# Counsel advice — Project Daybreak battery acquisition

## Executive assessment

For Helios Forge, Inc. matter CB-MA-2401, the review identified 16 source-supported exceptions requiring action before 2026-09-04. The assessment concerns BluePeak Battery Systems LLC and the supplied record for Delaware.

## Method and record coverage

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

## Findings

### F-01 — charter authorization mismatch (critical)

The records do not reconcile for charter authorization mismatch: one source states the operative date is 2025-02-15 under control reference CB-MA-2401-A983, while the corroborating source states the acknowledged date is 2025-04-03 under response reference CB-MA-2401-J929.

Primary source: `/workspace/documents/01_corporate/001_corporate_control_register.md`

Corroborating source: `/workspace/documents/07_privacy_security/049_privacy_security_control_register.md`

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

### F-02 — unrecorded option grant (high)

The records do not reconcile for unrecorded option grant: one source states the controlling amount is $3,939,148.00, while the corroborating source states the reconciliation and counterparty record use $4,074,796.00.

Primary source: `/workspace/documents/01_corporate/004_corporate_ledger_export.csv`

Corroborating source: `/workspace/documents/07_privacy_security/052_privacy_security_ledger_export.csv`

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

### F-03 — change-of-control consent (high)

The records do not reconcile for change-of-control consent: one source states approval is attributed to Talia Brooks as the sole authorized reviewer, while the corroborating source states the approval log names Henry Cho and contains no entry for Talia Brooks.

Primary source: `/workspace/documents/01_corporate/007_corporate_officer_certificate.html`

Corroborating source: `/workspace/documents/07_privacy_security/055_privacy_security_officer_certificate.html`

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

### F-04 — anti-assignment restriction (medium)

The records do not reconcile for anti-assignment restriction: one source states the item is recorded as closed without exception in CB-MA-2401-D624, while the corroborating source states the later status register marks it open and escalated in CB-MA-2401-M555.

Primary source: `/workspace/documents/02_capitalization/010_capitalization_executed_instrument.txt`

Corroborating source: `/workspace/documents/08_regulatory/058_regulatory_executed_instrument.txt`

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

### F-05 — most-favored-customer exposure (medium)

The records do not reconcile for most-favored-customer exposure: one source states the applicable location is Washoe County, Nevada, while the corroborating source states the implementation record assigns the obligation to Delaware operations outside Washoe County, Nevada.

Primary source: `/workspace/documents/02_capitalization/013_capitalization_review_memorandum.json`

Corroborating source: `/workspace/documents/08_regulatory/061_regulatory_review_memorandum.json`

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

### F-06 — financial covenant breach (low)

The records do not reconcile for financial covenant breach: 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/02_capitalization/016_capitalization_status_report.md`

Corroborating source: `/workspace/documents/08_regulatory/064_regulatory_status_report.md`

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

### F-07 — key-person retention gap (critical)

The records do not reconcile for key-person retention gap: one source states formal notice must use notices-helios_forge_inc@example.test, while the corroborating source states the only delivery record was sent to archive-bluepeak_battery_systems_llc@example.test.

Primary source: `/workspace/documents/03_material_contracts/019_material_contracts_correspondence.eml`

Corroborating source: `/workspace/documents/09_litigation/067_litigation_correspondence.eml`

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

### F-08 — invention assignment defect (high)

The records do not reconcile for invention assignment defect: one source states the governed population contains 142 records through 2025-08-25, while the corroborating source states the certification covers 71 records through 2025-10-07.

Primary source: `/workspace/documents/03_material_contracts/022_material_contracts_formal_notice.xml`

Corroborating source: `/workspace/documents/09_litigation/070_litigation_formal_notice.xml`

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

### F-09 — open-source copyleft exposure (high)

The records do not reconcile for open-source copyleft exposure: one source states the operative date is 2025-04-04 under control reference CB-MA-2401-I971, while the corroborating source states the acknowledged date is 2025-04-19 under response reference CB-MA-2401-R928.

Primary source: `/workspace/documents/04_debt_security/025_debt_security_control_register.md`

Corroborating source: `/workspace/documents/10_real_property/073_real_property_control_register.md`

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

### F-10 — unreported security incident (medium)

The records do not reconcile for unreported security incident: one source states the controlling amount is $513,280.00, while the corroborating source states the reconciliation and counterparty record use $803,060.00.

Primary source: `/workspace/documents/04_debt_security/028_debt_security_ledger_export.csv`

Corroborating source: `/workspace/documents/10_real_property/076_real_property_ledger_export.csv`

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

### F-11 — permit transfer restriction (medium)

The records do not reconcile for permit transfer restriction: one source states approval is attributed to Talia Brooks as the sole authorized reviewer, while the corroborating source states the approval log names Caleb Hassan and contains no entry for Talia Brooks.

Primary source: `/workspace/documents/04_debt_security/031_debt_security_officer_certificate.html`

Corroborating source: `/workspace/documents/10_real_property/079_real_property_officer_certificate.html`

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

### F-12 — threatened customer dispute (low)

The records do not reconcile for threatened customer dispute: one source states the item is recorded as closed without exception in CB-MA-2401-L867, while the corroborating source states the later status register marks it open and escalated in CB-MA-2401-U159.

Primary source: `/workspace/documents/05_employment/034_employment_executed_instrument.txt`

Corroborating source: `/workspace/documents/11_tax_insurance/082_tax_insurance_executed_instrument.txt`

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

### F-13 — facility title exception (critical)

The records do not reconcile for facility title exception: one source states the applicable location is Washoe County, Nevada, while the corroborating source states the implementation record assigns the obligation to Delaware operations outside Washoe County, Nevada.

Primary source: `/workspace/documents/05_employment/037_employment_review_memorandum.json`

Corroborating source: `/workspace/documents/11_tax_insurance/085_tax_insurance_review_memorandum.json`

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

### F-14 — sales-tax nexus gap (high)

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

Primary source: `/workspace/documents/05_employment/040_employment_status_report.md`

Corroborating source: `/workspace/documents/11_tax_insurance/088_tax_insurance_status_report.md`

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

### F-15 — claims-made insurance tail (high)

The records do not reconcile for claims-made insurance tail: one source states formal notice must use notices-helios_forge_inc@example.test, while the corroborating source states the only delivery record was sent to archive-bluepeak_battery_systems_llc@example.test.

Primary source: `/workspace/documents/06_ip_technology/043_ip_technology_correspondence.eml`

Corroborating source: `/workspace/documents/12_financials/091_financials_correspondence.eml`

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

### F-16 — revenue recognition exception (medium)

The records do not reconcile for revenue recognition exception: one source states the governed population contains 89 records through 2025-02-13, while the corroborating source states the certification covers 67 records through 2025-03-24.

