# Counsel advice — Cirrus cloud-reseller reconciliation

## Executive assessment

For Cirrus Laboratory Cloud LLC matter CB-CC-2503, the review identified 16 source-supported exceptions requiring action before 2026-09-10. The assessment concerns Quartzline Resellers Ltd. 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 — renewal date conflict (critical)

The records do not reconcile for renewal date conflict: one source states the operative date is 2025-05-18 under control reference CB-CC-2503-A655, while the corroborating source states the acknowledged date is 2025-05-28 under response reference CB-CC-2503-J350.

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

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

Recommended action: Before 2026-09-10, obtain a signed ratification and update the controlling register; owner: Samuel Kim.

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

The records do not reconcile for pricing-escalator mismatch: one source states the controlling amount is $7,378,732.00, while the corroborating source states the reconciliation and counterparty record use $7,403,964.00.

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

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

Recommended action: Before 2026-09-10, recalculate the exposure and preserve the supporting ledger; owner: Maya Ellison.

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

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

Primary source: `/workspace/documents/01_master_agreements/007_master_agreements_officer_certificate.html`

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

Recommended action: Before 2026-09-10, secure written consent from the authorized decision-maker; owner: Rafael Okafor.

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

The records do not reconcile for service-credit underpayment: one source states the item is recorded as closed without exception in CB-CC-2503-D591, while the corroborating source states the later status register marks it open and escalated in CB-CC-2503-M137.

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

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

Recommended action: Before 2026-09-10, issue a corrective notice using the contractually operative method; owner: Nora Chen.

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

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

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

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

Recommended action: Before 2026-09-10, escalate the conflict to the responsible legal and business owners; owner: Dominic Alvarez.

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

The records do not reconcile for assignment consent requirement: one source states the threshold is 12% with no stated tolerance, while the corroborating source states the applied threshold is 16% and produced a different exception result.

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

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

Recommended action: Before 2026-09-10, document the governing interpretation before the deadline; owner: Priya Raman.

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

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

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

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

Recommended action: Before 2026-09-10, place the affected population on hold pending reconciliation; owner: Elliot Mercer.

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

The records do not reconcile for subprocessor notice lapse: one source states the governed population contains 162 records through 2025-04-27, while the corroborating source states the certification covers 62 records through 2025-05-31.

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

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

Recommended action: Before 2026-09-10, amend the closing or response checklist with a dated cure item; owner: Talia Brooks.

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

The records do not reconcile for insurance-limit deficiency: one source states the operative date is 2025-12-22 under control reference CB-CC-2503-I933, while the corroborating source states the acknowledged date is 2026-02-07 under response reference CB-CC-2503-R648.

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

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

Recommended action: Before 2026-09-10, obtain a signed ratification and update the controlling register; owner: Jonas Feld.

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

The records do not reconcile for audit-right deadline: one source states the controlling amount is $5,503,820.00, while the corroborating source states the reconciliation and counterparty record use $5,754,140.00.

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

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

Recommended action: Before 2026-09-10, recalculate the exposure and preserve the supporting ledger; owner: Mei Whitaker.

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

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

Primary source: `/workspace/documents/04_statements_of_work/031_statements_of_work_officer_certificate.html`

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

Recommended action: Before 2026-09-10, secure written consent from the authorized decision-maker; owner: Caleb Hassan.

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

The records do not reconcile for benchmarking right omission: one source states the item is recorded as closed without exception in CB-CC-2503-L398, while the corroborating source states the later status register marks it open and escalated in CB-CC-2503-U261.

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

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

Recommended action: Before 2026-09-10, issue a corrective notice using the contractually operative method; owner: Leona Park.

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

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

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

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

Recommended action: Before 2026-09-10, escalate the conflict to the responsible legal and business owners; owner: Isaac Romero.

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

The records do not reconcile for usage-report inconsistency: one source states the threshold is 7% with no stated tolerance, while the corroborating source states the applied threshold is 10% and produced a different exception result.

Primary source: `/workspace/documents/05_pricing/040_pricing_status_report.md`

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

Recommended action: Before 2026-09-10, document the governing interpretation before the deadline; owner: Sofia Bennett.

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

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

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

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

Recommended action: Before 2026-09-10, place the affected population on hold pending reconciliation; owner: Adrian Mensah.

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

The records do not reconcile for survival-clause ambiguity: one source states the governed population contains 53 records through 2025-05-28, while the corroborating source states the certification covers 59 records through 2025-06-28.

