# Counsel advice — IonWave semiconductor portfolio check

## Executive assessment

For IonWave Semiconductor matter CB-IP-3209, the review identified 16 source-supported exceptions requiring action before 2026-10-02. The assessment concerns Kiyomizu Design KK and the supplied record for Texas.

## 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 2026-02-25 under control reference CB-IP-3209-A158, while the corroborating source states the acknowledged date is 2026-04-10 under response reference CB-IP-3209-J519.

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 2026-10-02, obtain a signed ratification and update the controlling register; owner: Dominic Alvarez.

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

The records do not reconcile for recorded-owner mismatch: one source states the controlling amount is $3,781,525.00, while the corroborating source states the reconciliation and counterparty record use $3,809,550.00.

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 2026-10-02, recalculate the exposure and preserve the supporting ledger; owner: Priya Raman.

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

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

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 2026-10-02, secure written consent from the authorized decision-maker; owner: Elliot Mercer.

### 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-3209-D362, while the corroborating source states the later status register marks it open and escalated in CB-IP-3209-M327.

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 2026-10-02, issue a corrective notice using the contractually operative method; owner: Talia Brooks.

### 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 Texas, while the corroborating source states the implementation record assigns the obligation to Texas operations outside Western District of Texas.

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 2026-10-02, escalate the conflict to the responsible legal and business owners; owner: Jonas Feld.

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

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

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

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

Recommended action: Before 2026-10-02, document the governing interpretation before the deadline; owner: Mei Whitaker.

### 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-ionwave_semiconductor@example.test, while the corroborating source states the only delivery record was sent to archive-kiyomizu_design_kk@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 2026-10-02, place the affected population on hold pending reconciliation; owner: Caleb Hassan.

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

The records do not reconcile for source-code ownership gap: one source states the governed population contains 156 records through 2025-04-21, while the corroborating source states the certification covers 71 records through 2025-06-03.

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 2026-10-02, amend the closing or response checklist with a dated cure item; owner: Leona Park.

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

The records do not reconcile for inbound-license field restriction: one source states the operative date is 2025-12-14 under control reference CB-IP-3209-I505, while the corroborating source states the acknowledged date is 2026-01-20 under response reference CB-IP-3209-R961.

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 2026-10-02, obtain a signed ratification and update the controlling register; owner: Isaac Romero.

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

The records do not reconcile for outbound sublicense overreach: one source states the controlling amount is $7,081,159.00, while the corroborating source states the reconciliation and counterparty record use $7,368,818.00.

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 2026-10-02, recalculate the exposure and preserve the supporting ledger; owner: Sofia Bennett.

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

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

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 2026-10-02, secure written consent from the authorized decision-maker; owner: Adrian Mensah.

### 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-3209-L808, while the corroborating source states the later status register marks it open and escalated in CB-IP-3209-U916.

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 2026-10-02, issue a corrective notice using the contractually operative method; owner: Willa Novak.

### 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 Texas, while the corroborating source states the implementation record assigns the obligation to Texas operations outside Western District of Texas.

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 2026-10-02, escalate the conflict to the responsible legal and business owners; owner: Theo Laurent.

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

The records do not reconcile for repository access anomaly: one source states the threshold is 3% 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 2026-10-02, document the governing interpretation before the deadline; owner: Amara Patel.

### 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-ionwave_semiconductor@example.test, while the corroborating source states the only delivery record was sent to archive-kiyomizu_design_kk@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 2026-10-02, place the affected population on hold pending reconciliation; owner: Henry Cho.

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

The records do not reconcile for security-interest release gap: one source states the governed population contains 95 records through 2025-11-26, while the corroborating source states the certification covers 66 records through 2026-01-03.

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 2026-10-02, amend the closing or response checklist with a dated cure item; owner: Nadine Flores.

## 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 cb100-089-ionwave-semi 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 2026-10-02, obtain a signed ratification and update the controlling register; owner: Dominic Alvarez.

Before 2026-10-02, recalculate the exposure and preserve the supporting ledger; owner: Priya Raman.

Before 2026-10-02, secure written consent from the authorized decision-maker; owner: Elliot Mercer.

Before 2026-10-02, issue a corrective notice using the contractually operative method; owner: Talia Brooks.