Primary source: `/workspace/documents/06_ip_technology/046_ip_technology_formal_notice.xml`

Corroborating source: `/workspace/documents/12_financials/094_financials_formal_notice.xml`

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

## 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 cb100-001-helios-forge and the supplied synthetic evidence. It does not rely on external facts, does not resolve disputed law, and is not legal advice for a real person or entity.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Prompt: You are buyer-side transactions counsel for Helios Forge, Inc. The partner responsible for this matter needs a defensible decision record before the next client call. A carve-out manufacturer owns cathode tooling in Nevada while its largest automaker customer can terminate upon an indirect change of control. Decision due 2026-09-04. Delaware law governs; Washoe County, Nevada is the forum. Prioritize conflicts between signed instruments and later operational records. Work out the defensible position from the matter production and leave an audit-ready exception tracker and concise advice for the supervising lawyer. Keep confirmed conflicts separate from open questions, cite the records that actually control each conclusion, and do not fill gaps with outside facts.

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

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

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

Confirm the sandbox's allowed document and output roots.

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

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

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

Create both final work products through the sandbox MCP surface.

Produce findings.json as a valid JSON object.

Report exactly 16 confirmed exceptions.

Use each stable finding ID exactly once.

Set schema_version to the released matter value '1.0'.

Set task_id to the released matter value 'cb100-001-helios-forge'.

Set matter_number to the released matter value 'CB-MA-2401'.

Set prepared_for to the released matter value 'Helios Forge, Inc.'.

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

Include the confirmed F-01 exception for charter authorization mismatch.

Preserve F-01's id from /workspace/documents/01_corporate/001_corporate_control_register.md and /workspace/documents/07_privacy_security/049_privacy_security_control_register.md.

Preserve F-01's issue from /workspace/documents/01_corporate/001_corporate_control_register.md and /workspace/documents/07_privacy_security/049_privacy_security_control_register.md.

Preserve F-01's severity from /workspace/documents/01_corporate/001_corporate_control_register.md and /workspace/documents/07_privacy_security/049_privacy_security_control_register.md.

Preserve F-01's primary_source from /workspace/documents/01_corporate/001_corporate_control_register.md and /workspace/documents/07_privacy_security/049_privacy_security_control_register.md.

Preserve F-01's corroborating_source from /workspace/documents/01_corporate/001_corporate_control_register.md and /workspace/documents/07_privacy_security/049_privacy_security_control_register.md.

Reconcile F-01 using the exact controlled facts ['2025-02-15', 'CB-MA-2401-A983', '2025-04-03', 'CB-MA-2401-J929'].

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

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

Include the confirmed F-02 exception for unrecorded option grant.

Preserve F-02's id from /workspace/documents/01_corporate/004_corporate_ledger_export.csv and /workspace/documents/07_privacy_security/052_privacy_security_ledger_export.csv.

Preserve F-02's issue from /workspace/documents/01_corporate/004_corporate_ledger_export.csv and /workspace/documents/07_privacy_security/052_privacy_security_ledger_export.csv.

Preserve F-02's severity from /workspace/documents/01_corporate/004_corporate_ledger_export.csv and /workspace/documents/07_privacy_security/052_privacy_security_ledger_export.csv.

Preserve F-02's primary_source from /workspace/documents/01_corporate/004_corporate_ledger_export.csv and /workspace/documents/07_privacy_security/052_privacy_security_ledger_export.csv.

Preserve F-02's corroborating_source from /workspace/documents/01_corporate/004_corporate_ledger_export.csv and /workspace/documents/07_privacy_security/052_privacy_security_ledger_export.csv.

Reconcile F-02 using the exact controlled facts ['$3,939,148.00', '$4,074,796.00'].

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

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

Include the confirmed F-03 exception for change-of-control consent.

Preserve F-03's id from /workspace/documents/01_corporate/007_corporate_officer_certificate.html and /workspace/documents/07_privacy_security/055_privacy_security_officer_certificate.html.

Preserve F-03's issue from /workspace/documents/01_corporate/007_corporate_officer_certificate.html and /workspace/documents/07_privacy_security/055_privacy_security_officer_certificate.html.

Preserve F-03's severity from /workspace/documents/01_corporate/007_corporate_officer_certificate.html and /workspace/documents/07_privacy_security/055_privacy_security_officer_certificate.html.

Preserve F-03's primary_source from /workspace/documents/01_corporate/007_corporate_officer_certificate.html and /workspace/documents/07_privacy_security/055_privacy_security_officer_certificate.html.

Preserve F-03's corroborating_source from /workspace/documents/01_corporate/007_corporate_officer_certificate.html and /workspace/documents/07_privacy_security/055_privacy_security_officer_certificate.html.

Reconcile F-03 using the exact controlled facts ['Talia Brooks', '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 ['2026-09-04', 'Adrian Mensah'] for F-03.

Include the confirmed F-04 exception for anti-assignment restriction.

Preserve F-04's id from /workspace/documents/02_capitalization/010_capitalization_executed_instrument.txt and /workspace/documents/08_regulatory/058_regulatory_executed_instrument.txt.

Preserve F-04's issue from /workspace/documents/02_capitalization/010_capitalization_executed_instrument.txt and /workspace/documents/08_regulatory/058_regulatory_executed_instrument.txt.

Preserve F-04's severity from /workspace/documents/02_capitalization/010_capitalization_executed_instrument.txt and /workspace/documents/08_regulatory/058_regulatory_executed_instrument.txt.

Preserve F-04's primary_source from /workspace/documents/02_capitalization/010_capitalization_executed_instrument.txt and /workspace/documents/08_regulatory/058_regulatory_executed_instrument.txt.

Preserve F-04's corroborating_source from /workspace/documents/02_capitalization/010_capitalization_executed_instrument.txt and /workspace/documents/08_regulatory/058_regulatory_executed_instrument.txt.

Reconcile F-04 using the exact controlled facts ['closed without exception', 'CB-MA-2401-D624', 'open and escalated', 'CB-MA-2401-M555'].

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

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

Include the confirmed F-05 exception for most-favored-customer exposure.

Preserve F-05's id from /workspace/documents/02_capitalization/013_capitalization_review_memorandum.json and /workspace/documents/08_regulatory/061_regulatory_review_memorandum.json.

Preserve F-05's issue from /workspace/documents/02_capitalization/013_capitalization_review_memorandum.json and /workspace/documents/08_regulatory/061_regulatory_review_memorandum.json.

