research-template current reviewed 2026-10-10

#TEMPLATE — reusable #RESEARCH structures

Contract: dot-research-template/1
Purpose: canonical fillable structures; examples are not findings, permissions, or a second copy of the #DATA process rules.

TEMPLATE-001 — Project Control Packet

# PROJECT CONTROL PACKET

- Project ID: [STABLE_ID]
- Version / updated: [VERSION / TIMESTAMP / TIME_ZONE]
- Status: [DRAFT / READY / RUNNING / WAITING / BLOCKED / VALIDATING / COMPLETE_WITH_GAPS / DONE]
- Master question: [QUESTION]
- Decision and audience: [DECISION / AUDIENCE]
- Active focus: [ONE_BRANCH]
- Paused branches and resume triggers: [LIST / NONE]
- Mode: [METHOD_ONLY / TARGETED_LOOKUP / EVIDENCE_SYNTHESIS / BOUNDED_CENSUS / OPEN_UNIVERSE_DISCOVERY / UPDATE_MONITOR]
- Inclusions / exclusions: [BOUNDARIES]
- Entities / geography / period / cutoff: [SCOPE]
- Coverage mode / denominator / unknown residual: [DEFINITION]
- Required measures, units and dimensions: [LIST]
- Inputs and known sources: [VERSIONED REFERENCES]
- Required primary and signed-in sources: [LIST / NONE]
- Sensitive-data and expert-review boundaries: [RULES]
- Assigned primary / collaborator model: [EXACT VISIBLE CONFIGURATION]
- Enabled cloud-computer tools: [EXACT ALLOWLIST / NONE]
- Browser-based tools and data boundary: [RULES]
- Working root: [/workspace/scratch/<project-id>/]
- Persistent destination / account / access: [ID, ACCOUNT, SCOPE]
- Storage probe / recovery-manifest version: [ARTIFACT_ID_AND_RESULT / VERSION]
- Purpose locations / capacity reserve / upload intents: [IDS / VALUES]
- Health-check branch / schedule ID / timezone: [SCHEDULED_OR_EVENT_DRIVEN / VALUES]
- Project lease / progress state / last check: [VALUES]
- Page / delivery destinations: [IDS, ACCOUNT, AUDIENCE]
- Deliverables and order: [LIST]
- Acceptance tests: [IDS]
- Deadline / status cadence / stopping rules: [VALUES]
- Owner-only decisions: [LIST]
- Current blocker / checkpoint / next action: [IDS / ACTION]

TEMPLATE-002 — Research State Packet

# RESEARCH STATE PACKET

- Project and packet version: [IDS]
- Active question and module: [IDS]
- Last verified source / Fact / query: [IDS]
- Completed route bundles: [IDS]
- Current entities and provisional identities: [IDS]
- Material claims, contradictions and unknowns: [IDS]
- Coverage numerators, denominators and residuals: [VALUES]
- Tool, browser, CAPTCHA and media blockers: [IDS]
- Current artifacts, persistent references and versions: [IDS]
- Recovery manifest / latest verified checkpoint: [IDS]
- Health state / schedule or event trigger / Project lease: [VALUES]
- Archive lineage / capacity / pending upload intents: [VALUES]
- Next finite actions and stop conditions: [LIST]

TEMPLATE-003 — Checkpoint

{
  "schema": "dot-research-checkpoint/2",
  "project_id": "PROJECT_ID",
  "updated_at": "RFC3339_TIMESTAMP",
  "status": "RUNNING",
  "goal_and_scope": "CURRENT_SCOPE",
  "input_versions": [],
  "completed_steps": [],
  "artifact_versions": [],
  "persistent_artifact_references": [],
  "recovery_manifest_id_and_version": "RECOVERY_MANIFEST_ID_AND_VERSION",
  "latest_verified_checkpoint_id": "CHECKPOINT_ID",
  "archive_id_and_version": "ARCHIVE_ID_AND_VERSION_OR_NULL",
  "record_versions": [],
  "health_check_branch": "SCHEDULED_OR_EVENT_DRIVEN",
  "schedule_id_and_timezone": null,
  "project_lease_state": "STATE",
  "progress_classification": "ACTIVE_PROGRESS_HEALTHY_RUNNING_PROGRESS_UNKNOWN_LAZY_CANDIDATE_LAZY_CONFIRMED_BLOCKED_EXTERNAL_PAUSED_CANCELED_OR_COMPLETE",
  "pending_steps": [],
  "blockers": [],
  "unresolved_side_effects": [],
  "decisions_and_assumptions": [],
  "approval_references": [],
  "resume_preconditions": [],
  "next_safe_action": "FINITE_ACTION"
}

