# Counsel advice — Ember device-support contract triage

## Executive assessment

For Ember Medical Devices matter CB-CC-2505, the review identified 16 source-supported exceptions requiring action before 2026-09-17. The assessment concerns Keystone Field Support LLC and the supplied record for Minnesota.

## 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 — renewal date conflict (critical)

The records do not reconcile for renewal date conflict: one source states the operative date is 2025-07-29 under control reference CB-CC-2505-A187, while the corroborating source states the acknowledged date is 2025-08-31 under response reference CB-CC-2505-J175.

Primary source: `/workspace/documents/01_master_agreements/001_master_agreements_control_register.md`

Corroborating source: `/workspace/documents/07_security_privacy/049_security_privacy_control_register.md`

Recommended action: Before 2026-09-17, obtain a signed ratification and update the controlling register; owner: Rafael Okafor.

### F-02 — pricing-escalator mismatch (high)

The records do not reconcile for pricing-escalator mismatch: one source states the controlling amount is $3,795,369.00, while the corroborating source states the reconciliation and counterparty record use $3,997,238.00.

Primary source: `/workspace/documents/01_master_agreements/004_master_agreements_ledger_export.csv`

Corroborating source: `/workspace/documents/07_security_privacy/052_security_privacy_ledger_export.csv`

Recommended action: Before 2026-09-17, recalculate the exposure and preserve the supporting ledger; owner: Nora Chen.

### F-03 — minimum-commit shortfall (high)

The records do not reconcile for minimum-commit shortfall: 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_master_agreements/007_master_agreements_officer_certificate.html`

Corroborating source: `/workspace/documents/07_security_privacy/055_security_privacy_officer_certificate.html`

Recommended action: Before 2026-09-17, secure written consent from the authorized decision-maker; owner: Dominic Alvarez.

### F-04 — service-credit underpayment (medium)

The records do not reconcile for service-credit underpayment: one source states the item is recorded as closed without exception in CB-CC-2505-D720, while the corroborating source states the later status register marks it open and escalated in CB-CC-2505-M286.

Primary source: `/workspace/documents/02_order_forms/010_order_forms_executed_instrument.txt`

Corroborating source: `/workspace/documents/08_notices/058_notices_executed_instrument.txt`

Recommended action: Before 2026-09-17, issue a corrective notice using the contractually operative method; owner: Priya Raman.

### F-05 — termination notice defect (medium)

The records do not reconcile for termination notice defect: one source states the applicable location is Hennepin County, Minnesota, while the corroborating source states the implementation record assigns the obligation to Minnesota operations outside Hennepin County, Minnesota.

Primary source: `/workspace/documents/02_order_forms/013_order_forms_review_memorandum.json`

Corroborating source: `/workspace/documents/08_notices/061_notices_review_memorandum.json`

Recommended action: Before 2026-09-17, escalate the conflict to the responsible legal and business owners; owner: Elliot Mercer.

### F-06 — assignment consent requirement (low)

The records do not reconcile for assignment consent requirement: 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/02_order_forms/016_order_forms_status_report.md`

Corroborating source: `/workspace/documents/08_notices/064_notices_status_report.md`

Recommended action: Before 2026-09-17, document the governing interpretation before the deadline; owner: Talia Brooks.

### F-07 — data-localization conflict (critical)

The records do not reconcile for data-localization conflict: one source states formal notice must use notices-ember_medical_devices@example.test, while the corroborating source states the only delivery record was sent to archive-keystone_field_support_llc@example.test.

Primary source: `/workspace/documents/03_amendments/019_amendments_correspondence.eml`

Corroborating source: `/workspace/documents/09_invoices/067_invoices_correspondence.eml`

Recommended action: Before 2026-09-17, place the affected population on hold pending reconciliation; owner: Jonas Feld.

### F-08 — subprocessor notice lapse (high)

The records do not reconcile for subprocessor notice lapse: one source states the governed population contains 62 records through 2025-01-17, while the corroborating source states the certification covers 57 records through 2025-02-15.

Primary source: `/workspace/documents/03_amendments/022_amendments_formal_notice.xml`

Corroborating source: `/workspace/documents/09_invoices/070_invoices_formal_notice.xml`

Recommended action: Before 2026-09-17, amend the closing or response checklist with a dated cure item; owner: Mei Whitaker.

### F-09 — insurance-limit deficiency (high)

The records do not reconcile for insurance-limit deficiency: one source states the operative date is 2025-03-16 under control reference CB-CC-2505-I832, while the corroborating source states the acknowledged date is 2025-03-28 under response reference CB-CC-2505-R156.

Primary source: `/workspace/documents/04_statements_of_work/025_statements_of_work_control_register.md`

Corroborating source: `/workspace/documents/10_correspondence/073_correspondence_control_register.md`

Recommended action: Before 2026-09-17, obtain a signed ratification and update the controlling register; owner: Caleb Hassan.

### F-10 — audit-right deadline (medium)

The records do not reconcile for audit-right deadline: one source states the controlling amount is $5,379,100.00, while the corroborating source states the reconciliation and counterparty record use $5,564,700.00.

Primary source: `/workspace/documents/04_statements_of_work/028_statements_of_work_ledger_export.csv`

Corroborating source: `/workspace/documents/10_correspondence/076_correspondence_ledger_export.csv`

Recommended action: Before 2026-09-17, recalculate the exposure and preserve the supporting ledger; owner: Leona Park.

### F-11 — exclusivity carveout breach (medium)

The records do not reconcile for exclusivity carveout breach: 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_statements_of_work/031_statements_of_work_officer_certificate.html`

Corroborating source: `/workspace/documents/10_correspondence/079_correspondence_officer_certificate.html`

Recommended action: Before 2026-09-17, secure written consent from the authorized decision-maker; owner: Isaac Romero.

### F-12 — benchmarking right omission (low)

The records do not reconcile for benchmarking right omission: one source states the item is recorded as closed without exception in CB-CC-2505-L186, while the corroborating source states the later status register marks it open and escalated in CB-CC-2505-U591.

Primary source: `/workspace/documents/05_pricing/034_pricing_executed_instrument.txt`

Corroborating source: `/workspace/documents/11_policies/082_policies_executed_instrument.txt`

Recommended action: Before 2026-09-17, issue a corrective notice using the contractually operative method; owner: Sofia Bennett.

### F-13 — invoice currency discrepancy (critical)

The records do not reconcile for invoice currency discrepancy: one source states the applicable location is Hennepin County, Minnesota, while the corroborating source states the implementation record assigns the obligation to Minnesota operations outside Hennepin County, Minnesota.

Primary source: `/workspace/documents/05_pricing/037_pricing_review_memorandum.json`

Corroborating source: `/workspace/documents/11_policies/085_policies_review_memorandum.json`

Recommended action: Before 2026-09-17, escalate the conflict to the responsible legal and business owners; owner: Adrian Mensah.

### F-14 — usage-report inconsistency (high)

The records do not reconcile for usage-report inconsistency: one source states the threshold is 7% 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_pricing/040_pricing_status_report.md`

Corroborating source: `/workspace/documents/11_policies/088_policies_status_report.md`

Recommended action: Before 2026-09-17, document the governing interpretation before the deadline; owner: Willa Novak.