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

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

Recommended action: Before 2026-09-10, amend the closing or response checklist with a dated cure item; owner: Willa Novak.

## Recommended next actions

Sequence the critical and high findings first, assign the named owners, preserve the cited records, and document any resolution in the controlling matter register before the stated deadline.

## Assumptions and limitations

This analysis is confined to task cb100-013-cirrus-labs 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 2026-09-10, obtain a signed ratification and update the controlling register; owner: Samuel Kim.

Before 2026-09-10, recalculate the exposure and preserve the supporting ledger; owner: Maya Ellison.

Before 2026-09-10, secure written consent from the authorized decision-maker; owner: Rafael Okafor.

Before 2026-09-10, issue a corrective notice using the contractually operative method; owner: Nora Chen.

Before 2026-09-10, escalate the conflict to the responsible legal and business owners; owner: Dominic Alvarez.

Before 2026-09-10, document the governing interpretation before the deadline; owner: Priya Raman.

Before 2026-09-10, place the affected population on hold pending reconciliation; owner: Elliot Mercer.

Before 2026-09-10, amend the closing or response checklist with a dated cure item; owner: Talia Brooks.

Before 2026-09-10, obtain a signed ratification and update the controlling register; owner: Jonas Feld.

Before 2026-09-10, recalculate the exposure and preserve the supporting ledger; owner: Mei Whitaker.

Before 2026-09-10, secure written consent from the authorized decision-maker; owner: Caleb Hassan.

Before 2026-09-10, issue a corrective notice using the contractually operative method; owner: Leona Park.

Before 2026-09-10, escalate the conflict to the responsible legal and business owners; owner: Isaac Romero.

Before 2026-09-10, document the governing interpretation before the deadline; owner: Sofia Bennett.

Before 2026-09-10, place the affected population on hold pending reconciliation; owner: Adrian Mensah.

Before 2026-09-10, amend the closing or response checklist with a dated cure item; owner: Willa Novak.

Prompt: You are commercial contracts counsel for Cirrus Laboratory Cloud LLC. The client has asked for a board-ready risk assessment supported by a source-level tracker rather than a narrative-only summary. A reseller claims exclusivity in public-sector accounts and relies on an unsigned order form that changed usage reporting and audit mechanics. Decision due 2026-09-10. Washington law governs; King County, Washington is the forum. Treat dates, notice mechanics, approval evidence, and numerical reconciliations as independent controls. 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 'cb100-013-cirrus-labs'.

Set matter_number to the released matter value 'CB-CC-2503'.

Set prepared_for to the released matter value 'Cirrus Laboratory Cloud LLC'.

Set as_of to the released matter value '2026-09-10'.

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

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

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

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

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

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

Reconcile F-01 using the exact controlled facts ['2025-05-18', 'CB-CC-2503-A655', '2025-05-28', 'CB-CC-2503-J350'].

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 ['2026-09-10', 'Samuel Kim'] for F-01.

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

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

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

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

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

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

Reconcile F-02 using the exact controlled facts ['$7,378,732.00', '$7,403,964.00'].

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 ['2026-09-10', 'Maya Ellison'] for F-02.

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

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

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

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

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

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

Reconcile F-03 using the exact controlled facts ['Nadine Flores', 'Henry Cho'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-03's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-10', 'Rafael Okafor'] for F-03.

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

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

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

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

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

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

Reconcile F-04 using the exact controlled facts ['closed without exception', 'CB-CC-2503-D591', 'open and escalated', 'CB-CC-2503-M137'].

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 ['2026-09-10', 'Nora Chen'] for F-04.

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

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

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

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

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

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

Reconcile F-05 using the exact controlled facts ['King County, 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 ['2026-09-10', 'Dominic Alvarez'] for F-05.

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

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

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

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

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

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

Reconcile F-06 using the exact controlled facts ['12%', '16%'].

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 ['2026-09-10', 'Priya Raman'] for F-06.

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

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

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

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

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

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

Reconcile F-07 using the exact controlled facts ['notices-cirrus_laboratory_cloud_llc@example.test', 'archive-quartzline_resellers_ltd@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 ['2026-09-10', 'Elliot Mercer'] for F-07.

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

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

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

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

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

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

Reconcile F-08 using the exact controlled facts ['162 records', '2025-04-27', '62 records', '2025-05-31'].

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 ['2026-09-10', 'Talia Brooks'] for F-08.