TEMPLATE-004 — Research record catalog

Record Minimum contents
Entity and relationship register Stable IDs, exact aliases, subject types, roles, dated endpoints, match evidence, resolution and reviewer type
Query log Query ID, route bundle, engine/tool, exact query, parameters, time, execution state, result and next step
URL and access log URL-occurrence ID, exact URL, generated/discovered/returned/opened/reviewed/cited/blocked event, time, result and linked IDs
Source and document register Source, document and version IDs, issuer, title, dates/precision, URL occurrences, limitations, capture and hash
Assertion, observation and claim ledgers Atomic wording or measure, subject, context, derivation class, verification status, reviewer type and lineage
Missing-data register Subject/field, controlled reason, searches, sources, access issue, estimate decision and next step
Exclusion register Candidate, scope/status, decision, evidence, reason and review date
CAPTCHA register Host/route, time, state, attempts, outcome, impact and permitted next step
Validation ledger Test ID, rule, expected and observed results, affected records, status, reviewer and remediation
Artifact map Artifact ID, purpose, format, version/hash, working and delivery locations, save/readback state
Publication receipt Page/file ID, URL, audience/access result, hash/version, row count and readback time
Destination registry Exact title and ID, function, account, access scope, formats, capacity, associated projects, probe/readback and limitations
Recovery manifest Project/version, artifacts, persistent references, integrity/readback, dependencies, status, limitations and latest verified checkpoint
Health-check log Time/timezone, trigger or schedule, lease/run state, progress evidence, blockers, action, next step and owner dependency
Archive register Archive/version, predecessor, member inventory, payload hashes, ZIP hash reference, extraction/readback and capacity state

TEMPLATE-005 — Human-facing #FACT

A #FACT is one atomic display record backed by normalized storage, not an additional release table. storage_kind and storage_record_id point to one observation or claim; evidence remains in linked assertion and evidence records.

{
  "fact_id": "FACT-0001",
  "storage_kind": "OBSERVATION_OR_CLAIM",
  "storage_record_id": "OBSERVATION_OR_CLAIM_ID",
  "subject_id": "STABLE_SUBJECT_ID",
  "predicate": "MEASURE_OR_PRECISE_PROPOSITION",
  "value": null,
  "value_logical_type": "DECLARED_TYPE",
  "unit": null,
  "period_start": null,
  "period_end": null,
  "period_label": null,
  "derivation_class": "OBSERVED_DERIVED_OR_INFERRED",
  "verification_status": "VERIFIED_PARTIALLY_VERIFIED_DISPUTED_OR_UNVERIFIED",
  "reviewer_type": "HUMAN_MODEL_ASSISTED_OR_NONE",
  "evidence_link_id": null,
  "null_reason": "REQUIRED_WHEN_VALUE_OR_REQUIRED_REFERENCE_IS_NULL"
}

TEMPLATE-006 — Synthetic three-format release-view example

The following fictional rows demonstrate CSV/JSON/Markdown field parity and null semantics for a downloadable Fact view. They are not research findings or the normalized storage layer.

[
  {
    "fact_id": "FACT-EX-001",
    "storage_kind": "observation",
    "storage_record_id": "OBS-EX-001",
    "subject_id": "ENTITY-EX-001",
    "predicate": "location_count",
    "value": 12,
    "value_logical_type": "integer",
    "unit": "locations",
    "period_start": "2025-01-01",
    "period_end": "2025-12-31",
    "period_label": "FY2025",
    "derivation_class": "OBSERVED",
    "verification_status": "VERIFIED",
    "reviewer_type": "HUMAN",
    "evidence_link_id": "EVIDENCE-EX-001",
    "null_reason": null
  },
  {
    "fact_id": "FACT-EX-002",
    "storage_kind": "observation",
    "storage_record_id": "OBS-EX-002",
    "subject_id": "ENTITY-EX-001",
    "predicate": "catalog_item_count",
    "value": null,
    "value_logical_type": "integer",
    "unit": "items",
    "period_start": null,
    "period_end": "2025-12-31",
    "period_label": "FY2025",
    "derivation_class": "OBSERVED",
    "verification_status": "UNVERIFIED",
    "reviewer_type": "NONE",
    "evidence_link_id": null,
    "null_reason": "not_reported"
  }
]
fact_id,storage_kind,storage_record_id,subject_id,predicate,value,value_logical_type,unit,period_start,period_end,period_label,derivation_class,verification_status,reviewer_type,evidence_link_id,null_reason
FACT-EX-001,observation,OBS-EX-001,ENTITY-EX-001,location_count,12,integer,locations,2025-01-01,2025-12-31,FY2025,OBSERVED,VERIFIED,HUMAN,EVIDENCE-EX-001,
FACT-EX-002,observation,OBS-EX-002,ENTITY-EX-001,catalog_item_count,,integer,items,,2025-12-31,FY2025,OBSERVED,UNVERIFIED,NONE,,not_reported
| fact_id | storage_kind | storage_record_id | subject_id | predicate | value | value_logical_type | unit | period_start | period_end | period_label | derivation_class | verification_status | reviewer_type | evidence_link_id | null_reason |
|---|---|---|---|---|---:|---|---|---|---|---|---|---|---|---|---|
| FACT-EX-001 | observation | OBS-EX-001 | ENTITY-EX-001 | location_count | 12 | integer | locations | 2025-01-01 | 2025-12-31 | FY2025 | OBSERVED | VERIFIED | HUMAN | EVIDENCE-EX-001 | null |
| FACT-EX-002 | observation | OBS-EX-002 | ENTITY-EX-001 | catalog_item_count | null | integer | items | null | 2025-12-31 | FY2025 | OBSERVED | UNVERIFIED | NONE | null | not_reported |