### F-15 — order-form precedence conflict (high)

The records do not reconcile for order-form precedence conflict: one source states formal notice must use notices-ember_medical_devices@example.test, while the corroborating source states the only delivery record was sent to archive-keystone_field_support_llc@example.test.

Primary source: `/workspace/documents/06_service_levels/043_service_levels_correspondence.eml`

Corroborating source: `/workspace/documents/12_renewal_records/091_renewal_records_correspondence.eml`

Recommended action: Before 2026-09-17, place the affected population on hold pending reconciliation; owner: Theo Laurent.

### F-16 — survival-clause ambiguity (medium)

The records do not reconcile for survival-clause ambiguity: one source states the governed population contains 171 records through 2025-05-06, while the corroborating source states the certification covers 65 records through 2025-06-12.

Primary source: `/workspace/documents/06_service_levels/046_service_levels_formal_notice.xml`

Corroborating source: `/workspace/documents/12_renewal_records/094_renewal_records_formal_notice.xml`

Recommended action: Before 2026-09-17, 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 cb100-015-ember-medical 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 2026-09-17, obtain a signed ratification and update the controlling register; owner: Rafael Okafor.

Before 2026-09-17, recalculate the exposure and preserve the supporting ledger; owner: Nora Chen.

Before 2026-09-17, secure written consent from the authorized decision-maker; owner: Dominic Alvarez.

Before 2026-09-17, issue a corrective notice using the contractually operative method; owner: Priya Raman.

Before 2026-09-17, escalate the conflict to the responsible legal and business owners; owner: Elliot Mercer.

Before 2026-09-17, document the governing interpretation before the deadline; owner: Talia Brooks.

Before 2026-09-17, place the affected population on hold pending reconciliation; owner: Jonas Feld.

Before 2026-09-17, amend the closing or response checklist with a dated cure item; owner: Mei Whitaker.

Before 2026-09-17, obtain a signed ratification and update the controlling register; owner: Caleb Hassan.

Before 2026-09-17, recalculate the exposure and preserve the supporting ledger; owner: Leona Park.

Before 2026-09-17, secure written consent from the authorized decision-maker; owner: Isaac Romero.

Before 2026-09-17, issue a corrective notice using the contractually operative method; owner: Sofia Bennett.

Before 2026-09-17, escalate the conflict to the responsible legal and business owners; owner: Adrian Mensah.

Before 2026-09-17, document the governing interpretation before the deadline; owner: Willa Novak.

Before 2026-09-17, place the affected population on hold pending reconciliation; owner: Theo Laurent.

Before 2026-09-17, amend the closing or response checklist with a dated cure item; owner: Amara Patel.

Prompt: You are commercial contracts counsel for Ember Medical Devices. Outside counsel inherited this file after turnover on the client team and must validate every operative record before advising. A national maintenance vendor missed response targets and added subcontractors without completing required background or insurance documentation. Decision due 2026-09-17. Minnesota law governs; Hennepin County, Minnesota is the forum. Evaluate both legal consequence and the practical owner needed to cure each exception. 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 'cb100-015-ember-medical'.

Set matter_number to the released matter value 'CB-CC-2505'.

Set prepared_for to the released matter value 'Ember Medical Devices'.

Set as_of to the released matter value '2026-09-17'.

Include the confirmed F-01 exception for renewal date conflict.

Preserve F-01's id from /workspace/documents/01_master_agreements/001_master_agreements_control_register.md and /workspace/documents/07_security_privacy/049_security_privacy_control_register.md.

Preserve F-01's issue from /workspace/documents/01_master_agreements/001_master_agreements_control_register.md and /workspace/documents/07_security_privacy/049_security_privacy_control_register.md.

Preserve F-01's severity from /workspace/documents/01_master_agreements/001_master_agreements_control_register.md and /workspace/documents/07_security_privacy/049_security_privacy_control_register.md.

Preserve F-01's primary_source from /workspace/documents/01_master_agreements/001_master_agreements_control_register.md and /workspace/documents/07_security_privacy/049_security_privacy_control_register.md.

Preserve F-01's corroborating_source from /workspace/documents/01_master_agreements/001_master_agreements_control_register.md and /workspace/documents/07_security_privacy/049_security_privacy_control_register.md.

Reconcile F-01 using the exact controlled facts ['2025-07-29', 'CB-CC-2505-A187', '2025-08-31', 'CB-CC-2505-J175'].

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 ['2026-09-17', 'Rafael Okafor'] for F-01.

Include the confirmed F-02 exception for pricing-escalator mismatch.

Preserve F-02's id from /workspace/documents/01_master_agreements/004_master_agreements_ledger_export.csv and /workspace/documents/07_security_privacy/052_security_privacy_ledger_export.csv.

Preserve F-02's issue from /workspace/documents/01_master_agreements/004_master_agreements_ledger_export.csv and /workspace/documents/07_security_privacy/052_security_privacy_ledger_export.csv.

Preserve F-02's severity from /workspace/documents/01_master_agreements/004_master_agreements_ledger_export.csv and /workspace/documents/07_security_privacy/052_security_privacy_ledger_export.csv.

Preserve F-02's primary_source from /workspace/documents/01_master_agreements/004_master_agreements_ledger_export.csv and /workspace/documents/07_security_privacy/052_security_privacy_ledger_export.csv.

Preserve F-02's corroborating_source from /workspace/documents/01_master_agreements/004_master_agreements_ledger_export.csv and /workspace/documents/07_security_privacy/052_security_privacy_ledger_export.csv.

Reconcile F-02 using the exact controlled facts ['$3,795,369.00', '$3,997,238.00'].

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 ['2026-09-17', 'Nora Chen'] for F-02.

Include the confirmed F-03 exception for minimum-commit shortfall.

Preserve F-03's id from /workspace/documents/01_master_agreements/007_master_agreements_officer_certificate.html and /workspace/documents/07_security_privacy/055_security_privacy_officer_certificate.html.

Preserve F-03's issue from /workspace/documents/01_master_agreements/007_master_agreements_officer_certificate.html and /workspace/documents/07_security_privacy/055_security_privacy_officer_certificate.html.

Preserve F-03's severity from /workspace/documents/01_master_agreements/007_master_agreements_officer_certificate.html and /workspace/documents/07_security_privacy/055_security_privacy_officer_certificate.html.

Preserve F-03's primary_source from /workspace/documents/01_master_agreements/007_master_agreements_officer_certificate.html and /workspace/documents/07_security_privacy/055_security_privacy_officer_certificate.html.

Preserve F-03's corroborating_source from /workspace/documents/01_master_agreements/007_master_agreements_officer_certificate.html and /workspace/documents/07_security_privacy/055_security_privacy_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 ['2026-09-17', 'Dominic Alvarez'] for F-03.

Include the confirmed F-04 exception for service-credit underpayment.

Preserve F-04's id from /workspace/documents/02_order_forms/010_order_forms_executed_instrument.txt and /workspace/documents/08_notices/058_notices_executed_instrument.txt.

Preserve F-04's issue from /workspace/documents/02_order_forms/010_order_forms_executed_instrument.txt and /workspace/documents/08_notices/058_notices_executed_instrument.txt.

