# Counsel advice — Everglass patent license diligence

## Executive assessment

For Everglass Medical Optics matter CB-IP-3205, the review identified 16 source-supported exceptions requiring action before 2026-09-18. The assessment concerns Lakeshore Research University and the supplied record for Wisconsin.

## 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 2025-01-09 under control reference CB-IP-3205-A226, while the corroborating source states the acknowledged date is 2025-02-01 under response reference CB-IP-3205-J386.

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 2026-09-18, obtain a signed ratification and update the controlling register; owner: Samuel Kim.

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

The records do not reconcile for recorded-owner mismatch: one source states the controlling amount is $1,295,466.00, while the corroborating source states the reconciliation and counterparty record use $1,457,432.00.

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 2026-09-18, recalculate the exposure and preserve the supporting ledger; owner: Maya Ellison.

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

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

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 2026-09-18, secure written consent from the authorized decision-maker; owner: Rafael Okafor.

### 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-3205-D194, while the corroborating source states the later status register marks it open and escalated in CB-IP-3205-M522.

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 2026-09-18, issue a corrective notice using the contractually operative method; owner: Nora Chen.

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

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

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 2026-09-18, escalate the conflict to the responsible legal and business owners; owner: Dominic Alvarez.

### 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 22% 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 2026-09-18, document the governing interpretation before the deadline; owner: Priya Raman.

### 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-everglass_medical_optics@example.test, while the corroborating source states the only delivery record was sent to archive-lakeshore_research_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 2026-09-18, place the affected population on hold pending reconciliation; owner: Elliot Mercer.

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

The records do not reconcile for source-code ownership gap: one source states the governed population contains 122 records through 2025-12-23, while the corroborating source states the certification covers 52 records through 2026-01-16.

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 2026-09-18, amend the closing or response checklist with a dated cure item; owner: Talia Brooks.

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

The records do not reconcile for inbound-license field restriction: one source states the operative date is 2025-10-18 under control reference CB-IP-3205-I568, while the corroborating source states the acknowledged date is 2025-11-13 under response reference CB-IP-3205-R482.

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 2026-09-18, obtain a signed ratification and update the controlling register; owner: Jonas Feld.

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

The records do not reconcile for outbound sublicense overreach: one source states the controlling amount is $1,546,826.00, while the corroborating source states the reconciliation and counterparty record use $1,800,152.00.

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 2026-09-18, recalculate the exposure and preserve the supporting ledger; owner: Mei Whitaker.

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

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

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 2026-09-18, secure written consent from the authorized decision-maker; owner: Caleb Hassan.

### 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-3205-L466, while the corroborating source states the later status register marks it open and escalated in CB-IP-3205-U889.

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 2026-09-18, issue a corrective notice using the contractually operative method; owner: Leona Park.

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

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

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 2026-09-18, escalate the conflict to the responsible legal and business owners; owner: Isaac Romero.

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

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

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

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

Recommended action: Before 2026-09-18, document the governing interpretation before the deadline; owner: Sofia Bennett.

### 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-everglass_medical_optics@example.test, while the corroborating source states the only delivery record was sent to archive-lakeshore_research_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 2026-09-18, place the affected population on hold pending reconciliation; owner: Adrian Mensah.

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

The records do not reconcile for security-interest release gap: one source states the governed population contains 117 records through 2025-03-13, while the corroborating source states the certification covers 35 records through 2025-03-20.

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 2026-09-18, amend the closing or response checklist with a dated cure item; owner: Willa Novak.

## 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 cb100-085-everglass-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 2026-09-18, obtain a signed ratification and update the controlling register; owner: Samuel Kim.

Before 2026-09-18, recalculate the exposure and preserve the supporting ledger; owner: Maya Ellison.

Before 2026-09-18, secure written consent from the authorized decision-maker; owner: Rafael Okafor.

Before 2026-09-18, issue a corrective notice using the contractually operative method; owner: Nora Chen.

Before 2026-09-18, escalate the conflict to the responsible legal and business owners; owner: Dominic Alvarez.