Preserve F-05's severity from /workspace/documents/02_capitalization/013_capitalization_review_memorandum.json and /workspace/documents/08_regulatory/061_regulatory_review_memorandum.json.

Preserve F-05's primary_source from /workspace/documents/02_capitalization/013_capitalization_review_memorandum.json and /workspace/documents/08_regulatory/061_regulatory_review_memorandum.json.

Preserve F-05's corroborating_source from /workspace/documents/02_capitalization/013_capitalization_review_memorandum.json and /workspace/documents/08_regulatory/061_regulatory_review_memorandum.json.

Reconcile F-05 using the exact controlled facts ['Washoe County, Nevada', 'Delaware'].

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

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

Include the confirmed F-06 exception for financial covenant breach.

Preserve F-06's id from /workspace/documents/02_capitalization/016_capitalization_status_report.md and /workspace/documents/08_regulatory/064_regulatory_status_report.md.

Preserve F-06's issue from /workspace/documents/02_capitalization/016_capitalization_status_report.md and /workspace/documents/08_regulatory/064_regulatory_status_report.md.

Preserve F-06's severity from /workspace/documents/02_capitalization/016_capitalization_status_report.md and /workspace/documents/08_regulatory/064_regulatory_status_report.md.

Preserve F-06's primary_source from /workspace/documents/02_capitalization/016_capitalization_status_report.md and /workspace/documents/08_regulatory/064_regulatory_status_report.md.

Preserve F-06's corroborating_source from /workspace/documents/02_capitalization/016_capitalization_status_report.md and /workspace/documents/08_regulatory/064_regulatory_status_report.md.

Reconcile F-06 using the exact controlled facts ['7%', '14%'].

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

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

Include the confirmed F-07 exception for key-person retention gap.

Preserve F-07's id from /workspace/documents/03_material_contracts/019_material_contracts_correspondence.eml and /workspace/documents/09_litigation/067_litigation_correspondence.eml.

Preserve F-07's issue from /workspace/documents/03_material_contracts/019_material_contracts_correspondence.eml and /workspace/documents/09_litigation/067_litigation_correspondence.eml.

Preserve F-07's severity from /workspace/documents/03_material_contracts/019_material_contracts_correspondence.eml and /workspace/documents/09_litigation/067_litigation_correspondence.eml.

Preserve F-07's primary_source from /workspace/documents/03_material_contracts/019_material_contracts_correspondence.eml and /workspace/documents/09_litigation/067_litigation_correspondence.eml.

Preserve F-07's corroborating_source from /workspace/documents/03_material_contracts/019_material_contracts_correspondence.eml and /workspace/documents/09_litigation/067_litigation_correspondence.eml.

Reconcile F-07 using the exact controlled facts ['notices-helios_forge_inc@example.test', 'archive-bluepeak_battery_systems_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 ['2026-09-04', 'Henry Cho'] for F-07.

Include the confirmed F-08 exception for invention assignment defect.

Preserve F-08's id from /workspace/documents/03_material_contracts/022_material_contracts_formal_notice.xml and /workspace/documents/09_litigation/070_litigation_formal_notice.xml.

Preserve F-08's issue from /workspace/documents/03_material_contracts/022_material_contracts_formal_notice.xml and /workspace/documents/09_litigation/070_litigation_formal_notice.xml.

Preserve F-08's severity from /workspace/documents/03_material_contracts/022_material_contracts_formal_notice.xml and /workspace/documents/09_litigation/070_litigation_formal_notice.xml.

Preserve F-08's primary_source from /workspace/documents/03_material_contracts/022_material_contracts_formal_notice.xml and /workspace/documents/09_litigation/070_litigation_formal_notice.xml.

Preserve F-08's corroborating_source from /workspace/documents/03_material_contracts/022_material_contracts_formal_notice.xml and /workspace/documents/09_litigation/070_litigation_formal_notice.xml.

Reconcile F-08 using the exact controlled facts ['142 records', '2025-08-25', '71 records', '2025-10-07'].

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

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

Include the confirmed F-09 exception for open-source copyleft exposure.

Preserve F-09's id from /workspace/documents/04_debt_security/025_debt_security_control_register.md and /workspace/documents/10_real_property/073_real_property_control_register.md.

Preserve F-09's issue from /workspace/documents/04_debt_security/025_debt_security_control_register.md and /workspace/documents/10_real_property/073_real_property_control_register.md.

Preserve F-09's severity from /workspace/documents/04_debt_security/025_debt_security_control_register.md and /workspace/documents/10_real_property/073_real_property_control_register.md.

Preserve F-09's primary_source from /workspace/documents/04_debt_security/025_debt_security_control_register.md and /workspace/documents/10_real_property/073_real_property_control_register.md.

Preserve F-09's corroborating_source from /workspace/documents/04_debt_security/025_debt_security_control_register.md and /workspace/documents/10_real_property/073_real_property_control_register.md.

Reconcile F-09 using the exact controlled facts ['2025-04-04', 'CB-MA-2401-I971', '2025-04-19', 'CB-MA-2401-R928'].

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

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

Include the confirmed F-10 exception for unreported security incident.

Preserve F-10's id from /workspace/documents/04_debt_security/028_debt_security_ledger_export.csv and /workspace/documents/10_real_property/076_real_property_ledger_export.csv.

Preserve F-10's issue from /workspace/documents/04_debt_security/028_debt_security_ledger_export.csv and /workspace/documents/10_real_property/076_real_property_ledger_export.csv.

Preserve F-10's severity from /workspace/documents/04_debt_security/028_debt_security_ledger_export.csv and /workspace/documents/10_real_property/076_real_property_ledger_export.csv.

Preserve F-10's primary_source from /workspace/documents/04_debt_security/028_debt_security_ledger_export.csv and /workspace/documents/10_real_property/076_real_property_ledger_export.csv.

Preserve F-10's corroborating_source from /workspace/documents/04_debt_security/028_debt_security_ledger_export.csv and /workspace/documents/10_real_property/076_real_property_ledger_export.csv.

Reconcile F-10 using the exact controlled facts ['$513,280.00', '$803,060.00'].

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

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

Include the confirmed F-11 exception for permit transfer restriction.

Preserve F-11's id from /workspace/documents/04_debt_security/031_debt_security_officer_certificate.html and /workspace/documents/10_real_property/079_real_property_officer_certificate.html.

Preserve F-11's issue from /workspace/documents/04_debt_security/031_debt_security_officer_certificate.html and /workspace/documents/10_real_property/079_real_property_officer_certificate.html.