Preserve F-04's severity from /workspace/documents/02_order_forms/010_order_forms_executed_instrument.txt and /workspace/documents/08_notices/058_notices_executed_instrument.txt.

Preserve F-04's primary_source from /workspace/documents/02_order_forms/010_order_forms_executed_instrument.txt and /workspace/documents/08_notices/058_notices_executed_instrument.txt.

Preserve F-04's corroborating_source from /workspace/documents/02_order_forms/010_order_forms_executed_instrument.txt and /workspace/documents/08_notices/058_notices_executed_instrument.txt.

Reconcile F-04 using the exact controlled facts ['closed without exception', 'CB-CC-2505-D720', 'open and escalated', 'CB-CC-2505-M286'].

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 ['2026-09-17', 'Priya Raman'] for F-04.

Include the confirmed F-05 exception for termination notice defect.

Preserve F-05's id from /workspace/documents/02_order_forms/013_order_forms_review_memorandum.json and /workspace/documents/08_notices/061_notices_review_memorandum.json.

Preserve F-05's issue from /workspace/documents/02_order_forms/013_order_forms_review_memorandum.json and /workspace/documents/08_notices/061_notices_review_memorandum.json.

Preserve F-05's severity from /workspace/documents/02_order_forms/013_order_forms_review_memorandum.json and /workspace/documents/08_notices/061_notices_review_memorandum.json.

Preserve F-05's primary_source from /workspace/documents/02_order_forms/013_order_forms_review_memorandum.json and /workspace/documents/08_notices/061_notices_review_memorandum.json.

Preserve F-05's corroborating_source from /workspace/documents/02_order_forms/013_order_forms_review_memorandum.json and /workspace/documents/08_notices/061_notices_review_memorandum.json.

Reconcile F-05 using the exact controlled facts ['Hennepin County, Minnesota', 'Minnesota'].

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 ['2026-09-17', 'Elliot Mercer'] for F-05.

Include the confirmed F-06 exception for assignment consent requirement.

Preserve F-06's id from /workspace/documents/02_order_forms/016_order_forms_status_report.md and /workspace/documents/08_notices/064_notices_status_report.md.

Preserve F-06's issue from /workspace/documents/02_order_forms/016_order_forms_status_report.md and /workspace/documents/08_notices/064_notices_status_report.md.

Preserve F-06's severity from /workspace/documents/02_order_forms/016_order_forms_status_report.md and /workspace/documents/08_notices/064_notices_status_report.md.

Preserve F-06's primary_source from /workspace/documents/02_order_forms/016_order_forms_status_report.md and /workspace/documents/08_notices/064_notices_status_report.md.

Preserve F-06's corroborating_source from /workspace/documents/02_order_forms/016_order_forms_status_report.md and /workspace/documents/08_notices/064_notices_status_report.md.

Reconcile F-06 using the exact controlled facts ['6%', '10%'].

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

Preserve the supported cure owner and deadline anchors ['2026-09-17', 'Talia Brooks'] for F-06.

Include the confirmed F-07 exception for data-localization conflict.

Preserve F-07's id from /workspace/documents/03_amendments/019_amendments_correspondence.eml and /workspace/documents/09_invoices/067_invoices_correspondence.eml.

Preserve F-07's issue from /workspace/documents/03_amendments/019_amendments_correspondence.eml and /workspace/documents/09_invoices/067_invoices_correspondence.eml.

Preserve F-07's severity from /workspace/documents/03_amendments/019_amendments_correspondence.eml and /workspace/documents/09_invoices/067_invoices_correspondence.eml.

Preserve F-07's primary_source from /workspace/documents/03_amendments/019_amendments_correspondence.eml and /workspace/documents/09_invoices/067_invoices_correspondence.eml.

Preserve F-07's corroborating_source from /workspace/documents/03_amendments/019_amendments_correspondence.eml and /workspace/documents/09_invoices/067_invoices_correspondence.eml.

Reconcile F-07 using the exact controlled facts ['notices-ember_medical_devices@example.test', 'archive-keystone_field_support_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 ['2026-09-17', 'Jonas Feld'] for F-07.

Include the confirmed F-08 exception for subprocessor notice lapse.

Preserve F-08's id from /workspace/documents/03_amendments/022_amendments_formal_notice.xml and /workspace/documents/09_invoices/070_invoices_formal_notice.xml.

Preserve F-08's issue from /workspace/documents/03_amendments/022_amendments_formal_notice.xml and /workspace/documents/09_invoices/070_invoices_formal_notice.xml.

Preserve F-08's severity from /workspace/documents/03_amendments/022_amendments_formal_notice.xml and /workspace/documents/09_invoices/070_invoices_formal_notice.xml.

Preserve F-08's primary_source from /workspace/documents/03_amendments/022_amendments_formal_notice.xml and /workspace/documents/09_invoices/070_invoices_formal_notice.xml.

Preserve F-08's corroborating_source from /workspace/documents/03_amendments/022_amendments_formal_notice.xml and /workspace/documents/09_invoices/070_invoices_formal_notice.xml.

Reconcile F-08 using the exact controlled facts ['62 records', '2025-01-17', '57 records', '2025-02-15'].

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 ['2026-09-17', 'Mei Whitaker'] for F-08.

Include the confirmed F-09 exception for insurance-limit deficiency.

Preserve F-09's id from /workspace/documents/04_statements_of_work/025_statements_of_work_control_register.md and /workspace/documents/10_correspondence/073_correspondence_control_register.md.

Preserve F-09's issue from /workspace/documents/04_statements_of_work/025_statements_of_work_control_register.md and /workspace/documents/10_correspondence/073_correspondence_control_register.md.

Preserve F-09's severity from /workspace/documents/04_statements_of_work/025_statements_of_work_control_register.md and /workspace/documents/10_correspondence/073_correspondence_control_register.md.

Preserve F-09's primary_source from /workspace/documents/04_statements_of_work/025_statements_of_work_control_register.md and /workspace/documents/10_correspondence/073_correspondence_control_register.md.

Preserve F-09's corroborating_source from /workspace/documents/04_statements_of_work/025_statements_of_work_control_register.md and /workspace/documents/10_correspondence/073_correspondence_control_register.md.

Reconcile F-09 using the exact controlled facts ['2025-03-16', 'CB-CC-2505-I832', '2025-03-28', 'CB-CC-2505-R156'].

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 ['2026-09-17', 'Caleb Hassan'] for F-09.

Include the confirmed F-10 exception for audit-right deadline.

Preserve F-10's id from /workspace/documents/04_statements_of_work/028_statements_of_work_ledger_export.csv and /workspace/documents/10_correspondence/076_correspondence_ledger_export.csv.

Preserve F-10's issue from /workspace/documents/04_statements_of_work/028_statements_of_work_ledger_export.csv and /workspace/documents/10_correspondence/076_correspondence_ledger_export.csv.

Preserve F-10's severity from /workspace/documents/04_statements_of_work/028_statements_of_work_ledger_export.csv and /workspace/documents/10_correspondence/076_correspondence_ledger_export.csv.

Preserve F-10's primary_source from /workspace/documents/04_statements_of_work/028_statements_of_work_ledger_export.csv and /workspace/documents/10_correspondence/076_correspondence_ledger_export.csv.