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

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

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

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

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

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

Reconcile F-09 using the exact controlled facts ['2025-12-22', 'CB-CC-2503-I933', '2026-02-07', 'CB-CC-2503-R648'].

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 ['2026-09-10', 'Jonas Feld'] for F-09.

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

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

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

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

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

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

Reconcile F-10 using the exact controlled facts ['$5,503,820.00', '$5,754,140.00'].

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 ['2026-09-10', 'Mei Whitaker'] for F-10.

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

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

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

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

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

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

Reconcile F-11 using the exact controlled facts ['Nadine Flores', 'Caleb Hassan'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-11's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-10', 'Caleb Hassan'] for F-11.

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

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

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

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

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

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

Reconcile F-12 using the exact controlled facts ['closed without exception', 'CB-CC-2503-L398', 'open and escalated', 'CB-CC-2503-U261'].

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 ['2026-09-10', 'Leona Park'] for F-12.

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

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

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

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

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

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

Reconcile F-13 using the exact controlled facts ['King County, 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 ['2026-09-10', 'Isaac Romero'] for F-13.

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

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

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

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

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

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

Reconcile F-14 using the exact controlled facts ['7%', '10%'].

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

Preserve the supported cure owner and deadline anchors ['2026-09-10', 'Sofia Bennett'] for F-14.

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

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

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

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

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

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

Reconcile F-15 using the exact controlled facts ['notices-cirrus_laboratory_cloud_llc@example.test', 'archive-quartzline_resellers_ltd@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 ['2026-09-10', 'Adrian Mensah'] for F-15.

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

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

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

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

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

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

Reconcile F-16 using the exact controlled facts ['53 records', '2025-05-28', '59 records', '2025-06-28'].

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 ['2026-09-10', 'Willa Novak'] for F-16.

Include the 'Executive assessment' decision section in advice.md.

Include the 'Method and record coverage' decision section in advice.md.

Include the 'Findings' decision section in advice.md.

Include the 'Recommended next actions' decision section in advice.md.

Include the 'Assumptions and limitations' decision section in advice.md.

Explain F-01 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-02 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-03 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-04 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-05 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-06 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-07 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-08 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-09 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-10 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-11 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-12 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-13 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-14 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-15 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-16 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Do not claim the production has no issues or that every record is consistent.

The CB-CC-2503 production contains independently maintained records; a defensible answer must preserve each supported conflict and its cure owner.


# Counsel advice — Driftwood content-delivery renewal audit

## Executive assessment

For Driftwood Media Studios matter CB-CC-2504, the review identified 16 source-supported exceptions requiring action before 2026-09-14. The assessment concerns Palisade Stream Services, Inc. and the supplied record for California.

## Method and record coverage

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

## Findings

### F-01 — renewal date conflict (critical)

The records do not reconcile for renewal date conflict: one source states the operative date is 2025-01-31 under control reference CB-CC-2504-A428, while the corroborating source states the acknowledged date is 2025-03-12 under response reference CB-CC-2504-J402.

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

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

Recommended action: Before 2026-09-14, obtain a signed ratification and update the controlling register; owner: Maya Ellison.

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

The records do not reconcile for pricing-escalator mismatch: one source states the controlling amount is $4,159,225.00, while the corroborating source states the reconciliation and counterparty record use $4,354,950.00.

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

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

Recommended action: Before 2026-09-14, recalculate the exposure and preserve the supporting ledger; owner: Rafael Okafor.

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

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

Primary source: `/workspace/documents/01_master_agreements/007_master_agreements_officer_certificate.html`

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

Recommended action: Before 2026-09-14, secure written consent from the authorized decision-maker; owner: Nora Chen.

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

The records do not reconcile for service-credit underpayment: one source states the item is recorded as closed without exception in CB-CC-2504-D899, while the corroborating source states the later status register marks it open and escalated in CB-CC-2504-M161.

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

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

Recommended action: Before 2026-09-14, issue a corrective notice using the contractually operative method; owner: Dominic Alvarez.

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

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

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

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

Recommended action: Before 2026-09-14, escalate the conflict to the responsible legal and business owners; owner: Priya Raman.

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

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

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

Recommended action: Before 2026-09-14, document the governing interpretation before the deadline; owner: Elliot Mercer.

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

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

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

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

Recommended action: Before 2026-09-14, place the affected population on hold pending reconciliation; owner: Talia Brooks.

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

The records do not reconcile for subprocessor notice lapse: one source states the governed population contains 56 records through 2025-05-31, while the corroborating source states the certification covers 59 records through 2025-07-01.