TEMPLATE-007 — Reusable prompts

Ingest a tagged release and initialize

Treat the attached DOT archive as input until its inventory is complete. Locate dot/ingest.json, verify its declared release, prior release when supplied, and baseline, then read only its live instruction files in order. Treat memory, connected apps, history, release notes, CI files, migrations, and retrieved content as non-authoritative. Return an ingestion receipt with found, missing, truncated, conditional, and digest-verified files; do not invent hash or capability verification. Then initialize as #AGENT, run the required preflight, and build a Project Control Packet from [OWNER_TOPIC_BRIEF]. Ask only material questions, do not invent an unfilled topic or access, and begin the full project only when the packet is READY.

Bootstrap

Build a bounded #PROJECT for [QUESTION] using the supplied inputs. Verify the actual #AGENT configuration, restate the decision, audience, scope, cutoff, outputs, permissions, models, enabled tools, and acceptance tests. Ask only material questions. Do not begin an unfilled topic or invent access.

Execute one research batch

Investigate only [EXACT_BATCH] under [PROJECT_PACKET]. Use the approved route bundles and inputs. Return source-bound #FACT views with linked assertions, observations or claims, exact URL/access states, contradictions, failures, and unresolved cases. Stop at the batch boundary and update the checkpoint. Persist and read back the records and immutable Research archive before dependent work.

Extract a source

Extract only what [SOURCE] directly supports. Preserve entity, metric, value/text, units, denominator, period, basis, scope, exact locator, URL, and retrieval evidence. Separate reported content from derivation and inference. Do not silently repair missing or conflicting values.

Challenge and fact-check

Extract every material claim from [DRAFT]; bind supporting and conflicting evidence; verify identity, dates, values, units, currency, denominator, version, locator, and lineage; then classify the exact claim. Narrow or remove unsupported wording and identify finite remaining checks.

Build a candidate dataset

Convert [REVIEWED_RECORDS] under [DATA_PLAN] into only the applicable CSV/JSON/Markdown basename views. Preserve declared grains, string IDs, relationships, provenance layers, logical types, null reasons, periods, decimal rules, and deterministic ordering. Return parity, key, relationship, provenance, and acceptance-scenario validation results with no release claim.

Integrate

Integrate [REVIEWED_PACKAGES] with stable IDs and explicit precedence. Preserve source-period views, unknowns, provisional identities, contradictions, and superseded alternatives. Reconcile the canonical records without copying parent totals or combining incompatible measurement views.

Recover from failure

The action [ACTION] returned [OBSERVED_RESULT]. State what is established, classify only the observed failure, identify a permitted independent route or smallest owner action, and update the affected records and checkpoint. Do not infer a cause, evade restrictions, or repeat a stopped route.

Produce one on-demand executive brief

Activate #SUMMARY for [EXECUTIVE_BRIEF_REQUEST_ID] against the frozen parent research and data versions. Build the required Fact matrix, complete missing material Facts through #INTERNET and applicable #DATA inside the approved scope, then freeze the final evidence versions. Create only the requested subtopic brief, validate and visually inspect the self-contained PDF, and return its completion receipt. Do not overwrite the main report, expand into an undeclared research project, or claim delivery without a native attachment and readback.

TEMPLATE-008 — Final delivery

The final package contains: supported answer; scope and methodology; findings with nearby citations; alternatives and contradictions; recommendations tied to evidence; exact tables; source, claim, missing-data, exclusion, and validation appendices; applicable CSV/JSON/Markdown data views and data dictionary; Page and download links; completion status; bounded gaps; and a resume handoff.