Before 2026-09-18, document the governing interpretation before the deadline; owner: Priya Raman.

Before 2026-09-18, place the affected population on hold pending reconciliation; owner: Elliot Mercer.

Before 2026-09-18, amend the closing or response checklist with a dated cure item; owner: Talia Brooks.

Before 2026-09-18, obtain a signed ratification and update the controlling register; owner: Jonas Feld.

Before 2026-09-18, recalculate the exposure and preserve the supporting ledger; owner: Mei Whitaker.

Before 2026-09-18, secure written consent from the authorized decision-maker; owner: Caleb Hassan.

Before 2026-09-18, issue a corrective notice using the contractually operative method; owner: Leona Park.

Before 2026-09-18, escalate the conflict to the responsible legal and business owners; owner: Isaac Romero.

Before 2026-09-18, document the governing interpretation before the deadline; owner: Sofia Bennett.

Before 2026-09-18, place the affected population on hold pending reconciliation; owner: Adrian Mensah.

Before 2026-09-18, amend the closing or response checklist with a dated cure item; owner: Willa Novak.

Prompt: You are intellectual-property counsel for Everglass Medical Optics. Outside counsel inherited this file after turnover on the client team and must validate every operative record before advising. University optical patents carry diligence milestones, sublicense economics, government rights, and maintenance obligations. Decision due 2026-09-18. Wisconsin law governs; Western District of Wisconsin 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 'cb100-085-everglass-medical'.

Set matter_number to the released matter value 'CB-IP-3205'.

Set prepared_for to the released matter value 'Everglass Medical Optics'.

Set as_of to the released matter value '2026-09-18'.

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 ['2025-01-09', 'CB-IP-3205-A226', '2025-02-01', 'CB-IP-3205-J386'].

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 ['2026-09-18', 'Samuel Kim'] for F-01.

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

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

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

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

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

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

Reconcile F-02 using the exact controlled facts ['$1,295,466.00', '$1,457,432.00'].

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 ['2026-09-18', 'Maya Ellison'] 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 ['Nadine Flores', 'Henry Cho'].

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 ['2026-09-18', 'Rafael Okafor'] 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-3205-D194', 'open and escalated', 'CB-IP-3205-M522'].

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 ['2026-09-18', 'Nora Chen'] 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 ['Western District of Wisconsin', 'Wisconsin'].

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 ['2026-09-18', 'Dominic Alvarez'] 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%', '22%'].

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 ['2026-09-18', 'Priya Raman'] 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-everglass_medical_optics@example.test', 'archive-lakeshore_research_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 ['2026-09-18', 'Elliot Mercer'] 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 ['122 records', '2025-12-23', '52 records', '2026-01-16'].

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 ['2026-09-18', 'Talia Brooks'] 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 ['2025-10-18', 'CB-IP-3205-I568', '2025-11-13', 'CB-IP-3205-R482'].

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 ['2026-09-18', 'Jonas Feld'] 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 ['$1,546,826.00', '$1,800,152.00'].

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 ['2026-09-18', 'Mei Whitaker'] 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 ['Nadine Flores', 'Caleb Hassan'].

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 ['2026-09-18', 'Caleb Hassan'] 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-3205-L466', 'open and escalated', 'CB-IP-3205-U889'].

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 ['2026-09-18', 'Leona Park'] 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 ['Western District of Wisconsin', 'Wisconsin'].

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 ['2026-09-18', 'Isaac Romero'] for F-13.

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

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

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

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

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

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

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

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

Preserve the supported cure owner and deadline anchors ['2026-09-18', 'Sofia Bennett'] 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-everglass_medical_optics@example.test', 'archive-lakeshore_research_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 ['2026-09-18', 'Adrian Mensah'] 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 ['117 records', '2025-03-13', '35 records', '2025-03-20'].

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 ['2026-09-18', 'Willa Novak'] 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-3205 production contains independently maintained records; a defensible answer must preserve each supported conflict and its cure owner.


