonas Feld.

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

The records do not reconcile for source-code ownership gap: one source states the governed population contains 111 records through 2025-12-12, while the corroborating source states the certification covers 69 records through 2026-01-22.

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 2026-09-25, amend the closing or response checklist with a dated cure item; owner: Mei Whitaker.

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

The records do not reconcile for inbound-license field restriction: one source states the operative date is 2025-12-12 under control reference CB-IP-3207-I503, while the corroborating source states the acknowledged date is 2025-12-19 under response reference CB-IP-3207-R477.

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 2026-09-25, obtain a signed ratification and update the controlling register; owner: Caleb Hassan.

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

The records do not reconcile for outbound sublicense overreach: one source states the controlling amount is $460,578.00, while the corroborating source states the reconciliation and counterparty record use $677,656.00.

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 2026-09-25, recalculate the exposure and preserve the supporting ledger; owner: Leona Park.

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

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

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 2026-09-25, secure written consent from the authorized decision-maker; owner: Isaac Romero.

### 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-3207-L896, while the corroborating source states the later status register marks it open and escalated in CB-IP-3207-U438.

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 2026-09-25, issue a corrective notice using the contractually operative method; owner: Sofia Bennett.

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

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

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 2026-09-25, escalate the conflict to the responsible legal and business owners; owner: Adrian Mensah.

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

The records do not reconcile for repository access anomaly: one source states the threshold is 4% with no stated tolerance, while the corroborating source states the applied threshold is 10% 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 2026-09-25, document the governing interpretation before the deadline; owner: Willa Novak.

### 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-goldfinch_media_network@example.test, while the corroborating source states the only delivery record was sent to archive-independent_creator_collective@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 2026-09-25, place the affected population on hold pending reconciliation; owner: Theo Laurent.

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

The records do not reconcile for security-interest release gap: one source states the governed population contains 116 records through 2025-03-12, while the corroborating source states the certification covers 51 records through 2025-04-04.

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 2026-09-25, amend the closing or response checklist with a dated cure item; owner: Amara Patel.

## 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 cb100-087-goldfinch-media 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 2026-09-25, obtain a signed ratification and update the controlling register; owner: Rafael Okafor.

Before 2026-09-25, recalculate the exposure and preserve the supporting ledger; owner: Nora Chen.

Before 2026-09-25, secure written consent from the authorized decision-maker; owner: Dominic Alvarez.

Before 2026-09-25, issue a corrective notice using the contractually operative method; owner: Priya Raman.

Before 2026-09-25, escalate the conflict to the responsible legal and business owners; owner: Elliot Mercer.

Before 2026-09-25, document the governing interpretation before the deadline; owner: Talia Brooks.

Before 2026-09-25, place the affected population on hold pending reconciliation; owner: Jonas Feld.

Before 2026-09-25, amend the closing or response checklist with a dated cure item; owner: Mei Whitaker.

Before 2026-09-25, obtain a signed ratification and update the controlling register; owner: Caleb Hassan.

Before 2026-09-25, recalculate the exposure and preserve the supporting ledger; owner: Leona Park.

Before 2026-09-25, secure written consent from the authorized decision-maker; owner: Isaac Romero.

Before 2026-09-25, issue a corrective notice using the contractually operative method; owner: Sofia Bennett.

Before 2026-09-25, escalate the conflict to the responsible legal and business owners; owner: Adrian Mensah.

Before 2026-09-25, document the governing interpretation before the deadline; owner: Willa Novak.

Before 2026-09-25, place the affected population on hold pending reconciliation; owner: Theo Laurent.

Before 2026-09-25, amend the closing or response checklist with a dated cure item; owner: Amara Patel.

Prompt: You are intellectual-property counsel for Goldfinch Media Network. A counterparty challenged the client's internal summary, making cross-document reconciliation and precise citations essential. A creator platform has mismatched work-for-hire, moderation-tool, domain, and copyright registration records. Decision due 2026-09-25. New York law governs; Southern District of New York is the forum. Flag cross-folder dependencies that would be invisible in a single-document review. 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 'cb100-087-goldfinch-media'.

Set matter_number to the released matter value 'CB-IP-3207'.

Set prepared_for to the released matter value 'Goldfinch Media Network'.

Set as_of to the released matter value '2026-09-25'.

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 ['2025-11-09', 'CB-IP-3207-A830', '2025-12-26', 'CB-IP-3207-J640'].

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 ['2026-09-25', 'Rafael Okafor'] 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 ['$2,197,752.00', '$2,242,004.00'].

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 ['2026-09-25', 'Nora Chen'] 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 ['Farah Ibrahim', 'Owen Delgado'].

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 ['2026-09-25', 'Dominic Alvarez'] 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-3207-D850', 'open and escalated', 'CB-IP-3207-M988'].