Preserve F-10's corroborating_source from /workspace/documents/04_statements_of_work/028_statements_of_work_ledger_export.csv and /workspace/documents/10_correspondence/076_correspondence_ledger_export.csv.

Reconcile F-10 using the exact controlled facts ['$5,379,100.00', '$5,564,700.00'].

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 ['2026-09-17', 'Leona Park'] for F-10.

Include the confirmed F-11 exception for exclusivity carveout breach.

Preserve F-11's id from /workspace/documents/04_statements_of_work/031_statements_of_work_officer_certificate.html and /workspace/documents/10_correspondence/079_correspondence_officer_certificate.html.

Preserve F-11's issue from /workspace/documents/04_statements_of_work/031_statements_of_work_officer_certificate.html and /workspace/documents/10_correspondence/079_correspondence_officer_certificate.html.

Preserve F-11's severity from /workspace/documents/04_statements_of_work/031_statements_of_work_officer_certificate.html and /workspace/documents/10_correspondence/079_correspondence_officer_certificate.html.

Preserve F-11's primary_source from /workspace/documents/04_statements_of_work/031_statements_of_work_officer_certificate.html and /workspace/documents/10_correspondence/079_correspondence_officer_certificate.html.

Preserve F-11's corroborating_source from /workspace/documents/04_statements_of_work/031_statements_of_work_officer_certificate.html and /workspace/documents/10_correspondence/079_correspondence_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 ['2026-09-17', 'Isaac Romero'] for F-11.

Include the confirmed F-12 exception for benchmarking right omission.

Preserve F-12's id from /workspace/documents/05_pricing/034_pricing_executed_instrument.txt and /workspace/documents/11_policies/082_policies_executed_instrument.txt.

Preserve F-12's issue from /workspace/documents/05_pricing/034_pricing_executed_instrument.txt and /workspace/documents/11_policies/082_policies_executed_instrument.txt.

Preserve F-12's severity from /workspace/documents/05_pricing/034_pricing_executed_instrument.txt and /workspace/documents/11_policies/082_policies_executed_instrument.txt.

Preserve F-12's primary_source from /workspace/documents/05_pricing/034_pricing_executed_instrument.txt and /workspace/documents/11_policies/082_policies_executed_instrument.txt.

Preserve F-12's corroborating_source from /workspace/documents/05_pricing/034_pricing_executed_instrument.txt and /workspace/documents/11_policies/082_policies_executed_instrument.txt.

Reconcile F-12 using the exact controlled facts ['closed without exception', 'CB-CC-2505-L186', 'open and escalated', 'CB-CC-2505-U591'].

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 ['2026-09-17', 'Sofia Bennett'] for F-12.

Include the confirmed F-13 exception for invoice currency discrepancy.

Preserve F-13's id from /workspace/documents/05_pricing/037_pricing_review_memorandum.json and /workspace/documents/11_policies/085_policies_review_memorandum.json.

Preserve F-13's issue from /workspace/documents/05_pricing/037_pricing_review_memorandum.json and /workspace/documents/11_policies/085_policies_review_memorandum.json.

Preserve F-13's severity from /workspace/documents/05_pricing/037_pricing_review_memorandum.json and /workspace/documents/11_policies/085_policies_review_memorandum.json.

Preserve F-13's primary_source from /workspace/documents/05_pricing/037_pricing_review_memorandum.json and /workspace/documents/11_policies/085_policies_review_memorandum.json.

Preserve F-13's corroborating_source from /workspace/documents/05_pricing/037_pricing_review_memorandum.json and /workspace/documents/11_policies/085_policies_review_memorandum.json.

Reconcile F-13 using the exact controlled facts ['Hennepin County, Minnesota', 'Minnesota'].

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 ['2026-09-17', 'Adrian Mensah'] for F-13.

Include the confirmed F-14 exception for usage-report inconsistency.

Preserve F-14's id from /workspace/documents/05_pricing/040_pricing_status_report.md and /workspace/documents/11_policies/088_policies_status_report.md.

Preserve F-14's issue from /workspace/documents/05_pricing/040_pricing_status_report.md and /workspace/documents/11_policies/088_policies_status_report.md.

Preserve F-14's severity from /workspace/documents/05_pricing/040_pricing_status_report.md and /workspace/documents/11_policies/088_policies_status_report.md.

Preserve F-14's primary_source from /workspace/documents/05_pricing/040_pricing_status_report.md and /workspace/documents/11_policies/088_policies_status_report.md.

Preserve F-14's corroborating_source from /workspace/documents/05_pricing/040_pricing_status_report.md and /workspace/documents/11_policies/088_policies_status_report.md.

Reconcile F-14 using the exact controlled facts ['7%', '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 ['2026-09-17', 'Willa Novak'] for F-14.

Include the confirmed F-15 exception for order-form precedence conflict.

Preserve F-15's id from /workspace/documents/06_service_levels/043_service_levels_correspondence.eml and /workspace/documents/12_renewal_records/091_renewal_records_correspondence.eml.

Preserve F-15's issue from /workspace/documents/06_service_levels/043_service_levels_correspondence.eml and /workspace/documents/12_renewal_records/091_renewal_records_correspondence.eml.

Preserve F-15's severity from /workspace/documents/06_service_levels/043_service_levels_correspondence.eml and /workspace/documents/12_renewal_records/091_renewal_records_correspondence.eml.

Preserve F-15's primary_source from /workspace/documents/06_service_levels/043_service_levels_correspondence.eml and /workspace/documents/12_renewal_records/091_renewal_records_correspondence.eml.

Preserve F-15's corroborating_source from /workspace/documents/06_service_levels/043_service_levels_correspondence.eml and /workspace/documents/12_renewal_records/091_renewal_records_correspondence.eml.

Reconcile F-15 using the exact controlled facts ['notices-ember_medical_devices@example.test', 'archive-keystone_field_support_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 ['2026-09-17', 'Theo Laurent'] for F-15.

Include the confirmed F-16 exception for survival-clause ambiguity.

Preserve F-16's id from /workspace/documents/06_service_levels/046_service_levels_formal_notice.xml and /workspace/documents/12_renewal_records/094_renewal_records_formal_notice.xml.

Preserve F-16's issue from /workspace/documents/06_service_levels/046_service_levels_formal_notice.xml and /workspace/documents/12_renewal_records/094_renewal_records_formal_notice.xml.

Preserve F-16's severity from /workspace/documents/06_service_levels/046_service_levels_formal_notice.xml and /workspace/documents/12_renewal_records/094_renewal_records_formal_notice.xml.

Preserve F-16's primary_source from /workspace/documents/06_service_levels/046_service_levels_formal_notice.xml and /workspace/documents/12_renewal_records/094_renewal_records_formal_notice.xml.

Preserve F-16's corroborating_source from /workspace/documents/06_service_levels/046_service_levels_formal_notice.xml and /workspace/documents/12_renewal_records/094_renewal_records_formal_notice.xml.

Reconcile F-16 using the exact controlled facts ['171 records', '2025-05-06', '65 records', '2025-06-12'].

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 ['2026-09-17', '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-CC-2505 production contains independently maintained records; a defensible answer must preserve each supported conflict and its cure owner.


