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:

  1. Rich-fragility signal at ζ-Q5 framing 2026-05-02T05:00 (“all of these options now feel fragile”)
  2. Deeper research surfaced 3 NEW ζ-Q5 options (Ψ.ζ + Ψ.η + Ψ.θ + Ψ.ι aspirational)
  3. Rich meta-question 2026-05-02T05:25 (how does Phase-3-CORE rule restrict aspirations)
  4. Claude self-audit identified 4 mechanisms by which older rule biased Phase-2 conservatism
  5. 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)
  6. Re-validation of 4 prior Phase-2 locks under aspirational lens 2026-05-02T05:00
  7. Surfaced ξ.+ as 1-of-4 meaningful reversal candidate
  8. 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:

  1. 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)
  2. Phase-1 graph-RAG preserved (Postgres + pgvector + hybrid retrieval over corpus + extracted-rule-text; NOT over Catala AST; NOT Loro)
  3. 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)
  4. 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 ★)
  5. 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)
  6. A-113 sovereignty preserved (DO-per-firm topology unchanged)
  7. A-114 Cedar+Catala substrate preserved

Phase-1 re-baseline (cost-of-ownership R1-R6):

Metricξ.η baselineξ.+ upliftΔ
R1 Phase-1 build £K90120-130+30-40
R2 Phase-1 timeline (mo)68-9+2-3
R3 Y1 run-cost £K/yr24-2830-35+5-7
R4 Y2+ uplift £K150-15
R5 5y cum no-uplift £K230285+55
R6 5y cum acquirer-ready £K245285+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:

  1. FIRST aspirational uplift under v3.1 prompt + feedback_bold_front_loaded_synthesis_preference rule — validates Rule-+-Prompt corrective system
  2. 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
  3. Bold-synthesis preference + cost-rows TOGETHER override Rich-pattern of feedback_v2_ik_ias_build_plan_sovereign commercial-velocity-priority — codification candidate feedback_phase_2_aspirational_overrides_commercial_velocity_when_acquirer_DD_at_stake
  4. 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
  5. 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.