- Align agent files with on-disk workplan prefixes (infer from workplan ids)
- Set workplan domain to registered domain_slug; add topic_slug where applicable
- Repair frontmatter delimiter formatting; migrate legacy task status literals
- Regenerate AGENTS.md, CLAUDE.md, and .claude/rules from State Hub templates
Add research on PCI/tokenized payment references vs login Credentials (Payment
Instrument Reference, Payment Mandate) and CRM Opportunity promotion thresholds
(Pipeline Pursuit, binding_trigger). Resolve OpenQuestions for both topics.
Update glossary, conceptual model, terminology, and downstream recommendations.
Add research on the journey from gamable opinion signals (reviews, ratings)
through observed metrics (PAYDEX, SLA stats), financial commitments (bonds,
escrow), and adjudicated outcomes (arbitration, courts). Resolve OpenQuestions:
no Reputation entity; use Reputation Signal, Performance Evidence, Commercial
Commitment, and Adjudication Outcome with Counterparty Assurance Gradient pattern.
Record deep research on commercial identity coupling across theory, law,
regulation, and software (KYC, LEI, DUNS, eIDAS, CRM). Introduce Commercial
Commitment, Legal Person, and Beneficial Owner to the canon model and document
the fluid-to-bound identity gradient in the conceptual model.
Record B2B SaaS subscriber tenancy and Stripe billing source notes. Resolve
the Customer Account open question: reject it as canonical, add Commercial
Record and Commercial Relationship to the Record and relationship layers, and
document Subscriber as a convenience term only.
Backfill all 23 research source notes with terminology extracts, modeling
assumptions, conflicts, canonical mappings, and references. Refresh terminology
artifacts, refine the conceptual model with explicit scenario paths, reconcile
canon surfaces and open questions, and mark the workplan finished.
Inline ops-warden credential routing guidance in AGENTS.md and mirror it
for Claude Code under .claude/rules/. Add IDENTITY-WP-0003 to backfill the
research corpus and refine the conceptual model against scenario tests.