# Counsel advice — Fathom marketplace vendor audit

## Executive assessment

For Fathom Retail Markets matter CB-CC-2506, the review identified 16 source-supported exceptions requiring action before 2026-09-21. The assessment concerns North Cove Merchandising Corp. and the supplied record for Illinois.

## 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 — renewal date conflict (critical)

The records do not reconcile for renewal date conflict: one source states the operative date is 2025-05-30 under control reference CB-CC-2506-A847, while the corroborating source states the acknowledged date is 2025-06-30 under response reference CB-CC-2506-J711.

Primary source: `/workspace/documents/01_master_agreements/001_master_agreements_control_register.md`

Corroborating source: `/workspace/documents/07_security_privacy/049_security_privacy_control_register.md`

Recommended action: Before 2026-09-21, obtain a signed ratification and update the controlling register; owner: Nora Chen.

### F-02 — pricing-escalator mismatch (high)

The records do not reconcile for pricing-escalator mismatch: one source states the controlling amount is $4,693,533.00, while the corroborating source states the reconciliation and counterparty record use $4,873,566.00.

Primary source: `/workspace/documents/01_master_agreements/004_master_agreements_ledger_export.csv`

Corroborating source: `/workspace/documents/07_security_privacy/052_security_privacy_ledger_export.csv`

Recommended action: Before 2026-09-21, recalculate the exposure and preserve the supporting ledger; owner: Dominic Alvarez.

### F-03 — minimum-commit shortfall (high)

The records do not reconcile for minimum-commit shortfall: 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_master_agreements/007_master_agreements_officer_certificate.html`

Corroborating source: `/workspace/documents/07_security_privacy/055_security_privacy_officer_certificate.html`

Recommended action: Before 2026-09-21, secure written consent from the authorized decision-maker; owner: Priya Raman.

### F-04 — service-credit underpayment (medium)

The records do not reconcile for service-credit underpayment: one source states the item is recorded as closed without exception in CB-CC-2506-D970, while the corroborating source states the later status register marks it open and escalated in CB-CC-2506-M928.

Primary source: `/workspace/documents/02_order_forms/010_order_forms_executed_instrument.txt`

Corroborating source: `/workspace/documents/08_notices/058_notices_executed_instrument.txt`

Recommended action: Before 2026-09-21, issue a corrective notice using the contractually operative method; owner: Elliot Mercer.

### F-05 — termination notice defect (medium)

The records do not reconcile for termination notice defect: one source states the applicable location is Cook County, Illinois, while the corroborating source states the implementation record assigns the obligation to Illinois operations outside Cook County, Illinois.

Primary source: `/workspace/documents/02_order_forms/013_order_forms_review_memorandum.json`

Corroborating source: `/workspace/documents/08_notices/061_notices_review_memorandum.json`

Recommended action: Before 2026-09-21, escalate the conflict to the responsible legal and business owners; owner: Talia Brooks.

### F-06 — assignment consent requirement (low)

The records do not reconcile for assignment consent requirement: one source states the threshold is 3% with no stated tolerance, while the corroborating source states the applied threshold is 10% and produced a different exception result.

Primary source: `/workspace/documents/02_order_forms/016_order_forms_status_report.md`

Corroborating source: `/workspace/documents/08_notices/064_notices_status_report.md`

Recommended action: Before 2026-09-21, document the governing interpretation before the deadline; owner: Jonas Feld.

### F-07 — data-localization conflict (critical)

The records do not reconcile for data-localization conflict: one source states formal notice must use notices-fathom_retail_markets@example.test, while the corroborating source states the only delivery record was sent to archive-north_cove_merchandising_corp@example.test.

Primary source: `/workspace/documents/03_amendments/019_amendments_correspondence.eml`

Corroborating source: `/workspace/documents/09_invoices/067_invoices_correspondence.eml`

Recommended action: Before 2026-09-21, place the affected population on hold pending reconciliation; owner: Mei Whitaker.

### F-08 — subprocessor notice lapse (high)

The records do not reconcile for subprocessor notice lapse: one source states the governed population contains 139 records through 2026-01-09, while the corroborating source states the certification covers 54 records through 2026-02-04.

Primary source: `/workspace/documents/03_amendments/022_amendments_formal_notice.xml`

Corroborating source: `/workspace/documents/09_invoices/070_invoices_formal_notice.xml`

Recommended action: Before 2026-09-21, amend the closing or response checklist with a dated cure item; owner: Caleb Hassan.

### F-09 — insurance-limit deficiency (high)

The records do not reconcile for insurance-limit deficiency: one source states the operative date is 2025-07-06 under control reference CB-CC-2506-I464, while the corroborating source states the acknowledged date is 2025-07-23 under response reference CB-CC-2506-R404.

Primary source: `/workspace/documents/04_statements_of_work/025_statements_of_work_control_register.md`

Corroborating source: `/workspace/documents/10_correspondence/073_correspondence_control_register.md`

Recommended action: Before 2026-09-21, obtain a signed ratification and update the controlling register; owner: Leona Park.

### F-10 — audit-right deadline (medium)

The records do not reconcile for audit-right deadline: one source states the controlling amount is $6,959,109.00, while the corroborating source states the reconciliation and counterparty record use $7,064,718.00.

Primary source: `/workspace/documents/04_statements_of_work/028_statements_of_work_ledger_export.csv`

Corroborating source: `/workspace/documents/10_correspondence/076_correspondence_ledger_export.csv`

Recommended action: Before 2026-09-21, recalculate the exposure and preserve the supporting ledger; owner: Isaac Romero.

### F-11 — exclusivity carveout breach (medium)

The records do not reconcile for exclusivity carveout breach: 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_statements_of_work/031_statements_of_work_officer_certificate.html`

Corroborating source: `/workspace/documents/10_correspondence/079_correspondence_officer_certificate.html`

Recommended action: Before 2026-09-21, secure written consent from the authorized decision-maker; owner: Sofia Bennett.

### F-12 — benchmarking right omission (low)

The records do not reconcile for benchmarking right omission: one source states the item is recorded as closed without exception in CB-CC-2506-L886, while the corroborating source states the later status register marks it open and escalated in CB-CC-2506-U506.

Primary source: `/workspace/documents/05_pricing/034_pricing_executed_instrument.txt`

Corroborating source: `/workspace/documents/11_policies/082_policies_executed_instrument.txt`

Recommended action: Before 2026-09-21, issue a corrective notice using the contractually operative method; owner: Adrian Mensah.

### F-13 — invoice currency discrepancy (critical)

The records do not reconcile for invoice currency discrepancy: one source states the applicable location is Cook County, Illinois, while the corroborating source states the implementation record assigns the obligation to Illinois operations outside Cook County, Illinois.

Primary source: `/workspace/documents/05_pricing/037_pricing_review_memorandum.json`

Corroborating source: `/workspace/documents/11_policies/085_policies_review_memorandum.json`

Recommended action: Before 2026-09-21, escalate the conflict to the responsible legal and business owners; owner: Willa Novak.

### F-14 — usage-report inconsistency (high)

The records do not reconcile for usage-report inconsistency: 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_pricing/040_pricing_status_report.md`

Corroborating source: `/workspace/documents/11_policies/088_policies_status_report.md`

Recommended action: Before 2026-09-21, document the governing interpretation before the deadline; owner: Theo Laurent.