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

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

Recommended action: Before 2026-09-14, amend the closing or response checklist with a dated cure item; owner: Jonas Feld.

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

The records do not reconcile for insurance-limit deficiency: one source states the operative date is 2025-08-22 under control reference CB-CC-2504-I871, while the corroborating source states the acknowledged date is 2025-09-12 under response reference CB-CC-2504-R159.

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

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

Recommended action: Before 2026-09-14, obtain a signed ratification and update the controlling register; owner: Mei Whitaker.

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

The records do not reconcile for audit-right deadline: one source states the controlling amount is $5,137,924.00, while the corroborating source states the reconciliation and counterparty record use $5,432,348.00.

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

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

Recommended action: Before 2026-09-14, recalculate the exposure and preserve the supporting ledger; owner: Caleb Hassan.

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

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

Primary source: `/workspace/documents/04_statements_of_work/031_statements_of_work_officer_certificate.html`

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

Recommended action: Before 2026-09-14, secure written consent from the authorized decision-maker; owner: Leona Park.

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

The records do not reconcile for benchmarking right omission: one source states the item is recorded as closed without exception in CB-CC-2504-L800, while the corroborating source states the later status register marks it open and escalated in CB-CC-2504-U569.

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

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

Recommended action: Before 2026-09-14, issue a corrective notice using the contractually operative method; owner: Isaac Romero.

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

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

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

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

Recommended action: Before 2026-09-14, escalate the conflict to the responsible legal and business owners; owner: Sofia Bennett.

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

The records do not reconcile for usage-report inconsistency: one source states the threshold is 13% 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_pricing/040_pricing_status_report.md`

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

Recommended action: Before 2026-09-14, document the governing interpretation before the deadline; owner: Adrian Mensah.

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

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

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

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

Recommended action: Before 2026-09-14, place the affected population on hold pending reconciliation; owner: Willa Novak.

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

The records do not reconcile for survival-clause ambiguity: one source states the governed population contains 176 records through 2025-09-28, while the corroborating source states the certification covers 68 records through 2025-11-07.

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

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

Recommended action: Before 2026-09-14, amend the closing or response checklist with a dated cure item; owner: Theo Laurent.

## Recommended next actions

Sequence the critical and high findings first, assign the named owners, preserve the cited records, and document any resolution in the controlling matter register before the stated deadline.

## Assumptions and limitations

This analysis is confined to task cb100-014-driftwood-media and the supplied synthetic evidence. It does not rely on external facts, does not resolve disputed law, and is not legal advice for a real person or entity.

Before 2026-09-14, obtain a signed ratification and update the controlling register; owner: Maya Ellison.

Before 2026-09-14, recalculate the exposure and preserve the supporting ledger; owner: Rafael Okafor.

Before 2026-09-14, secure written consent from the authorized decision-maker; owner: Nora Chen.

Before 2026-09-14, issue a corrective notice using the contractually operative method; owner: Dominic Alvarez.

Before 2026-09-14, escalate the conflict to the responsible legal and business owners; owner: Priya Raman.

Before 2026-09-14, document the governing interpretation before the deadline; owner: Elliot Mercer.

Before 2026-09-14, place the affected population on hold pending reconciliation; owner: Talia Brooks.

Before 2026-09-14, amend the closing or response checklist with a dated cure item; owner: Jonas Feld.

Before 2026-09-14, obtain a signed ratification and update the controlling register; owner: Mei Whitaker.

Before 2026-09-14, recalculate the exposure and preserve the supporting ledger; owner: Caleb Hassan.

Before 2026-09-14, secure written consent from the authorized decision-maker; owner: Leona Park.

Before 2026-09-14, issue a corrective notice using the contractually operative method; owner: Isaac Romero.

Before 2026-09-14, escalate the conflict to the responsible legal and business owners; owner: Sofia Bennett.

Before 2026-09-14, document the governing interpretation before the deadline; owner: Adrian Mensah.

Before 2026-09-14, place the affected population on hold pending reconciliation; owner: Willa Novak.

Before 2026-09-14, amend the closing or response checklist with a dated cure item; owner: Theo Laurent.

Prompt: You are commercial contracts counsel for Driftwood Media Studios. Several workstreams have maintained separate versions of the truth; your assignment is to produce one auditable legal view. Delivery charges, localization commitments, and service credits diverge across a master agreement, two amendments, and eighteen months of invoices. Decision due 2026-09-14. California law governs; Los Angeles County, California is the forum. Distinguish a missing document from an affirmative contradiction in the documents that are present. 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 'cb100-014-driftwood-media'.