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 ['2026-09-25', 'Priya Raman'] 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 ['Southern District of New York', 'New York'].

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 ['2026-09-25', 'Elliot Mercer'] 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 ['2%', '8%'].

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 ['2026-09-25', 'Talia Brooks'] 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-goldfinch_media_network@example.test', 'archive-independent_creator_collective@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 ['2026-09-25', 'Jonas Feld'] 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 ['111 records', '2025-12-12', '69 records', '2026-01-22'].

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 ['2026-09-25', 'Mei Whitaker'] 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 ['2025-12-12', 'CB-IP-3207-I503', '2025-12-19', 'CB-IP-3207-R477'].

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 ['2026-09-25', 'Caleb Hassan'] 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 ['$460,578.00', '$677,656.00'].

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 ['2026-09-25', 'Leona Park'] 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 ['Farah Ibrahim', 'Adrian Mensah'].

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 ['2026-09-25', 'Isaac Romero'] 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-3207-L896', 'open and escalated', 'CB-IP-3207-U438'].

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 ['2026-09-25', 'Sofia Bennett'] 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 ['Southern District of New York', 'New York'].

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 ['2026-09-25', 'Adrian Mensah'] 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 ['4%', '10%'].

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 ['2026-09-25', 'Willa Novak'] 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-goldfinch_media_network@example.test', 'archive-independent_creator_collective@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 ['2026-09-25', 'Theo Laurent'] 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 ['116 records', '2025-03-12', '51 records', '2025-04-04'].

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 ['2026-09-25', 'Amara Patel'] 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-3207 production contains independently maintained records; a defensible answer must preserve each supported conflict and its cure owner.


# Counsel advice — Hinterland seed technology title audit

## Executive assessment

For Hinterland Agricultural Science matter CB-IP-3208, the review identified 16 source-supported exceptions requiring action before 2026-09-29. The assessment concerns Prairie State University and the supplied record for Iowa.

## 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 2025-09-02 under control reference CB-IP-3208-A582, while the corroborating source states the acknowledged date is 2025-10-07 under response reference CB-IP-3208-J690.

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 2026-09-29, obtain a signed ratification and update the controlling register; owner: Nora Chen.

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

The records do not reconcile for recorded-owner mismatch: one source states the controlling amount is $3,400,994.00, while the corroborating source states the reconciliation and counterparty record use $3,588,488.00.

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 2026-09-29, recalculate the exposure and preserve the supporting ledger; owner: Dominic Alvarez.

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

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

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 2026-09-29, secure written consent from the authorized decision-maker; owner: Priya Raman.

### 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-3208-D619, while the corroborating source states the later status register marks it open and escalated in CB-IP-3208-M486.

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 2026-09-29, issue a corrective notice using the contractually operative method; owner: Elliot Mercer.

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

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

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 2026-09-29, escalate the conflict to the responsible legal and business owners; owner: Talia Brooks.

### 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 2026-09-29, document the governing interpretation before the deadline; owner: Jonas Feld.

### 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-hinterland_agricultural_science@example.test, while the corroborating source states the only delivery record was sent to archive-prairie_state_university@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 2026-09-29, place the affected population on hold pending reconciliation; owner: Mei Whitaker.

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

The records do not reconcile for source-code ownership gap: one source states the governed population contains 144 records through 2026-01-14, while the corroborating source states the certification covers 61 records through 2026-02-16.

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 2026-09-29, amend the closing or response checklist with a dated cure item; owner: Caleb Hassan.

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

The records do not reconcile for inbound-license field restriction: one source states the operative date is 2026-02-11 under control reference CB-IP-3208-I444, while the corroborating source states the acknowledged date is 2026-03-15 under response reference CB-IP-3208-R611.

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 2026-09-29, obtain a signed ratification and update the controlling register; owner: Leona Park.

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

The records do not reconcile for outbound sublicense overreach: one source states the controlling amount is $2,944,452.00, while the corroborating source states the reconciliation and counterparty record use $3,225,404.00.

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 2026-09-29, recalculate the exposure and preserve the supporting ledger; owner: Isaac Romero.

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

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

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 2026-09-29, secure written consent from the authorized decision-maker; owner: Sofia Bennett.

### 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-3208-L825, while the corroborating source states the later status register marks it open and escalated in CB-IP-3208-U155.

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 2026-09-29, issue a corrective notice using the contractually operative method; owner: Adrian Mensah.

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

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

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 2026-09-29, escalate the conflict to the responsible legal and business owners; owner: Willa Novak.

### 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 10% 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 2026-09-29, document the governing interpretation before the deadline; owner: Theo Laurent.