### F-15 — order-form precedence conflict (high)

The records do not reconcile for order-form precedence conflict: one source states formal notice must use notices-fathom_retail_markets@example.test, while the corroborating source states the only delivery record was sent to archive-north_cove_merchandising_corp@example.test.

Primary source: `/workspace/documents/06_service_levels/043_service_levels_correspondence.eml`

Corroborating source: `/workspace/documents/12_renewal_records/091_renewal_records_correspondence.eml`

Recommended action: Before 2026-09-21, place the affected population on hold pending reconciliation; owner: Amara Patel.

### F-16 — survival-clause ambiguity (medium)

The records do not reconcile for survival-clause ambiguity: one source states the governed population contains 106 records through 2025-12-07, while the corroborating source states the certification covers 70 records through 2026-01-18.

Primary source: `/workspace/documents/06_service_levels/046_service_levels_formal_notice.xml`

Corroborating source: `/workspace/documents/12_renewal_records/094_renewal_records_formal_notice.xml`

Recommended action: Before 2026-09-21, 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 cb100-016-fathom-retail 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 2026-09-21, obtain a signed ratification and update the controlling register; owner: Nora Chen.

Before 2026-09-21, recalculate the exposure and preserve the supporting ledger; owner: Dominic Alvarez.

Before 2026-09-21, secure written consent from the authorized decision-maker; owner: Priya Raman.

Before 2026-09-21, issue a corrective notice using the contractually operative method; owner: Elliot Mercer.

Before 2026-09-21, escalate the conflict to the responsible legal and business owners; owner: Talia Brooks.

Before 2026-09-21, document the governing interpretation before the deadline; owner: Jonas Feld.

Before 2026-09-21, place the affected population on hold pending reconciliation; owner: Mei Whitaker.

Before 2026-09-21, amend the closing or response checklist with a dated cure item; owner: Caleb Hassan.

Before 2026-09-21, obtain a signed ratification and update the controlling register; owner: Leona Park.

Before 2026-09-21, recalculate the exposure and preserve the supporting ledger; owner: Isaac Romero.

Before 2026-09-21, secure written consent from the authorized decision-maker; owner: Sofia Bennett.

Before 2026-09-21, issue a corrective notice using the contractually operative method; owner: Adrian Mensah.

Before 2026-09-21, escalate the conflict to the responsible legal and business owners; owner: Willa Novak.

Before 2026-09-21, document the governing interpretation before the deadline; owner: Theo Laurent.

Before 2026-09-21, place the affected population on hold pending reconciliation; owner: Amara Patel.

Before 2026-09-21, amend the closing or response checklist with a dated cure item; owner: Henry Cho.

Prompt: You are commercial contracts counsel for Fathom Retail Markets. The upcoming deadline leaves no room for unsupported assumptions, so every conclusion must trace to the supplied production. Marketplace fees changed mid-quarter, returns data moved offshore, and the parties disagree whether an email modified the category exclusivity provision. Decision due 2026-09-21. Illinois law governs; Cook County, Illinois is the forum. Give controlling documents precedence only when the record supports that hierarchy. 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 'cb100-016-fathom-retail'.

Set matter_number to the released matter value 'CB-CC-2506'.

Set prepared_for to the released matter value 'Fathom Retail Markets'.

Set as_of to the released matter value '2026-09-21'.

Include the confirmed F-01 exception for renewal date conflict.

Preserve F-01's id from /workspace/documents/01_master_agreements/001_master_agreements_control_register.md and /workspace/documents/07_security_privacy/049_security_privacy_control_register.md.

Preserve F-01's issue from /workspace/documents/01_master_agreements/001_master_agreements_control_register.md and /workspace/documents/07_security_privacy/049_security_privacy_control_register.md.

Preserve F-01's severity from /workspace/documents/01_master_agreements/001_master_agreements_control_register.md and /workspace/documents/07_security_privacy/049_security_privacy_control_register.md.

Preserve F-01's primary_source from /workspace/documents/01_master_agreements/001_master_agreements_control_register.md and /workspace/documents/07_security_privacy/049_security_privacy_control_register.md.

Preserve F-01's corroborating_source from /workspace/documents/01_master_agreements/001_master_agreements_control_register.md and /workspace/documents/07_security_privacy/049_security_privacy_control_register.md.

Reconcile F-01 using the exact controlled facts ['2025-05-30', 'CB-CC-2506-A847', '2025-06-30', 'CB-CC-2506-J711'].

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 ['2026-09-21', 'Nora Chen'] for F-01.

Include the confirmed F-02 exception for pricing-escalator mismatch.

Preserve F-02's id from /workspace/documents/01_master_agreements/004_master_agreements_ledger_export.csv and /workspace/documents/07_security_privacy/052_security_privacy_ledger_export.csv.

Preserve F-02's issue from /workspace/documents/01_master_agreements/004_master_agreements_ledger_export.csv and /workspace/documents/07_security_privacy/052_security_privacy_ledger_export.csv.

Preserve F-02's severity from /workspace/documents/01_master_agreements/004_master_agreements_ledger_export.csv and /workspace/documents/07_security_privacy/052_security_privacy_ledger_export.csv.

Preserve F-02's primary_source from /workspace/documents/01_master_agreements/004_master_agreements_ledger_export.csv and /workspace/documents/07_security_privacy/052_security_privacy_ledger_export.csv.

Preserve F-02's corroborating_source from /workspace/documents/01_master_agreements/004_master_agreements_ledger_export.csv and /workspace/documents/07_security_privacy/052_security_privacy_ledger_export.csv.

Reconcile F-02 using the exact controlled facts ['$4,693,533.00', '$4,873,566.00'].

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 ['2026-09-21', 'Dominic Alvarez'] for F-02.

Include the confirmed F-03 exception for minimum-commit shortfall.

Preserve F-03's id from /workspace/documents/01_master_agreements/007_master_agreements_officer_certificate.html and /workspace/documents/07_security_privacy/055_security_privacy_officer_certificate.html.

Preserve F-03's issue from /workspace/documents/01_master_agreements/007_master_agreements_officer_certificate.html and /workspace/documents/07_security_privacy/055_security_privacy_officer_certificate.html.

Preserve F-03's severity from /workspace/documents/01_master_agreements/007_master_agreements_officer_certificate.html and /workspace/documents/07_security_privacy/055_security_privacy_officer_certificate.html.

Preserve F-03's primary_source from /workspace/documents/01_master_agreements/007_master_agreements_officer_certificate.html and /workspace/documents/07_security_privacy/055_security_privacy_officer_certificate.html.

Preserve F-03's corroborating_source from /workspace/documents/01_master_agreements/007_master_agreements_officer_certificate.html and /workspace/documents/07_security_privacy/055_security_privacy_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 ['2026-09-21', 'Priya Raman'] for F-03.

Include the confirmed F-04 exception for service-credit underpayment.

Preserve F-04's id from /workspace/documents/02_order_forms/010_order_forms_executed_instrument.txt and /workspace/documents/08_notices/058_notices_executed_instrument.txt.