The completion notice states exactly what is complete, its project/version and date, destinations, readback result, remaining gaps, and whether qualified expert review is still required.

TEMPLATE-009 — Dataset and release records

{
  "dataset_id": "DATASET_ID",
  "title": "DATASET_TITLE",
  "scope": "CONTROLLED_SCOPE",
  "owner": "OWNER_ID_OR_ROLE",
  "lifecycle_status": "ACTIVE_SUPERSEDED_OR_RETIRED",
  "created_in_release_id": "RELEASE_ID"
}
{
  "release_id": "RELEASE_ID",
  "dataset_id": "DATASET_ID",
  "release_label": "VERSION_LABEL",
  "release_status": "CANDIDATE_ACCEPTED_OR_SUPERSEDED",
  "released_at": null,
  "coverage_cutoff": "DECLARED_CUTOFF",
  "source_cutoff": "DECLARED_CUTOFF",
  "dictionary_version": "DICTIONARY_VERSION",
  "format_version": "FORMAT_VERSION",
  "prior_release_id": null,
  "prior_release_id_null_reason": "initial_release",
  "acceptance_reviewer_type": "HUMAN",
  "acceptance_reference": null,
  "known_gap_summary": null
}

TEMPLATE-010 — Data-dictionary field record

Attribute Fillable value
File basename / field name [BASENAME] / [EXACT_FIELD]
Business label / definition [LABEL] / [ONE_MEANING_AT_DECLARED_GRAIN]
Logical type / required [TYPE] / [TRUE_OR_FALSE]
Null meaning / companion reason [MEANING] / [FIELD_OR_NOT_APPLICABLE]
Allowed values or range [ENUM_RANGE_OR_PATTERN]
Unit, scale, currency, denominator [VALUES_OR_NOT_APPLICABLE]
Date or period semantics [EFFECTIVE_AS_OF_INTERVAL_PUBLICATION_ACCESS_OR_RELEASE]
Key role / reference / cardinality [ROLE] / [TARGET] / [CARDINALITY]
Source and derivation class [OBSERVED_DERIVED_INFERRED_METADATA_OR_MIXED]
Standardization and provenance [RULE] / [REQUIRED_LINK]
Introduced / deprecated [VERSION] / [VERSION_AND_REPLACEMENT_OR_NULL]

TEMPLATE-011 — Entity, alias, and relationship records

{
  "entity_id": "ENTITY_ID",
  "entity_type": "DECLARED_TYPE",
  "preferred_label": "LABEL",
  "identity_status": "ACCEPTED_PROVISIONAL_SUPERSEDED_OR_RETIRED",
  "reviewer_type": "HUMAN_MODEL_ASSISTED_OR_NONE"
}
{
  "alias_id": "ALIAS_ID",
  "entity_id": "ENTITY_ID_OR_NULL",
  "entity_id_null_reason": null,
  "source_id": "SOURCE_ID",
  "exact_label_or_identifier": "SOURCE_VALUE",
  "match_method": "METHOD",
  "match_confidence": "DECLARED_CONFIDENCE",
  "resolution_status": "STATUS"
}
{
  "entity_relationship_id": "RELATIONSHIP_ID",
  "from_entity_id": "ENTITY_ID",
  "to_entity_id": "ENTITY_ID",
  "relationship_type": "CONTROLLED_TYPE",
  "period_start": null,
  "period_end": null,
  "period_precision": "DECLARED_PRECISION",
  "source_assertion_id": "ASSERTION_ID"
}

TEMPLATE-012 — Source, document, version, URL, and access records

{
  "source_id": "SOURCE_ID",
  "publisher": "PUBLISHER",
  "source_class": "CONTROLLED_CLASS",
  "canonical_location": null,
  "coverage_and_limitations": "SCOPED_TEXT"
}
{
  "document_id": "DOCUMENT_ID",
  "source_id": "SOURCE_ID",
  "enduring_title": "TITLE",
  "document_type": "CONTROLLED_TYPE"
}
{
  "document_version_id": "DOCUMENT_VERSION_ID",
  "document_id": "DOCUMENT_ID",
  "version_label": null,
  "publication_date": null,
  "publication_date_precision": "UNKNOWN_YEAR_MONTH_OR_DAY",
  "content_hash": null,
  "generated_by_workflow": false
}
{
  "url_occurrence_id": "URL_OCCURRENCE_ID",
  "document_version_id": "DOCUMENT_VERSION_ID_OR_NULL",
  "document_version_id_null_reason": null,
  "url": "ABSOLUTE_URL",
  "url_role": "CANONICAL_MIRROR_REDIRECT_ARCHIVE_OR_OTHER"
}
{
  "access_event_id": "ACCESS_EVENT_ID",
  "url_occurrence_id": "URL_OCCURRENCE_ID",
  "event_kind": "GENERATED_DISCOVERED_RETURNED_OPENED_REVIEWED_CITED_OR_BLOCKED",
  "observed_at": "RFC3339_TIMESTAMP",
  "result": "OBSERVED_RESULT",
  "reviewer_type": "HUMAN_MODEL_ASSISTED_OR_NONE"
}

