TT Claude Memory

project_22spike_S5_zeta_q15_wills_follow_through_2026_05_03

Properties1
descriptionSpike 5 of 22-spike Q&A-formulation suite — Group 2 forthcoming-Q-formulation; SECOND of Batch B (Spike 4 ζ-Q5 closed 13:50 + Spike 5 ζ-Q15 closes 14:30 SAME session per Option B smart-batching). Q-015 cascade-Q file authored at current-questions/Q-015-zeta-wills-follow-through.md v1.0; 6-option λ.α-λ.ζ set against Q-001..Q-004 locks + Spike 21 Q-016 μ.ε ★ hybrid evidence + T56+T2+T63+T49 substrate; provisional Claude pick λ.ζ ★ hybrid Wsum 4.83 unweighted (margin 0.41 over λ.ε second 4.42 NOT sensitivity-borderline). Recommended synthesis: λ.α canonical-Will-as-canonical-document + λ.ε Will-as-distributed-credentials mirroring Spike 21 μ.ε hybrid; Phase-1 cost ~£15-22K total. A-132 + A-133 amendment candidates pre-staged. Faith-tradition Phase-1 vs Phase-1.5+ scope OPEN TENSION (T49 cultural-alignment risk MEDIUM-HIGH for Hindu pillar; £80-150K annual run-rate per pillar; recommend Phase-1.5+ wave per pillar). Texas + Florida + RON Phase-1.5+ per A-99 + A-100. VC issuance 2-stage Phase-1 partner-firm-DID + Phase-1.5+ testator-DID at Law Commission Modernising Wills Law 2025 enabling-power statutory instrument commencement. Outcome-VALIDATED on strict reading (kill-condition NOT-MET — Q-015 6-option λ.α-λ.ζ structurally distinct from Q-001..Q-004 with overlap ≤20% far below 80% threshold). T-file 264 lines / 11 honesty caveats; Q-015 cascade-Q 320 lines / 11 sections. arch-state v3.37 → v3.38; INDEX v2.7 → v2.8 (asked 5→6); plan v1.22 → v1.23. Group 2 Forthcoming Q-formulation BOTH Spike 4 + 5 closed COMPLETE; Batch B SPIKE-RUNNER session 7 closes.

7 min read

22-spike Spike 5 ζ-Q15 NEW Wills follow-through cascade-Q authoring CLOSED 2026-05-03

Outcome

outcome-VALIDATED on strict reading per refined-prompt v3.7. Kill-condition NOT-MET: Q-015 6-option λ.α-λ.ζ on Will semantic model + scope + lifecycle is structurally distinct from Q-001..Q-004 with overlap ~20% (Q-003 Will-class-extends-BFO-via-cco:Document) + ~10% (Q-004 BFO single-upper inheritance principle); both far below 80% threshold. SPIRIT framework discriminates meaningfully across 6 options.

What was framed

6-option set λ.α-λ.ζ derived against Q-001..Q-004 locks + Spike 21 Q-016 μ.ε ★ hybrid evidence + T56+T2+T63+T49 substrate:

  • λ.α — Canonical-Will-as-canonical-document: Wsum 4.33 (UK Wills Act 1837 anchor; SSSOM alignment to LRMoo + IAO directive-information-entity)
  • λ.β — Will-as-event-stream: Wsum 3.50 (matches Spike 21 μ.γ but standalone insufficient; legal-defensibility 2/5)
  • λ.γ — Will-as-versioned-graph: Wsum 3.50 (matches Spike 21 μ.δ but standalone insufficient; legal-defensibility 3/5)
  • λ.δ — Will-as-LLM-context-plus-thin-schema: Wsum 1.92 (Year-2+ uplift candidate per Q-002 ξ.+ aspirational; Phase-1 OUT-OF-SCOPE)
  • λ.ε — Will-as-distributed-credentials: Wsum 4.42 (T2 W3C VC 2.0 W3C Rec 15 May 2025 production-ready + T63 OID4VCI/OID4VP substrate; SD-JWT VC primary per EUDI ARF + UK DIATF; Bitstring Status List v1.0 for revocation; did:web Phase-1 / did:keri Phase-2+)
  • λ.ζ ★ — Rich-defined TBD hybrid: Wsum 4.83 (provisional Claude pick at unweighted-equal allocation; margin 0.41 over λ.ε second NOT sensitivity-borderline at 0.20 threshold)

Recommended synthesis under λ.ζ Rich-TBD: λ.α canonical-Will-as-canonical-document (Phase-1 UK Wills Act 1837 paper-anchored) + λ.ε Will-as-distributed-credentials VC issuance (Phase-1 partner-firm-issued; Phase-1.5+ testator-issued at Law Commission Modernising Wills Law 2025 enabling-power statutory instrument commencement). Mirrors Spike 21 Q-016 μ.ε ★ hybrid lock pattern. Phase-1 cost £15-22K total (£8-12K λ.α + Catala WillAuthoringReview + ~£8-12K λ.ε VC + did:web infrastructure + Bitstring Status List).