Preserve F-11's severity from /workspace/documents/04_debt_security/031_debt_security_officer_certificate.html and /workspace/documents/10_real_property/079_real_property_officer_certificate.html.

Preserve F-11's primary_source from /workspace/documents/04_debt_security/031_debt_security_officer_certificate.html and /workspace/documents/10_real_property/079_real_property_officer_certificate.html.

Preserve F-11's corroborating_source from /workspace/documents/04_debt_security/031_debt_security_officer_certificate.html and /workspace/documents/10_real_property/079_real_property_officer_certificate.html.

Reconcile F-11 using the exact controlled facts ['Talia Brooks', '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 ['2026-09-04', 'Owen Delgado'] for F-11.

Include the confirmed F-12 exception for threatened customer dispute.

Preserve F-12's id from /workspace/documents/05_employment/034_employment_executed_instrument.txt and /workspace/documents/11_tax_insurance/082_tax_insurance_executed_instrument.txt.

Preserve F-12's issue from /workspace/documents/05_employment/034_employment_executed_instrument.txt and /workspace/documents/11_tax_insurance/082_tax_insurance_executed_instrument.txt.

Preserve F-12's severity from /workspace/documents/05_employment/034_employment_executed_instrument.txt and /workspace/documents/11_tax_insurance/082_tax_insurance_executed_instrument.txt.

Preserve F-12's primary_source from /workspace/documents/05_employment/034_employment_executed_instrument.txt and /workspace/documents/11_tax_insurance/082_tax_insurance_executed_instrument.txt.

Preserve F-12's corroborating_source from /workspace/documents/05_employment/034_employment_executed_instrument.txt and /workspace/documents/11_tax_insurance/082_tax_insurance_executed_instrument.txt.

Reconcile F-12 using the exact controlled facts ['closed without exception', 'CB-MA-2401-L867', 'open and escalated', 'CB-MA-2401-U159'].

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

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

Include the confirmed F-13 exception for facility title exception.

Preserve F-13's id from /workspace/documents/05_employment/037_employment_review_memorandum.json and /workspace/documents/11_tax_insurance/085_tax_insurance_review_memorandum.json.

Preserve F-13's issue from /workspace/documents/05_employment/037_employment_review_memorandum.json and /workspace/documents/11_tax_insurance/085_tax_insurance_review_memorandum.json.

Preserve F-13's severity from /workspace/documents/05_employment/037_employment_review_memorandum.json and /workspace/documents/11_tax_insurance/085_tax_insurance_review_memorandum.json.

Preserve F-13's primary_source from /workspace/documents/05_employment/037_employment_review_memorandum.json and /workspace/documents/11_tax_insurance/085_tax_insurance_review_memorandum.json.

Preserve F-13's corroborating_source from /workspace/documents/05_employment/037_employment_review_memorandum.json and /workspace/documents/11_tax_insurance/085_tax_insurance_review_memorandum.json.

Reconcile F-13 using the exact controlled facts ['Washoe County, Nevada', 'Delaware'].

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

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

Include the confirmed F-14 exception for sales-tax nexus gap.

Preserve F-14's id from /workspace/documents/05_employment/040_employment_status_report.md and /workspace/documents/11_tax_insurance/088_tax_insurance_status_report.md.

Preserve F-14's issue from /workspace/documents/05_employment/040_employment_status_report.md and /workspace/documents/11_tax_insurance/088_tax_insurance_status_report.md.

Preserve F-14's severity from /workspace/documents/05_employment/040_employment_status_report.md and /workspace/documents/11_tax_insurance/088_tax_insurance_status_report.md.

Preserve F-14's primary_source from /workspace/documents/05_employment/040_employment_status_report.md and /workspace/documents/11_tax_insurance/088_tax_insurance_status_report.md.

Preserve F-14's corroborating_source from /workspace/documents/05_employment/040_employment_status_report.md and /workspace/documents/11_tax_insurance/088_tax_insurance_status_report.md.

Reconcile F-14 using the exact controlled facts ['10%', '12%'].

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

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

Include the confirmed F-15 exception for claims-made insurance tail.

Preserve F-15's id from /workspace/documents/06_ip_technology/043_ip_technology_correspondence.eml and /workspace/documents/12_financials/091_financials_correspondence.eml.

Preserve F-15's issue from /workspace/documents/06_ip_technology/043_ip_technology_correspondence.eml and /workspace/documents/12_financials/091_financials_correspondence.eml.

Preserve F-15's severity from /workspace/documents/06_ip_technology/043_ip_technology_correspondence.eml and /workspace/documents/12_financials/091_financials_correspondence.eml.

Preserve F-15's primary_source from /workspace/documents/06_ip_technology/043_ip_technology_correspondence.eml and /workspace/documents/12_financials/091_financials_correspondence.eml.

Preserve F-15's corroborating_source from /workspace/documents/06_ip_technology/043_ip_technology_correspondence.eml and /workspace/documents/12_financials/091_financials_correspondence.eml.

Reconcile F-15 using the exact controlled facts ['notices-helios_forge_inc@example.test', 'archive-bluepeak_battery_systems_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 ['2026-09-04', 'Rafael Okafor'] for F-15.

Include the confirmed F-16 exception for revenue recognition exception.

Preserve F-16's id from /workspace/documents/06_ip_technology/046_ip_technology_formal_notice.xml and /workspace/documents/12_financials/094_financials_formal_notice.xml.

Preserve F-16's issue from /workspace/documents/06_ip_technology/046_ip_technology_formal_notice.xml and /workspace/documents/12_financials/094_financials_formal_notice.xml.

Preserve F-16's severity from /workspace/documents/06_ip_technology/046_ip_technology_formal_notice.xml and /workspace/documents/12_financials/094_financials_formal_notice.xml.

Preserve F-16's primary_source from /workspace/documents/06_ip_technology/046_ip_technology_formal_notice.xml and /workspace/documents/12_financials/094_financials_formal_notice.xml.

Preserve F-16's corroborating_source from /workspace/documents/06_ip_technology/046_ip_technology_formal_notice.xml and /workspace/documents/12_financials/094_financials_formal_notice.xml.

Reconcile F-16 using the exact controlled facts ['89 records', '2025-02-13', '67 records', '2025-03-24'].

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

Preserve the supported cure owner and deadline anchors ['2026-09-04', 'Nora Chen'] 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-MA-2401 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.


# Counsel advice — Project Sextant satellite software merger

## Executive assessment

For Northstar Orbit plc matter CB-MA-2402, the review identified 16 source-supported exceptions requiring action before 2026-09-08. The assessment concerns Aster Vale Navigation Corp. and the supplied record for Delaware.