Before 2026-10-02, escalate the conflict to the responsible legal and business owners; owner: Jonas Feld.

Before 2026-10-02, document the governing interpretation before the deadline; owner: Mei Whitaker.

Before 2026-10-02, place the affected population on hold pending reconciliation; owner: Caleb Hassan.

Before 2026-10-02, amend the closing or response checklist with a dated cure item; owner: Leona Park.

Before 2026-10-02, obtain a signed ratification and update the controlling register; owner: Isaac Romero.

Before 2026-10-02, recalculate the exposure and preserve the supporting ledger; owner: Sofia Bennett.

Before 2026-10-02, secure written consent from the authorized decision-maker; owner: Adrian Mensah.

Before 2026-10-02, issue a corrective notice using the contractually operative method; owner: Willa Novak.

Before 2026-10-02, escalate the conflict to the responsible legal and business owners; owner: Theo Laurent.

Before 2026-10-02, document the governing interpretation before the deadline; owner: Amara Patel.

Before 2026-10-02, place the affected population on hold pending reconciliation; owner: Henry Cho.

Before 2026-10-02, amend the closing or response checklist with a dated cure item; owner: Nadine Flores.

Prompt: You are intellectual-property counsel for IonWave Semiconductor. This matter will be reviewed by legal, finance, and compliance stakeholders who need a single source-grounded output. Chip designs rely on foreign contractors, foundry licenses, export-controlled files, and patents with approaching maintenance dates. Decision due 2026-10-02. Texas law governs; Western District of Texas is the forum. Use the production as of the stated deadline; do not assume facts outside the supplied files. 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 'cb100-089-ionwave-semi'.

Set matter_number to the released matter value 'CB-IP-3209'.

Set prepared_for to the released matter value 'IonWave Semiconductor'.

Set as_of to the released matter value '2026-10-02'.

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 ['2026-02-25', 'CB-IP-3209-A158', '2026-04-10', 'CB-IP-3209-J519'].

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 ['2026-10-02', 'Dominic Alvarez'] for F-01.

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

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

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

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

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

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

Reconcile F-02 using the exact controlled facts ['$3,781,525.00', '$3,809,550.00'].

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 ['2026-10-02', 'Priya Raman'] 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 ['Lena Varga', 'Rafael Okafor'].

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 ['2026-10-02', 'Elliot Mercer'] 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-3209-D362', 'open and escalated', 'CB-IP-3209-M327'].

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 ['2026-10-02', 'Talia Brooks'] 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 Texas', 'Texas'].

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 ['2026-10-02', 'Jonas Feld'] for F-05.

Include the confirmed F-06 exception for coexistence restriction.

Preserve F-06's id from /workspace/documents/02_trademarks/016_trademarks_status_report.md and /workspace/documents/08_domain_accounts/064_domain_accounts_status_report.md.

Preserve F-06's issue from /workspace/documents/02_trademarks/016_trademarks_status_report.md and /workspace/documents/08_domain_accounts/064_domain_accounts_status_report.md.

Preserve F-06's severity from /workspace/documents/02_trademarks/016_trademarks_status_report.md and /workspace/documents/08_domain_accounts/064_domain_accounts_status_report.md.

Preserve F-06's primary_source from /workspace/documents/02_trademarks/016_trademarks_status_report.md and /workspace/documents/08_domain_accounts/064_domain_accounts_status_report.md.

Preserve F-06's corroborating_source from /workspace/documents/02_trademarks/016_trademarks_status_report.md and /workspace/documents/08_domain_accounts/064_domain_accounts_status_report.md.

Reconcile F-06 using the exact controlled facts ['10%', '14%'].

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

Preserve the supported cure owner and deadline anchors ['2026-10-02', 'Mei Whitaker'] 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-ionwave_semiconductor@example.test', 'archive-kiyomizu_design_kk@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 ['2026-10-02', 'Caleb Hassan'] 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 ['156 records', '2025-04-21', '71 records', '2025-06-03'].

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 ['2026-10-02', 'Leona Park'] for F-08.

Include the confirmed F-09 exception for inbound-license field restriction.

Preserve F-09's id from /workspace/documents/04_invention_assignments/025_invention_assignments_control_register.md and /workspace/documents/10_disputes/073_disputes_control_register.md.

