Reference

The chain

Task
  → Scope
  → SourceDocument        ← snapshotted, content-hashed
  → EvidenceSpan          ← paragraph, table cell, or XBRL fact
  → ExtractedFact         ← typed value with provenance
  → Claim                 ← fact framed for a slot
  → Citation              ← durable link
  → ReviewerAcceptance    ← human accepted the citation
  → ChecklistSatisfied    ← readiness gate
  → Deliverable           ← .pptx / .docx / .xlsx

The Template is the shape of the Deliverable, not a sequential step.

Inviolable rules (Constitution)

1. Source is sovereign. The filed document is the source of record.
2. The model is ministerial. It extracts, classifies, summarizes, compares, and phrases under bounded commission. It does not invent settled facts.
3. No claim without evidence. Every claim descends, by an unbroken chain, from an evidence span.
4. Unsupported output is honest. Empty slots stay empty (SOURCE REQUIRED); never softened.
5. Public data only. No client-confidential ingestion path exists.
6. Snapshot at retrieval. Sources content-hashed and preserved.
7. Review is first-class. Every claim is independently re-verifiable.
8. Generation is bounded. Numbers, names, and observations come from public source evidence.
9. Provenance survives the file. Speaker notes / cell comments / footnotes carry citations.
10. The product does not perform audit work. It produces preparation support.
11. Language discipline. Reports public facts; does not exercise audit judgment.
12. Jurisdiction preservation. CAMs (PCAOB) and KAMs (ISA) are tagged, never silently merged.