## Method and record coverage

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

## Findings

### F-01 — charter authorization mismatch (critical)

The records do not reconcile for charter authorization mismatch: one source states the operative date is 2025-07-16 under control reference CB-MA-2402-A714, while the corroborating source states the acknowledged date is 2025-08-03 under response reference CB-MA-2402-J285.

Primary source: `/workspace/documents/01_corporate/001_corporate_control_register.md`

Corroborating source: `/workspace/documents/07_privacy_security/049_privacy_security_control_register.md`

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

### F-02 — unrecorded option grant (high)

The records do not reconcile for unrecorded option grant: one source states the controlling amount is $1,059,514.00, while the corroborating source states the reconciliation and counterparty record use $1,365,528.00.

Primary source: `/workspace/documents/01_corporate/004_corporate_ledger_export.csv`

Corroborating source: `/workspace/documents/07_privacy_security/052_privacy_security_ledger_export.csv`

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

### F-03 — change-of-control consent (high)

The records do not reconcile for change-of-control consent: one source states approval is attributed to Jonas Feld as the sole authorized reviewer, while the corroborating source states the approval log names Micah Sullivan and contains no entry for Jonas Feld.

Primary source: `/workspace/documents/01_corporate/007_corporate_officer_certificate.html`

Corroborating source: `/workspace/documents/07_privacy_security/055_privacy_security_officer_certificate.html`

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

### F-04 — anti-assignment restriction (medium)

The records do not reconcile for anti-assignment restriction: one source states the item is recorded as closed without exception in CB-MA-2402-D177, while the corroborating source states the later status register marks it open and escalated in CB-MA-2402-M452.

Primary source: `/workspace/documents/02_capitalization/010_capitalization_executed_instrument.txt`

Corroborating source: `/workspace/documents/08_regulatory/058_regulatory_executed_instrument.txt`

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

### F-05 — most-favored-customer exposure (medium)

The records do not reconcile for most-favored-customer exposure: one source states the applicable location is District of Colorado, while the corroborating source states the implementation record assigns the obligation to Delaware operations outside District of Colorado.

Primary source: `/workspace/documents/02_capitalization/013_capitalization_review_memorandum.json`

Corroborating source: `/workspace/documents/08_regulatory/061_regulatory_review_memorandum.json`

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

### F-06 — financial covenant breach (low)

The records do not reconcile for financial covenant breach: one source states the threshold is 9% with no stated tolerance, while the corroborating source states the applied threshold is 12% and produced a different exception result.

Primary source: `/workspace/documents/02_capitalization/016_capitalization_status_report.md`

Corroborating source: `/workspace/documents/08_regulatory/064_regulatory_status_report.md`

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

### F-07 — key-person retention gap (critical)

The records do not reconcile for key-person retention gap: one source states formal notice must use notices-northstar_orbit_plc@example.test, while the corroborating source states the only delivery record was sent to archive-aster_vale_navigation_corp@example.test.

Primary source: `/workspace/documents/03_material_contracts/019_material_contracts_correspondence.eml`

Corroborating source: `/workspace/documents/09_litigation/067_litigation_correspondence.eml`

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

### F-08 — invention assignment defect (high)

The records do not reconcile for invention assignment defect: one source states the governed population contains 184 records through 2025-05-19, while the corroborating source states the certification covers 65 records through 2025-06-25.

Primary source: `/workspace/documents/03_material_contracts/022_material_contracts_formal_notice.xml`

Corroborating source: `/workspace/documents/09_litigation/070_litigation_formal_notice.xml`

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

### F-09 — open-source copyleft exposure (high)

The records do not reconcile for open-source copyleft exposure: one source states the operative date is 2026-02-26 under control reference CB-MA-2402-I759, while the corroborating source states the acknowledged date is 2026-03-14 under response reference CB-MA-2402-R427.

Primary source: `/workspace/documents/04_debt_security/025_debt_security_control_register.md`

Corroborating source: `/workspace/documents/10_real_property/073_real_property_control_register.md`

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

### F-10 — unreported security incident (medium)

The records do not reconcile for unreported security incident: one source states the controlling amount is $368,345.00, while the corroborating source states the reconciliation and counterparty record use $463,190.00.

Primary source: `/workspace/documents/04_debt_security/028_debt_security_ledger_export.csv`

Corroborating source: `/workspace/documents/10_real_property/076_real_property_ledger_export.csv`

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

### F-11 — permit transfer restriction (medium)

The records do not reconcile for permit transfer restriction: one source states approval is attributed to Jonas Feld as the sole authorized reviewer, while the corroborating source states the approval log names Isaac Romero and contains no entry for Jonas Feld.

Primary source: `/workspace/documents/04_debt_security/031_debt_security_officer_certificate.html`

Corroborating source: `/workspace/documents/10_real_property/079_real_property_officer_certificate.html`

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

### F-12 — threatened customer dispute (low)

The records do not reconcile for threatened customer dispute: one source states the item is recorded as closed without exception in CB-MA-2402-L174, while the corroborating source states the later status register marks it open and escalated in CB-MA-2402-U728.

Primary source: `/workspace/documents/05_employment/034_employment_executed_instrument.txt`

Corroborating source: `/workspace/documents/11_tax_insurance/082_tax_insurance_executed_instrument.txt`

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

### F-13 — facility title exception (critical)

The records do not reconcile for facility title exception: one source states the applicable location is District of Colorado, while the corroborating source states the implementation record assigns the obligation to Delaware operations outside District of Colorado.

Primary source: `/workspace/documents/05_employment/037_employment_review_memorandum.json`

Corroborating source: `/workspace/documents/11_tax_insurance/085_tax_insurance_review_memorandum.json`

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

### F-14 — sales-tax nexus gap (high)

The records do not reconcile for sales-tax nexus gap: one source states the threshold is 2% with no stated tolerance, while the corroborating source states the applied threshold is 4% and produced a different exception result.

Primary source: `/workspace/documents/05_employment/040_employment_status_report.md`

Corroborating source: `/workspace/documents/11_tax_insurance/088_tax_insurance_status_report.md`

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

### F-15 — claims-made insurance tail (high)

The records do not reconcile for claims-made insurance tail: one source states formal notice must use notices-northstar_orbit_plc@example.test, while the corroborating source states the only delivery record was sent to archive-aster_vale_navigation_corp@example.test.