8 sensitivity perturbations ±50% per criterion: 6/8 favour λ.ζ; 2/8 favour λ.ε (criterion 6 library-grounded ×2) or λ.α (criterion 8 Phase-2 timeline ×2). λ.ε strong fallback (matches Spike 21 μ.δ + μ.ε hybrid); λ.α degraded fallback if Phase-2 timeline binding constraint.

Architectural commitments pre-staged at A-132 + A-133

  • A-132 candidate: inherit:Will LinkML class + Will semantic model lock (canonical-document under ω.η BFO inheritance via cco:Document → bfo:GenericallyDependentContinuant; SSSOM alignments to LRMoo lrm:F2_Expression + IAO IAO_0000033).
  • A-133 candidate: inherit:WillCredential SD-JWT VC + DID issuance pattern; did:web Phase-1 (partner-firm-DNS-anchored); did:keri Phase-2+ (cross-jurisdiction Court-order delegation per T2 [F-DID-02]); Bitstring Status List v1.0 for revocation.

If Q-005 + Q-015 both lock at Phase 2 wrap-up, amendment sequence is A-131 (Q-005 ε.ι formal landing per cumulative-state §1) + A-132 (Q-015 Will-semantic-model) + A-133 (Q-015 Will-VC-issuance-pattern). cross-module primitive count would go 27 → 29 (inherit:Will + inherit:WillCredential as 28 + 29 NEW canonical primitives).

Open tensions surfaced

  1. Faith-tradition Phase-1 vs Phase-1.5+ scope OPEN — T49 cultural-alignment risk MEDIUM-HIGH for Hindu pillar with £80-150K annual run-rate per pillar (T49 §top-3-remaining-ambiguities #3); recommend Phase-1.5+ wave per pillar; NOT Phase-1 in-scope for first-mover positioning capture.

  2. VC issuance 2-stage pattern needs explicit clarification at lock-time. Phase-1 partner-firm-issued (Mishcon de Reya / Anthony Gold did:web partner-firm DID); testator-issued WillCredential DEFERRED to Phase-1.5+ at Law Commission SI commencement.

  3. Texas + Florida + RON Phase-1.5+ jurisdictional-crate addition per A-99 + A-100 reframe. Q-015 lock should explicitly reference these as Phase-1.5+ extensions.

Cascade artefacts

  • T-file: T-spike-zeta-q15-wills-follow-through-2026-05-03.md v1.0 (264 lines / 28 KB / 17 top-level YAML keys / 7 phase_q_relevance entries / 11 honesty caveats / 6 companion_files keys per v1.21 frontmatter contract) — off-github commit 3f58478 (push DONE).
  • Q-015 cascade-Q file: Q-015-zeta-wills-follow-through.md v1.0 (320 lines / 30 KB / 11 sections + CHANGELOG; 6-option scoring matrix; per-option architectural-commitments + cost-rows + sensitivity-perturbations + pre-mortem + reversal-readiness + open-tensions + cross-links + sources) — docs-strategy commit 44a38d1 (push DONE; CURRENT-AWAITING-ANSWER status until Rich locks).
  • arch-state: v3.37 → v3.38 §13 row Q-and-A-S5 APPENDED below Q-and-A-S4 above Q-and-A-S18 + new Changelog row.
  • INDEX.md: v2.7 → v2.8 Phase 2 asked_so_far 5 → 6; answered_so_far stays 4.
  • Plan: v1.22 → v1.23 §0 Spike 5 checkbox ticked + lastmod 13:50 → 14:30 + new CHANGELOG entry.
  • Q-005 floor-pin bump: arch-state v3.37+ → v3.38+; INDEX v2.7 → v2.8 (auto-fix via pin-drift hook).
  • NO docs-personal commit (no richard-task disposition for forthcoming-Q-formulation spike).