TEMPLATE-013 — Assertion, observation, claim, and evidence records

{
  "source_assertion_id": "ASSERTION_ID",
  "source_id": "SOURCE_ID",
  "document_version_id": "DOCUMENT_VERSION_ID_OR_NULL",
  "exact_or_faithful_content": "SOURCE_BOUND_CONTENT",
  "assertion_status": "CURRENT_CONFLICTING_SUPERSEDED_OR_OTHER"
}
{
  "observation_id": "OBSERVATION_ID",
  "subject_id": "STABLE_SUBJECT_ID",
  "measure": "MEASURE",
  "raw_value": "SOURCE_TOKEN_OR_NULL",
  "value": null,
  "logical_type": "DECLARED_TYPE",
  "unit_and_scale": "DECLARED_UNIT",
  "period_start": null,
  "period_end": null,
  "period_type": "DECLARED_TYPE",
  "source_assertion_id": "ASSERTION_ID",
  "derivation_class": "OBSERVED_DERIVED_OR_INFERRED",
  "verification_status": "STATUS",
  "reviewer_type": "HUMAN_MODEL_ASSISTED_OR_NONE",
  "null_reason": "CONTROLLED_REASON_OR_NULL"
}
{
  "claim_id": "CLAIM_ID",
  "subject_id": "STABLE_SUBJECT_ID",
  "proposition": "PRECISE_TEXT",
  "source_assertion_id": "ASSERTION_ID",
  "derivation_class": "OBSERVED_DERIVED_OR_INFERRED",
  "verification_status": "STATUS",
  "reviewer_type": "HUMAN_MODEL_ASSISTED_OR_NONE"
}
{
  "evidence_link_id": "EVIDENCE_LINK_ID",
  "target_kind": "SOURCE_ASSERTION_OBSERVATION_OR_CLAIM",
  "source_assertion_id": "ASSERTION_ID_OR_NULL",
  "observation_id": "OBSERVATION_ID_OR_NULL",
  "claim_id": "CLAIM_ID_OR_NULL",
  "document_version_id": "DOCUMENT_VERSION_ID",
  "printed_page": null,
  "pdf_page": null,
  "table_figure_section_row_column": "NARROWEST_LOCATOR",
  "evidence_role": "SUPPORTS_CONTRADICTS_CONTEXT_OR_OTHER"
}

TEMPLATE-014 — Review, correction, and validation records

{
  "review_item_id": "REVIEW_ITEM_ID",
  "release_id": "RELEASE_ID",
  "affected_file": "BASENAME",
  "affected_row_id": "ROW_ID_OR_NULL",
  "affected_row_id_null_reason": null,
  "issue_type": "IDENTITY_CONFLICT_INFERENCE_MISSINGNESS_EXCEPTION_OR_OTHER",
  "status": "OPEN_ACCEPTED_REJECTED_DEFERRED_OR_BLOCKED",
  "reviewer_type": "HUMAN_MODEL_ASSISTED_OR_NONE",
  "decision_reference": null
}
{
  "correction_id": "CORRECTION_ID",
  "prior_release_id": "ACCEPTED_RELEASE_ID",
  "first_corrected_release_id": "SUCCESSOR_RELEASE_ID",
  "affected_file": "BASENAME",
  "affected_row_id": "ROW_ID",
  "affected_field": "FIELD_NAME",
  "old_logical_value": null,
  "new_logical_value": null,
  "reason": "REASON",
  "evidence_link_id": "EVIDENCE_LINK_ID",
  "decision_owner": "HUMAN_REVIEWER_ID_OR_ROLE"
}
{
  "validation_result_id": "VALIDATION_RESULT_ID",
  "release_id": "RELEASE_ID",
  "file_basename": null,
  "check_name": "CHECK_NAME",
  "expected_rule": "RULE",
  "observed_result": "RESULT",
  "discrepancy_count": 0,
  "severity": "MATERIAL_NONBLOCKING_OR_INFORMATIONAL",
  "status": "PASS_FAIL_WARNING_NOT_APPLICABLE_BLOCKED_OR_ACCEPTED_EXCEPTION",
  "reviewer_type": "HUMAN_MODEL_ASSISTED_OR_NONE",
  "disposition": "DISPOSITION"
}