Primary source: `/workspace/documents/06_ip_technology/043_ip_technology_correspondence.eml`

Corroborating source: `/workspace/documents/12_financials/091_financials_correspondence.eml`

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

### F-16 — revenue recognition exception (medium)

The records do not reconcile for revenue recognition exception: one source states the governed population contains 78 records through 2025-06-22, while the corroborating source states the certification covers 63 records through 2025-07-27.

Primary source: `/workspace/documents/06_ip_technology/046_ip_technology_formal_notice.xml`

Corroborating source: `/workspace/documents/12_financials/094_financials_formal_notice.xml`

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

## 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 cb100-002-northstar-orbit and the supplied synthetic evidence. It does not rely on external facts, does not resolve disputed law, and is not legal advice for a real person or entity.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Prompt: You are buyer-side transactions counsel for Northstar Orbit plc. A late document production changed the factual picture, and the matter team needs the entire record reconciled from first principles. The target licenses university navigation code, operates a classified support unit, and recently refinanced through a lender with blanket liens. Decision due 2026-09-08. Delaware law governs; District of Colorado is the forum. Separate confirmed exceptions from items that merely require follow-up. Work out the defensible position from the matter production and leave an audit-ready exception tracker and concise advice for the supervising lawyer. Keep confirmed conflicts separate from open questions, cite the records that actually control each conclusion, and do not fill gaps with outside facts.

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

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

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

Confirm the sandbox's allowed document and output roots.

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

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

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

Create both final work products through the sandbox MCP surface.

Produce findings.json as a valid JSON object.

Report exactly 16 confirmed exceptions.

Use each stable finding ID exactly once.

Set schema_version to the released matter value '1.0'.

Set task_id to the released matter value 'cb100-002-northstar-orbit'.

Set matter_number to the released matter value 'CB-MA-2402'.

Set prepared_for to the released matter value 'Northstar Orbit plc'.

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

Include the confirmed F-01 exception for charter authorization mismatch.

Preserve F-01's id from /workspace/documents/01_corporate/001_corporate_control_register.md and /workspace/documents/07_privacy_security/049_privacy_security_control_register.md.

Preserve F-01's issue from /workspace/documents/01_corporate/001_corporate_control_register.md and /workspace/documents/07_privacy_security/049_privacy_security_control_register.md.

Preserve F-01's severity from /workspace/documents/01_corporate/001_corporate_control_register.md and /workspace/documents/07_privacy_security/049_privacy_security_control_register.md.

Preserve F-01's primary_source from /workspace/documents/01_corporate/001_corporate_control_register.md and /workspace/documents/07_privacy_security/049_privacy_security_control_register.md.

Preserve F-01's corroborating_source from /workspace/documents/01_corporate/001_corporate_control_register.md and /workspace/documents/07_privacy_security/049_privacy_security_control_register.md.

Reconcile F-01 using the exact controlled facts ['2025-07-16', 'CB-MA-2402-A714', '2025-08-03', 'CB-MA-2402-J285'].

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

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

Include the confirmed F-02 exception for unrecorded option grant.

Preserve F-02's id from /workspace/documents/01_corporate/004_corporate_ledger_export.csv and /workspace/documents/07_privacy_security/052_privacy_security_ledger_export.csv.

Preserve F-02's issue from /workspace/documents/01_corporate/004_corporate_ledger_export.csv and /workspace/documents/07_privacy_security/052_privacy_security_ledger_export.csv.

Preserve F-02's severity from /workspace/documents/01_corporate/004_corporate_ledger_export.csv and /workspace/documents/07_privacy_security/052_privacy_security_ledger_export.csv.

Preserve F-02's primary_source from /workspace/documents/01_corporate/004_corporate_ledger_export.csv and /workspace/documents/07_privacy_security/052_privacy_security_ledger_export.csv.

Preserve F-02's corroborating_source from /workspace/documents/01_corporate/004_corporate_ledger_export.csv and /workspace/documents/07_privacy_security/052_privacy_security_ledger_export.csv.

Reconcile F-02 using the exact controlled facts ['$1,059,514.00', '$1,365,528.00'].

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

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

Include the confirmed F-03 exception for change-of-control consent.

Preserve F-03's id from /workspace/documents/01_corporate/007_corporate_officer_certificate.html and /workspace/documents/07_privacy_security/055_privacy_security_officer_certificate.html.

Preserve F-03's issue from /workspace/documents/01_corporate/007_corporate_officer_certificate.html and /workspace/documents/07_privacy_security/055_privacy_security_officer_certificate.html.

Preserve F-03's severity from /workspace/documents/01_corporate/007_corporate_officer_certificate.html and /workspace/documents/07_privacy_security/055_privacy_security_officer_certificate.html.

Preserve F-03's primary_source from /workspace/documents/01_corporate/007_corporate_officer_certificate.html and /workspace/documents/07_privacy_security/055_privacy_security_officer_certificate.html.

Preserve F-03's corroborating_source from /workspace/documents/01_corporate/007_corporate_officer_certificate.html and /workspace/documents/07_privacy_security/055_privacy_security_officer_certificate.html.

Reconcile F-03 using the exact controlled facts ['Jonas Feld', '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 ['2026-09-08', 'Willa Novak'] for F-03.

Include the confirmed F-04 exception for anti-assignment restriction.

Preserve F-04's id from /workspace/documents/02_capitalization/010_capitalization_executed_instrument.txt and /workspace/documents/08_regulatory/058_regulatory_executed_instrument.txt.

Preserve F-04's issue from /workspace/documents/02_capitalization/010_capitalization_executed_instrument.txt and /workspace/documents/08_regulatory/058_regulatory_executed_instrument.txt.

Preserve F-04's severity from /workspace/documents/02_capitalization/010_capitalization_executed_instrument.txt and /workspace/documents/08_regulatory/058_regulatory_executed_instrument.txt.

Preserve F-04's primary_source from /workspace/documents/02_capitalization/010_capitalization_executed_instrument.txt and /workspace/documents/08_regulatory/058_regulatory_executed_instrument.txt.

Preserve F-04's corroborating_source from /workspace/documents/02_capitalization/010_capitalization_executed_instrument.txt and /workspace/documents/08_regulatory/058_regulatory_executed_instrument.txt.

Reconcile F-04 using the exact controlled facts ['closed without exception', 'CB-MA-2402-D177', 'open and escalated', 'CB-MA-2402-M452'].

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

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

Include the confirmed F-05 exception for most-favored-customer exposure.

Preserve F-05's id from /workspace/documents/02_capitalization/013_capitalization_review_memorandum.json and /workspace/documents/08_regulatory/061_regulatory_review_memorandum.json.