Preserve F-09's issue from /workspace/documents/04_invention_assignments/025_invention_assignments_control_register.md and /workspace/documents/10_disputes/073_disputes_control_register.md.

Preserve F-09's severity from /workspace/documents/04_invention_assignments/025_invention_assignments_control_register.md and /workspace/documents/10_disputes/073_disputes_control_register.md.

Preserve F-09's primary_source from /workspace/documents/04_invention_assignments/025_invention_assignments_control_register.md and /workspace/documents/10_disputes/073_disputes_control_register.md.

Preserve F-09's corroborating_source from /workspace/documents/04_invention_assignments/025_invention_assignments_control_register.md and /workspace/documents/10_disputes/073_disputes_control_register.md.

Reconcile F-09 using the exact controlled facts ['2025-12-14', 'CB-IP-3209-I505', '2026-01-20', 'CB-IP-3209-R961'].

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 ['2026-10-02', 'Isaac Romero'] for F-09.

Include the confirmed F-10 exception for outbound sublicense overreach.

Preserve F-10's id from /workspace/documents/04_invention_assignments/028_invention_assignments_ledger_export.csv and /workspace/documents/10_disputes/076_disputes_ledger_export.csv.

Preserve F-10's issue from /workspace/documents/04_invention_assignments/028_invention_assignments_ledger_export.csv and /workspace/documents/10_disputes/076_disputes_ledger_export.csv.

Preserve F-10's severity from /workspace/documents/04_invention_assignments/028_invention_assignments_ledger_export.csv and /workspace/documents/10_disputes/076_disputes_ledger_export.csv.

Preserve F-10's primary_source from /workspace/documents/04_invention_assignments/028_invention_assignments_ledger_export.csv and /workspace/documents/10_disputes/076_disputes_ledger_export.csv.

Preserve F-10's corroborating_source from /workspace/documents/04_invention_assignments/028_invention_assignments_ledger_export.csv and /workspace/documents/10_disputes/076_disputes_ledger_export.csv.

Reconcile F-10 using the exact controlled facts ['$7,081,159.00', '$7,368,818.00'].

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 ['2026-10-02', 'Sofia Bennett'] 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 ['Lena Varga', 'Henry Cho'].

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 ['2026-10-02', 'Adrian Mensah'] 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-3209-L808', 'open and escalated', 'CB-IP-3209-U916'].

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 ['2026-10-02', 'Willa Novak'] 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 Texas', 'Texas'].

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 ['2026-10-02', 'Theo Laurent'] 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 ['3%', '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 ['2026-10-02', 'Amara Patel'] 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-ionwave_semiconductor@example.test', 'archive-kiyomizu_design_kk@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 ['2026-10-02', 'Henry Cho'] 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 ['95 records', '2025-11-26', '66 records', '2026-01-03'].

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 ['2026-10-02', 'Nadine Flores'] 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-3209 production contains independently maintained records; a defensible answer must preserve each supported conflict and its cure owner.


# Counsel advice — Jagged Cloud acquisition IP audit

## Executive assessment

For Jagged Cloud Infrastructure matter CB-IP-3210, the review identified 16 source-supported exceptions requiring action before 2026-10-06. The assessment concerns Nimbus Fork Technologies and the supplied record for Washington.

## 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 2025-01-21 under control reference CB-IP-3210-A118, while the corroborating source states the acknowledged date is 2025-03-06 under response reference CB-IP-3210-J447.

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 2026-10-06, obtain a signed ratification and update the controlling register; owner: Priya Raman.

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

The records do not reconcile for recorded-owner mismatch: one source states the controlling amount is $3,240,961.00, while the corroborating source states the reconciliation and counterparty record use $3,358,422.00.

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 2026-10-06, recalculate the exposure and preserve the supporting ledger; owner: Elliot Mercer.

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

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

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 2026-10-06, secure written consent from the authorized decision-maker; owner: Talia Brooks.

### 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-3210-D370, while the corroborating source states the later status register marks it open and escalated in CB-IP-3210-M328.

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 2026-10-06, issue a corrective notice using the contractually operative method; owner: Jonas Feld.