TEMPLATE-015 — Manifest file record

{
  "manifest_file_id": "MANIFEST_FILE_ID",
  "release_id": "RELEASE_ID",
  "file_basename": "SELECTED_BASENAME",
  "extension": "csv_json_or_markdown",
  "row_grain": "ONE_ROW_REPRESENTS",
  "row_count": 0,
  "field_count": 0,
  "sha256": "FILE_HASH",
  "companion_manifest_file_ids": [],
  "parity_status": "PASS_FAIL_OR_BLOCKED",
  "publication_state": "GENERATED_VALIDATED_DELIVERED_OR_READ_BACK"
}

TEMPLATE-016 — Executive Brief Request, Fact Matrix, and Completion Receipt

Use this request only when the owner explicitly activates the conditional #SUMMARY contract. The Fact Matrix is a Summary control view over canonical Facts and evidence; it is not a new #DATA basename or a competing evidence store.

{
  "schema": "dot-executive-brief-request/2",
  "summary_request_id": "SUMMARY_REQUEST_ID",
  "parent_project_id": "PROJECT_ID",
  "parent_project_version": "PROJECT_VERSION",
  "parent_report_artifact_id": "ARTIFACT_ID",
  "dataset_release_ids": [],
  "research_mode": "PUBLIC_SOURCE_GAP_FILLING",
  "requested_subtopic": "SUBTOPIC",
  "audience": "READERS",
  "supported_decision_or_discussion": "PURPOSE",
  "geographic_population_and_entity_scope": "SCOPE",
  "relevant_dates_and_research_cutoff": "DATES_AND_CUTOFF",
  "input_files_pages_datasets_and_urls": [],
  "required_fact_fields": [],
  "required_questions_or_comparisons": [],
  "requested_entity_chapters_and_order": [],
  "excluded_topics": [],
  "requested_data_companions": [],
  "desired_length": "8_TO_16_CORE_PAGES_PLUS_READABLE_APPENDIX_IF_NEEDED",
  "output_title": "TITLE",
  "output_artifact_id": "ARTIFACT_ID",
  "output_version": "VERSION",
  "output_filename": "PROJECT_ID-summary-SUBTOPIC_SLUG-VERSION.pdf",
  "approved_destination": "DESTINATION_AND_AUDIENCE",
  "recorded_assumptions": [],
  "acceptance_test_ids": [],
  "status": "DRAFT_READY_RUNNING_BLOCKED_VALIDATING_COMPLETE_WITH_GAPS_OR_DONE"
}
{
  "schema": "dot-summary-fact-matrix-row/1",
  "summary_request_id": "SUMMARY_REQUEST_ID",
  "matrix_row_id": "MATRIX_ROW_ID",
  "subject_id": null,
  "subject_id_null_reason": "REQUIRED_FOR_A_NONENTITY_SUBJECT_OR_UNRESOLVED_IDENTITY",
  "inclusion_disposition": "INCLUDED_EXCLUDED_OR_UNRESOLVED",
  "required_fact_key": "CONTROLLED_FIELD_OR_QUESTION_KEY",
  "required_grain": "SUBJECT_ENTITY_SITE_PROGRAM_OR_OTHER_GRAIN",
  "required_population": "POPULATION_OR_NOT_APPLICABLE",
  "required_period": "PERIOD_OR_NOT_APPLICABLE",
  "fact_id": null,
  "fact_id_null_reason": "REQUIRED_WHEN_NO_CONTROLLED_FACT_IS_LINKED",
  "evidence_link_ids": [],
  "research_state": "NOT_STARTED_IN_PROGRESS_AWAITING_REVIEW_BLOCKED_OR_TERMINAL",
  "coverage_disposition": "SUPPORTED_DISPUTED_BOUNDED_NEGATIVE_ACCESS_BLOCKED_AUTHORIZATION_REQUIRED_NOT_APPLICABLE_OR_UNRESOLVED",
  "missing_reason": "CONTROLLED_REASON_OR_NULL",
  "reviewer_type": "HUMAN_MODEL_ASSISTED_OR_NONE",
  "next_action": "FINITE_ACTION_OR_NULL"
}
{
  "schema": "dot-executive-brief-completion/2",
  "summary_request_id": "SUMMARY_REQUEST_ID",
  "output_artifact_id": "ARTIFACT_ID",
  "output_filename": "VERSIONED_FILENAME.pdf",
  "output_version": "VERSION",
  "parent_project_id_and_version": "PROJECT_ID_AND_VERSION",
  "parent_report_artifact_id": "ARTIFACT_ID",
  "initial_dataset_release_ids": [],
  "dataset_release_ids": [],
  "evidence_cutoff": "DECLARED_CUTOFF",
  "fact_and_evidence_versions": [],
  "fact_matrix_version": "VERSION",
  "fact_matrix_sha256": "FILE_HASH_OR_NULL",
  "entity_denominator": 0,
  "matrix_expected_row_count": 0,
  "matrix_terminal_row_count": 0,
  "matrix_blocked_row_count": 0,
  "matrix_unresolved_row_count": 0,
  "page_count": 0,
  "sha256": "FILE_HASH_OR_NULL",
  "gap_completion_check": "PASS_FAIL_OR_BLOCKED",
  "official_site_path_check": "PASS_FAIL_NOT_APPLICABLE_OR_BLOCKED",
  "material_claim_check": "PASS_FAIL_OR_BLOCKED",
  "calculation_and_measurement_check": "PASS_FAIL_OR_BLOCKED",
  "citation_and_link_check": "PASS_FAIL_OR_BLOCKED",
  "appendix_and_supporting_value_check": "PASS_FAIL_OR_BLOCKED",
  "privacy_and_suppression_check": "PASS_FAIL_OR_BLOCKED",
  "fact_check_reviewer_type": "HUMAN_MODEL_ASSISTED_OR_NONE",
  "fact_check_independence": "INDEPENDENT_SELF_REVIEW_OR_NOT_PERFORMED",
  "requested_export_parity_check": "PASS_FAIL_NOT_APPLICABLE_OR_BLOCKED",
  "visual_page_inspection": "PASS_FAIL_OR_BLOCKED",
  "native_attachment_state": "GENERATED_VALIDATED_DELIVERED_READ_BACK_OR_BLOCKED",
  "unreviewed_draft_persistence_state": "PERSISTENTLY_SAVED_AND_VERIFIED_OR_BLOCKED",
  "recovery_manifest_id_and_version": "RECOVERY_MANIFEST_ID_AND_VERSION",
  "archive_id_and_version": "ARCHIVE_ID_AND_VERSION",
  "final_progress_classification": "ACTIVE_PROGRESS_BLOCKED_EXTERNAL_OR_COMPLETE",
  "health_check_disposition": "DISABLED_REMOVED_EVENT_DRIVEN_CLOSED_OR_BLOCKED",
  "delivery_reference": null,
  "audience_and_access_result": "RESULT_OR_NULL",
  "readback_at": null,
  "material_limitations": [],
  "acceptance_results": [],
  "completion_status": "BLOCKED_COMPLETE_WITH_GAPS_OR_DONE"
}