Preserve F-05's issue from /workspace/documents/02_capitalization/013_capitalization_review_memorandum.json and /workspace/documents/08_regulatory/061_regulatory_review_memorandum.json.

Preserve F-05's severity from /workspace/documents/02_capitalization/013_capitalization_review_memorandum.json and /workspace/documents/08_regulatory/061_regulatory_review_memorandum.json.

Preserve F-05's primary_source from /workspace/documents/02_capitalization/013_capitalization_review_memorandum.json and /workspace/documents/08_regulatory/061_regulatory_review_memorandum.json.

Preserve F-05's corroborating_source from /workspace/documents/02_capitalization/013_capitalization_review_memorandum.json and /workspace/documents/08_regulatory/061_regulatory_review_memorandum.json.

Reconcile F-05 using the exact controlled facts ['District of Colorado', 'Delaware'].

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

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

Include the confirmed F-06 exception for financial covenant breach.

Preserve F-06's id from /workspace/documents/02_capitalization/016_capitalization_status_report.md and /workspace/documents/08_regulatory/064_regulatory_status_report.md.

Preserve F-06's issue from /workspace/documents/02_capitalization/016_capitalization_status_report.md and /workspace/documents/08_regulatory/064_regulatory_status_report.md.

Preserve F-06's severity from /workspace/documents/02_capitalization/016_capitalization_status_report.md and /workspace/documents/08_regulatory/064_regulatory_status_report.md.

Preserve F-06's primary_source from /workspace/documents/02_capitalization/016_capitalization_status_report.md and /workspace/documents/08_regulatory/064_regulatory_status_report.md.

Preserve F-06's corroborating_source from /workspace/documents/02_capitalization/016_capitalization_status_report.md and /workspace/documents/08_regulatory/064_regulatory_status_report.md.

Reconcile F-06 using the exact controlled facts ['9%', '12%'].

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

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

Include the confirmed F-07 exception for key-person retention gap.

Preserve F-07's id from /workspace/documents/03_material_contracts/019_material_contracts_correspondence.eml and /workspace/documents/09_litigation/067_litigation_correspondence.eml.

Preserve F-07's issue from /workspace/documents/03_material_contracts/019_material_contracts_correspondence.eml and /workspace/documents/09_litigation/067_litigation_correspondence.eml.

Preserve F-07's severity from /workspace/documents/03_material_contracts/019_material_contracts_correspondence.eml and /workspace/documents/09_litigation/067_litigation_correspondence.eml.

Preserve F-07's primary_source from /workspace/documents/03_material_contracts/019_material_contracts_correspondence.eml and /workspace/documents/09_litigation/067_litigation_correspondence.eml.

Preserve F-07's corroborating_source from /workspace/documents/03_material_contracts/019_material_contracts_correspondence.eml and /workspace/documents/09_litigation/067_litigation_correspondence.eml.

Reconcile F-07 using the exact controlled facts ['notices-northstar_orbit_plc@example.test', 'archive-aster_vale_navigation_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 ['2026-09-08', 'Nadine Flores'] for F-07.

Include the confirmed F-08 exception for invention assignment defect.

Preserve F-08's id from /workspace/documents/03_material_contracts/022_material_contracts_formal_notice.xml and /workspace/documents/09_litigation/070_litigation_formal_notice.xml.

Preserve F-08's issue from /workspace/documents/03_material_contracts/022_material_contracts_formal_notice.xml and /workspace/documents/09_litigation/070_litigation_formal_notice.xml.

Preserve F-08's severity from /workspace/documents/03_material_contracts/022_material_contracts_formal_notice.xml and /workspace/documents/09_litigation/070_litigation_formal_notice.xml.

Preserve F-08's primary_source from /workspace/documents/03_material_contracts/022_material_contracts_formal_notice.xml and /workspace/documents/09_litigation/070_litigation_formal_notice.xml.

Preserve F-08's corroborating_source from /workspace/documents/03_material_contracts/022_material_contracts_formal_notice.xml and /workspace/documents/09_litigation/070_litigation_formal_notice.xml.

Reconcile F-08 using the exact controlled facts ['184 records', '2025-05-19', '65 records', '2025-06-25'].

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

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

Include the confirmed F-09 exception for open-source copyleft exposure.

Preserve F-09's id from /workspace/documents/04_debt_security/025_debt_security_control_register.md and /workspace/documents/10_real_property/073_real_property_control_register.md.

Preserve F-09's issue from /workspace/documents/04_debt_security/025_debt_security_control_register.md and /workspace/documents/10_real_property/073_real_property_control_register.md.

Preserve F-09's severity from /workspace/documents/04_debt_security/025_debt_security_control_register.md and /workspace/documents/10_real_property/073_real_property_control_register.md.

Preserve F-09's primary_source from /workspace/documents/04_debt_security/025_debt_security_control_register.md and /workspace/documents/10_real_property/073_real_property_control_register.md.

Preserve F-09's corroborating_source from /workspace/documents/04_debt_security/025_debt_security_control_register.md and /workspace/documents/10_real_property/073_real_property_control_register.md.

Reconcile F-09 using the exact controlled facts ['2026-02-26', 'CB-MA-2402-I759', '2026-03-14', 'CB-MA-2402-R427'].

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

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

Include the confirmed F-10 exception for unreported security incident.

Preserve F-10's id from /workspace/documents/04_debt_security/028_debt_security_ledger_export.csv and /workspace/documents/10_real_property/076_real_property_ledger_export.csv.

Preserve F-10's issue from /workspace/documents/04_debt_security/028_debt_security_ledger_export.csv and /workspace/documents/10_real_property/076_real_property_ledger_export.csv.

Preserve F-10's severity from /workspace/documents/04_debt_security/028_debt_security_ledger_export.csv and /workspace/documents/10_real_property/076_real_property_ledger_export.csv.

Preserve F-10's primary_source from /workspace/documents/04_debt_security/028_debt_security_ledger_export.csv and /workspace/documents/10_real_property/076_real_property_ledger_export.csv.

Preserve F-10's corroborating_source from /workspace/documents/04_debt_security/028_debt_security_ledger_export.csv and /workspace/documents/10_real_property/076_real_property_ledger_export.csv.

Reconcile F-10 using the exact controlled facts ['$368,345.00', '$463,190.00'].

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

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

Include the confirmed F-11 exception for permit transfer restriction.

Preserve F-11's id from /workspace/documents/04_debt_security/031_debt_security_officer_certificate.html and /workspace/documents/10_real_property/079_real_property_officer_certificate.html.