Preserve F-04's issue from /workspace/documents/02_order_forms/010_order_forms_executed_instrument.txt and /workspace/documents/08_notices/058_notices_executed_instrument.txt.

Preserve F-04's severity from /workspace/documents/02_order_forms/010_order_forms_executed_instrument.txt and /workspace/documents/08_notices/058_notices_executed_instrument.txt.

Preserve F-04's primary_source from /workspace/documents/02_order_forms/010_order_forms_executed_instrument.txt and /workspace/documents/08_notices/058_notices_executed_instrument.txt.

Preserve F-04's corroborating_source from /workspace/documents/02_order_forms/010_order_forms_executed_instrument.txt and /workspace/documents/08_notices/058_notices_executed_instrument.txt.

Reconcile F-04 using the exact controlled facts ['closed without exception', 'CB-CC-2506-D970', 'open and escalated', 'CB-CC-2506-M928'].

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 ['2026-09-21', 'Elliot Mercer'] for F-04.

Include the confirmed F-05 exception for termination notice defect.

Preserve F-05's id from /workspace/documents/02_order_forms/013_order_forms_review_memorandum.json and /workspace/documents/08_notices/061_notices_review_memorandum.json.

Preserve F-05's issue from /workspace/documents/02_order_forms/013_order_forms_review_memorandum.json and /workspace/documents/08_notices/061_notices_review_memorandum.json.

Preserve F-05's severity from /workspace/documents/02_order_forms/013_order_forms_review_memorandum.json and /workspace/documents/08_notices/061_notices_review_memorandum.json.

Preserve F-05's primary_source from /workspace/documents/02_order_forms/013_order_forms_review_memorandum.json and /workspace/documents/08_notices/061_notices_review_memorandum.json.

Preserve F-05's corroborating_source from /workspace/documents/02_order_forms/013_order_forms_review_memorandum.json and /workspace/documents/08_notices/061_notices_review_memorandum.json.

Reconcile F-05 using the exact controlled facts ['Cook County, Illinois', 'Illinois'].

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 ['2026-09-21', 'Talia Brooks'] for F-05.

Include the confirmed F-06 exception for assignment consent requirement.

Preserve F-06's id from /workspace/documents/02_order_forms/016_order_forms_status_report.md and /workspace/documents/08_notices/064_notices_status_report.md.

Preserve F-06's issue from /workspace/documents/02_order_forms/016_order_forms_status_report.md and /workspace/documents/08_notices/064_notices_status_report.md.

Preserve F-06's severity from /workspace/documents/02_order_forms/016_order_forms_status_report.md and /workspace/documents/08_notices/064_notices_status_report.md.

Preserve F-06's primary_source from /workspace/documents/02_order_forms/016_order_forms_status_report.md and /workspace/documents/08_notices/064_notices_status_report.md.

Preserve F-06's corroborating_source from /workspace/documents/02_order_forms/016_order_forms_status_report.md and /workspace/documents/08_notices/064_notices_status_report.md.

Reconcile F-06 using the exact controlled facts ['3%', '10%'].

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

Preserve the supported cure owner and deadline anchors ['2026-09-21', 'Jonas Feld'] for F-06.

Include the confirmed F-07 exception for data-localization conflict.

Preserve F-07's id from /workspace/documents/03_amendments/019_amendments_correspondence.eml and /workspace/documents/09_invoices/067_invoices_correspondence.eml.

Preserve F-07's issue from /workspace/documents/03_amendments/019_amendments_correspondence.eml and /workspace/documents/09_invoices/067_invoices_correspondence.eml.

Preserve F-07's severity from /workspace/documents/03_amendments/019_amendments_correspondence.eml and /workspace/documents/09_invoices/067_invoices_correspondence.eml.

Preserve F-07's primary_source from /workspace/documents/03_amendments/019_amendments_correspondence.eml and /workspace/documents/09_invoices/067_invoices_correspondence.eml.

Preserve F-07's corroborating_source from /workspace/documents/03_amendments/019_amendments_correspondence.eml and /workspace/documents/09_invoices/067_invoices_correspondence.eml.

Reconcile F-07 using the exact controlled facts ['notices-fathom_retail_markets@example.test', 'archive-north_cove_merchandising_corp@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 ['2026-09-21', 'Mei Whitaker'] for F-07.

Include the confirmed F-08 exception for subprocessor notice lapse.

Preserve F-08's id from /workspace/documents/03_amendments/022_amendments_formal_notice.xml and /workspace/documents/09_invoices/070_invoices_formal_notice.xml.

Preserve F-08's issue from /workspace/documents/03_amendments/022_amendments_formal_notice.xml and /workspace/documents/09_invoices/070_invoices_formal_notice.xml.

Preserve F-08's severity from /workspace/documents/03_amendments/022_amendments_formal_notice.xml and /workspace/documents/09_invoices/070_invoices_formal_notice.xml.

Preserve F-08's primary_source from /workspace/documents/03_amendments/022_amendments_formal_notice.xml and /workspace/documents/09_invoices/070_invoices_formal_notice.xml.

Preserve F-08's corroborating_source from /workspace/documents/03_amendments/022_amendments_formal_notice.xml and /workspace/documents/09_invoices/070_invoices_formal_notice.xml.

Reconcile F-08 using the exact controlled facts ['139 records', '2026-01-09', '54 records', '2026-02-04'].

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 ['2026-09-21', 'Caleb Hassan'] for F-08.

Include the confirmed F-09 exception for insurance-limit deficiency.

Preserve F-09's id from /workspace/documents/04_statements_of_work/025_statements_of_work_control_register.md and /workspace/documents/10_correspondence/073_correspondence_control_register.md.

Preserve F-09's issue from /workspace/documents/04_statements_of_work/025_statements_of_work_control_register.md and /workspace/documents/10_correspondence/073_correspondence_control_register.md.

Preserve F-09's severity from /workspace/documents/04_statements_of_work/025_statements_of_work_control_register.md and /workspace/documents/10_correspondence/073_correspondence_control_register.md.

Preserve F-09's primary_source from /workspace/documents/04_statements_of_work/025_statements_of_work_control_register.md and /workspace/documents/10_correspondence/073_correspondence_control_register.md.

Preserve F-09's corroborating_source from /workspace/documents/04_statements_of_work/025_statements_of_work_control_register.md and /workspace/documents/10_correspondence/073_correspondence_control_register.md.

Reconcile F-09 using the exact controlled facts ['2025-07-06', 'CB-CC-2506-I464', '2025-07-23', 'CB-CC-2506-R404'].

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 ['2026-09-21', 'Leona Park'] for F-09.

Include the confirmed F-10 exception for audit-right deadline.

Preserve F-10's id from /workspace/documents/04_statements_of_work/028_statements_of_work_ledger_export.csv and /workspace/documents/10_correspondence/076_correspondence_ledger_export.csv.

Preserve F-10's issue from /workspace/documents/04_statements_of_work/028_statements_of_work_ledger_export.csv and /workspace/documents/10_correspondence/076_correspondence_ledger_export.csv.

Preserve F-10's severity from /workspace/documents/04_statements_of_work/028_statements_of_work_ledger_export.csv and /workspace/documents/10_correspondence/076_correspondence_ledger_export.csv.