### 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 Washington, while the corroborating source states the implementation record assigns the obligation to Washington operations outside Western District of Washington.

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 2026-10-06, escalate the conflict to the responsible legal and business owners; owner: Mei Whitaker.

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

The records do not reconcile for coexistence restriction: one source states the threshold is 2% with no stated tolerance, while the corroborating source states the applied threshold is 4% 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 2026-10-06, document the governing interpretation before the deadline; owner: Caleb Hassan.

### 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-jagged_cloud_infrastructure@example.test, while the corroborating source states the only delivery record was sent to archive-nimbus_fork_technologies@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 2026-10-06, place the affected population on hold pending reconciliation; owner: Leona Park.

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

The records do not reconcile for source-code ownership gap: one source states the governed population contains 52 records through 2025-05-27, while the corroborating source states the certification covers 48 records through 2025-06-16.

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 2026-10-06, amend the closing or response checklist with a dated cure item; owner: Isaac Romero.

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

The records do not reconcile for inbound-license field restriction: one source states the operative date is 2025-01-09 under control reference CB-IP-3210-I286, while the corroborating source states the acknowledged date is 2025-02-21 under response reference CB-IP-3210-R460.

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 2026-10-06, obtain a signed ratification and update the controlling register; owner: Sofia Bennett.

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

The records do not reconcile for outbound sublicense overreach: one source states the controlling amount is $5,266,682.00, while the corroborating source states the reconciliation and counterparty record use $5,489,864.00.

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 2026-10-06, recalculate the exposure and preserve the supporting ledger; owner: Adrian Mensah.

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

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

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 2026-10-06, secure written consent from the authorized decision-maker; owner: Willa Novak.

### 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-3210-L867, while the corroborating source states the later status register marks it open and escalated in CB-IP-3210-U505.

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 2026-10-06, issue a corrective notice using the contractually operative method; owner: Theo Laurent.

### 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 Washington, while the corroborating source states the implementation record assigns the obligation to Washington operations outside Western District of Washington.

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 2026-10-06, escalate the conflict to the responsible legal and business owners; owner: Amara Patel.

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

The records do not reconcile for repository access anomaly: one source states the threshold is 14% with no stated tolerance, while the corroborating source states the applied threshold is 18% and produced a different exception result.

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

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

Recommended action: Before 2026-10-06, document the governing interpretation before the deadline; owner: Henry Cho.

### 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-jagged_cloud_infrastructure@example.test, while the corroborating source states the only delivery record was sent to archive-nimbus_fork_technologies@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 2026-10-06, place the affected population on hold pending reconciliation; owner: Nadine Flores.

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

The records do not reconcile for security-interest release gap: one source states the governed population contains 79 records through 2025-06-23, while the corroborating source states the certification covers 55 records through 2025-07-20.

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 2026-10-06, amend the closing or response checklist with a dated cure item; owner: Micah Sullivan.

## 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 cb100-090-jagged-cloud 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 2026-10-06, obtain a signed ratification and update the controlling register; owner: Priya Raman.

Before 2026-10-06, recalculate the exposure and preserve the supporting ledger; owner: Elliot Mercer.

Before 2026-10-06, secure written consent from the authorized decision-maker; owner: Talia Brooks.

Before 2026-10-06, issue a corrective notice using the contractually operative method; owner: Jonas Feld.

Before 2026-10-06, escalate the conflict to the responsible legal and business owners; owner: Mei Whitaker.

Before 2026-10-06, document the governing interpretation before the deadline; owner: Caleb Hassan.

Before 2026-10-06, place the affected population on hold pending reconciliation; owner: Leona Park.

Before 2026-10-06, amend the closing or response checklist with a dated cure item; owner: Isaac Romero.

Before 2026-10-06, obtain a signed ratification and update the controlling register; owner: Sofia Bennett.

Before 2026-10-06, recalculate the exposure and preserve the supporting ledger; owner: Adrian Mensah.

Before 2026-10-06, secure written consent from the authorized decision-maker; owner: Willa Novak.

Before 2026-10-06, issue a corrective notice using the contractually operative method; owner: Theo Laurent.

Before 2026-10-06, escalate the conflict to the responsible legal and business owners; owner: Amara Patel.