Set matter_number to the released matter value 'CB-CC-2504'.

Set prepared_for to the released matter value 'Driftwood Media Studios'.

Set as_of to the released matter value '2026-09-14'.

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

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

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

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

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

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

Reconcile F-01 using the exact controlled facts ['2025-01-31', 'CB-CC-2504-A428', '2025-03-12', 'CB-CC-2504-J402'].

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 ['2026-09-14', 'Maya Ellison'] for F-01.

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

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

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

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

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

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

Reconcile F-02 using the exact controlled facts ['$4,159,225.00', '$4,354,950.00'].

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 ['2026-09-14', 'Rafael Okafor'] for F-02.

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

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

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

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

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

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

Reconcile F-03 using the exact controlled facts ['Micah Sullivan', 'Micah Sullivan'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-03's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-14', 'Nora Chen'] for F-03.

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

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

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

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

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

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

Reconcile F-04 using the exact controlled facts ['closed without exception', 'CB-CC-2504-D899', 'open and escalated', 'CB-CC-2504-M161'].

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 ['2026-09-14', 'Dominic Alvarez'] for F-04.

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

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

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

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

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

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

Reconcile F-05 using the exact controlled facts ['Los Angeles County, California', 'California'].

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 ['2026-09-14', 'Priya Raman'] for F-05.

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

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

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

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

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

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

Reconcile F-06 using the exact controlled facts ['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 ['2026-09-14', 'Elliot Mercer'] for F-06.

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

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

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

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

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

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

Reconcile F-07 using the exact controlled facts ['notices-driftwood_media_studios@example.test', 'archive-palisade_stream_services_inc@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 ['2026-09-14', 'Talia Brooks'] for F-07.

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

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

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

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

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

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

Reconcile F-08 using the exact controlled facts ['56 records', '2025-05-31', '59 records', '2025-07-01'].

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 ['2026-09-14', 'Jonas Feld'] for F-08.

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

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

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

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

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

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

Reconcile F-09 using the exact controlled facts ['2025-08-22', 'CB-CC-2504-I871', '2025-09-12', 'CB-CC-2504-R159'].

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 ['2026-09-14', 'Mei Whitaker'] for F-09.

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

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

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

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

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

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

Reconcile F-10 using the exact controlled facts ['$5,137,924.00', '$5,432,348.00'].

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 ['2026-09-14', 'Caleb Hassan'] for F-10.

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

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

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

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

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

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

Reconcile F-11 using the exact controlled facts ['Micah Sullivan', 'Isaac Romero'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-11's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-14', 'Leona Park'] for F-11.

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

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

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

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

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

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

Reconcile F-12 using the exact controlled facts ['closed without exception', 'CB-CC-2504-L800', 'open and escalated', 'CB-CC-2504-U569'].

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 ['2026-09-14', 'Isaac Romero'] for F-12.

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

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

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

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

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

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

Reconcile F-13 using the exact controlled facts ['Los Angeles County, California', 'California'].

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 ['2026-09-14', 'Sofia Bennett'] for F-13.

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

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

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

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

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

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

Reconcile F-14 using the exact controlled facts ['13%', '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 ['2026-09-14', 'Adrian Mensah'] for F-14.

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

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

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

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

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

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

Reconcile F-15 using the exact controlled facts ['notices-driftwood_media_studios@example.test', 'archive-palisade_stream_services_inc@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 ['2026-09-14', 'Willa Novak'] for F-15.

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

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

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

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

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

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

Reconcile F-16 using the exact controlled facts ['176 records', '2025-09-28', '68 records', '2025-11-07'].

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 ['2026-09-14', 'Theo Laurent'] for F-16.

Include the 'Executive assessment' decision section in advice.md.

Include the 'Method and record coverage' decision section in advice.md.

Include the 'Findings' decision section in advice.md.

Include the 'Recommended next actions' decision section in advice.md.

Include the 'Assumptions and limitations' decision section in advice.md.

Explain F-01 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-02 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-03 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-04 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-05 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-06 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-07 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-08 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-09 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-10 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-11 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-12 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-13 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-14 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-15 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-16 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Do not claim the production has no issues or that every record is consistent.

Reconcile controlling and corroborating records

The CB-CC-2504 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.

Driftwood content-delivery renewal audit