Companion T-files cited (~30% effort-saving validated)

  • T56 document-signing-eidas v1.1 — dominant constraint: e-signed wills NOT VALID UK&W + Scotland + Switzerland Phase-1; Texas + Florida + RON Phase-1.5+ per A-99 + A-100; witness-event-as-PROV-bundle jurisdiction-agnostic primitive
  • T2 VC+DID+KERI v1.0 — W3C VC 2.0 W3C Rec 15 May 2025 production-ready; 2 securing pathways DI vs SD-JWT VC; BitstringStatusList v1.0; DID 1.1 CR; CID v1.0 Rec; did:web + did:keri
  • T63 OpenID4VC+Bowtie v1.0 — OID4VCI / OID4VP / Wallet API microservices; ConformanceCredential pattern
  • T49 faith-traditions v1.0 — First-mover Catala-encoded scholar-endorsed models; Islamic Hanafi-Deobandi UK + Hindu HSA Mitakshara + Jewish halakhic Beth Din anchors; cultural-alignment risk per pillar; 7 mandatory reification-mitigations

Tier 2 surfaced (NOT in original read-first list): T6 PROV-O (witness-event-as-PROV-bundle pattern) + T58 ID-V vendors (Thirdfort partner-firm onboarding) + T60 UK gov APIs (Farewill / Co-op Legal Services / TUO citizen-mediated) + T47 IAS leapfrog (UK firms doing wills 2025 ~6,000 + addressable solicitor seats) + T61 i18n stack (translation_provenance per faith-tradition Catala module).

Companion Spike 21 Q-016 evidence transfer

Spike 21 Q-016 LOCKED μ.ε ★ hybrid (closed 2026-05-03T12:35 BST same day). Q-016 = HOW for updates; Q-015 = WHAT for semantic model. Substrate evidence transfers: 5-criterion 1-5 rubric scoring frame (legal-defensibility / operational-velocity / acquirer-narrative / Phase-1-feasibility / standards-track); witness-event-as-PROV-bundle pattern (T56 §1 finding 5); 14-trigger taxonomy (Spike 22) informs Will-update-event-class decision matrix. λ.ζ hybrid for Q-015 is parallel-structure synthesis to μ.ε hybrid for Q-016 (NOT direct lift; different question scope).

Reconsideration trigger preserved

Year-2+ trigger: Law Commission Modernising Wills Law 2025 enabling-power statutory instrument commencement → testator-facing electronic Will execution becomes legally valid in E&W → λ.ε STANDALONE option re-tabled at lock-time → architecture options gain NEW layer (electronic-Will-update via QES + W3C VC + PROV-O annotation as primary).

Phase-1.5+ trigger: faith-tradition partner-firm onboarding (T49 first-mover) requires Catala module per pillar; ~£80-150K annual run-rate per pillar; Phase-1.5+ wave per pillar per cultural-alignment-risk discipline.

Phase-1.5+ trigger: Texas + Florida + RON jurisdictional-crate addition per A-99 + A-100 reframe; Notarize.com + Proof.com + OneNotary partner integration.

Methodological observation

12th spike of 22-spike suite to close (after Spikes 1 + 12 + 18 + 22 + 2 + 21 + 3 + 8 + 9 + 10 + 4); SECOND forthcoming-Q-formulation spike (Group 2 Spike 5); Group 2 Forthcoming Q-formulation BOTH Spike 4 + 5 closed COMPLETE. Batch B SPIKE-RUNNER session 7 closes — both Spike 4 + Spike 5 closed inline same session per Option B smart-batching. Wall-clock total Batch B ~13:30 → 14:30 (~1h cascade including Spike 4 closure at 13:50 + Spike 5 authoring + closure 14:00-14:30).

REFERENCE verifier row-4b SIGPIPE patch landed at off-github commit d1c84f9 during Spike 5 authoring — Spike 5 verifier should report all GREEN per parent CLAUDE.md acknowledgment.

NEXT (post-Batch-B)

Spike 5 closure verifier runs immediately per per-spike closure cascade INLINE discipline. Suite progress 12 of 22 spikes closed. Rich’s lock-decisions on Q-005 + Q-015 are the two Phase 2 currently-open Qs.

Group 3 (Spikes 6 + 7 strict-order architectural-debt closure) is next dispatchable group when Rich is ready. Group 4 Batch D (Spike 8 + 9 + 10) already closed. Group 5 (Spikes 14-18 IK/IAS substrate confrontation; 14 first; 15-18 loose) and Group 6 (Spikes 19-22 deferred-Q pre-validation; 19 after 14+17; 20-22 loose — Spike 18 + 21 + 22 already closed) remain.

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