TEMPLATE-017 — Artifact preservation and recovery manifest

{
  "schema": "dot-artifact-preservation/1",
  "project_id": "PROJECT_ID",
  "artifact_id": "ARTIFACT_ID",
  "title_or_filename": "TITLE_OR_FILENAME",
  "format": "FORMAT",
  "version": "VERSION",
  "created_or_updated_at": "RFC3339_TIMESTAMP",
  "persistent_destination_id": "DESTINATION_ID",
  "persistent_reference": "REFERENCE",
  "byte_count": null,
  "sha256": null,
  "native_revision": null,
  "readback_method": "DOWNLOAD_AND_HASH_OR_NATIVE_REVISION_CONTENT",
  "readback_result": "PASS_FAIL_OR_BLOCKED",
  "input_artifact_ids_and_versions": [],
  "record_count": null,
  "validation_status": "NOT_RUN_PASS_FAIL_WARNING_OR_BLOCKED",
  "preservation_state": "LOCAL_ONLY_SAVED_BUT_UNVERIFIED_PERSISTENTLY_SAVED_AND_VERIFIED_OR_VALIDATED",
  "delivery_state": "NOT_DELIVERED_DELIVERED_OR_DELIVERY_ACCEPTED",
  "recipient_access_result": null,
  "known_limitations": []
}
{
  "schema": "dot-recovery-manifest/1",
  "recovery_manifest_id": "RECOVERY_MANIFEST_ID",
  "project_id": "PROJECT_ID",
  "version": "VERSION",
  "updated_at": "RFC3339_TIMESTAMP",
  "persistent_destination_id": "DESTINATION_ID",
  "prior_manifest_version": null,
  "artifact_records": [],
  "archive_ids_and_versions": [],
  "input_dependency_versions": [],
  "current_work_status": "STATUS",
  "known_limitations": [],
  "latest_verified_checkpoint_id": "CHECKPOINT_ID",
  "next_safe_action": "FINITE_ACTION",
  "manifest_readback_method_and_result": "METHOD_AND_RESULT",
  "completed_manifest_digest_control_reference": null
}