# Counsel advice — Frostline software provenance audit

## Executive assessment

For Frostline Security Software matter CB-IP-3206, the review identified 16 source-supported exceptions requiring action before 2026-09-22. The assessment concerns Open Harbor Foundation and the supplied record for Massachusetts.

## 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 2025-02-20 under control reference CB-IP-3206-A748, while the corroborating source states the acknowledged date is 2025-03-25 under response reference CB-IP-3206-J426.

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 2026-09-22, obtain a signed ratification and update the controlling register; owner: Maya Ellison.

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

The records do not reconcile for recorded-owner mismatch: one source states the controlling amount is $6,766,506.00, while the corroborating source states the reconciliation and counterparty record use $7,079,512.00.

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 2026-09-22, recalculate the exposure and preserve the supporting ledger; owner: Rafael Okafor.

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

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

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 2026-09-22, secure written consent from the authorized decision-maker; owner: Nora Chen.

### 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-3206-D405, while the corroborating source states the later status register marks it open and escalated in CB-IP-3206-M608.

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 2026-09-22, issue a corrective notice using the contractually operative method; owner: Dominic Alvarez.

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

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

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 2026-09-22, escalate the conflict to the responsible legal and business owners; owner: Priya Raman.

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

The records do not reconcile for coexistence restriction: one source states the threshold is 8% with no stated tolerance, while the corroborating source states the applied threshold is 10% and produced a different exception result.

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

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

Recommended action: Before 2026-09-22, document the governing interpretation before the deadline; owner: Elliot Mercer.

### 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-frostline_security_software@example.test, while the corroborating source states the only delivery record was sent to archive-open_harbor_foundation@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 2026-09-22, place the affected population on hold pending reconciliation; owner: Talia Brooks.

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

The records do not reconcile for source-code ownership gap: one source states the governed population contains 95 records through 2025-11-26, while the corroborating source states the certification covers 62 records through 2025-12-30.

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 2026-09-22, amend the closing or response checklist with a dated cure item; owner: Jonas Feld.

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

The records do not reconcile for inbound-license field restriction: one source states the operative date is 2025-04-03 under control reference CB-IP-3206-I550, while the corroborating source states the acknowledged date is 2025-04-27 under response reference CB-IP-3206-R480.

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 2026-09-22, obtain a signed ratification and update the controlling register; owner: Mei Whitaker.

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

The records do not reconcile for outbound sublicense overreach: one source states the controlling amount is $3,552,773.00, while the corroborating source states the reconciliation and counterparty record use $3,632,046.00.

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 2026-09-22, recalculate the exposure and preserve the supporting ledger; owner: Caleb Hassan.

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

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

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 2026-09-22, secure written consent from the authorized decision-maker; owner: Leona Park.

### 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-3206-L117, while the corroborating source states the later status register marks it open and escalated in CB-IP-3206-U724.

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 2026-09-22, issue a corrective notice using the contractually operative method; owner: Isaac Romero.

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

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

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 2026-09-22, escalate the conflict to the responsible legal and business owners; owner: Sofia Bennett.

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

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

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

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

Recommended action: Before 2026-09-22, document the governing interpretation before the deadline; owner: Adrian Mensah.

### 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-frostline_security_software@example.test, while the corroborating source states the only delivery record was sent to archive-open_harbor_foundation@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 2026-09-22, place the affected population on hold pending reconciliation; owner: Willa Novak.

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

The records do not reconcile for security-interest release gap: one source states the governed population contains 176 records through 2025-09-28, while the corroborating source states the certification covers 52 records through 2025-10-22.

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 2026-09-22, amend the closing or response checklist with a dated cure item; owner: Theo Laurent.

## 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 cb100-086-frostline-security 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 2026-09-22, obtain a signed ratification and update the controlling register; owner: Maya Ellison.

Before 2026-09-22, recalculate the exposure and preserve the supporting ledger; owner: Rafael Okafor.

Before 2026-09-22, secure written consent from the authorized decision-maker; owner: Nora Chen.

