# #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

```markdown
# 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

```markdown
# 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

```json
{
  "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.

```json
{
  "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.

```json
[
  {
    "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"
  }
]
```

```csv
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
```

```markdown
| 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

```json
{
  "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"
}
```

```json
{
  "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

```json
{
  "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"
}
```

```json
{
  "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"
}
```

```json
{
  "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

```json
{
  "source_id": "SOURCE_ID",
  "publisher": "PUBLISHER",
  "source_class": "CONTROLLED_CLASS",
  "canonical_location": null,
  "coverage_and_limitations": "SCOPED_TEXT"
}
```

```json
{
  "document_id": "DOCUMENT_ID",
  "source_id": "SOURCE_ID",
  "enduring_title": "TITLE",
  "document_type": "CONTROLLED_TYPE"
}
```

```json
{
  "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
}
```

```json
{
  "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"
}
```

```json
{
  "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

```json
{
  "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"
}
```

```json
{
  "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"
}
```

```json
{
  "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"
}
```

```json
{
  "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

```json
{
  "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
}
```

```json
{
  "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"
}
```

```json
{
  "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

```json
{
  "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.

```json
{
  "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"
}
```

```json
{
  "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"
}
```

```json
{
  "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

```json
{
  "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": []
}
```

```json
{
  "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

```json
{
  "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

```json
{
  "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
}
```

```json
{
  "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

```json
{
  "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"
}
```