Preserve F-11's issue from /workspace/documents/04_debt_security/031_debt_security_officer_certificate.html and /workspace/documents/10_real_property/079_real_property_officer_certificate.html.

Preserve F-11's severity from /workspace/documents/04_debt_security/031_debt_security_officer_certificate.html and /workspace/documents/10_real_property/079_real_property_officer_certificate.html.

Preserve F-11's primary_source from /workspace/documents/04_debt_security/031_debt_security_officer_certificate.html and /workspace/documents/10_real_property/079_real_property_officer_certificate.html.

Preserve F-11's corroborating_source from /workspace/documents/04_debt_security/031_debt_security_officer_certificate.html and /workspace/documents/10_real_property/079_real_property_officer_certificate.html.

Reconcile F-11 using the exact controlled facts ['Jonas Feld', '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 ['2026-09-08', 'Lena Varga'] for F-11.

Include the confirmed F-12 exception for threatened customer dispute.

Preserve F-12's id from /workspace/documents/05_employment/034_employment_executed_instrument.txt and /workspace/documents/11_tax_insurance/082_tax_insurance_executed_instrument.txt.

Preserve F-12's issue from /workspace/documents/05_employment/034_employment_executed_instrument.txt and /workspace/documents/11_tax_insurance/082_tax_insurance_executed_instrument.txt.

Preserve F-12's severity from /workspace/documents/05_employment/034_employment_executed_instrument.txt and /workspace/documents/11_tax_insurance/082_tax_insurance_executed_instrument.txt.

Preserve F-12's primary_source from /workspace/documents/05_employment/034_employment_executed_instrument.txt and /workspace/documents/11_tax_insurance/082_tax_insurance_executed_instrument.txt.

Preserve F-12's corroborating_source from /workspace/documents/05_employment/034_employment_executed_instrument.txt and /workspace/documents/11_tax_insurance/082_tax_insurance_executed_instrument.txt.

Reconcile F-12 using the exact controlled facts ['closed without exception', 'CB-MA-2402-L174', 'open and escalated', 'CB-MA-2402-U728'].

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

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

Include the confirmed F-13 exception for facility title exception.

Preserve F-13's id from /workspace/documents/05_employment/037_employment_review_memorandum.json and /workspace/documents/11_tax_insurance/085_tax_insurance_review_memorandum.json.

Preserve F-13's issue from /workspace/documents/05_employment/037_employment_review_memorandum.json and /workspace/documents/11_tax_insurance/085_tax_insurance_review_memorandum.json.

Preserve F-13's severity from /workspace/documents/05_employment/037_employment_review_memorandum.json and /workspace/documents/11_tax_insurance/085_tax_insurance_review_memorandum.json.

Preserve F-13's primary_source from /workspace/documents/05_employment/037_employment_review_memorandum.json and /workspace/documents/11_tax_insurance/085_tax_insurance_review_memorandum.json.

Preserve F-13's corroborating_source from /workspace/documents/05_employment/037_employment_review_memorandum.json and /workspace/documents/11_tax_insurance/085_tax_insurance_review_memorandum.json.

Reconcile F-13 using the exact controlled facts ['District of Colorado', 'Delaware'].

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

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

Include the confirmed F-14 exception for sales-tax nexus gap.

Preserve F-14's id from /workspace/documents/05_employment/040_employment_status_report.md and /workspace/documents/11_tax_insurance/088_tax_insurance_status_report.md.

Preserve F-14's issue from /workspace/documents/05_employment/040_employment_status_report.md and /workspace/documents/11_tax_insurance/088_tax_insurance_status_report.md.

Preserve F-14's severity from /workspace/documents/05_employment/040_employment_status_report.md and /workspace/documents/11_tax_insurance/088_tax_insurance_status_report.md.

Preserve F-14's primary_source from /workspace/documents/05_employment/040_employment_status_report.md and /workspace/documents/11_tax_insurance/088_tax_insurance_status_report.md.

Preserve F-14's corroborating_source from /workspace/documents/05_employment/040_employment_status_report.md and /workspace/documents/11_tax_insurance/088_tax_insurance_status_report.md.

Reconcile F-14 using the exact controlled facts ['2%', '4%'].

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

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

Include the confirmed F-15 exception for claims-made insurance tail.

Preserve F-15's id from /workspace/documents/06_ip_technology/043_ip_technology_correspondence.eml and /workspace/documents/12_financials/091_financials_correspondence.eml.

Preserve F-15's issue from /workspace/documents/06_ip_technology/043_ip_technology_correspondence.eml and /workspace/documents/12_financials/091_financials_correspondence.eml.

Preserve F-15's severity from /workspace/documents/06_ip_technology/043_ip_technology_correspondence.eml and /workspace/documents/12_financials/091_financials_correspondence.eml.

Preserve F-15's primary_source from /workspace/documents/06_ip_technology/043_ip_technology_correspondence.eml and /workspace/documents/12_financials/091_financials_correspondence.eml.

Preserve F-15's corroborating_source from /workspace/documents/06_ip_technology/043_ip_technology_correspondence.eml and /workspace/documents/12_financials/091_financials_correspondence.eml.

Reconcile F-15 using the exact controlled facts ['notices-northstar_orbit_plc@example.test', 'archive-aster_vale_navigation_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 ['2026-09-08', 'Nora Chen'] for F-15.

Include the confirmed F-16 exception for revenue recognition exception.

Preserve F-16's id from /workspace/documents/06_ip_technology/046_ip_technology_formal_notice.xml and /workspace/documents/12_financials/094_financials_formal_notice.xml.

Preserve F-16's issue from /workspace/documents/06_ip_technology/046_ip_technology_formal_notice.xml and /workspace/documents/12_financials/094_financials_formal_notice.xml.

Preserve F-16's severity from /workspace/documents/06_ip_technology/046_ip_technology_formal_notice.xml and /workspace/documents/12_financials/094_financials_formal_notice.xml.

Preserve F-16's primary_source from /workspace/documents/06_ip_technology/046_ip_technology_formal_notice.xml and /workspace/documents/12_financials/094_financials_formal_notice.xml.

Preserve F-16's corroborating_source from /workspace/documents/06_ip_technology/046_ip_technology_formal_notice.xml and /workspace/documents/12_financials/094_financials_formal_notice.xml.

Reconcile F-16 using the exact controlled facts ['78 records', '2025-06-22', '63 records', '2025-07-27'].

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

Preserve the supported cure owner and deadline anchors ['2026-09-08', 'Dominic Alvarez'] 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-MA-2402 production contains independently maintained records; a defensible answer must preserve each supported conflict and its cure owner.

Project Sextant satellite software merger