Before 2026-09-22, issue a corrective notice using the contractually operative method; owner: Dominic Alvarez.

Before 2026-09-22, escalate the conflict to the responsible legal and business owners; owner: Priya Raman.

Before 2026-09-22, document the governing interpretation before the deadline; owner: Elliot Mercer.

Before 2026-09-22, place the affected population on hold pending reconciliation; owner: Talia Brooks.

Before 2026-09-22, amend the closing or response checklist with a dated cure item; owner: Jonas Feld.

Before 2026-09-22, obtain a signed ratification and update the controlling register; owner: Mei Whitaker.

Before 2026-09-22, recalculate the exposure and preserve the supporting ledger; owner: Caleb Hassan.

Before 2026-09-22, secure written consent from the authorized decision-maker; owner: Leona Park.

Before 2026-09-22, issue a corrective notice using the contractually operative method; owner: Isaac Romero.

Before 2026-09-22, escalate the conflict to the responsible legal and business owners; owner: Sofia Bennett.

Before 2026-09-22, document the governing interpretation before the deadline; owner: Adrian Mensah.

Before 2026-09-22, place the affected population on hold pending reconciliation; owner: Willa Novak.

Before 2026-09-22, amend the closing or response checklist with a dated cure item; owner: Theo Laurent.

Prompt: You are intellectual-property counsel for Frostline Security Software. The upcoming deadline leaves no room for unsupported assumptions, so every conclusion must trace to the supplied production. A security appliance contains open-source packages, contractor modules, outbound licenses, and incomplete notice files. Decision due 2026-09-22. Massachusetts law governs; District of Massachusetts 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 'cb100-086-frostline-security'.

Set matter_number to the released matter value 'CB-IP-3206'.

Set prepared_for to the released matter value 'Frostline Security Software'.

Set as_of to the released matter value '2026-09-22'.

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 ['2025-02-20', 'CB-IP-3206-A748', '2025-03-25', 'CB-IP-3206-J426'].

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 ['2026-09-22', 'Maya Ellison'] 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 ['$6,766,506.00', '$7,079,512.00'].

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 ['2026-09-22', 'Rafael Okafor'] 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 ['Micah Sullivan', 'Micah Sullivan'].

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 ['2026-09-22', 'Nora Chen'] 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-3206-D405', 'open and escalated', 'CB-IP-3206-M608'].

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 ['2026-09-22', 'Dominic Alvarez'] 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 ['District of Massachusetts', 'Massachusetts'].

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 ['2026-09-22', 'Priya Raman'] 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 ['8%', '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 ['2026-09-22', 'Elliot Mercer'] 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-frostline_security_software@example.test', 'archive-open_harbor_foundation@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 ['2026-09-22', 'Talia Brooks'] 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 ['95 records', '2025-11-26', '62 records', '2025-12-30'].

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 ['2026-09-22', 'Jonas Feld'] 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 ['2025-04-03', 'CB-IP-3206-I550', '2025-04-27', 'CB-IP-3206-R480'].

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 ['2026-09-22', 'Mei Whitaker'] 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 ['$3,552,773.00', '$3,632,046.00'].

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 ['2026-09-22', 'Caleb Hassan'] 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 ['Micah Sullivan', 'Isaac Romero'].

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 ['2026-09-22', 'Leona Park'] 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-3206-L117', 'open and escalated', 'CB-IP-3206-U724'].

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 ['2026-09-22', 'Isaac Romero'] 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 ['District of Massachusetts', 'Massachusetts'].

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 ['2026-09-22', 'Sofia Bennett'] for F-13.

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

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

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

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

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

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

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

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

Preserve the supported cure owner and deadline anchors ['2026-09-22', 'Adrian Mensah'] 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-frostline_security_software@example.test', 'archive-open_harbor_foundation@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 ['2026-09-22', 'Willa Novak'] 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 ['176 records', '2025-09-28', '52 records', '2025-10-22'].

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 ['2026-09-22', 'Theo Laurent'] 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-3206 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.