Preserve F-10's primary_source from /workspace/documents/04_statements_of_work/028_statements_of_work_ledger_export.csv and /workspace/documents/10_correspondence/076_correspondence_ledger_export.csv.

Preserve F-10's corroborating_source from /workspace/documents/04_statements_of_work/028_statements_of_work_ledger_export.csv and /workspace/documents/10_correspondence/076_correspondence_ledger_export.csv.

Reconcile F-10 using the exact controlled facts ['$6,959,109.00', '$7,064,718.00'].

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 ['2026-09-21', 'Isaac Romero'] for F-10.

Include the confirmed F-11 exception for exclusivity carveout breach.

Preserve F-11's id from /workspace/documents/04_statements_of_work/031_statements_of_work_officer_certificate.html and /workspace/documents/10_correspondence/079_correspondence_officer_certificate.html.

Preserve F-11's issue from /workspace/documents/04_statements_of_work/031_statements_of_work_officer_certificate.html and /workspace/documents/10_correspondence/079_correspondence_officer_certificate.html.

Preserve F-11's severity from /workspace/documents/04_statements_of_work/031_statements_of_work_officer_certificate.html and /workspace/documents/10_correspondence/079_correspondence_officer_certificate.html.

Preserve F-11's primary_source from /workspace/documents/04_statements_of_work/031_statements_of_work_officer_certificate.html and /workspace/documents/10_correspondence/079_correspondence_officer_certificate.html.

Preserve F-11's corroborating_source from /workspace/documents/04_statements_of_work/031_statements_of_work_officer_certificate.html and /workspace/documents/10_correspondence/079_correspondence_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 ['2026-09-21', 'Sofia Bennett'] for F-11.

Include the confirmed F-12 exception for benchmarking right omission.

Preserve F-12's id from /workspace/documents/05_pricing/034_pricing_executed_instrument.txt and /workspace/documents/11_policies/082_policies_executed_instrument.txt.

Preserve F-12's issue from /workspace/documents/05_pricing/034_pricing_executed_instrument.txt and /workspace/documents/11_policies/082_policies_executed_instrument.txt.

Preserve F-12's severity from /workspace/documents/05_pricing/034_pricing_executed_instrument.txt and /workspace/documents/11_policies/082_policies_executed_instrument.txt.

Preserve F-12's primary_source from /workspace/documents/05_pricing/034_pricing_executed_instrument.txt and /workspace/documents/11_policies/082_policies_executed_instrument.txt.

Preserve F-12's corroborating_source from /workspace/documents/05_pricing/034_pricing_executed_instrument.txt and /workspace/documents/11_policies/082_policies_executed_instrument.txt.

Reconcile F-12 using the exact controlled facts ['closed without exception', 'CB-CC-2506-L886', 'open and escalated', 'CB-CC-2506-U506'].

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 ['2026-09-21', 'Adrian Mensah'] for F-12.

Include the confirmed F-13 exception for invoice currency discrepancy.

Preserve F-13's id from /workspace/documents/05_pricing/037_pricing_review_memorandum.json and /workspace/documents/11_policies/085_policies_review_memorandum.json.

Preserve F-13's issue from /workspace/documents/05_pricing/037_pricing_review_memorandum.json and /workspace/documents/11_policies/085_policies_review_memorandum.json.

Preserve F-13's severity from /workspace/documents/05_pricing/037_pricing_review_memorandum.json and /workspace/documents/11_policies/085_policies_review_memorandum.json.

Preserve F-13's primary_source from /workspace/documents/05_pricing/037_pricing_review_memorandum.json and /workspace/documents/11_policies/085_policies_review_memorandum.json.

Preserve F-13's corroborating_source from /workspace/documents/05_pricing/037_pricing_review_memorandum.json and /workspace/documents/11_policies/085_policies_review_memorandum.json.

Reconcile F-13 using the exact controlled facts ['Cook County, Illinois', 'Illinois'].

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 ['2026-09-21', 'Willa Novak'] for F-13.

Include the confirmed F-14 exception for usage-report inconsistency.

Preserve F-14's id from /workspace/documents/05_pricing/040_pricing_status_report.md and /workspace/documents/11_policies/088_policies_status_report.md.

Preserve F-14's issue from /workspace/documents/05_pricing/040_pricing_status_report.md and /workspace/documents/11_policies/088_policies_status_report.md.

Preserve F-14's severity from /workspace/documents/05_pricing/040_pricing_status_report.md and /workspace/documents/11_policies/088_policies_status_report.md.

Preserve F-14's primary_source from /workspace/documents/05_pricing/040_pricing_status_report.md and /workspace/documents/11_policies/088_policies_status_report.md.

Preserve F-14's corroborating_source from /workspace/documents/05_pricing/040_pricing_status_report.md and /workspace/documents/11_policies/088_policies_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 ['2026-09-21', 'Theo Laurent'] for F-14.

Include the confirmed F-15 exception for order-form precedence conflict.

Preserve F-15's id from /workspace/documents/06_service_levels/043_service_levels_correspondence.eml and /workspace/documents/12_renewal_records/091_renewal_records_correspondence.eml.

Preserve F-15's issue from /workspace/documents/06_service_levels/043_service_levels_correspondence.eml and /workspace/documents/12_renewal_records/091_renewal_records_correspondence.eml.

Preserve F-15's severity from /workspace/documents/06_service_levels/043_service_levels_correspondence.eml and /workspace/documents/12_renewal_records/091_renewal_records_correspondence.eml.

Preserve F-15's primary_source from /workspace/documents/06_service_levels/043_service_levels_correspondence.eml and /workspace/documents/12_renewal_records/091_renewal_records_correspondence.eml.

Preserve F-15's corroborating_source from /workspace/documents/06_service_levels/043_service_levels_correspondence.eml and /workspace/documents/12_renewal_records/091_renewal_records_correspondence.eml.

Reconcile F-15 using the exact controlled facts ['notices-fathom_retail_markets@example.test', 'archive-north_cove_merchandising_corp@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 ['2026-09-21', 'Amara Patel'] for F-15.

Include the confirmed F-16 exception for survival-clause ambiguity.

Preserve F-16's id from /workspace/documents/06_service_levels/046_service_levels_formal_notice.xml and /workspace/documents/12_renewal_records/094_renewal_records_formal_notice.xml.

Preserve F-16's issue from /workspace/documents/06_service_levels/046_service_levels_formal_notice.xml and /workspace/documents/12_renewal_records/094_renewal_records_formal_notice.xml.

Preserve F-16's severity from /workspace/documents/06_service_levels/046_service_levels_formal_notice.xml and /workspace/documents/12_renewal_records/094_renewal_records_formal_notice.xml.

Preserve F-16's primary_source from /workspace/documents/06_service_levels/046_service_levels_formal_notice.xml and /workspace/documents/12_renewal_records/094_renewal_records_formal_notice.xml.

Preserve F-16's corroborating_source from /workspace/documents/06_service_levels/046_service_levels_formal_notice.xml and /workspace/documents/12_renewal_records/094_renewal_records_formal_notice.xml.

Reconcile F-16 using the exact controlled facts ['106 records', '2025-12-07', '70 records', '2026-01-18'].

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 ['2026-09-21', '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-CC-2506 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.