Lock: ξ.+ aspirational uplift = ξ.η baseline + Cedar Analysis Phase-1 + Catala formal-verification test-suite Phase-1 + early standards-track Phase-1.
Locked at: 2026-05-02T05:20 BST per Rich-confirmation after re-validation analysis.
Trigger sequence:
- Rich-fragility signal at ζ-Q5 framing 2026-05-02T05:00 (“all of these options now feel fragile”)
- Deeper research surfaced 3 NEW ζ-Q5 options (Ψ.ζ + Ψ.η + Ψ.θ + Ψ.ι aspirational)
- Rich meta-question 2026-05-02T05:25 (how does Phase-3-CORE rule restrict aspirations)
- Claude self-audit identified 4 mechanisms by which older rule biased Phase-2 conservatism
- Memory rule + prompt updated:
feedback_bold_front_loaded_synthesis_preference+ refined-prompt v3.0.1 → v3.1 (cost-of-ownership rows R1-R6 + spike-mandatory-before-framing + TWO devil’s-advocates + Rich-pattern row updated) - Re-validation of 4 prior Phase-2 locks under aspirational lens 2026-05-02T05:00
- Surfaced ξ.+ as 1-of-4 meaningful reversal candidate
- Rich-confirmation 2026-05-02T05:20: “we are going to change the answer to question 2 to ξ.+ aspirational. Because of this, we need to go back to one question at a time, starting with question 3.”
ξ.+ commits:
- G+ commercial-discipline preserved (narrow Catala E&W IHT + intestacy + attestation; Cedar v4.10; LinkML 1.10; Rust/Go SDK; £1,500/mo LLM ceiling per
feedback_phase1_llm_scenario2_lock) - Phase-1 graph-RAG preserved (Postgres + pgvector + hybrid retrieval over corpus + extracted-rule-text; NOT over Catala AST; NOT Loro)
- Cedar Analysis Phase-1 CI integration (was Year-2+ uplift under ξ.η; per AWS Cedar Analysis blog + WR-criteria-frame Finding 3 post-PRE-REFINED-PROMPT-era de-risking)
- Catala formal-verification test-suite Phase-1 (was Year-2+ uplift under ξ.η; per T57 Catala formal-verification production-stable + T36; pulls InheritKitBench v0.1 Phase A pattern forward from PRE-REFINED-PROMPT-archived ζ-Q18 Ω.η ★)
- Early standards-track positioning Phase-1 (was Phase-1.5+ under ξ.η; per T41 chess-board map; OASIS TC engagement + ICAIL 2027 Singapore paper draft)
- A-113 sovereignty preserved (DO-per-firm topology unchanged)
- A-114 Cedar+Catala substrate preserved
Phase-1 re-baseline (cost-of-ownership R1-R6):
| Metric | ξ.η baseline | ξ.+ uplift | Δ |
|---|---|---|---|
| R1 Phase-1 build £K | 90 | 120-130 | +30-40 |
| R2 Phase-1 timeline (mo) | 6 | 8-9 | +2-3 |
| R3 Y1 run-cost £K/yr | 24-28 | 30-35 | +5-7 |
| R4 Y2+ uplift £K | 15 | 0 | -15 |
| R5 5y cum no-uplift £K | 230 | 285 | +55 |
| R6 5y cum acquirer-ready £K | 245 | 285 | +40 |
Cost-adjusted differential: +£40K cumulative 5y is “rounding error vs acquirer-narrative-value” per v3.1 cost-of-ownership lens.
κ.θ-LITE 12-criterion re-scoring: ξ.η 4.55 → ξ.+ 4.65 (+0.10); criteria #2 + #8 + #9 + #10 each +1; criterion #11 commercial velocity -1 (-2-3mo timeline penalty); criterion #12 already 5/5 but qualitatively much stronger.