Before 2026-10-06, document the governing interpretation before the deadline; owner: Henry Cho.

Before 2026-10-06, place the affected population on hold pending reconciliation; owner: Nadine Flores.

Before 2026-10-06, amend the closing or response checklist with a dated cure item; owner: Micah Sullivan.

Prompt: You are intellectual-property counsel for Jagged Cloud Infrastructure. The record contains amendments, exports, and correspondence from different custodians; reconcile them into an actionable counsel work product. A cloud acquisition includes forked code, contributor agreements, patent assertions, registrant mismatches, and lender release questions. Decision due 2026-10-06. Washington law governs; Western District of Washington is the forum. Write for a supervising lawyer who will spot-check source paths and exact values. 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 'cb100-090-jagged-cloud'.

Set matter_number to the released matter value 'CB-IP-3210'.

Set prepared_for to the released matter value 'Jagged Cloud Infrastructure'.

Set as_of to the released matter value '2026-10-06'.

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 ['2025-01-21', 'CB-IP-3210-A118', '2025-03-06', 'CB-IP-3210-J447'].

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 ['2026-10-06', 'Priya Raman'] for F-01.

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

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

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

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

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

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

Reconcile F-02 using the exact controlled facts ['$3,240,961.00', '$3,358,422.00'].

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 ['2026-10-06', 'Elliot Mercer'] 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 ['Samuel Kim', 'Dominic Alvarez'].

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 ['2026-10-06', 'Talia Brooks'] 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-3210-D370', 'open and escalated', 'CB-IP-3210-M328'].

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 ['2026-10-06', 'Jonas Feld'] 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 Washington', 'Washington'].

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 ['2026-10-06', 'Mei Whitaker'] for F-05.

Include the confirmed F-06 exception for coexistence restriction.

Preserve F-06's id from /workspace/documents/02_trademarks/016_trademarks_status_report.md and /workspace/documents/08_domain_accounts/064_domain_accounts_status_report.md.

Preserve F-06's issue from /workspace/documents/02_trademarks/016_trademarks_status_report.md and /workspace/documents/08_domain_accounts/064_domain_accounts_status_report.md.

Preserve F-06's severity from /workspace/documents/02_trademarks/016_trademarks_status_report.md and /workspace/documents/08_domain_accounts/064_domain_accounts_status_report.md.

Preserve F-06's primary_source from /workspace/documents/02_trademarks/016_trademarks_status_report.md and /workspace/documents/08_domain_accounts/064_domain_accounts_status_report.md.

Preserve F-06's corroborating_source from /workspace/documents/02_trademarks/016_trademarks_status_report.md and /workspace/documents/08_domain_accounts/064_domain_accounts_status_report.md.

Reconcile F-06 using the exact controlled facts ['2%', '4%'].

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 ['2026-10-06', 'Caleb Hassan'] 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-jagged_cloud_infrastructure@example.test', 'archive-nimbus_fork_technologies@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 ['2026-10-06', 'Leona Park'] 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 ['52 records', '2025-05-27', '48 records', '2025-06-16'].

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 ['2026-10-06', 'Isaac Romero'] 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 ['2025-01-09', 'CB-IP-3210-I286', '2025-02-21', 'CB-IP-3210-R460'].

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 ['2026-10-06', 'Sofia Bennett'] 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 ['$5,266,682.00', '$5,489,864.00'].

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 ['2026-10-06', 'Adrian Mensah'] 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 ['Samuel Kim', 'Micah Sullivan'].

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 ['2026-10-06', 'Willa Novak'] 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-3210-L867', 'open and escalated', 'CB-IP-3210-U505'].

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 ['2026-10-06', 'Theo Laurent'] 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 Washington', 'Washington'].

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 ['2026-10-06', 'Amara Patel'] 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 ['14%', '18%'].

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

Preserve the supported cure owner and deadline anchors ['2026-10-06', 'Henry Cho'] 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-jagged_cloud_infrastructure@example.test', 'archive-nimbus_fork_technologies@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 ['2026-10-06', 'Nadine Flores'] 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 ['79 records', '2025-06-23', '55 records', '2025-07-20'].

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 ['2026-10-06', 'Micah Sullivan'] 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-3210 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.