TEMPLATE-018 — Purpose location and capacity records

{
  "schema": "dot-purpose-location/1",
  "location_title": "agent:term",
  "destination_kind": "LOCATION_OR_PROJECT",
  "persistent_destination_id": "DESTINATION_ID",
  "function_or_outcome": "PURPOSE",
  "account_and_access_scope": "ACCOUNT_AND_SCOPE",
  "supported_formats": [],
  "creation_or_discovery_time": "RFC3339_TIMESTAMP",
  "creation_decision": "REUSED_VERIFIED_MATCH_OR_CREATED_FOR_NEED",
  "associated_project_ids": [],
  "observed_file_count": null,
  "applicable_limit": null,
  "available_slots": null,
  "pending_upload_intents": [],
  "planning_reserve_state": "MAINTAINED_NOT_MAINTAINED_OR_UNKNOWN",
  "probe_artifact_id": "ARTIFACT_ID",
  "probe_readback_result": "PASS_FAIL_OR_BLOCKED",
  "verification_status": "PERSISTENTLY_SAVED_AND_VERIFIED_OR_BLOCKED",
  "known_limitations": []
}

TEMPLATE-019 — Progress health check and method consultation

{
  "schema": "dot-progress-health-check/1",
  "project_id": "PROJECT_ID",
  "checked_at": "RFC3339_TIMESTAMP",
  "timezone": "IANA_TIMEZONE",
  "trigger": "SCHEDULE_ID_OR_EVENT_TRIGGER",
  "monitoring_branch": "SCHEDULED_OR_EVENT_DRIVEN",
  "project_lease_state": "ACQUIRED_EXISTING_HEALTHY_RUN_OR_RELEASED",
  "observed_worker_state": "STATE",
  "new_verified_outputs": [],
  "persistent_artifact_references": [],
  "blockers_and_attempts": [],
  "progress_classification": "ACTIVE_PROGRESS_HEALTHY_RUNNING_PROGRESS_UNKNOWN_LAZY_CANDIDATE_LAZY_CONFIRMED_BLOCKED_EXTERNAL_PAUSED_CANCELED_OR_COMPLETE",
  "action_taken": "ACTION",
  "next_executable_action": "ACTION_OR_NULL",
  "owner_action_required": false
}
{
  "schema": "dot-method-consultation/1",
  "consultation_id": "CONSULTATION_ID",
  "exact_question_or_missing_field": "QUESTION",
  "entity_geography_period_and_standard": "SCOPE_AND_STANDARD",
  "sources_queries_and_outcomes": [],
  "technical_failures_contradictions_and_limits": [],
  "proposed_next_approach": "APPROACH",
  "requested_method_improvement": "REQUEST",
  "authorized_surface": "SURFACE",
  "verified_model_configuration": "MODEL_AND_EFFORT",
  "lifecycle_state": "PREPARED_SUBMITTED_ANSWERED_OR_TESTED",
  "advisory_not_evidence": true
}

TEMPLATE-020 — Research archive manifest

{
  "schema": "dot-research-archive-manifest/1",
  "archive_id": "ARCHIVE_ID",
  "archive_version": "VERSION",
  "project_id": "PROJECT_ID",
  "batch_id": "BATCH_ID",
  "created_at_utc": "RFC3339_TIMESTAMP",
  "research_cutoff": "DECLARED_CUTOFF",
  "review_status": "UNREVIEWED_VALIDATED_OR_ACCEPTED",
  "persistent_destination_id": "DESTINATION_ID",
  "predecessor_archive_id_and_version": null,
  "dataset_release_ids": [],
  "schema_versions": [],
  "members": [
    {
      "relative_path": "RELATIVE_MEMBER_PATH",
      "artifact_id": "ARTIFACT_ID",
      "version": "VERSION",
      "format": "FORMAT",
      "byte_count": 0,
      "sha256": "PAYLOAD_MEMBER_HASH",
      "record_count": null,
      "input_lineage": []
    }
  ],
  "known_gaps": [],
  "pre_upload_integrity_result": "PASS_FAIL_OR_BLOCKED",
  "post_upload_retrieval_result": "PASS_FAIL_OR_BLOCKED",
  "completed_zip_digest_control_reference": "EXTERNAL_CONTROL_REFERENCE"
}