### 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-hinterland_agricultural_science@example.test, while the corroborating source states the only delivery record was sent to archive-prairie_state_university@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 2026-09-29, place the affected population on hold pending reconciliation; owner: Amara Patel.

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

The records do not reconcile for security-interest release gap: one source states the governed population contains 83 records through 2025-02-07, while the corroborating source states the certification covers 64 records through 2025-03-15.

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 2026-09-29, amend the closing or response checklist with a dated cure item; owner: Henry Cho.

## 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 cb100-088-hinterland-agri 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 2026-09-29, obtain a signed ratification and update the controlling register; owner: Nora Chen.

Before 2026-09-29, recalculate the exposure and preserve the supporting ledger; owner: Dominic Alvarez.

Before 2026-09-29, secure written consent from the authorized decision-maker; owner: Priya Raman.

Before 2026-09-29, issue a corrective notice using the contractually operative method; owner: Elliot Mercer.

Before 2026-09-29, escalate the conflict to the responsible legal and business owners; owner: Talia Brooks.

Before 2026-09-29, document the governing interpretation before the deadline; owner: Jonas Feld.

Before 2026-09-29, place the affected population on hold pending reconciliation; owner: Mei Whitaker.

Before 2026-09-29, amend the closing or response checklist with a dated cure item; owner: Caleb Hassan.

Before 2026-09-29, obtain a signed ratification and update the controlling register; owner: Leona Park.

Before 2026-09-29, recalculate the exposure and preserve the supporting ledger; owner: Isaac Romero.

Before 2026-09-29, secure written consent from the authorized decision-maker; owner: Sofia Bennett.

Before 2026-09-29, issue a corrective notice using the contractually operative method; owner: Adrian Mensah.

Before 2026-09-29, escalate the conflict to the responsible legal and business owners; owner: Willa Novak.

Before 2026-09-29, document the governing interpretation before the deadline; owner: Theo Laurent.

Before 2026-09-29, place the affected population on hold pending reconciliation; owner: Amara Patel.

Before 2026-09-29, amend the closing or response checklist with a dated cure item; owner: Henry Cho.

Prompt: You are intellectual-property counsel for Hinterland Agricultural Science. The supervising attorney wants an exception-focused review that still demonstrates complete coverage of the data room. Seed-trait patents, research materials, grant obligations, field restrictions, and recorded security interests do not align. Decision due 2026-09-29. Iowa law governs; Southern District of Iowa is the forum. Preserve the difference between the client's position, the counterparty's position, and an objective record conflict. 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 'cb100-088-hinterland-agri'.

Set matter_number to the released matter value 'CB-IP-3208'.

Set prepared_for to the released matter value 'Hinterland Agricultural Science'.

Set as_of to the released matter value '2026-09-29'.

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 ['2025-09-02', 'CB-IP-3208-A582', '2025-10-07', 'CB-IP-3208-J690'].

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 ['2026-09-29', 'Nora Chen'] 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 ['$3,400,994.00', '$3,588,488.00'].

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 ['2026-09-29', 'Dominic Alvarez'] 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 ['Owen Delgado', 'Samuel Kim'].

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 ['2026-09-29', 'Priya Raman'] 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-3208-D619', 'open and escalated', 'CB-IP-3208-M486'].

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 ['2026-09-29', 'Elliot Mercer'] 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 ['Southern District of Iowa', 'Iowa'].

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 ['2026-09-29', 'Talia Brooks'] 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 ['2026-09-29', 'Jonas Feld'] 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-hinterland_agricultural_science@example.test', 'archive-prairie_state_university@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 ['2026-09-29', 'Mei Whitaker'] 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 ['144 records', '2026-01-14', '61 records', '2026-02-16'].

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 ['2026-09-29', 'Caleb Hassan'] 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 ['2026-02-11', 'CB-IP-3208-I444', '2026-03-15', 'CB-IP-3208-R611'].

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 ['2026-09-29', 'Leona Park'] 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 ['$2,944,452.00', '$3,225,404.00'].

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 ['2026-09-29', 'Isaac Romero'] 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 ['Owen Delgado', 'Theo Laurent'].

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 ['2026-09-29', 'Sofia Bennett'] 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-3208-L825', 'open and escalated', 'CB-IP-3208-U155'].

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 ['2026-09-29', 'Adrian Mensah'] 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 ['Southern District of Iowa', 'Iowa'].

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 ['2026-09-29', 'Willa Novak'] 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%', '10%'].

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 ['2026-09-29', 'Theo Laurent'] 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-hinterland_agricultural_science@example.test', 'archive-prairie_state_university@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 ['2026-09-29', 'Amara Patel'] 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 ['83 records', '2025-02-07', '64 records', '2025-03-15'].

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 ['2026-09-29', 'Henry Cho'] 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-3208 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.