3 NEW A-21 CI gates (19→22):
- G-CEDAR-ANALYSIS-VERIFY: Cedar Analysis runs on all per-firm Cedar policies; soundness/non-determinism/over-permission detection
- G-CATALA-FORMAL-VERIFY: Catala test-suite on E&W IHT + intestacy + attestation 25-statute → Catala-pair corpus
- G-STANDARDS-TRACK-CADENCE: advisory; OASIS engagement + ICAIL paper progress tracking
**4 NEW richard-tasks 219-222**:
- #219 Cedar Analysis Phase-1 integration spike (~3 weeks)
- #220 Catala formal-verification test-suite Phase-1 design + initial corpus (~4 weeks)
- #221 Early standards-track positioning Phase-1 engagement (~2 weeks Phase-1 + 6mo ongoing)
- #222 ICAIL 2027 Singapore paper draft Phase-1 (~3 weeks; Q1 2027 submission)
R-042 acquirer-narrative-ceiling: now mitigated-via-A-130 (substantially stronger than mitigated-via-A-127 under ξ.η; comprehensive DD anchor: graph-RAG + Cedar Analysis + Catala test-suite + standards-track Phase-1).
R-NEW-PHASE-1-SCOPE-CREEP risk ADDED (35→36): 25% probability that Phase-1 scope expansion exceeds 2-3mo timeline budget; mitigation per-component time-boxes (Cedar Analysis ~3wks; Catala test-suite ~4wks; standards-track ~2wks); fallback to ξ.η deferred-Year-2+ pattern if any component exceeds 50% time-box.
NO REVERSAL of: A-126 κ.θ frame; A-128 ε.ε CCO/BFO 9 i-ζ classes (Pension regulatory complexity hard-constraint); A-129 ω.η BFO-only with SSSOM-mediated alignment (MQ-001 R2 build-complexity hard-constraint); A-1..A-125; MQ-000 ζ.2; A-113 + A-114; A-125; brand-architecture v1.16; master plan v1.10; per-repo BUILD-PLAN v1.4-1.6; refined-prompt v3.1; feedback_phase1_llm_scenario2_lock; feedback_iri_verification_before_lock.
NO new SKOS classifier scheme. NO cross-module primitive count change (still 27). NO module change (still 9).
Cascade impact:
- ζ-Q3 + ζ-Q4 cascade Q files preserved but require fresh re-ask under ξ.+ context per Rich directive
- ζ-Q5 in-flight DISCARDED (Ψ.θ surfacing message + WR-alignment-axiom-strength + T-oxo2-spike-validation + T-deep-research-zeta-q5 stay as research-records at off-github; not invalidated)
Methodological observations:
- FIRST aspirational uplift under v3.1 prompt +
feedback_bold_front_loaded_synthesis_preferencerule — validates Rule-+-Prompt corrective system - Cost-of-ownership R6 differential £40K is “rounding error vs acquirer-narrative-value” — exactly the framing v3.1 cost-rows enhancement was designed to surface
- Bold-synthesis preference + cost-rows TOGETHER override Rich-pattern of
feedback_v2_ik_ias_build_plan_sovereigncommercial-velocity-priority — codification candidatefeedback_phase_2_aspirational_overrides_commercial_velocity_when_acquirer_DD_at_stake - Rule-corrective is SELECTIVE, not blanket — 1-of-4 reversal vs 3-of-4 STANDS demonstrates rule-corrective surfaces meaningful reversals where they exist without blanket-reversing all prior locks
- Cascade-impact bounded: ζ-Q3 + ζ-Q4 re-ask required but unlikely to reverse (re-validation showed STANDS); ζ-Q5 in-flight DISCARDED
Phase 2 status post-uplift: 4 Q answered/cascaded (κ.θ + ξ.+ + ε.ε-pending-re-ask + ω.η-pending-re-ask) / 18-30 budget / 13-22% complete; pre-build-start cumulative 4/100-150.
NEXT: ζ-Q3 re-ask under ξ.+ context + v3.1 framework. Re-validation analysis showed ε.ε STANDS at margin -0.10 vs ε.+ aspirational; fresh re-derivation under v3.1 with TWO devil’s-advocate options + cost-of-ownership rows + updated Rich-pattern row.